DealCloud Overview
This is a summary of the comprehensive capabilities and benefits of DealCloud based on over 769 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
DealCloud, ClearView CRM, Virtuous CRM, PlanPlus Online, 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.
Do you need to check if DealCloud is right for your needs? Our Cuspera AI engine can evaluate how DealCloud fits your specific business needs, industry, and context. Get your personalized assessment report today.
DealCloud supports business activities such as:
- Relationship Management
- Deal Management
- Promotion Management
- Discount Management
- International Marketing
DealCloud can help you with many business goals, such as Scale Best Practices, Grow Market Share, Enhance Customer Relationships, Acquire Customers, Improve Visibility, etc. As a solution, DealCloud's capabilities include Personalization, Recording, Dashboard, etc.
DealCloud Financial Services Vertical is its biggest customer base.
Reviews
"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 effective implementation experience and receive outstanding service from the industry experts on DealCloud's Account Management team. " - Leslie Ann B. Curry
Cuspera Reviews
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.
Business Priorities
Scale Best Practices and Grow Market Share are the most popular business priorities peers achieved using DealCloud.
Use Cases
Peers recommend Relationship Management , Deal Management , Promotion Management , as the business use cases that they have been most satisfied while using DealCloud.
Read Peer Reviews and Expert Experience for Business Use Cases
| BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
|---|---|---|
| Relationship Management |
4.85/5 ★ |
"...Galiant Partners has a modern approach to investment banking and embraces technology solutions to optimize its transaction and client relationship management...." Testimonial by Jan-Erik Back, Galiant |
| Deal Management |
4.89/5 ★ |
"...Our company goes through an unusual amount of intermediaries, and having the ability to split up our communication and deal flow with them versus our proprietary search is great...." Peer review by Verified Reviewer, Financial Services |
| Promotion Management |
4.91/5 ★ |
"...When searching for a provider of a platform to manage our deal pipeline, one criteria was to find a platform that is simple and provides an immediate overview...." Testimonial by Christen Estrup, Nordea Asset Management |
| PEER EXPERIENCES | |
|---|---|
| Relationship Management |
4.85/5 ★ |
"...Galiant Partners has a modern approach to investment banking and embraces technology solutions to optimize its transaction and client relationship management...." Testimonial by Jan-Erik Back, Galiant |
|
| Deal Management |
4.89/5 ★ |
"...Our company goes through an unusual amount of intermediaries, and having the ability to split up our communication and deal flow with them versus our proprietary search is great...." Peer review by Verified Reviewer, Financial Services |
|
| Promotion Management |
4.91/5 ★ |
"...When searching for a provider of a platform to manage our deal pipeline, one criteria was to find a platform that is simple and provides an immediate overview...." Testimonial by Christen Estrup, Nordea Asset Management |
|
37+ more Business Use Cases
Our AI advisor, Wyz, harnessed 769 insights from peers and experts to help you assess how these DealCloud use cases fit your CRM needs.
Customer Testimonials
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
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 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. |
|
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. |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
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. |
|
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. |
|
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. |
Frequently Asked Questions(FAQ)
for DealCloud
What is DealCloud?
What is DealCloud used for?
What are the top features of DealCloud?
Who uses DealCloud?
What are DealCloud alternatives?
Where is DealCloud located?
Popular Business Setting
for DealCloud
Top Industries
- Financial Services
- Banking
- Management Consulting
Popular in
- Small Business
- Enterprise
- Mid Market
Peers used DealCloud to Scale best practices and Grow market share
DealCloud Alternatives
Peer and Expert Opinion on Features
for DealCloud
- Low
- Medium
- High
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Personalization | Read Reviews (13) |
| Recording | Read Reviews (13) |
| Dashboard | Read Reviews (12) |
| Alerts: popups & Notifications | Read Reviews (8) |
| Templates | Read Reviews (6) |
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Personalization | Read Reviews (13) |
| Recording | Read Reviews (13) |
| Dashboard | Read Reviews (12) |
| Alerts: popups & Notifications | Read Reviews (8) |
| Templates | Read Reviews (6) |
IT and Other Capabilities
for DealCloud
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Export | Read Reviews (37) |
| Data Import | Read Reviews (67) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Export | Read Reviews (37) |
| Data Import | Read Reviews (67) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (78) |
| Chat Support | Read Reviews (3) |
| Email Support | Read Reviews (2) |
| Phone Support | Read Reviews (2) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (78) |
| Chat Support | Read Reviews (3) |
| Email Support | Read Reviews (2) |
| Phone Support | Read Reviews (2) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (5) |
| Analytics | Read Reviews (67) |
| Custom Reports | Read Reviews (74) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (5) |
| Analytics | Read Reviews (67) |
| Custom Reports | Read Reviews (74) |
Software Failure Risk Guidance
?for DealCloud
Overall Risk Meter
Top Failure Risks for DealCloud
Vendor Profile Details
Company Name
Intapp
Company Website
https://www.intapp.com/HQ Location
3101 Park Boulevard Palo Alto, CA 94306
Employees
251-500
Social
Financials
PRIVATE
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