B2Core vs. Intapp DealCloud Comparison


B2Core B2Broker	Intapp DealCloud Intapp	+	+
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		Related Products Centrex Software Our powerful Customer Relationship Management (CRM) software can help you increase your team’s productivity, generate more revenue, and improve engagement with your clients. Manage your advance/loan portfolio. Integrated with ACH processors. Includes syndicate reporting and broker portal. Send email and text campaigns, send/receive SMS messages to clients, track email opens, and more. Send any document out for electronic signature with ClixSign®. See when documents are viewed and signed by up to 8 signers. Give your customers access to a branded portal to upload documents, view messages, track balances/payments, and more. State-of-the art contact and deal management software gives you the full picture of your entire pipeline. Centrex Software offers custom software development solutions. 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Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses. 555 Ratings Visit Website Creatio Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, workflows, or scale. Built for midsize and large organizations, it combines best-in-class CRM across sales, marketing, and service with an AI-native, no-code engine that lets business teams automate workflows, deploy AI agents, and adapt processes without developer dependency. The platform includes Creatio Business Studio for building applications and AI agents using natural language and visual designers, and Creatio AI Studio — a dedicated environment for managing the full enterprise agent lifecycle, from building and deploying to governing and optimizing agents at scale. 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About A new generation of professional software that helps brokers and exchanges manage their customers, admins and IB-partners in one place.	About Discover, win, and execute new business with unified deal and relationship management . Capture, unify, and apply the collective intelligence that flows through your firm with one complete deal and relationship management platform. So much more than a CRM, Intapp DealCloud provides a single source of truth to help teams strengthen relationships, accurately track and forecast pipelines, and accelerate execution. AI-powered and purpose-built, DealCloud enables better performance for stronger growth. Discover and nurture network connections to identify quality opportunities and build a pipeline with unified firm and market insights. Multiply the effect of your professionals and eliminate frustration with the help of automated workflows and AI. Give your team the tools they need to execute and win more business, faster. Empower firm growth with Intapp DealCloud.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Brokers and exchanges that need a CRM	Audience Firms and teams in search of a solution to manage their pipeline and grow their businesses
Support Phone Support Not Supported 24/7 Live Support Not Supported Online Not Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Not Supported Free Trial Not Supported	Pricing No information available. Free Version Not Supported Free Trial Not Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software

Training Documentation Not Supported Webinars Not Supported Live Online Not Supported In Person Not Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported
Company Information B2Broker b2broker.net	Company Information Intapp Founded: 2000 United States www.intapp.com/dealcloud/
Alternatives FYNXT	Alternatives Dynamo Software
FXCRM IT CORNER LTD	Altvia
Pelris Pelris Technologies LLC	Meridian
Nullpoint Forex CRM Nullpoint Technologies	4Degrees
BrightOffice Broker CRM BrightOffice Cloud CRM View All	MadeMarket View All
Categories Financial CRM Supported	Categories CRM Supported Deal Sourcing Supported Financial CRM Supported Investment Banking Supported Investment Management Supported

Integrations ArcGIS Not Supported BoardEdge Not Supported BoardEx Not Supported Bureau van Dijk Review Not Supported Caddi Not Supported Cherre Not Supported D&B Connect Not Supported FactSet Not Supported Grata Not Supported Microsoft 365 Not Supported Microsoft Edge Not Supported Microsoft Excel Not Supported Microsoft Outlook Not Supported Microsoft Word Not Supported Preqin Not Supported PrivCo Not Supported Raylu Not Supported S&P Capital IQ Desktop Not Supported SourceScrub Not Supported Workers by Delos Not Supported Show More Integrations	Integrations ArcGIS Supported BoardEdge Supported BoardEx Supported Bureau van Dijk Review Supported Caddi Supported Cherre Supported D&B Connect Supported FactSet Supported Grata Supported Microsoft 365 Supported Microsoft Edge Supported Microsoft Excel Supported Microsoft Outlook Supported Microsoft Word Supported Preqin Supported PrivCo Supported Raylu Supported S&P Capital IQ Desktop Supported SourceScrub Supported Workers by Delos Supported Show More Integrations View All 21 Integrations
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