Customer Relationship Management for Maconomy
Grow Your Pipeline with Connected CRM
Extend Maconomy with integrated CRM capabilities that manage leads, opportunities, proposals, and client communications, giving professional services firms the pipeline visibility and relationship intelligence to win strategically, forecast revenue accurately, and connect sales activities seamlessly to project delivery.
Why Choose CRM for Maconomy
Connect Client Relationships to Business Growth
See Every Customer Detail
Access contact, billing, project, and relationship data at a glance for better, faster decisions that strengthen client relationships.
Control Estimates Early
Help your sales team create detailed, accurate estimates early and reduce budget risks down the line with templates based on past experience.
Manage Pipeline with Confidence
See how incoming work impacts revenue, capacity, and pipeline health to plan with confidence and spot gaps or bottlenecks early.
CRM Features for Professional Services Firms
Revenue visibility from opportunity to delivery
Client Account Management
Capture opportunities and nurture relationships. See client profitability to prioritize your focus and track client history, invoices, and open projects.
Pipeline & Revenue Visibility
Forecast revenue and resource demand by portfolio. View pipeline by phase, unit, or any dimension and spot gaps or bottlenecks early to act fast.
Fast, Accurate Project Estimates
Create quotes based on past project experience. Use templates for consistent, reliable estimates and convert estimates to budgets without re-entry.
Sales & BD Activity Tracking
Assign activities to team members by opportunity. Use templates to define steps by opportunity type and track past efforts to improve follow-ups.
Maconomy Modules
Purpose-Built Capabilities for Every Stage of the Project Lifecycle
Business Performance Management
Integrate reporting, analytics, and AI‑driven Smart Summaries for instant clarity on project and financial performance.
Financial Budgeting
Create and manage detailed financial budgets, track performance against targets, and ensure alignment with strategic goals across entities.
People Planner
Align the right people to the right projects with accurate resource visibility, smarter scheduling, and real-time capacity planning.
See Maconomy in Action
Complete the form and a Deltek specialist will contact you to schedule a personalized demonstration.