Deltek Maconomy

Enterprise CRM for Large Global Companies

Manage every client relationship and opportunity while tracking work, forecasting revenue, and aligning sales and marketing in one connected solution.

Business professional using Deltek Maconomy enterprise CRM software with customer dashboards and sales insights.

Grow Your Pipeline with Connected CRM

Turn customer relationships into business growth with Maconomy CRM built for your ERP. Track incoming work, align sales and marketing, measure client profitability and gain the visibility you need to grow a healthy, profitable pipeline in one connected, cloud-based solution.

Deltek Maconomy CRM visual showing integration of people, projects, and financials to grow your pipeline.

Benefits of Maconomy CRM

See Every Customer Detail See Every Customer Detail

See Every Customer Detail

Access contact, billing, project, and relationship data at a glance for better decisions.

Control Estimates Early Control Estimates Early

Control Estimates Early

Help your sales team create detailed, accurate estimates early and reduce budget risks.

Manage Pipeline with Confidence Manage Pipeline with Confidence

Manage Pipeline with Confidence

See how incoming work impacts revenue, capacity, and pipeline health to plan with confidence.

Deltek Maconomy CRM customer dashboard showing revenue forecasts, targets, and client profitability.

Features of Maconomy CRM

Manage and Grow Key Client Accounts

  • Capture opportunities and nurture relationships
  • See client profitability to prioritise your focus
  • Track client history, invoices, and open projects

Gain Full Pipeline and Revenue Visibility

  • Forecast revenue and resource demand by portfolio
  • View pipeline by phase, unit, or any dimension
  • Spot gaps or bottlenecks early and act fast

Build Fast, Accurate Project Estimates

  • Create quotes based on past project experience
  • Use templates for consistent, reliable estimates
  • Convert estimates to budgets without re-entry

Track Sales and BD Activities Easily

  • Assign activities to team members by opportunity
  • Use templates to define steps by opportunity type
  • Track past efforts and improve follow-ups

Maconomy Modules

Business Performance Management Business Performance Management

Business Performance Management

Drive informed decisions with timely insights, streamlined reporting and unified financial performance data.

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Financial Budgeting Financial Budgeting

Financial Budgeting

Create and manage detailed financial budgets, track performance and ensure alignment with strategic goals.

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People Planner People Planner

People Planner

Align the right people to the right projects with accurate resource visibility and smarter scheduling.

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