Customer Relationship Management

Deltek Maconomy offers two CRM solutions: a standard Maconomy module providing basic CRM workflows in the workspace client and an integration to Deltek CRM providing more advanced capabilities and user experiences.

Both CRM solutions offer a tight integration to the Maconomy ERP solution enabling the CRM users to manage relationships, contacts, opportunities, and pipeline for both existing and potential customers.

When an opportunity has reached a certain stage it is possible to create a project in Maconomy based on the CRM data, which users can use for budgeting, resource assignments, time registration, and so on.