Comparison Summary
This comparison report of DealCloud vs. FreeAgent CRM is based on a specific set of business needs and context. The comparison uses 1322 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing DealCloud and FreeAgent CRM
DealCloud, FreeAgent CRM, ClearView CRM, Virtuous CRM, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.
DealCloud covers Relationship Management, Deal Management, Promotion Management, Discount Management, etc.
FreeAgent CRM focuses on Engagement Management with E-Mail, Collaboration, Workflow Management, Generation Of New Leads with Mobile, etc.
"We needed a quality off-the-shelf product for managing our deal pipeline and coordinate processes among and within deal teams. DealCloud delivers the right level of functionality, and the flexibility we require to manage the dynamic selection funnel... and investment work stream characteristic in making direct investments in private equity and venture capital. " - Gregory Lindae
"Having our entire team collaborate on a project is critical for us. FreeAgent helps us align and coordinate so that we can be more than the sum of our parts. " - KJ Street Consulting
Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.
About
All-Inclusive Financial Services Software, delivers vertical-specific solutions that enable dealmakers and principal investing professionals to execute deals at the highest levels.
CRM and Work Management
Financials
PRIVATE
SEED
Business Need
Total Processes
(we found evidences for)
48
35
Total Goals
(we found evidences for)
12
11
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Scale best practices
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Grow market share
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Enhance customer relationships
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Acquire customers
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Improve visibility
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Establish thought leadership
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Enter new markets internationally or locally
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Manage risk
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Improve stakeholder relations
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Launch new products
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Improve ROI
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Improve internal communications
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Enhance customer relationships
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Increase sales & revenue
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Improve efficiency
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Acquire customers
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Improve ROI
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Improve internal communications
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Improve stakeholder relations
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Improve brand engagement
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Establish thought leadership
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Scale best practices
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Increase customer life time value
- See 8 more
Top Channels
Channels Used
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e-mail
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mobile
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text SMS
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promotions
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phone calls
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mobile app
- See 3 more
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e-mail
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mobile
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text SMS
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promotions
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phone calls
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mobile app
- See 3 more
Failure Risk Guidance Security Report?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
