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Version
1.7.8
Size
7.47 Mb
Updated
8 years ago
Released
26 Mar 2013
Screenshots
Description
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. With Touch CRM, calling, emailing or getting directions to a contact’s office is as easy as a tap of a finger, allowing business developers to better compete, win and retain clients. Touch CRM is ideal for the CRM user who travels or is frequently away from the office.
Features:
- Look up, view, edit and add customers, contacts and opportunities
- Manage your 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
- All CRM security settings, roles and access controls are maintained
- Easy and secure access to the app using a 4-digit pin
To use the app:
- A Deltek CRM user license is required.
- Some features will be unavailable if you are not on the most recent version of your Deltek CRM product (Vision, GovWin Capture Management or Ajera CRM customers only).
- A server-side component must be installed by your administrator and your administrator must provide you with your organization’s unique Touch URL. Contact your IT department to ensure this component is in place and up-to-date prior to using this mobile app.
- For more details on system requirements and known issues, please see KB article #71390 on Deltek’s customer care web site.
Estimates
Availability
Devices
iPhone4
iPad2Wifi
iPad23G
iPhone4S
iPadThirdGen
iPadThirdGen4G
iPhone5
iPodTouchFifthGen
iPadFourthGen
iPadFourthGen4G
iPadMini
iPadMini4G
iPhone5c
iPhone5s
iPadAir
iPadAirCellular
iPadMiniRetina
iPadMiniRetinaCellular
iPhone6
iPhone6Plus
iPadAir2
iPadAir2Cellular
iPadMini3
iPadMini3Cellular
iPodTouchSixthGen
iPhone6s
iPhone6sPlus
iPadMini4
iPadMini4Cellular
iPadPro
iPadProCellular
iPadPro97
iPadPro97Cellular
iPhoneSE
iPhone7
iPhone7Plus
iPad611
iPad612
iPad71
iPad72
iPad73
iPad74
iPhone8
iPhone8Plus
iPhoneX
iPad75
iPad76
iPhoneXS
iPhoneXSMax
iPhoneXR
iPad812
iPad834
iPad856
iPad878
iPadMini5
iPadMini5Cellular
iPadAir3
iPadAir3Cellular
iPodTouchSeventhGen
iPhone11
iPhone11Pro
iPadSeventhGen
iPadSeventhGenCellular
iPhone11ProMax
iPhoneSESecondGen
iPadProSecondGen
iPadProSecondGenCellular
iPadProFourthGen
iPadProFourthGenCellular
Pricing by country
| Country | Price |
|---|---|
| Canada | free |
| China | free |
| France | free |
| Germany | free |
| Italy | free |
| Netherlands | free |
| Portugal | free |
| Spain | free |
| Poland | free |
| UK | free |
| India | free |
| Japan | free |
| Korea, Republic Of | free |
| Poland | free |
| Russia | free |
| Turkey | free |
| USA | free |
| Korea, Republic Of | free |
| Ukraine | free |
