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?

1. **Schedule a Demo**: Explore how DealCloud can meet your firm’s specific needs. 2. **Start Small**: Begin with core features like relationship management and pipeline tracking. 3. **Leverage AI**: Use AI-powered tools to automate tasks and uncover new opportunities. 4. **Customize**: Tailor dashboards and workflows to fit your team’s workflow. 5. **Get Support**: Reach out to Intapp’s support team for any questions or assistance. ---

Intapp DealCloud

5.0

73.63%

Intapp DealCloud is an AI-powered platform that combines relationship management, pipeline tracking, and deal execution into one intuitive solution, helping firms grow faster and smarter. ---

Added on: 2025.06.06

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