Deltek Vantagepoint CRM & Pipeline Management
Turn Client Relationships into Competitive Advantage
Vantagepoint enables firms to manage client relationships, track pursuits, and coordinate proposals — connecting win-phase activities directly to planning, execution, and financial tracking in one unified platform.
Why Choose Deltek Vantagepoint
Win More with Smarter Client Intelligence
Turn Client Info into Client Intel
Help leaders stay well informed by using AI to identify gaps and bigger opportunities, so your business development efforts stay focused on the most valuable pursuits.
Nurture the Right Relationships
Win more projects by building better client relationships and managing your pipeline with confidence, ensuring your team pursues opportunities that align with your strategic goals.
Position Your Firm to Win
Ensure you are pursuing the right projects by leveraging win rates and past performance data, so you can focus resources on the opportunities most likely to succeed.
CRM & Pipeline Management Features
Industry-Tuned Intelligence That Drives Results
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, and quickly surface key proposal information that drives results.
Nurture Client Relationships
Keep records up to date with the mobile app, capture leads using AI by taking pics of business cards, save time managing activities with email integration, and stay proactive with alerts for follow-up tasks.
Manage Pursuits and Pipeline
Stay organized by tracking all pursuits in one place, spot gaps and drive action with interactive pipelines, save time creating proposals that meet client needs, and 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, and adjust your BD strategy with clear, visual insights that keep your pipeline healthy and growing.
See It in Action
Explore how Vantagepoint Delivers CRM & Pipeline Management
See how A&E and consulting firms turn relationships into revenue and win more projects.
Explore Deltek Vantagepoint
One Solution for the Full Project Lifecycle
Accounting & Financial Management
Manage complex company financials in a single place with precision and control to get paid faster and boost profitability.
Project Management
Proactively manage projects throughout the lifecycle with detailed project plans, Gantt charts, and project-specific dashboards. Monitor performance and adjust before challenges impact delivery.
Resource Management
Assign the right people at the right time with confidence. Balance workloads and forecast future demand with resource management views, skills search, and project planning at multiple levels.
Vantagepoint Payments
Cut costs and improve cash flow by automating the inbound and outbound payments process.
See Vantagepoint in Action
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