Newforma Plans vs Deltek CRM for Vantagepoint

The Newforma® Plans app eliminates the need to carry paper onto the jobsite. Instead, current plans and specifications, organized by project, are automatically delivered to your tablet/phone. • The Plans app integrates with Newforma project information management software used in the office and job trailer • Zoom and pan documents quickly • Mark up and email documents while in the field • Newforma Project Center customers can create and locate field notes, punch list items, and action items (Requires Newforma Project Center 10.2) directly on the relevant plan • Newforma Project Cloud customers can create and locate Quality Control items directly on the relevant plan (i.e. punch list, work to complete and non-compliance) • Hyperlink related sheets to one another for quick access and cross-referencing. (Requires Newforma Project Center 10.2) • Designate your favorite plans for quick access Using free version of app, you can work with one project at a time. If you require to work with more than one project at a time, you need to go with subscription. To know more details on the subscription, please open the app and click on 'Learn More'. Terms of Use: https://www.newforma.com/terms-and-conditions/

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.