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.

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

How efficiently Does Intapp CRM manage your Engaging And Following Up?

What benefits does Intapp CRM offer for Business Development?

How does Intapp CRM facilitate Proposal & Quote Management?

What solutions does Intapp CRM provide for Event Management?

Case Studies

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.

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.

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.

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.

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.

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.

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)

Software Failure Risk Guidance

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for Intapp CRM

Top Failure Risks for Intapp CRM

Integration Appliance Inc News

Executive

On the Move: Intapp Hires Sedgwick as CMO - Tue., Sep. 2, 2025 - O'Dwyer's PR

Intapp has appointed Dustin Sedgwick as its new Chief Marketing Officer. Sedgwick, who previously served as CMO for JPMorganChase's payments business, brings experience from senior roles at Microsoft and Google. Intapp CEO John Hall highlighted Sedgwick's expertise in building high-growth businesses in tech and finance as a valuable asset for the company's ongoing growth.

Executive

Dustin Sedgwick Joins Intapp as Chief Marketing Officer - Fintech Finance

Dustin Sedgwick has been appointed as the Chief Marketing Officer at Intapp, a provider of AI-powered solutions for advisory, capital markets, and legal firms. Sedgwick, who previously held a similar role at J.P. Morgan, brings extensive experience from his tenure at Microsoft and Google. Intapp's CEO, John Hall, highlights Sedgwick's potential to drive growth and innovation in the company's AI initiatives.

Executive

Intapps Strategic Hiring of Dustin Sedgwick and Its Implications for AI-Driven SaaS Growth - AInvest

Intapp has strategically hired Tom Koehler, Rudy Saad, and Laura Saklad to drive AI-powered vertical SaaS growth. These hires aim to enhance AI integration in sector-specific workflows, particularly in accounting, consulting, and private capital markets. This move aligns with Intapp's focus on AI-driven solutions to boost customer retention and address compliance challenges in regulated industries.

Product

Legal IT Insider - Intapps company briefing: New Intapp Time launch and cloud updates

Intapp launched a new version of Intapp Time at ILTACON 2025, featuring GenAI capabilities like quick add for time tracking and a chatbot for time entry queries. These updates enhance Intapp's AI integration across the client lifecycle in law firms.

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

Financials

PRIVATE