DealCloud: Use-Cases, Insights and Reviews | 2026 Cuspera

Name: DealCloud
Brand: DealCloud
Rating: 4.55 (769 reviews)

4.55 5

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(769)

Relationship and business intelligence

DealCloud Overview

Dealcloud, Intapp | Intelligence Applied offers AI-powered software solutions designed for professionals. Their tools enhance productivity and decision-making processes.

Use Cases

Customers recommend Relationship Management, Deal Management, Promotion Management, as the business use cases that they have been most satisfied with while using DealCloud.

Other use cases:

Discount Management
International Marketing
Competitive Intelligence
Workflow Management
Collaboration
Business Development
Engaging And Following Up

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Business Priorities

Scale Best Practices and Grow Market Share are the most popular business priorities that customers and associates have achieved using DealCloud.

Other priorities:

Enhance Customer Relationships
Acquire Customers
Improve Visibility
Establish Thought Leadership
Enter New Markets Internationally Or Locally
Manage Risk
Improve Stakeholder Relations
Launch New Products
Improve ROI
Improve Internal Communications

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DealCloud Use-Cases and Business Priorities: Customer Satisfaction Data

DealCloud's features include Personalization, Recording, Dashboard, etc. and DealCloud support capabilities include 24/7 Support, Chat Support, Email Support, etc. also DealCloud analytics capabilities include Analytics, and Custom Reports.

Reviews

"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

DealCloud, Scratchpad, monday sales CRM, Pipeliner CRM, Eway CRM, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for DealCloud

Top Industries

Financial Services
Banking
Management Consulting

Popular in

Small Business
Enterprise
Mid Market

DealCloud is popular in Financial Services, Banking, and Management Consulting and is widely used by Small Business, Enterprise, and Mid Market.

DealCloud Customer wins, Customer success stories, Case studies

Why is DealCloud the best choice for Relationship Management?

Why is DealCloud the best choice for Deal Management?

How can DealCloud enhance your Promotion Management process?

How can DealCloud optimize your Discount Management Workflow?

How can DealCloud enhance your International Marketing process?

245 buyers and buying teams have used Cuspera to assess how well DealCloud solved their CRM needs. Cuspera uses 769 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

CUSTOMERS	TESTIMONIALS
Gregory Lindae Managing Director Anthos	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 maki...ng direct investments in private equity and venture capital. Testimonial By Gregory Lindae
Simon Danielli Head of Special Projects Agathos	We were very aware that we didn't have to reinvent the wheel when it came to tech. We have followed DealCloud closely over the last couple of years and it became evident through the scoping process that DealCloud was best in class. The platform provides unparalleled degrees of flexibility enabling ...us to use data as effectively as possible across all areas of deal and relationship management. We will also use it for investor relations as we hold further closes throughout 2021 after the recent launch of our second fund. Remote working conditions have put greater demands on efficient technology and having DealCloud in place will provide a step-change improvement to how we can operate and help to optimise our performance in deploying Fund II. Testimonial By Simon Danielli
Paul Jordan Vice President Activate Capital	We looked at a number of solutions to help us manage our deal flow, execution, and relationship management. What stands out about DealCloud is that their technology was built with intimate knowledge of the needs of investors and what it means to manage deals and relationships across the entire life...cycle. DealCloud has become essential to my day and it has made our whole team more efficient as we collaborate and is especially useful in a world that suddenly relies on more remote work and interactions. Testimonial By Paul Jordan

CUSTOMERS	TESTIMONIALS
Gregory Lindae Managing Director Anthos	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 maki...ng direct investments in private equity and venture capital. Testimonial By Gregory Lindae
Simon Danielli Head of Special Projects Agathos	We were very aware that we didn't have to reinvent the wheel when it came to tech. We have followed DealCloud closely over the last couple of years and it became evident through the scoping process that DealCloud was best in class. The platform provides unparalleled degrees of flexibility enabling ...us to use data as effectively as possible across all areas of deal and relationship management. We will also use it for investor relations as we hold further closes throughout 2021 after the recent launch of our second fund. Remote working conditions have put greater demands on efficient technology and having DealCloud in place will provide a step-change improvement to how we can operate and help to optimise our performance in deploying Fund II. Testimonial By Simon Danielli
Paul Jordan Vice President Activate Capital	We looked at a number of solutions to help us manage our deal flow, execution, and relationship management. What stands out about DealCloud is that their technology was built with intimate knowledge of the needs of investors and what it means to manage deals and relationships across the entire life...cycle. DealCloud has become essential to my day and it has made our whole team more efficient as we collaborate and is especially useful in a world that suddenly relies on more remote work and interactions. Testimonial By Paul Jordan

Frequently Asked Questions(FAQ)

for DealCloud

What is DealCloud?

DealCloud is the leading CRM, deal sourcing, and fund management platform for the capital markets to deliver vertical-specific solutions and execute deals at the highest level. It helps to scale best practices and grow market share.

DealCloud harnesses the cumulative intellectual capital of the people and processes, helps to manage relationships, execute deals, and easily connect with external solutions and third-party data providers. It helps in transforming the knowledge into actionable intelligence.

DealCloud provides unified deal, relationship, fund, and compliance management solutions that help every dealmaker and investment professional drive meaningful outcomes and to empower leadership to strategically grow the firm, the DealCloud software unifies the entire deal lifecycle from strategy through origination and execution.

What is DealCloud used for?

DealCloud is a CRM Software mainly used by its customers to Scale Best Practices and Grow Market Share by Relationship Management, Deal Management and Promotion Management .