Intapp CRM Overview

Intapp DealCloud is a purpose-built platform for managing relationships and tracking pipeline. It serves as a single source of truth to streamline execution and harness collective intelligence.

Use Cases

Customers recommend Engaging And Following Up, Business Development, Proposal & Quote Management, as the business use cases that they have been most satisfied with while using Intapp CRM.

Other use cases:

  • Creating Contact List
  • Event Management
  • Digital Signature
  • Generation Of New Leads
  • Relationship Management
  • Lead Engagement
  • Customer Feedback Management
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Business Priorities

Enhance Customer Relationships and Improve ROI are the most popular business priorities that customers and associates have achieved using Intapp CRM.

Other priorities:

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Intapp CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Intapp CRM works with different mediums / channels such as E-Mail.

Intapp CRM's features include Capture Contact. and Intapp CRM support capabilities include AI Powered, 24/7 Support, Email Support, etc. also Intapp CRM analytics capabilities include Analytics, and Custom Reports.

Intapp CRM Customer wins, Customer success stories, Case studies

What solutions does Intapp CRM provide for Engaging And Following Up?

What Are the key features of Intapp CRM for Business Development?

How does Intapp CRM facilitate Proposal & Quote Management?

How efficiently Does Intapp CRM manage your Event Management?

 

Buchanan Ingersoll & Rooney will use Intapp AI-powered software for ...

Buchanan Ingersoll & Rooney, an Am Law 200 firm, will use Intapp's AI-powered solutions, Intapp Time and Intapp Terms, to modernize and ensure compliance in their timekeeping practices. This adoption... aims to enhance client satisfaction by reducing administrative burdens and improving billing accuracy, ultimately driving revenue growth.

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INTA Press Release: Buchanan Ingersoll & Rooney will use Intapp A...

Buchanan Ingersoll & Rooney, an Am Law 200 firm, is adopting Intapp's AI-powered solutions, Intapp Time and Intapp Terms, to modernize its timekeeping practices. This move aims to enhance compliance,... reduce manual data entry, and improve client satisfaction by providing efficient, compliant time entry and billing processes.

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Intapp wins Buchanan cloud timekeeping deal

Intapp secures a deal with Buchanan to provide cloud-based timekeeping solutions, enhancing Buchanan's operational efficiency.

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Armstrong Watson - Accounting - accounting

Intapp Collaboration and Intapp Workspaces help Armstrong Watson support remote workers. The accounting firm uses these tools to improve Microsoft-based collaboration and manage content. The solution... makes it easier for teams to work together from different locations. Armstrong Watson benefits from streamlined workflows and better communication. The tools help the firm deliver services to clients more efficiently.

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Atlantic Street Capital - Financial Services - Financial Services

Intapp DealCloud helped Atlantic Street Capital save 10 hours a week on reporting. The private equity firm moved from Excel and a generic CRM to DealCloud for deal and relationship management. The pl...atform improved business development, productivity tracking, and marketing. DealCloud enabled real-time insights, automated reporting, and better collaboration. The team created 147 dashboards and completed DealCloud University training.

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Raymond James Financial - Financial Services - Financial Services

Intapp DealCloud helps Raymond James Financial manage investment banking operations. The company needed a solution for complex deal and relationship management. Intapp DealCloud provides enterprise-g...rade CRM and pipeline management. Raymond James uses it to support mergers, acquisitions, and capital markets activities. The platform streamlines workflows for financial services and investment banking teams.

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Intapp CRM Features

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FEATURE RATINGS AND REVIEWS
AI Powered

3.24/5 ★

Read Reviews (1)
Analytics

4.30/5 ★

Read Reviews (9)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.24/5 ★

Read Reviews (1)
Analytics

4.30/5 ★

Read Reviews (9)

Intapp CRM Integrations

Intapp CRM integrates with a wide range of software applications through its robust data import and export capabilities.

Data Import

4.25/5 ★

Read Reviews (9)

QorusDocs

4.41 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

S&P Global

4.0 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

NetDocuments

4.31 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Software Failure Risk Guidance

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for Intapp CRM

Top Failure Risks for Intapp CRM

Integration Appliance Inc News

Product

Intapp : The operating system real assets has been missing, now powered by AI

Intapp has introduced an AI-powered operating system designed for real estate firms to manage complexity and enhance efficiency. This system aims to unify capital and operations, providing greater control and scalability for firms navigating volatile markets.

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Partnership

INTAPP to partner with Harvey bringing ethical wall enforcement ...

Intapp and Harvey have formed a strategic partnership to integrate Intapp's ethical wall enforcement into Harvey's AI platform. This collaboration ensures compliance with professional responsibility standards, protecting client confidentiality and firm integrity. The integration syncs Intapp Walls for AI policies with Harvey's controls, enhancing governance for AI-generated work in legal settings.

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Product

Intapp (INTA) Soars 24% on $1-Billion AI Revenue Target

Intapp unveiled its AI platform, Celeste, designed to automate business processes and ensure compliance. The company aims for $1 billion in AI-driven revenue over three years, supported by partnerships with Microsoft, Anthropic, and Harvey. Recent financials show a 16% revenue increase to $140 million in Q2 2026.

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Product

Intapp debuts Celeste, an agentic AI for professional firms

Intapp introduces Celeste, an AI designed to enhance operations for professional firms. This agentic AI aims to streamline workflows and improve decision-making processes within these organizations.

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Integration Appliance Inc Profile

Company Name

Integration Appliance Inc

Company Website

//intapp.com

HQ Location

3101 Park Boulevard Palo Alto, CA 94306

Employees

251-500

Social

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Financials

PRIVATE