Audience

Firms and teams in search of a solution to manage their pipeline and grow their businesses

About Intapp DealCloud

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.

Integrations

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Company Information

Intapp
Founded: 2000
United States
www.intapp.com/dealcloud/

Videos and Screen Captures

Intapp DealCloud Screenshot 1
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Product Details

Platforms Supported
SaaS
Training
Documentation
Live Online
Webinars
Videos
Support
Phone Support
Online

Intapp DealCloud Frequently Asked Questions

Q: What kinds of users and organization types does Intapp DealCloud work with?
Q: What languages does Intapp DealCloud support in their product?
Q: What kind of support options does Intapp DealCloud offer?
Q: What other applications or services does Intapp DealCloud integrate with?
Q: What type of training does Intapp DealCloud provide?

Intapp DealCloud Product Features

CRM

Territory Management
Quotes / Proposals
Lead Scoring
Call Logging
Social Media Integration
Segmentation
Document Storage
Email Marketing
Calendar/Reminder System
Task Management
Internal Chat Integration
Mobile Access
Marketing Automation Integration

Financial CRM

Household Tracking
Territory Management
Asset Management
Lead Management
Account Alerts
Team Assignments
Expense Tracking
Relationship Tracking
Marketing Management
Influence Tracking