DealCloud Overview
Dealcloud, Intapp | Intelligence Applied offers AI-powered software solutions designed for professionals. Their tools enhance productivity and decision-making processes.
Use Cases
Customers recommend Relationship Management, Deal Management, Promotion Management, as the business use cases that they have been most satisfied with while using DealCloud.
Business Priorities
Scale Best Practices and Grow Market Share are the most popular business priorities that customers and associates have achieved using DealCloud.
DealCloud Use-Cases and Business Priorities: Customer Satisfaction Data
DealCloud's features include Personalization, Recording, Dashboard, etc. and DealCloud support capabilities include 24/7 Support, Chat Support, Email Support, etc. also DealCloud analytics capabilities include Analytics, and Custom Reports.
Reviews
"We needed a quality off-the-shelf product for managing our deal pipeline and coordinate processes among and within deal teams. DealCloud delivers the right level of functionality, and the flexibility we require to manage the dynamic selection funnel... and investment work stream characteristic in making direct investments in private equity and venture capital." - Gregory Lindae
Peer review evidence (same sources as the product rating summary)
"...The Ultimate Guide to Capital Markets Relationship Management. ..." DealCloud Not Just a CRM: All-Inclusive Financial Services Software
"...Intapp, a leading provider of industry solutions for the $2 trillion global professional services industry, today announced the acquisition of DealCloud, which specializes in CRM and deal management for investment banking and private equity firms...." Intapp Acquires DealCloud
"...We rely on DealCloud to organize our deal and relationship management efforts and to centralize data pertaining to our portfolio companies, capital and services providers, and talent network so that we can focus on being value-added partners to our brands and operators...." Testimonial by Dan Gluck, PPV
DealCloud, Scratchpad, monday sales CRM, Pipeliner CRM, Eway CRM, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Popular Business Setting
for DealCloud
Top Industries
- Financial Services
- Banking
- Management Consulting
Popular in
- Small Business
- Enterprise
- Mid Market
DealCloud is popular in Financial Services, Banking, and Management Consulting and is widely used by Small Business, Enterprise, and Mid Market.
DealCloud Customer wins, Customer success stories, Case studies
How can DealCloud optimize your Relationship Management Workflow?
Why is DealCloud the best choice for Deal Management?
What makes DealCloud ideal for Promotion Management?
How does DealCloud facilitate Discount Management?
How can DealCloud optimize your International Marketing Workflow?
245 buyers and buying teams have used Cuspera to assess how well DealCloud solved their CRM needs. Cuspera uses 769 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
We needed a quality off-the-shelf product for managing our deal pipeline and coordinate processes among and within deal teams. DealCloud delivers the right level of functionality, and the flexibility we require to manage the dynamic selection funnel and investment work stream characteristic in maki...ng direct investments in private equity and venture capital. |
|
We extensively examined the marketplace of providers of enterprise CRM systems to the investment banking industry. We knew we had found the right solution when we realized the extent to which DealCloud is purpose-built for the investment banking and private capital marketplaces. We had a very effec...tive implementation experience and receive outstanding service from the industry experts on DealCloud's Account Management team. |
|
We were very aware that we didn't have to reinvent the wheel when it came to tech. We have followed DealCloud closely over the last couple of years and it became evident through the scoping process that DealCloud was best in class. The platform provides unparalleled degrees of flexibility enabling ...us to use data as effectively as possible across all areas of deal and relationship management. We will also use it for investor relations as we hold further closes throughout 2021 after the recent launch of our second fund. Remote working conditions have put greater demands on efficient technology and having DealCloud in place will provide a step-change improvement to how we can operate and help to optimise our performance in deploying Fund II. |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Gregory Lindae Managing Director Anthos |
We needed a quality off-the-shelf product for managing our deal pipeline and coordinate processes among and within deal teams. DealCloud delivers the right level of functionality, and the flexibility we require to manage the dynamic selection funnel and investment work stream characteristic in maki...ng direct investments in private equity and venture capital. |
|
Leslie Ann B. Curry Managing Director and Chief Experience Officer Raymond James |
We extensively examined the marketplace of providers of enterprise CRM systems to the investment banking industry. We knew we had found the right solution when we realized the extent to which DealCloud is purpose-built for the investment banking and private capital marketplaces. We had a very effec...tive implementation experience and receive outstanding service from the industry experts on DealCloud's Account Management team. |
|
Simon Danielli Head of Special Projects Agathos |
We were very aware that we didn't have to reinvent the wheel when it came to tech. We have followed DealCloud closely over the last couple of years and it became evident through the scoping process that DealCloud was best in class. The platform provides unparalleled degrees of flexibility enabling ...us to use data as effectively as possible across all areas of deal and relationship management. We will also use it for investor relations as we hold further closes throughout 2021 after the recent launch of our second fund. Remote working conditions have put greater demands on efficient technology and having DealCloud in place will provide a step-change improvement to how we can operate and help to optimise our performance in deploying Fund II. |
Practus LLP - Legal Services - Medium
Practus LLP deploys Intapp’s agentic AI solutions to power innovation and growth
Baker Hostetler - Legal Services - Large
Intapp bets on 'firm AI' with general release of Celeste
Wotton Kearney - Legal Services - Medium
Wotton Kearney Selects Intapp, Inc. Dealcloud with Celeste to Power Relationship ...
