Deltek CRM for Vantagepoint vs HomeRun IQ

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.

The HomeRun IQ mobile app is the field half of HomeRun IQ, the platform engineering firms and reserve specialists use to deliver reserve studies, structural integrity reserve studies (SIRS), and property condition assessments to their specifications 5X faster. Your team signs into the app with their HomeRun IQ accounts and works in the same studies as the office. Walk the property with your phone, capture the assessment on-site, and everything flows directly into your study with nothing to re-enter. By the time you are back at the desk, the report is essentially done: add your report template and it pre-populates from everything you captured in the field. IN THE FIELD Create a study on-site or open one the office started. Add components straight from your organization's Component DB so naming stays consistent across every inspector, and record property-wide observations alongside component data for a complete field record. WORKS FULLY OFFLINE Basements, mechanical rooms, any dead zone. The app works fully offline and syncs automatically the moment you are back online. Nothing is lost, even if a photo is interrupted mid-capture. EVERY PHOTO ARRIVES REPORT-READY Tie photos to a specific component or to the property itself. Each photo carries its title, notes, GPS location, and on-image markup, so it lands in your study labeled, located, and annotated instead of becoming an unsorted camera roll. MARK UP PHOTOS ON THE SPOT Circle the crack, flag the rust, point at the failing seal, right on the image in the field. The report shows exactly what you marked. ONE STUDY, FIELD AND OFFICE Field and desk work on the same study, updated in real time, so the office can start building the report while you are still on-site. No exports, no imports, no emailing photos to yourself. The mobile app is included with HomeRun IQ. An account is required; accounts are provisioned by your organization. Learn more at homeruniq.com.