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

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

How can Intapp CRM enhance your Business Development process?

How does Intapp CRM address your Proposal & Quote Management Challenges?

What Are the key features of Intapp CRM for Event Management?

 

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.

Read on →
 

Wotton Kearney - Legal Services - Medium

Intapp (INTA) Partners with Wotton Kearney for Enhanced Legal Insights

Intapp has partnered with Wotton Kearney to implement the Intapp DealCloud platform, enhancing the firm's relationship intelligence capabilities. This collaboration aims to provide AI-driven insights... for legal professionals, streamlining operations and improving decision-making.

Read on →
 

Wotton Kearney - Legal Services - Medium

Wotton Kearney selects Intapp DealCloud with Celeste to power relationship intelligence ...

Wotton Kearney has selected Intapp's DealCloud platform, integrated with Celeste, to enhance their relationship intelligence capabilities. This adoption aims to streamline client relationship managem...ent and improve operational efficiency within the legal services sector.

Read on →

Kreston Reeves - Accounting - Medium

London, UK

Kreston Reeves used Intapp Collaboration to replace a slow, legacy document system. The new SharePoint-based platform made all client information easy to find and share. Staff can now access document...s and emails from Outlook, SharePoint, and mobile devices. Automated workflows and advanced search save time and improve compliance. The firm is now ready for AI-powered tools and better client service.

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Hudson Valley Property Group - Real Estate - Small

New York, USA

Hudson Valley Property Group struggled with siloed data and inefficient workflows as teams used separate apps and spreadsheets. They needed a customizable solution to manage complex real estate deals... with unique compliance needs. The firm chose Intapp Properties for its deep customization and unified data management. Now, teams can design their own workspaces and access a single source of truth. This improved collaboration, data consistency, and operational speed across the company.

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Holland & Hart - Legal Services - Large

Denver, USA

Holland & Hart upgraded to Intapp Time to solve issues with their old time entry tool, which was unstable and hard to use. The firm needed strong security, compliance, and custom data sync features. ...Epiq Law Firm Advisory helped implement Intapp Time, ensuring smooth integration with existing finance systems and meeting strict access control needs. Staff found the new system much easier and more reliable, with no lost time or glitches. User feedback was very positive, and the rollout required little training.

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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)

NetDocuments

4.31 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

QorusDocs

4.41 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 ...

Intapp has released a new version of Intapp Time, enhancing AI capabilities within the time entry workflow. The update includes AI work code prediction, narrative compliance, and mobile enhancements, aiming to capture more billable hours and protect revenue. These features are designed to integrate seamlessly into existing workflows, improving profitability and compliance for professional services firms.

Read more →
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.

Read more →
Product

Intapp Time adds AI to capture billable hours

Intapp has released an updated version of Intapp Time, incorporating AI to enhance time entry workflows. The new features include AI work code prediction, configurable narrative compliance, a timeline view, and mobile enhancements. These improvements aim to capture more billable hours and protect revenue for professional services firms. The release is available on Intapp Cloud Infrastructure.

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