Herb, I know this discussion is a couple of years old but thought I would give it a try. Our firm, a 60 person, 4 office, AE firm is currently looking for some CRM software. We are currently using Axium Protrax for Accounting. Project Management Software is something else. So we hated to add a third software, probably another spreadsheet, etc. already to our mix and have decided to purchase something that would integrate all of the above. I like the fact that we can upgrade to Axium Ajera Portfolio but am concerned about their Business Development Portion of the program. It seems pretty weak compared to Deltek Vision. What we want is for our Principals to be able to track the marketing efforts of our engineers and architects, i.e., contacts, meetings, emails, etc., and I was not sure if they would be able to do that readily. Also - all individuals on one screen etc. with ease.
We really wanted a web-based program but Axium said that an Ajera Web-based program would be coming out at the end of this first quarter. I really did like the way Deltek consolidated all of the proposal data (since I do proposals). I haven't seen that with any other program. Anyhoo, if you can shed any light on this it would be much appreciated. Thanks, Carolyn