DealCloud: Use-Cases, Insights and Reviews | 2026 Cuspera

Name: DealCloud
Brand: DealCloud
Rating: 4.55 (769 reviews)

4.55 5

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(769)

Relationship and business intelligence

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.

Other use cases:

Discount Management
International Marketing
Competitive Intelligence
Workflow Management
Collaboration
Business Development
Engaging And Following Up

See all use cases See less use cases

Business Priorities

Scale Best Practices and Grow Market Share are the most popular business priorities that customers and associates have achieved using DealCloud.

Other priorities:

Enhance Customer Relationships
Acquire Customers
Improve Visibility
Establish Thought Leadership
Enter New Markets Internationally Or Locally
Manage Risk
Improve Stakeholder Relations
Launch New Products
Improve ROI
Improve Internal Communications

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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 were immediately convinced by the DealCloud platform. Thanks to its track record, the DealCloud team has demonstrated a deep understanding of our activities and our specific needs as a family office. The platform is easy-to-use and flexible, whic...h allows it to fit in perfectly with every type of Evolem activity. With DealCloud we are aiming at better monitoring of our interactions with our contacts and improving our deal flow management efficiency." - Maxime Boyer

DealCloud, monday sales CRM, C2CRM, Virtuous CRM, Redtail 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 enhance your Relationship Management process?

How can DealCloud optimize your Deal Management Workflow?

How does DealCloud facilitate Promotion Management?

What benefits does DealCloud offer for Discount Management?

How does DealCloud address your International Marketing Challenges?

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
Maxime Boyer Director Evolem	We were immediately convinced by the DealCloud platform. Thanks to its track record, the DealCloud team has demonstrated a deep understanding of our activities and our specific needs as a family office. The platform is easy-to-use and flexible, which allows it to fit in perfectly with every type of... Evolem activity. With DealCloud we are aiming at better monitoring of our interactions with our contacts and improving our deal flow management efficiency. Testimonial By Maxime Boyer
Paul Jordan Vice President Activate Capital	We looked at a number of solutions to help us manage our deal flow, execution, and relationship management. What stands out about DealCloud is that their technology was built with intimate knowledge of the needs of investors and what it means to manage deals and relationships across the entire life...cycle. DealCloud has become essential to my day and it has made our whole team more efficient as we collaborate and is especially useful in a world that suddenly relies on more remote work and interactions. Testimonial By Paul Jordan
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. Testimonial By Leslie Ann B. Curry

CUSTOMERS	TESTIMONIALS
Maxime Boyer Director Evolem	We were immediately convinced by the DealCloud platform. Thanks to its track record, the DealCloud team has demonstrated a deep understanding of our activities and our specific needs as a family office. The platform is easy-to-use and flexible, which allows it to fit in perfectly with every type of... Evolem activity. With DealCloud we are aiming at better monitoring of our interactions with our contacts and improving our deal flow management efficiency. Testimonial By Maxime Boyer
Paul Jordan Vice President Activate Capital	We looked at a number of solutions to help us manage our deal flow, execution, and relationship management. What stands out about DealCloud is that their technology was built with intimate knowledge of the needs of investors and what it means to manage deals and relationships across the entire life...cycle. DealCloud has become essential to my day and it has made our whole team more efficient as we collaborate and is especially useful in a world that suddenly relies on more remote work and interactions. Testimonial By Paul Jordan
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. Testimonial By Leslie Ann B. Curry

Frequently Asked Questions(FAQ)

for 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?

DealCloud is a CRM Software mainly used by its customers to Scale Best Practices and Grow Market Share by Relationship Management, Deal Management and Promotion Management .