About: To increase productivity and profitability, knowledge needs to be in the hands
of those who need it when they need it most. Deltek Customer Relationship
Management (CRM) customers now have access to the information they need from
their mobile device, 24/7 with Deltek’s mobile solution.
Table of Contents:
What is Deltek Touch CRM? Deltek Customer Relationship Management (CRM) customers can now access the information they need from their mobile device with Deltek’s mobile solution, Touch CRM. This app allows users to manage their customers, contacts, and opportunities, as well as track activities and information unique to their business. With one-touch tap, users can make a call, send an email, or view an address on a map. The app also maintains all CRM security settings, roles, and access controls.
- Look up, view, edit, and add customers, contacts, and opportunities
- Manage activities and activities associated with customers, contacts, and opportunities
- Track information unique to your business in custom fields
- One-touch tap to make a call, send an email, or view an address on a map
- Find duplicates when adding new customers and contacts
- Maintains all CRM security settings, roles, and access controls
- Easy and secure access to the app using a 4-digit pin
- Requires a Deltek CRM user license
- Some features may be unavailable if not on the most recent version of Deltek CRM product (Vision, GovWin Capture Management, or Ajera CRM customers only)
- A server-side component must be installed by the administrator and provide the organization's unique Touch URL
- For more details on system requirements and known issues, refer to KB article #71390 on Deltek’s customer care website.
- None mentioned in the given text.
By Andrew1122334455
Needs more filters (by org, by PM, by dollar value), needs faster ui, needs to show results when you open DeltekTouchCRM instead of requiring you to search. Overall it feels like very little development dollars are going towards DeltekTouchCRM , in what should be a mobile first environment.
By Scc75
Deltek CRM does not like to outlook mail or calendars. It feels like it was designed by accountants not business development professionals. You have to run two calendars, no email integration, activity reporting is horrible.
By Kev has no nickname
I can't believe this doesn't have the ability to add new activities to a contact. Huge miss, what are you guys thinking?
By alex_vandehei
DeltekTouchCRM needs work. Unable to open contacts and can only view name and title of a contact. What's the point?!?
By Rjl226
Deltek Vision is the absolute worst CRM I have ever used, and this iOS app for me is as bad as Vision. There are much, much better solutions out there. This one slows me and my business down.
By SMnatique
I hope it works soon. Is there a fix for this out there?
No. Deltek Touch CRM does not seem very safe to us. This is based on our NLP (Natural language processing) analysis of over 6 User Reviews sourced from the Appstore and the appstore cumulative rating of 1.8/5 . Justuseapp Safety Score for Deltek Touch CRM Is 15.6/100.
No. Deltek Touch CRM does not seem legit based on our analysis. This conclusion was arrived at by running over 6 Deltek Touch CRM User Reviews through our NLP machine learning process to determine if users believe the app is legitimate or not. Based on this, Justuseapp Legitimacy Score for Deltek Touch CRM Is 33.9/100..
Deltek Touch CRM works most of the time. If it is not working for you, we recommend you excersise some patience and retry later or Contact Support.
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