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
See all use cases See less use cases

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 extensively examined the marketplace of providers of enterprise CRM systems to the investment banking industry. We knew we had found the right solution when we realized the extent to which DealCloud is purpose-built for the investment banking and... private capital marketplaces. We had a very effective implementation experience and receive outstanding service from the industry experts on DealCloud's Account Management team." - Leslie Ann B. Curry

DealCloud, 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 can DealCloud optimize your Deal Management Workflow?

What Are the key features of DealCloud for Promotion Management?

How does DealCloud address your Discount Management Challenges?

What Are the key features of DealCloud for International Marketing?

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

Leslie Ann B. Curry

Managing Director and Chief Experience Officer

Raymond James

We extensively examined the marketplace of providers of enterprise CRM systems to the investment banking industry. We knew we had found the right solution when we realized the extent to which DealCloud is purpose-built for the investment banking and private capital marketplaces. We had a very effec...tive implementation experience and receive outstanding service from the industry experts on DealCloud's Account Management team.

Testimonial By Leslie Ann B. Curry
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

Maxime Boyer

Director

Evolem

We were immediately convinced by the DealCloud platform. Thanks to its track record, the DealCloud team has demonstrated a deep understanding of our activities and our specific needs as a family office. The platform is easy-to-use and flexible, which allows it to fit in perfectly with every type of... Evolem activity. With DealCloud we are aiming at better monitoring of our interactions with our contacts and improving our deal flow management efficiency.

Testimonial By Maxime Boyer
CUSTOMERS TESTIMONIALS
DealCloud testimonial

Leslie Ann B. Curry

Managing Director and Chief Experience Officer

Raymond James

We extensively examined the marketplace of providers of enterprise CRM systems to the investment banking industry. We knew we had found the right solution when we realized the extent to which DealCloud is purpose-built for the investment banking and private capital marketplaces. We had a very effec...tive implementation experience and receive outstanding service from the industry experts on DealCloud's Account Management team.

Testimonial By Leslie Ann B. Curry
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

Maxime Boyer

Director

Evolem

We were immediately convinced by the DealCloud platform. Thanks to its track record, the DealCloud team has demonstrated a deep understanding of our activities and our specific needs as a family office. The platform is easy-to-use and flexible, which allows it to fit in perfectly with every type of... Evolem activity. With DealCloud we are aiming at better monitoring of our interactions with our contacts and improving our deal flow management efficiency.

Testimonial By Maxime Boyer

Case Studies

COMPANY INDUSTRY CASE STUDIES
DealCloud case study
Financial Services
Financial Services
Case Study PAI Partners

How PAI Partners more efficiently managed its pipeline and deal flow by leveraging DealCloud’s technology.

Read More
DealCloud case study
Banking
Banking
Cassel Salpeter & Co

How Cassel Salpeter & Co. streamlined operations, improved business outcomes, and actively executed marketing campaigns by leveraging DealCloud’s technology.

Read More
DealCloud case study
Financial Services
Financial Services
Case Study FPE Capital

How FPE Capital created a single source of truth by leveraging DealCloud’s technology.

Read More

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.

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

Intapp client insights: How Howes Percival successfully implemented Intapp DealCloud

Howes Percival successfully implemented Intapp DealCloud for enhanced relationship management, business development, and other functions.

11/03/2025 - source

Accounting Today Intapp announces enhancements to Time, Walls and Assist products

Intapp announces enhancements to its Time, Walls, and Assist products, focusing on applied AI and improving various aspects of their software solutions.

27/02/2025 - source

Intapp Launches AI-Powered DealCloud Activator to Enhance Business Development ... - LawSites

Intapp has launched DealCloud Activator, an AI-powered platform to enhance business development for professional services firms, announced at their Amplify 2025 event in New York City.

26/02/2025 - source

Integration Appliance Inc Feeds

Intapp Second Quarter 2025 Earnings: EPS Beats Expectations - Simply Wall St News

Intapp's Q2 2025 earnings report shows revenue of $121.2 million, a 17% increase from last year. Despite a net loss of $10.2 million, EPS beat expectations by 10%. Revenue is expected to grow 14% annually over the next three years.

05/02/2025 - source

Intapp Set to Report Q1 Earnings: What's in Store for the Stock? - MSN

Intapp is preparing to announce its Q1 earnings, which could impact its stock performance.

04/01/2025 - source

Intapp Announces First Quarter Fiscal Year 2025 Financial Results - StockTitan

Intapp announced its financial results for the first quarter of fiscal year 2025.

03/11/2024 - source

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