Deltek Vision (legacy product) vs. Salesmate

It is very well suited for Project Accounting - we have thousands of Project codes in the system. I wish it were easier to make changes to data already entered. You have to jump through hoops to make any changes or corrections and timing is everything.

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Salesmate gives us everything we need as a small business, with a clear interface, and can adapt to any business. If I was being ultra picky, I would perhaps suggest the ability to remove or hide certain modules not applicable to our niche, e.g., we are a B2C business, so the company module is not really useable for us, but this is not a negative by any means.

• Deltek is a very integrated system for accounting purposes. It stores documents as support for postings (e.g. AP invoices) so you can easily access the source information.
• Time tracking for our consultants is a must and Deltek has a good platform for tracking time and for accounting for time.
• Deltek has the ability to run almost any kind of report that you could possibly think of! There are fields for almost everything and if there aren't specific fields you can add them.

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• For each client, it tracks emails, text messages, activities, files, calendar events, phone calls, to-do items.
• Customization is quite good -- you add fields you need. Like was discovery received, full payment, partial payment, etc. You can later run reports.
• Integration with other apps is good; I use QuickBooks and DocuSign.
• Customer service is very good.

• Deltek Vision's use of the desktop browser interfaces could use some major upgrades. It's not very user-friendly. When a field is left blank it would prevent the user from saving the timesheet but would not clearly inform the user where the error has occurred.
• Deltek Vision should provide a simple method to print summaries like have its own built-in pdf export program instead of relying on a 3rd party program like Adobe.

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• The search feature can be buggy and does not allow for highlighted text to be typed on. You must clear the box or hit backspace before typing. The only app in my life that does this.
• The dashboard button is pointless if it still makes you choose between legacy or classic.

Because we are looking to upgrade to the next software level of Deltek.

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Very happy with the customer service and the overall functionality of the program. With new features always being launched and discussed I'm looking fwd to growing with them

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It's on the verge of being awesome. Right now it's a matter of money -- if you have the money to hire consultants round the clock, yeah this is awesome.

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It's so easy, and the support is top notch and I love Salesmate. Seriously the best CRM on the market right now, which I was able to customize exactly the way I needed to, with their support with me every step of the way. I will be working with SalesMate for a long time if not forever.

99% of the customer service specialists and technicians that I've encountered are quite awesome!

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The support team at Salesmate is top-notch. They provide live chat support within the platform and answer typically in under a minute. They are always incredibly quick to respond to questions and provide insightful information. Getting started on the platform is easy as you always have support nearby.

No - All very straightforward and simple.

We have used Deltek Vision and previous versions (names) of the product since the early 1990's. We are engaged in the system and are committed to the continued use of the product. I have long supported the value added to our company and benefits realized by our users.

Very similar in overall layout and user experience...but the features blow these others out of the water. Where alternative solutions had features either lacking or as an upgrade (ie having to spend an extra $10-$30/month/user) Salesmate has these features out-of-the-box

• We went from using a DOS-based accounting system that all the management had to go to Accounting for a weekly printout of status reports, and there wasn't much visibility into the network. Deltek Vision gave our PMs and management information at their fingertips, without having to wait on someone else to get the info.
• A lot of quality control was handled outside of an electronic system through Microsoft Excel forms. With Deltek Vision's user-defined functions, we were able to bring those functions into a system that could then be reported on, send automatic reminders, and create dashboards. This has been hugely beneficial in not losing sight of action items etc.

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• It saved me so much time following up with leads. I move them to the next stage, and Salesmate does the rest.
• It does a whole load of outreach for me. It's seamless.
• I get a lot more responses from people in my pipeline - especially using SMS to follow up.