What is Intapp DealCloud?
Intapp DealCloud is more than just a CRM — it’s a powerful platform designed to help professional and financial services firms manage relationships, track pipelines, and streamline execution. Built with AI-powered insights, DealCloud acts as a single source of truth, centralizing your firm’s intelligence and processes. Whether you're in investment banking, private capital, legal, or consulting, DealCloud helps you make smarter decisions, collaborate more effectively, and grow your business faster.
What are the features of Intapp DealCloud?
- Relationship Management: Keep track of client interactions, manage contacts, and nurture relationships seamlessly.
- Pipeline and Deal Management: Forecast deals, track opportunities, and streamline execution with real-time insights.
- AI-Powered Insights: Leverage applied AI to uncover new opportunities, generate personalized content, and automate routine tasks.
- No-Code Configuration: Easily customize dashboards, reports, and workflows without needing IT support.
- Enterprise-Grade Security: Protect your data with ISO 27001 and SOC-2 compliant security measures.
What are the use cases of Intapp DealCloud?
- Legal Firms: Manage client relationships, track matters, and streamline collaboration.
- Investment Banking: Source deals, track pipelines, and execute transactions efficiently.
- Private Capital: Maintain relationships with investors, track deal activity, and manage fundraising processes.
- Consulting Firms: Organize client engagements, track opportunities, and deliver insights faster.
How to use Intapp DealCloud?
- Schedule a Demo: Explore how DealCloud can meet your firm’s specific needs.
- Start Small: Begin with core features like relationship management and pipeline tracking.
- Leverage AI: Use AI-powered tools to automate tasks and uncover new opportunities.
- Customize: Tailor dashboards and workflows to fit your team’s workflow.
- Get Support: Reach out to Intapp’s support team for any questions or assistance.
