Enterprise CRM Software for Professional Services Firms

Maconomy CRM is a single gateway to the relevant information about your customers, prospects and business partners around the world.


CRM Software for Professional Services

Maconomy CRM Overview

Deltek Maconomy provides foundational CRM capabilities to enhance your enterprise ERP solution and enable you to manage every relationship between your firm and its customers around the world. By streamlining sales and marketing in a single cloud-based solution, you gain valuable transparency into incoming work and its impact on revenue. And with visibility into past work and current projects, you can evaluate client profitability and nurture the right relationships to support a healthy pipeline.

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Benefits of Maconomy CRM

Prioritize Customers

Prioritize Customers

All customer information is available at a glance: contact details, invoices, outstanding debts and project status.

Reduce Budget Overruns

Reduce Budget Overruns

Reduce the risk of budget overruns by allowing your sales force to create detailed estimates early in the sales cycle.

Build a Healthy Pipeline

Build a Healthy Pipeline

Maintain a healthy pipeline with insight into how current and potential work impact capacity and revenue.

Features of Maconomy CRM

Deltek Maconomy CRM Features

Improve Client Relationships

Improve Client Relationships

  • Stay connected, capture opportunities and win more work
  • Evaluate client profitability to understand where your efforts are best spent
Forecast the Full Portfolio

Forecast the Full Portfolio

  • Know the exact revenue and resource requirements generated by the portfolio over the coming months
  • Get a flexible overview of your pipeline by phase, business unit or any other dimension
Create More Accurate Estimates

Create More Accurate Estimates

  • Improve quotation accuracy and project profitability through a better and more consistent estimating process
  • Calculate price quotes based on experience from similar projects and create templates for consistency
  • Transform estimates into project budgets to avoid data reentry and ensure consistent pricing throughout the project
Track Activities

Track Activities

  • Business development team members can easily identify relevant efforts taken for each opportunity
  • Assign activities to team members to establish accountability
  • Create a template by opportunity type to identify required activities and ensure greater likelihood of success

Maconomy ERP Modules

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