Intapp CRM for iPhone

Quick summary

Intapp CRM is an iPhone app from Intapp Inc, listed in the Business & Productivity category. It gives mobile access to DealCloud CRM content and tools so professionals can review data, manage meetings, and capture notes while on the go.

Core capabilities

• Receive task alerts and other important updates through push notifications to stay on top of priorities.
• Use the built-in search and filtering tools to find specific DealCloud records quickly.
• Open dashboards, reports, charts and list views natively inside the app for fast, on-device review.
• Access the full range of DealCloud CRM web content from your phone without switching apps.
• Sync meeting entries directly into DealCloud so calendar items and notes remain centralized.
• Prepare for upcoming engagements, add meeting notes, and log outcomes from within the app.
• Get a consolidated, 360-degree snapshot of meetings and related contacts to help with preparation.

Meeting workflow and note-taking

Intapp CRM helps you get ready for meetings by surfacing related contacts, files, and historical notes. While in a meeting you can jot down observations, attach notes to the corresponding DealCloud record, and sync your work calendar so everything stays aligned between desktop and mobile environments.

Data access and reporting

From the mobile interface you can open the same reports and visualizations available on the web, including charts, lists, and dashboards. Use the app’s search and filters to narrow results and jump directly to the items that matter most.

Alerts and reminders

Push notifications deliver timely reminders, assignment prompts, and meeting notices so you don’t miss key actions. Notifications can be used to drive follow-ups or highlight changes to tracked deals.

Suggested alternative

If you need a lightweight document and PDF utility alongside CRM access, consider a dedicated converter such as “PDF Converter — Docs Free” which provides quick file conversions and basic document handling that can complement your CRM workflow.