Deltek vision is very good software to use to handle many database simultaneously. During that work we can easily filter the important data.

Customer Care Support is excellent. Like everything else, the more time you can invest, the better off you will be.

Tech support has helped resolve issues in most all cases. Response is generally good via chat and resolution has been fairly quick in most cases.

Our company uses this software for many purposes and if you get adequate training it can be a great tool that makes working on projects and finding information easy and accessible in one location.

The price point is higher compared to other ERP's. You get what you pay for in terms of functionality and integration of modules.

Maybe this is by design, but it is too costly to keep doing this.

Reporting performance is awful. We have had a consultant come out at least twice for an overall health check and recommendations and in my opinion we did not get a lot of value from this.

I particularly like the ability to schedule your work and availability -- this is great for work sharing with different offices/teams.

As a user, I find Deltek Vision easy to navigate - in my own company filing expense reports and accessing a detailed or simple timesheet is a breeze.

It takes a ridiculously long time to run many of our reports and it's a constant source of pain for both the users and those of use who support the product.

Overall really great experience, perfect tool for enginering consulting company, excellent customer support.

It solves all of my accounting needs. The reporting is robust and the project managers love to see their budgets in real time.

The software/service was good overall as it was easy to use.

The maximization of all of aspects of accounting in one software. The ability to create specific reports is great.

Reporting function is extremely difficult to navigate. Generally terrible interface.

I have found it very challenging to work through self teaching tools. Unless someone has the time to teach you how to use the features it is time consuming and somewhat frustrating.

Integration of the time-sheet is an asset. The ability to charge time to Opportunities would be a major enhancement.

We were using Excel for timesheets so having time and expense in one place and tying into our business process is wonderful. We also have the ability to get nice reports.

E.g. When entering a comment for a task e, i need to type it, click in a separate comment box to ensure it's saved, and then only can I navigate away.

I hate that the help button is located with the other options on tool bar.

Overall experience has been good - consistent, powerful software for managing projects.

Functionality is good and support response is excellent. We do not need to consult with a partner we can deal directly with Pipeline which brings down the cost.

It was pretty easy to set up and create custom view reports so we could track sales and onboarding activities. It synced to my email which was great.

As a small business (11-50 people), we couldn't be more thrilled with the level of functionality. It is extremely easy to use and the reports are more than I could hope for.

After our trial ended we signed up and were off. Setting up Pipeline Deals was quite easy, as the software can conform to your needs.

I love how user friendly the software is. I also love the great customer service I have received through chat or a phone call.

Clean and friendly customer journey experience with all the main features available to prospects management.

I like that it connects with Digicon. I like that I can keep track of my conversations with families and schedule important next steps.

I like the ease of use and how I can chat them when we have any issues. This software keeps me organized and I love the reminders I can set.

This is the Achilles heel for Pipeline Deals, as the options for integrations are extremely limited.

The customer service is excellent as well. The agents were always so nice and helpful and it was always a smooth process when I had a question about how a new feature worked.

The best thing for me as the person who used the data provided/created in this platform regarding PLD is a very powerful API to read and write data. This is the best feature of it from my perspective.

I watched a few online demos and reviews before reaching out to their team. I was quickly assigned a representative that walked my team through a live demo and set us up with a POC trial.

We had used Salesforce long before I was on staff, and it was too costly to keep using. When I was onboarded there was no CRM being used, and that had to change.

It comes at a price, but it allows me to keep myself organized and better focus on my business.

These notes were easily lost in the shuffle and we had no hard reminders for us to follow up with our clients.

Their are some problems with the soft with gmail and having service call back to fix a problem.

Overall It mostly does what I need, but I do think there could be more powerful features and improvement of the phone app.

As the top Mortgage Recruiting service in the US we love it and it does the job effortlessly and is simple to program.

Excellent software to keep a customer database and sales leads.

US Dollar

Deltek Vision is a cloud-based project-based solution for professional services firms that is available for cloud or on-premise deployment. It combines project accounting, resource management, project management, time/expense management and business development in one product.

Deltek Vision provides critical business data in real-time through role-based graphical dashboards, customizable reports and alerts. With Deltek Vision, firms manage all aspects of financials including AP, AR, budgeting and revenue recognition with support for multi-currency and multi-company.

