Deltek CRM for Vantagepoint vs NextView

Deltek Client Relationship Management (CRM) users have access to critical client and pursuit information from their mobile device. With the Deltek CRM for Vantagepoint mobile app, teams have instant access to pursuits, firm details, contact information and activities from anywhere, at any time. Help keep all of your team members informed and turn more pursuits into projects with access to key business development intel on the go. Features: • Add, update and view client and contact details • Create and manage project pursuits (opportunities) • Manage activities and associate them with clients, contacts and projects • Track information unique to your business in custom fields • One-touch tap to make a call, send an email or view an address on a map • Maintain all CRM security access and controls through the mobile app • Easy and secure access to the app using a 4-digit pin To use the app: • A Deltek Vantagepoint CRM user license is required. • Contact your firm’s IT resource to obtain your firm-specific Deltek CRM mobile URL needed during set up. Note that this URL is different than the URL used in a browser.

NextView is the smarter way to control, track, and manage your business expenses—all from a single, powerful platform. Capture receipts, automate expense reports, and gain real-time visibility into your company’s spending, all within minutes. Key Features: • Effortless Expense Reporting: Tired of spending hours processing receipts every week? Simply snap a photo of each receipt as you get it and let NextView automatically scan and convert them into expenses. Compile and submit expense reports as often as you like, without the hassle. • Email Receipt Integration: Have receipts stuck in your email? Forward them to receipts@nextviewplatform.com, and we’ll automatically extract critical data and create expenses instantly. • Flexible Expense Policies: Set up customized expense policies to better control and audit employee spending, ensuring adherence and minimizing costs. • Real-Time Spend Visibility: Monitor company spend in real-time, with detailed analytics and reporting to help you make informed financial decisions. • Dedicated Support: Our support team is available via email and live chat, so you can focus on what matters most—growing your business. Why Choose NextView? NextView is a free-to-use app designed to streamline your business expenses and card management processes. Whether automating approvals, tracking expenses for tax purposes, or gaining control over employee spending, NextView offers an all-in-one solution designed with your business in mind. Download now and take the first step towards smarter business spending.