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

What solutions does Intapp CRM provide for Engaging And Following Up?

What benefits does Intapp CRM offer for Business Development?

What Are the key features of Intapp CRM for Proposal & Quote Management?

How does Intapp CRM address your Event Management Challenges?

 

Practus LLP - Legal Services - Medium

Practus LLP deploys Intapp’s agentic AI solutions to power innovation and growth

Philadelphia, USA

Practus LLP and Auxana Administrative Services have adopted Intapp's AI-powered solutions to enhance their legal and business operations. Intapp's platform, including Intapp Conflicts, Intake, Time, ...and DealCloud, will streamline workflows, improve client relationship management, and automate legal services. This integration aims to boost operational efficiency and leverage data-driven insights for business development and client engagement.

Read on →
 

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.

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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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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.

Read more →
 

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)

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 perks up after partnering with OpenAI to integrate legal expertise into GPT Enterprise

Intapp has partnered with OpenAI to integrate its legal expertise into GPT Enterprise. This collaboration allows Intapp's AI coworker, Celeste, to function as a plug-in for ChatGPT, enhancing legal industry solutions.

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Product

Intapp collaborates with OpenAI to deliver a governed DealCloud with Celeste plug-in to financial services

Intapp has launched the DealCloud with Celeste plug-in for ChatGPT for Financial Services. This integration allows financial professionals to access firm-specific client, deal, and relationship data within ChatGPT, enhancing decision-making and client interactions. The plug-in ensures data confidentiality and compliance, leveraging Intapp's expertise in regulated industries.

Read more →
Product

Intapp Launches Intapp Profitability Network Connecting Intapp Time with Celeste and ...

Intapp has launched the Intapp Profitability Network, integrating Intapp Time with Celeste and products from partners like Capacity and EngageAI. This network offers law firms a comprehensive view of profitability from pricing to collections. It ensures certified integrations for security and functionality, enhancing decision-making in scoping, staffing, and repricing.

Read more →
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.

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