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.

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 can Intapp CRM optimize your Engaging And Following Up Workflow?

What solutions does Intapp CRM provide for Business Development?

How does Intapp CRM facilitate Proposal & Quote Management?

How does Intapp CRM address your Event Management Challenges?

 

Republic Partners Adopts Intapp DealCloud for M&A Management

Republic Partners has adopted Intapp DealCloud to enhance M&A management, centralizing deal origination and execution to boost efficiency and growth in the transportation and logistics sectors. Previ...ously reliant on spreadsheets, the firm now benefits from comprehensive data visibility and improved client relationship management. The deployment, facilitated by Intapp partner Monarch, aims to streamline processes and enhance Republic Partners' competitive edge in the middle-market investment banking sector.

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Republic Partners Standardizes Deal Management with Intapp DealCloud

Republic Partners, a Chicago-based investment bank, has adopted Intapp DealCloud to enhance deal management and client relationships. This move replaces their previous reliance on spreadsheets and em...ail, aiming to improve efficiency and support enterprise growth. The deployment is facilitated by Intapp partner Monarch, highlighting a trend towards digital transformation in investment banking.

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How Buchanan's Cloud Migration And AI Billing Adoption At Intapp (INTA ...

Buchanan Ingersoll & Rooney, an Am Law 200 firm, has migrated Intapp Time to the cloud and adopted Intapp Terms to enhance timekeeping and compliance. This move highlights the demand for AI-enabled b...illing tools in large professional services firms and aligns with Intapp's strategy to deepen product usage and improve recurring revenue through its AI and cloud offerings.

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University of Cambridge Investment Management Limited (UCIM) - Financial Services - Small

Cambridge, UK

UCIM used Intapp DealCloud to centralise over 40,000 documents and 5,500 interactions. The platform automated report generation, saving team members 4–5 hours per report. UCIM also adopted Intapp Emp...loyee Compliance to automate trade pre-clearance and compliance record keeping. This reduced risk and improved the speed of approvals. Staff now access a single source of truth for data and compliance, boosting efficiency and transparency.

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Seyfarth Shaw LLP - Legal Services - Large

Chicago, USA

Seyfarth Shaw used Intapp Billstream to automate its legal billing workflows. The firm rolled out the software in just 45 days. Intapp Billstream increased visibility for billing teams and reduced do...uble data entry. The solution cut billing errors and reduced revenue leakage by 20%. Lawyers now have more confidence in invoice edits and faster billing cycles.

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Taylor Wessing - Legal Services - Large

London, UK

Taylor Wessing used Intapp DealCloud to drive revenue growth and improve collaboration. The firm replaced its old CRM to better track client data and automate workflows. DealCloud helped create 147 d...ashboards and increased team efficiency. All business development activities are now tracked in DealCloud. The firm saw higher quality and consistency in its business development work.

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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)

QorusDocs

4.41 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

NetDocuments

4.31 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

Product

Intapp Says AI Is Driving Demand as Celeste Tackles Compliance Risks

Intapp's AI-driven platform, Celeste, is gaining traction among professional services firms for automating compliance workflows. CEO John Hall emphasized its compliance-first design, contrasting it with ungoverned AI tools. Celeste, launched in limited availability, integrates with Microsoft Azure and Anthropic, enhancing Intapp's enterprise strategy. The company aims for $1 billion in annual recurring revenue by 2029, leveraging partnerships and enterprise expansion.

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Product

New Intapp Time release brings AI deeper into the time entry workflow to capture more billable hours and protect earned revenue

Intapp has launched a new release of Intapp Time, enhancing AI capabilities to improve time entry workflows. The update includes AI work code prediction, configurable narrative tone enforcement, a timeline view, and mobile enhancements. These features aim to capture more billable hours, reduce revenue leakage, and enhance compliance for professional services firms.

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Product

New Intapp Time release captures more billable hours

Intapp has released a new version of Intapp Time, enhancing its AI capabilities to improve timekeeping for professional services firms. The update includes AI work code prediction, configurable narrative compliance, a timeline view, and mobile enhancements. These features aim to capture more billable hours, reduce revenue leakage, and improve compliance, supporting firms in maximizing profitability.

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Financial

Intapp expects Q4 non-GAAP EPS of $0.36-$0.38 as Celeste drives about 15% of net new bookings

Intapp projects its Q4 non-GAAP EPS to be between $0.36 and $0.38, with its Celeste platform contributing approximately 15% to net new bookings.

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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