Integrations

Proposal Management
Marketing Data Intelligence
Content Management Systems

Intapp CRM Product 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.

How satisfied the customers are with Intapp CRM use-cases

Intapp CRM Customer Insights, Testimonials and Case Studies

 

Ostberg Sinclair & Co adopts Intapp Collaboration to activate collective firm intelligence

Ostberg Sinclair & Co, a UK tax advisory firm, has adopted Intapp Collaboration to enhance document management and knowledge sharing using Microsoft 365. The solution centralizes documents and commun...ications, improving workflow efficiency and supporting strategic growth. Deployment was facilitated by Forge Software, ensuring rapid adoption. This implementation exemplifies Intapp's role in modernizing professional services.

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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 operat...ional efficiency and gain real-time insights, aligning with its growth strategy.

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Infinedi Partners chooses Intapp DealCloud to accelerate firm growth through AI innovation

Infinedi Partners, a private equity firm, has selected Intapp's DealCloud to enhance its pipeline and relationship management using AI. This adoption aligns with Infinedi's strategy for agile technol...ogy integration, aiming to boost productivity and capacity. Intapp DealCloud will centralize data, automate processes, and provide actionable insights, enabling Infinedi to make informed, data-driven decisions and streamline operations.

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Armstrong Watson - 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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FSN Capital - Financial Services

Intapp DealCloud helps FSN Capital manage their deal pipeline and relationships. FSN Capital is a private equity investment advisor with offices in Oslo, Stockholm, Copenhagen, and Munich. They use D...ealCloud to improve their deal pipeline processes. The platform also supports their relationship and investor relations activities. This helps FSN Capital work more efficiently.

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University of Cambridge Investment Management Limited - Financial Services

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.

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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

Financial
 

Intapp announces second quarter fiscal year 2026 financial results - 01net

Intapp reported its second quarter fiscal year 2026 financial results, highlighting a 28% increase in SaaS revenue to $102.5 million and a 31% rise in cloud annual recurring revenue to $433.6 million. The company also noted a strong cloud net revenue retention rate of 124% and provided an optimistic outlook for the third quarter and full fiscal year 2026.

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Partnership
 

Monarch Marks Strong Q4 With Intapp Partnership Expansion

Monarch Financial Technology Solutions has expanded its partnership with Intapp to include a reseller agreement for DealCloud and support for accelerated deployment. This collaboration aims to enhance Monarch's service offerings in the private capital markets by providing comprehensive implementation and enablement support, ensuring effective technology adoption and operation.

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Financial
 

Intapp to announce fiscal second quarter 2026 financial results on February 3, 2026 - Business Wire

Intapp will announce its fiscal second quarter 2026 financial results on February 3, 2026.

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Partnership
 

Intapp + Monarch: accelerating DealCloud adoption in private capital firms

Intapp has expanded its partnership with Monarch to include reselling DealCloud and offering accelerated deployment services. Monarch aids capital markets firms in optimizing their technology stack, enhancing DealCloud adoption and ROI. This partnership aims to help clients achieve operational precision and speed in competitive markets.

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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

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Financials

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