Frequently Asked Questions (FAQ)
What buyers ask before choosing DealCloud
What is DealCloud?
DealCloud is the leading CRM, deal sourcing, and fund management platform for the capital markets to deliver vertical-specific solutions and execute deals at the highest level. It helps to scale best practices and grow market share.
DealCloud harnesses the cumulative intellectual capital of the people and processes, helps to manage relationships, execute deals, and easily connect with external solutions and third-party data providers. It helps in transforming the knowledge into actionable intelligence.
DealCloud provides unified deal, relationship, fund, and compliance management solutions that help every dealmaker and investment professional drive meaningful outcomes and to empower leadership to strategically grow the firm, the DealCloud software unifies the entire deal lifecycle from strategy through origination and execution.
What is DealCloud used for?
What are the top features of DealCloud?
Who uses DealCloud?
What are DealCloud alternatives?
Where is DealCloud located?
Peers used DealCloud for relationship management and deal management
DealCloud Competitors
DealCloud Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (5) |
| Analytics | Read Reviews (67) |
| Custom Reports | Read Reviews (74) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (5) |
| Analytics | Read Reviews (67) |
| Custom Reports | Read Reviews (74) |
DealCloud Integrations
DealCloud integrates with a wide range of software applications through its robust data import and export capabilities.
Few API Integrations for DealCloud
Software Failure Risk Guidance
?for DealCloud
Overall Risk Meter
Top Failure Risks for DealCloud
Integration Appliance Inc News
Intapp perks up after partnering with OpenAI to integrate legal expertise into GPT Enterprise
Intapp has partnered with OpenAI to integrate its legal expertise into GPT Enterprise. This collaboration allows Intapp's AI coworker, Celeste, to function as a plug-in for ChatGPT, enhancing legal industry solutions.
Intapp collaborates with OpenAI to deliver a governed DealCloud with Celeste plug-in to financial services
Intapp has launched the DealCloud with Celeste plug-in for ChatGPT for Financial Services. This integration allows financial professionals to access firm-specific client, deal, and relationship data within ChatGPT, enhancing decision-making and client interactions. The plug-in ensures data confidentiality and compliance, leveraging Intapp's expertise in regulated industries.
Intapp Launches Intapp Profitability Network Connecting Intapp Time with Celeste and ...
Intapp has launched the Intapp Profitability Network, integrating Intapp Time with Celeste and products from partners like Capacity and EngageAI. This network offers law firms a comprehensive view of profitability from pricing to collections. It ensures certified integrations for security and functionality, enhancing decision-making in scoping, staffing, and repricing.
Intapp and Legora partner to deliver governed AI for law firms.
Intapp and Legora have formed a strategic partnership to deliver governed AI workflows for law firms. The collaboration integrates Intapp Walls for AI compliance with Legora's platform, ensuring legal work adheres to ethical walls and regulatory requirements. Additionally, Intapp Time will automate AI-driven time capture from Legora, enhancing time entry accuracy and profitability insights. The partnership aims to foster joint innovation in AI applications for legal practice and business operations.
Integration Appliance Inc Profile
Company Name
Company Website
//intapp.comHQ Location
3101 Park Boulevard Palo Alto, CA 94306
Employees
251-500
Social
Financials
PRIVATE
