Mobile CRM for Vision is Here

It’s an exciting time here at Deltek!Vision CRM

Over the upcoming weeks, we will be opening up the release of Deltek Touch CRM for Vision – Vision’s mobile CRM app.  Supported on iOS and Android devices, this controlled release will be available to only a select number of firms.  If you are a Deltek Vision CRM customer, we invite your organization to register to be part of this very exciting release.

Deltek Vision CRM customers will now have access to critical information they need anytime, anywhere with Deltek Touch CRM for Vision.   Contact Record

  • Look up any contact or client in your Vision database anytime, anywhere
  • View, add, edit or delete contacts and clients according to your Vision security role
  • Touch a phone number to make a call or touch an email to start a message
  • View an address and get directions.
  • Gain access to the app easily and securely using a 4-digit pin

This mobile app is ideal for the Vision CRM user who travels or is frequently away from the office.

How to Participate in the Controlled Release

Deltek Touch CRM for Vision will be available at no additional charge to all Deltek Vision CRM Customers who are current on maintenance. If you would like to have your firm considered for the controlled availability release, please complete the survey found here.

This information will not be shared outside of the Deltek Controlled Availability program.  Please see KB 72783 on the Deltek Customer Care Connect site for technical requirements.

We hope you will join us in this very exciting release.

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About Michelle Cipollone

Currently, Manager of Product Marketing for Deltek, Michelle has spent the last 18 years helping companies realize the value of ERP. Michelle's focus with Deltek is professional service firms and helping them realize their potential through project based ERP.
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One Response to Mobile CRM for Vision is Here

  1. Pingback: EFCG & ACEC Conferences | Deltek Vision Blog

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