CRM Lite for Deltek

CRM-Focused User-Defined Components

Extend Deltek Vantagepoint’s core functionality using advanced technical design, build & automation toolkit.

Enhance your business using a relationship management solution tailored to your organization’s scale
Right sized design for your business
Easy to use deployment to the BD team and throughout the organization
Includes Lead development, Go/No-Go analysis, and client evaluation


Look beyond the projects currently underway, become better financial and resource planners, and start building a future business pipeline.


  • Contacts can serve a broader purpose beyond existing Clients and Projects. Store Lead Data in a dedicated tab within the Contacts Hub.
  • Add new fields to help assess Lead value and track progress with relationship development
  • Use Opportunity data fields to create a
    pipeline of possible new work

Improve win rates & profitability by documenting the go/no go decision for Opportunities


  • Add a new tab in the Project Hub for Business Development analytics
  • Develop categories and criteria for supporting pursuit decisions
  • Set a minimum score level for pursuit

Create clarity of market segmentation by identifying key client elements


  • Add a new tab in the Firms Hub for client ranking
  • Improve account management & profitability with a formal evaluation of Client value & recognizing the firms most responsible for your success

The AMR Lite Toolkit

Open SQL Database
Master File Generator
Screen Design Tool
SQL Scripting
Automation Tools

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Let us help you find the right solution for your business

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