Vision helps firms select the right people for the right projects and allows firms to monitor pipelines, track opportunities and manage client touches. Vision provides a full view of the client and the project from initial contract through project delivery and collection.

Deltek Vision supports professional services firms such as management and IT consulting, market research and architecture and engineering. This solution offers tablet-friendly interfaces and mobile applications for iOS, Android and Windows mobile devices.

LongDescription

Milestone Tracking

Forecasting

Purchase Order Management

Invoice History

Billable & Non-Billable Hours

Payment Processing

Idea Management

Recurring/Subscription Billing

Lead Capture

Document Storage

Proposal Generation

Vacation/Leave Tracking

Online Time Tracking

Templates

General Ledger

Bank Reconciliation

Referral Tracking

Ad hoc Reporting

Financial Management

Enterprise Asset Management

Electronic Signature

Order Management

Project Billing

Calendar/Reminder System

Relationship Tracking

Portfolio Management

Project Planning/Scheduling

Project Management

Approval Process Control

Customizable Invoices

Gantt/Timeline View

Pipeline Management

Team Assignments

Resource Management

Collaboration Tools

Content Library

Consolidation/Roll-Up

Contact Management

Version Control

Hourly Billing

Lead Management

Multi-Currency

Email Marketing

Cost-to-Completion Tracking

Profitability Analysis

Fixed Asset Management

Skills Tracking

Capacity Management

Performance Metrics

Overtime Calculation

Resource Scheduling

Trend/Problem Indicators

Benchmarking

Utilization Reporting

Marketing Automation

Client Portal

Lead Segmentation

Workflow Management

Project Accounting

Source Tracking

Percent-Complete Tracking

Key Performance Indicators

Budgeting/Forecasting

Visual Analytics

Employee Database

Predictive Analytics

Knowledge Base Management

Segmentation

Time & Expense Tracking

Accounts Payable

Reporting/Project Tracking

Cash Management

Billing & Invoicing

Lead Nurturing

Receipt Management

Interaction Tracking

Dashboard

Expense Tracking

Income & Balance Sheet

Budget Management

Reporting/Analytics

Contact Database

Prioritization

Accounts Receivable

Payroll Management

Reimbursement Management

Ad hoc Analysis

Direct Deposit

Mobile Time Tracking

Quotes/Estimates

Task Management

Campaign Management

Document Management

Financial Reporting

Search/Filter

For iPad Devices

For Financial Institutions

Sales Pipeline Management

Windows 7

Windows Vista

Windows XP

Web browser (OS agnostic)

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

11-50

51-200

201-500

501-1000

1000+

Deltek Vision

In Person

Webinars

Documentation

Pipeline CRM is built by salespeople for salespeople. 

We empower sales teams to generate predictable revenue with automated processes and workflows. Get a modern CRM that is fueled by highly customizable and  sales-focused features like AI Email Assistant powered by ChatGPT, a smart agenda that builds itself, built-in marketing automation and more!

In order for a CRM to be effective, your team has to use it! We are the most adopted CRM for midsize businesses, according to G2Crowd, because of our award-winning Customer Support. Our customers can typically expect to receive responses within the hour, with an average resolution time of 15 hours -- less than a day!

Today more than 9,000 users in 60 countries use Pipeline CRM cloud-based software, accessible from a laptop, desktop, or any connected mobile device.

Commenting/Notes

Engagement Tracking

Internal Chat Integration

Access Controls/Permissions

Activity Tracking

Contract/License Management

Task Scheduling

Lead Distribution

Customer Database

Calendar Management

Goal Management

Customizable Fields

Sales Trend Analysis

Template Management

Data Import/Export

Email Templates

Opportunity Management

Mobile Access

Sales Reports

Territory Management

Shared Contacts

Role-Based Permissions

Social Media Integration

Real Time Updates

Email Management

Field Sales Management

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Reminders

Customizable Templates

Calendar Sync

Customizable Branding

Goal Setting/Tracking

Campaign Analytics

Lead Qualification

Pipeline Reports

Appointment Scheduling

Live Chat

Sales Forecasting

14-day free trial, no credit card required.

Start: $25 per user, per month (billed annually)
Develop: $33 per user, per month (billed annually)
Grow: $49 per user, per month (billed annually)

Custom plans are also available for larger teams.

Deltek Vision vs Pipeline CRM

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