Deltek Vision

Deltek Vision

Verified

Deltek Vision was designed by project management and project accounting experts to meet the specialized needs of project-based firms.

This solution combines project accounting, resource and project management, time/expense management, business development and proposal management into a single, integrated suite.

The software's accounting module offers accounts payable and receivable, revenue recognition, and multi-company and multi-currency support. The CRM module offers opportunity tracking, marketing campaign management, and contact management, all fully integrated with Microsoft Outlook. 

Deltek Vision is fully web-based and available for both cloud or on-premise deployment.Deltek’s 10,000+ users include 400 of ENR's Top 500 design firms and more than 150 of North America’s Top 200 fastest-growing architecture, engineering and environmental consulting companies.


Cloud Deployment: Yes
On-Premise Deployment: Yes
Website: http://www.deltek.com/products/vision

CRM Features


Analytics
  • Custom Dashboards
  • Custom Reports
  • Schedule Reports
  • Standard Dashboards
  • Standard Reports
Customization
  • Custom Buttons
  • Custom Fields
  • Custom Links
  • Custom Modules
  • Page Layout
  • Rename Tabs
  • Schedule Fields
Documents
  • File Management
  • File Sharing
  • Folder Sharing
  • Nestable Folders
Inventory
  • Invoices
  • Products
  • Purchase Orders
  • Quotes
  • Sales Orders
Marketing
  • Auto Responders
  • Campaign Management
  • Email Opt-Out
  • Email Templates
  • Mass Email
Sales
  • Accounts
  • Activity Tracking
  • Calendar
  • Contacts
  • CRM Views
  • Forecasting
  • Leads
  • Opportunities
  • Scripts
Support
  • Cases
  • Client Portal
  • Email-to-Case
  • Solutions
  • Surveys
Telephony
  • Auto Attendant
  • Call Queues
  • Call Recording
  • Click to Dial
  • Inbound Calling
  • IVR
  • Outbound Calling
  • Virtual Phone System
  • Voicemail
  • Voicemail-to-Email
Web Forms
  • Accounts
  • Auto Responder
  • Cases
  • Contacts
  • Leads
  • Notify Owner
Workflow
  • Alerts
  • Approval Process
  • Assignment Rules
  • Case Escalation Rules
  • Convert
  • Field Updates
  • Rules
  • Tasks
  • Time Based Actions
  • Webhooks

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