Deltek Vantagepoint CRM & Pipeline Management
Turn Client Relationships into Competitive Advantage
Win more of the right work with Vantagepoint's connected client intelligence and clear pipeline visibility. Client relationship management, pursuit tracking, and proposal coordination connect win-phase activities to planning and execution, while Dela automatically surfaces important client opportunities and scores pursuits—so you focus on the best-fit work and build stronger relationships.
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
Win more work by being better prepared. Client Smart Summaries and proposal information give you the insights you need for every engagement, while Ask Dela surfaces key details instantly and drafts winning communications—so you focus on relationships, not data gathering.
Nurture Client Relationships
Keep client relationships strong and stay ahead of opportunities. Mobile access, AI-powered business card capture, and email integration keep records current and activities organized, while Dela automatically surfaces important client news—M&A activity, leadership changes, project awards—so you always have a reason to reach out and strengthen relationships.
Manage Pursuits and Pipeline
Focus on winning the right opportunities. Centralized pursuit tracking, interactive pipelines, and proposal tools keep everything organized, while Dela scores pursuits based on your win patterns and flags go/no-go decisions—so you focus effort on high-probability work and win more projects.
Turn Insight into Action
Build a healthy, growing pipeline with data-driven decisions. Smart project planning and visual insights help you forecast revenue and staffing, while Dela surfaces high-value opportunities and pipeline trends—so you adjust BD strategy with confidence.
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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