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
See all business priorities See less business priorities

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 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 man...age deals and relationships across the entire lifecycle. 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." - Paul Jordan

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.

Comprehensive Insights on DealCloud Use Cases

What benefits does DealCloud offer for Relationship Management?

How does DealCloud facilitate Deal Management?

What benefits does DealCloud offer for Promotion Management?

How does DealCloud address your Discount Management Challenges?

How can DealCloud enhance your International Marketing process?

37+ more Business Use Cases

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.

Customer Testimonials

CUSTOMERS TESTIMONIALS
DealCloud testimonial

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
DealCloud testimonial

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
DealCloud testimonial

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
CUSTOMERS TESTIMONIALS
DealCloud testimonial

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
DealCloud testimonial

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
DealCloud testimonial

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

Case Studies

Legal Services

CASE STUDY Howes Percival

Intapp DealCloud gave Howes Percival a single platform for CRM, email marketing, and relationship intelligence. The firm wanted to improve client service and needed all three tools. With DealCloud, t...hey combined these features in one place. This helped them manage client relationships better. The solution made their work easier and more connected.

Legal Services

CASE STUDY Seyfarth Shaw

Intapp Billstream helped Seyfarth Shaw automate legal billing workflows. The firm needed to speed up invoice generation for its global teams. Intapp Billstream made it easier for staff and lawyers to... create invoices quickly. The solution improved visibility and efficiency across Seyfarth Shaw's distributed offices. This led to faster billing and better workflow management.

Legal Services

CASE STUDY PLMJ

Intapp Conflicts helped PLMJ improve risk management and compliance for new client onboarding. The firm used data-driven insights to make conflict reviews faster. This led to quicker decision-making.... PLMJ gained multiple benefits from the solution.

Legal Services

CASE STUDY Taylor Wessing

Intapp DealCloud helps Taylor Wessing build a data-driven culture. The law firm uses DealCloud to support revenue growth. The platform improves collaboration and efficiency. Taylor Wessing relies on ...Intapp DealCloud to drive business results.

Legal Services

CASE STUDY S-E-A

Intapp Billstream helped S-E-A reduce work-in-progress backlogs. The company increased its average number of draft bills by 450 each month. S-E-A achieved this without hiring more billers. The soluti...on improved billing efficiency and productivity.

Financial Services

CASE STUDY University of Cambridge Investment Management Limited

Intapp DealCloud and Intapp Employee Compliance help University of Cambridge Investment Management Limited manage data and automate trade pre-clearance. The company centralizes its data using these t...ools. This improves compliance and streamlines operations. The solution supports better data management for financial services.

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 .

What are the top features of DealCloud?

Personalization, Recording and Dashboard are some of the top features of DealCloud.

Who uses DealCloud?

DealCloud is used by Financial Services, Banking and Management Consulting among other industries.

What are DealCloud alternatives?

Scratchpad, Monday Sales CRM, Pipeliner CRM and Eway CRM are popular alternatives for DealCloud.

Where is DealCloud located?

DealCloud is headquartered at 3101 Park Boulevard Palo Alto, CA 94306.
lightning

Peers used DealCloud for relationship management and deal management

DealCloud Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

3.76/5 ★

Read Reviews (5)
Analytics

4.94/5 ★

Read Reviews (67)
Custom Reports

4.57/5 ★

Read Reviews (74)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.76/5 ★

Read Reviews (5)
Analytics

4.94/5 ★

Read Reviews (67)
Custom Reports

4.57/5 ★

Read Reviews (74)

Software Failure Risk Guidance

?

for DealCloud

Overall Risk Meter

Low Medium High

Top Failure Risks for DealCloud

Integration Appliance Inc News

Partnership

Edgestream Partners L.P. Invests $6.56 Million in Intapp, Inc. (NASDAQ:INTA) - MarketBeat

Workato and dt360 have formed a strategic partnership to enhance enterprise orchestration through AI-driven solutions. This collaboration will leverage Workato's platform to integrate systems and automate workflows across various sectors, including IT, HR, and finance. The partnership aims to modernize legacy systems, improve decision-making, and reduce operational costs by embedding generative AI and low-code solutions.

Customer

Trilegal employs Intapp Time to enhance timekeeping practices with AI-powered automation - Yahoo Finance

Trilegal, a major Indian law firm, has adopted Intapp Time to automate and improve its timekeeping processes using AI-driven technology. The deployment aims to boost operational efficiency, accuracy, and lawyer productivity through cloud-native automation. This customer win highlights Intapps growing presence in the legal technology sector and its role in supporting digital transformation for law firms.

Customer

Blank Rome Transitions to Intapp Cloud Infrastructure, Enhancing Operations with AI-Powered Solutions - Quiver Quantitative

Blank Rome, a leading law firm, has migrated its operations to Intapps cloud infrastructure, leveraging Intapps AI-powered solutions to enhance workflow automation, data security, and client service delivery. This transition underscores Intapps role in providing advanced, cloud-based legal technology platforms for professional services firms.

Customer

Blank Rome Transitions to Intapp Cloud Infrastructure, Enhancing Operations with AI-Powered Solutions - Nasdaq

Blank Rome, a law firm, is transitioning to Intapp Cloud Infrastructure, integrating multiple Intapp products such as Intapp Time, Intake, Conflicts, Terms, Walls, DealCloud, and Billstream. This move aims to enhance operations with AI-driven solutions, improve compliance, and streamline business processes, showcasing Intapp's capability in providing comprehensive cloud-based solutions.

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

Financials

PRIVATE