DealCloud
DealCloud helps firms track performance, gain insights, and align teams to drive growth across deals, relationships, and operations.
What is DealCloud?
Intapp DealCloud is an end-to-end lead and relationship management platform designed for financial and professional services firms. It helps teams capture, qualify, and advance leads through the pipeline with greater efficiency and visibility. By unifying proprietary and third-party data, DealCloud provides a single source of truth for all lead and contact activity. Customizable workflows, automated follow-ups, and real-time reporting ensure no opportunity is missed, while AI-powered insights surface the most promising leads. DealCloud also integrates with Microsoft Outlook and Excel to help business development and marketing teams drive growth, improve collaboration, and convert leads into long-term clients.
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Features
FAQ
The official website of DealCloud is https://www.dealcloud.com/
Intapp DealCloud is an end-to-end lead and relationship management platform designed for financial and professional services firms. It helps teams capture, qualify, and advance leads through the pipeline with greater efficiency and visibility. By unifying proprietary and third-party data, DealCloud provides a single source of truth for all lead and contact activity. Customizable workflows, automated follow-ups, and real-time reporting ensure no opportunity is missed, while AI-powered insights surface the most promising leads. DealCloud also integrates with Microsoft Outlook and Excel to help business development and marketing teams drive growth, improve collaboration, and convert leads into long-term clients.
DealCloud belongs to the Business Performance Management, Financial CRM, Investment Management, Lead Management, Real Estate CRM, Sales Forecasting, Sales Tracking, Small Business CRM category.
DealCloud offers features such as Ad hoc Reporting, Data Visualization, Financial Management, Goal Setting/Tracking, KPI Monitoring, Performance Metrics, Scorecards, Strategic Planning, Workflow Management, Campaign Management, Client Management, Contact Management, Customer Database, Data Import/Export, Document Management, Email Marketing, Lead Management, Pipeline Management, Benchmarking, Fund Management, Investments Tracking, Mobile Access, Portfolio Management, CRM, Interaction Tracking, Lead Capture, Lead Qualification, Reporting/Analytics, Alerts/Notifications, Client/Property Matching, Contact Database, Budgeting/Forecasting, Customizable Reports, Forecasting, Activity Dashboard, Sales Pipeline Management, Search/Filter, Task Management, Third-Party Integrations, Calendar/Reminder System, Document Storage, Marketing Automation, Segmentation, Territory Management.
No, DealCloud does not offer a free trial.
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