Deltek CRM & Proposals organizes all of your client information — including day-to-day interactions — in one centralized database. This instant access to client and contact information lets you leverage and nurture professional relationships to win more business. Created with marketing and business development in mind, CRM automates client and contact management, opportunity tracking, marketing campaign management, business development and activity scheduling. This places the history and the future of your clients and contacts at your fingertips, allowing everyone in the firm to benefit from this collective knowledge. Deltek CRM & Proposals provides sophisticated proposal production and tracking features that allow your firm to automate every facet of the proposal process.
Create effective graphical proposals with content tailored to your clients' unique requirements such as private-sector proposals, cost proposals, RFP responses and government forms, including the SF 255 and 254 and the new SF 330 upon release. Search a database of firm-wide information, past project experience, employee resumes, graphics and frequently used document segments to develop proposal content specific to the opportunity you're pursuing. Using templates that reflect your firm's distinctive image, you can prepare content in your firm's own format. Create the templates in your favorite word processing or desktop publishing program — including Microsoft® Word, WordPerfect®, Quark Xpress™, Adobe® PageMaker® and InDesign® — and include advanced formatting features such as tables, columns, font and paragraph styles and graphics.
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