Deltek Vantagepoint

CRM Software for Professional Services

Build stronger client relationships, win more work and grow your pipeline with a CRM built for A&E and consulting firms.

Smiling professional using tablet with CRM dashboards and AI assistant interface, showcasing Deltek Vantagepoint CRM for professional services.

Stronger Pipelines Start with a Smarter CRM

Win more projects by building stronger client relationships and managing your pipeline with confidence. Vantagepoint CRM helps you track leads, pursue the right opportunities and forecast accurately so your business development efforts stay focused and effective. You can also quickly perform tasks and surface insights with Deltek Dela™, your AI-powered business companion.

Stronger Pipelines Start with a Smarter CRM

Benefits of Vantagepoint CRM & Pipeline Management

Turn Client Info into Client Intel Turn Client Info into Client Intel

Turn Client Info into Client Intel

Help leaders stay well informed by using AI to identify gaps and bigger opportunities.

Nurture the Right Relationships Nurture the Right Relationships

Nurture the Right Relationships

Win more projects by building better client relationships and managing your pipeline with confidence.

Position Your Firm to Win Position Your Firm to Win

Position Your Firm to Win

Ensure you’re pursuing the right projects by leveraging win rates and past performance.

Work Smarter with AI

Features of Vantagepoint CRM & Pipeline Management

Work Smarter with AI

  • Quickly find actionable info with AI-powered insights
  • Save hours prepping for meetings with Client Smart Summary™
  • Draft emails and surface info that wins work with Ask Dela
  • Quickly surface key proposal info that drives results

Nurture Client Relationships

  • Keep records up to date with our mobile app
  • Capture leads using AI by taking pics of business cards
  • Save time managing activities with email integration
  • Stay proactive with alerts for follow-up tasks

Manage Pursuits and Pipeline

  • Stay organised by tracking all pursuits in one place
  • Spot gaps and drive action with interactive pipelines
  • Save time creating proposals that meet client needs
  • Win more projects using AI insights from past success

Turn Insight into Action

  • Forecast revenue and staffing with smart project planning
  • Target high-value projects using AI-powered insights
  • Adjust your BD strategy with clear, visual insights

Vantagepoint Modules

Accounting & Financial Management Accounting & Financial Management

Accounting & Financial Management

Manage complex company financials in a single place to get paid and boost profitability.

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Project Management Project Management

Project Management

Proactively manage the entire project in one place to boost profitability and client satisfaction.

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Resource Management Resource Management

Resource Management

Get the right people on the right projects at the right time.

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