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.

Comprehensive Insights on Intapp CRM Use Cases

Why is Intapp CRM the best choice for Engaging And Following Up?

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

How can Intapp CRM optimize your Proposal & Quote Management Workflow?

How does Intapp CRM facilitate Event Management?

Case Studies

Financial Services

CASE STUDY Hamilton Lane

Intapp DealCloud helped Hamilton Lane manage relationship data better. The firm had three investment teams using different systems and spreadsheets. This made it hard to track deals and relationships.... With Intapp DealCloud, Hamilton Lane brought all data into one place. Teams now work together more easily. The firm improved how it manages relationships and data.

Read more →
Legal Services

CASE STUDY PLMJ

Intapp Conflicts helped PLMJ improve risk management and compliance for new client onboarding. The firm used data-driven insights to make conflict reviews faster. This led to quicker decision-making.... PLMJ gained multiple benefits from the solution.

Read more →
Legal Services

CASE STUDY Taylor Wessing

Intapp DealCloud helps Taylor Wessing build a data-driven culture. The law firm uses DealCloud to support revenue growth. The platform improves collaboration and efficiency. Taylor Wessing relies on ...Intapp DealCloud to drive business results.

Read more →
Legal Services

CASE STUDY S-E-A

Intapp Billstream helped S-E-A reduce work-in-progress backlogs. The company increased its average number of draft bills by 450 each month. S-E-A achieved this without hiring more billers. The soluti...on improved billing efficiency and productivity.

Read more →
Financial Services

CASE STUDY University of Cambridge Investment Management Limited

Intapp DealCloud and Intapp Employee Compliance help University of Cambridge Investment Management Limited manage data and automate trade pre-clearance. The company centralizes its data using these t...ools. This improves compliance and streamlines operations. The solution supports better data management for financial services.

Read more →
Legal Services

CASE STUDY Seyfarth Shaw

Intapp Billstream helped Seyfarth Shaw automate legal billing workflows. The firm needed to speed up invoice generation for its global teams. Intapp Billstream made it easier for staff and lawyers to... create invoices quickly. The solution improved visibility and efficiency across Seyfarth Shaw's distributed offices. This led to faster billing and better workflow management.

Read more →

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

?

for Intapp CRM

Top Failure Risks for Intapp CRM

Integration Appliance Inc News

Partnership

Infinedi Partners chooses Intapp, Inc (INTA)s DealCloud

Infinedi Partners chooses Intapp, Inc (INTA)s DealCloud

Read more →
Customer

Infinedi Partners chooses Intapp , Inc ( INTA ) DealCloud

Infinedi Partners has selected Intapp's DealCloud platform to manage its deal pipeline and business development. The private equity firm aims to leverage DealCloud's AI-driven tools to enhance operational efficiency and gain real-time insights, aligning with its growth strategy.

Read more →
Partnership

Intapp + Lexsoft: bringing innovative technology to Europe and Latin America

Intapp has partnered with Lexsoft to enhance its sales and implementation capabilities in Europe and Latin America. Lexsoft's expertise in legal technology and successful implementations in Spanish-speaking markets will support Intapp's growing demand in these regions.

Read more →
Financial

Intapp selects Lexsoft as a strategic implementation partner for Europe and Latin America

Intapp reported its financial results for Q4 and fiscal year 2025, highlighting a 27% increase in SaaS revenue to $90.2 million and a 29% rise in cloud ARR to $383.1 million. The company also provided its fiscal 2026 outlook, projecting SaaS revenue between $411.4 million and $415.4 million. Intapp continues to expand its client base and partnerships while enhancing its AI-powered solutions.

Read more →

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