DealCloud – Features, Pricing & Reviews 2026 | Krowdbase
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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.

Features

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

FAQ

The official website of DealCloud is https://www.dealcloud.com/

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