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
See all use cases See less use cases

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:

See all business priorities See less business priorities

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.

Peer review evidence (same sources as the product rating summary)

"...Zero-entry capture Contact engagement Targeted BD lists Event management Proposal generation Ensure data quality without manual input...." CRM Intapp
"...Zero-entry capture Contact engagement Targeted BD lists Event management Proposal generation Ensure data quality without manual input...." CRM Intapp
"...Zero-entry capture Contact engagement Targeted BD lists Event management Proposal generation Ensure data quality without manual input...." CRM Intapp

Intapp CRM Customer wins, Customer success stories, Case studies

How does Intapp CRM address your Engaging And Following Up Challenges?

Why is Intapp CRM the best choice for Business Development?

How does Intapp CRM address your Proposal & Quote Management Challenges?

What makes Intapp CRM ideal for Event Management?

 

Baker Hostetler - Legal Services - Large

Intapp bets on 'firm AI' with general release of Celeste

Cleveland, USA

Intapp has launched its AI coworker, Celeste, aimed at enhancing law firm performance. Celeste focuses on core workflows, such as client matter lifecycle management and conflict intake processes. Bak...er Hostetler and Hg are early adopters, using Celeste to streamline operations and improve efficiency. The solution is designed to convert individual productivity into firm-wide growth.

Read on →
 

Wotton Kearney - Legal Services - Medium

Wotton Kearney Selects Intapp, Inc. Dealcloud with Celeste to Power Relationship ...

Wotton Kearney has selected Intapp's DealCloud with Celeste to enhance its relationship intelligence and drive AI-driven growth. The platform will unify client management, providing insights and capa...bilities for business development and marketing teams. Epiq, Intapp's implementation partner, will assist in deploying the solution tailored to Wotton Kearney's workflows.

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Wotton Kearney - Legal Services - Medium

Intapp (INTA) Partners with Wotton Kearney for Enhanced Legal Insights

Intapp has partnered with Wotton Kearney to implement the Intapp DealCloud platform, enhancing the firm's relationship intelligence capabilities. This collaboration aims to provide AI-driven insights... for legal professionals, streamlining operations and improving decision-making.

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Atlantic Street Capital - Financial Services - Small

Stamford, USA

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 platform ...enabled better collaboration, streamlined workflows, and improved data tracking. Atlantic Street Capital created 147 dashboards and completed team training. The firm now uses DealCloud for business development, marketing, and custom reporting.

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Atlantic Street Capital - Financial Services - Small

Stamford, USA

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 platform ...enabled better collaboration, streamlined workflows, and improved data tracking. Atlantic Street Capital now uses DealCloud for business development, productivity tracking, marketing, and reporting. The team created 147 dashboards and completed platform training, boosting efficiency and reducing risk.

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Postal Realty Trust - Real Estate - Small

Cedarhurst, USA

Intapp Properties helped Postal Realty Trust move from spreadsheets to a centralized platform. The real estate firm needed a way to track data and automate processes for its 1,400-property portfolio.... Intapp Properties offered custom workflows, CRM integration, and a bespoke Excel function for underwriting and term sheets. This solution reduced manual work and improved data flow. Postal Realty Trust now manages deals and diligence in one system, boosting efficiency and accuracy.

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Intapp CRM Features

  • Low
  • Medium
  • High
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)

NetDocuments

4.31 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

QorusDocs

4.41 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

S&P Global

4.0 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Software Failure Risk Guidance

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for Intapp CRM

Top Failure Risks for Intapp CRM

Integration Appliance Inc News

Partnership

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.

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Product

Intapp announces availability of Compliance with Celeste, Time With Celeste

Intapp has launched Compliance with Celeste and Time with Celeste, re-architected solutions integrating Intapp Celeste and agentic workflows. These solutions enhance compliance and time management for law and professional firms, focusing on client acceptance, risk, and revenue processes.

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Product

Intapp announces re-architected Compliance and Time solutions, with Intapp Celeste at the core

Intapp has launched re-architected Compliance and Time solutions, integrating Intapp Celeste's agentic AI capabilities. These solutions automate repetitive tasks in compliance and timekeeping, allowing firms to focus on judgment-intensive work. The integration enhances client acceptance, risk management, and revenue processes, supporting law firms and professional firms in regulated industries.

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Product

Intapp Compliance with Celeste: Accept more business, faster

Intapp has launched Celeste, an AI platform integrated into Intapp Intake, Conflicts, and Terms, to streamline compliance workflows for professional firms. Celeste automates repetitive tasks, allowing professionals to focus on decision-making, thus accelerating business acceptance and reducing time-to-bill. The platform supports various stages of the client lifecycle, enhancing efficiency and compliance intelligence.

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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

Facebook Linkedin Twitter

Financials

PRIVATE