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What is InfoServ?

The InfoServ CRM Platform prioritizes the protection of your data by enforcing rigorous security protocols. It features strong and secure connections that incorporate various methods for authentication and authorization. Our infrastructure adheres to critical standards for the safe management of enterprise information. We provide a comprehensive suite of security features, which includes scalable and redundant online infrastructures, continuous monitoring of production systems, and external penetration testing to assess system integrity. Additionally, our configuration features multiple internet backbone connections, ensuring routing redundancy and peak performance. A continuous network traffic monitoring system is also in place, alongside servers located in redundant facilities that are subject to automatic backups. Our power systems are designed with multiple power feeds, UPS devices, and backup generators to guarantee uninterrupted service. Furthermore, we enhance our security protocols by conducting regular performance reviews and meticulously monitoring system performance metrics to keep them within acceptable thresholds, thereby reinforcing our dedication to protecting your data. To further bolster our efforts, we are committed to adapting our security strategies in response to emerging threats, ensuring that we remain a step ahead in the ever-evolving landscape of data security.

What is Deltek Costpoint?

Costpoint Manufacturing enhances efficiency and digital integration across every facet of the operational workflow, from initial bids to final shipments. This advancement is set to boost both profitability and project success for contractors working with government entities. All financial data and operational information are consolidated within a single secure system. Traditional paper-based processes can be transformed into digital formats, enabling real-time capture, storage, and analysis of data down to the individual project level. Costs can be assembled and allocated in a consistent manner, simplifying compliance with contract stipulations. The system’s modernized, adaptable, and integrated automation provides clear visibility into process controls and modifications. By automating and connecting financial and production workflows, organizations can enhance accuracy, ascertain true costs, and ensure preparedness for audits. It also allows users to take advantage of contract flow-downs alongside security measures for organizations, projects, and individual parts. Furthermore, automating transaction traceability ensures that every movement is meticulously recorded and easy to track, ultimately supporting better decision-making and operational efficiency.

Media

Media

Integrations Supported

8am ClientPay
AssetSmart
BI Book
BestCPQ
Deltek PIM
DreamFactory
FactoryLogix
Hour Timesheet
Integrify
Longview Tax
Proactis
R3 Contract Management for GovCon
SkyStem ART
forProject
orginio

Integrations Supported

8am ClientPay
AssetSmart
BI Book
BestCPQ
Deltek PIM
DreamFactory
FactoryLogix
Hour Timesheet
Integrify
Longview Tax
Proactis
R3 Contract Management for GovCon
SkyStem ART
forProject
orginio

API Availability

Has API

API Availability

Has API

Pricing Information

$12 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

DAN electronic

Date Founded

1991

Company Location

Bulgaria

Company Website

www.infoserv.eu

Company Facts

Organization Name

Deltek Costpoint

Date Founded

1983

Company Location

United States

Company Website

www.deltek.com/en/products/project-erp/costpoint

Categories and Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Contractor Management

Contractor Database
Insurance Tracking
License Tracking
Permit Tracking
Skills & Competencies
Task Management
Work Hour Tracking

Expense Report

Approval Process Control
Invoice Management
Multi-Currency
Receipt Management
Reimbursement Management
Spend Control
Time Tracking
Workflow Management

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Government

Budgeting & Forecasting
Code Enforcement
Compliance Management
Fixed Asset Management
Inventory Management
License Issuance
Permit Issuance
Purchasing & Receiving
Self Service Portal
Taxation & Assessment
Utility Billing
Work Order Management

IT Management

Capacity Monitoring
Compliance Management
Event Logs
Hardware Inventory
IT Budgeting
License Management
Patch Management
Remote Access
Scheduling
Software Inventory
User Activity Monitoring

Manufacturing

Accounting Integration
ERP
MES
MRP
Maintenance Management
Purchase Order Management
Quality Management
Quotes/Estimates
Reporting/Analytics
Safety Management
Shipping Management

Manufacturing Execution

Document Management
Forecasting
Quality Control
Quote Management
Resource Management
Supplier Management
Supply Chain Management
Traceability

MRP

Bills of Material
Compliance Management
Document Management
Forecasting
Formula Management
Inventory Management
Order Management
Process Manufacturing
Product Configurator
Production Scheduling
Quality Control
Quality Management
Quote Management
Reporting/Analytics
Resource Management
Safety Management
Supplier Management
Supply Chain Management

Nonprofit

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Policy Management

Approval Process Control
Attestation
Audit Trails
Policy Creation
Policy Library
Policy Metadata Management
Policy Training
Reporting / Analytics
Version Control
Workflow Management

Procurement

Asset Management
Auction Management
Bid Management
Budget Management
Catalog Management
Contract Management
Inventory Management
Invoice Processing
PunchOut
Purchase Order Management
Receiving
Requisitions & Approvals
Sourcing Management
Spend Management
Supplier Management

Product Lifecycle Management

Change Management
Compliance Management
Cost Tracking
Design Management
Document Management
Product Data Management
Project Management
Requirements Management
Supplier Management

Purchasing

Catalog Management
Compliance Management
Contract Management
Inventory Management
Invoice Processing
PunchOut
Purchase Order Management
Requisitions & Approvals
Sourcing Management
Spend Management
Supplier Management

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