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.
Business Priorities
Scale Best Practices and Grow Market Share are the most popular business priorities that customers and associates have achieved using DealCloud.
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
Peer review evidence (same sources as the product rating summary)
"...With DealCloud's deep experience in Private Equity, we knew the team would deliver a relationship management platform that fit our operating-focused sourcing and execution strategy...." Testimonial by Robert Gamble, Fenwick Brands
"...When searching for a provider of a platform to manage our deal pipeline, one criteria was to find a platform that is simple and provides an immediate overview...." Testimonial by Christen Estrup, Nordea Asset Management
"...It's a true end-to-end solution that solves the major issues with managing deal execution...." Testimonial by Roger Johnson, BRGCA
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
What benefits does DealCloud offer for Relationship Management?
What Are the key features of DealCloud for Deal Management?
What Are the key features of DealCloud for Promotion Management?
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 |
|---|---|
|
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. |
|
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. |
|
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. |
| 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. |
|
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. |
|
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. |
Wotton Kearney - Legal Services - Medium
Wotton Kearney Selects Intapp, Inc. Dealcloud with Celeste to Power Relationship ...
Wotton Kearney - Legal Services - Medium
Intapp (INTA) Partners with Wotton Kearney for Enhanced Legal Insights
Wotton Kearney - Legal Services - Medium
Wotton Kearney selects Intapp DealCloud with Celeste to power relationship intelligence ...
University of Cambridge Investment Management Limited (UCIM) - Financial Services - Small
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?
What are the top features of DealCloud?
Who uses DealCloud?
What are DealCloud alternatives?
Where is DealCloud located?
Peers used DealCloud for relationship management and deal management
DealCloud Competitors
DealCloud Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (5) |
| Analytics | Read Reviews (67) |
| Custom Reports | Read Reviews (74) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (5) |
| Analytics | Read Reviews (67) |
| Custom Reports | Read Reviews (74) |
DealCloud Integrations
DealCloud integrates with a wide range of software applications through its robust data import and export capabilities.
Few API Integrations for DealCloud
Software Failure Risk Guidance
?for DealCloud
Overall Risk Meter
Top Failure Risks for DealCloud
Integration Appliance Inc News
Intapp Says AI Is Driving Demand as Celeste Tackles Compliance Risks
Intapp's AI-driven platform, Celeste, is gaining traction among professional services firms for automating compliance workflows. CEO John Hall emphasized its compliance-first design, contrasting it with ungoverned AI tools. Celeste, launched in limited availability, integrates with Microsoft Azure and Anthropic, enhancing Intapp's enterprise strategy. The company aims for $1 billion in annual recurring revenue by 2029, leveraging partnerships and enterprise expansion.
New Intapp Time release brings AI deeper into the time entry workflow ...
Intapp has released a new version of Intapp Time, enhancing AI capabilities within the time entry workflow. The update includes AI work code prediction, narrative compliance, and mobile enhancements, aiming to capture more billable hours and protect revenue. These features are designed to integrate seamlessly into existing workflows, improving profitability and compliance for professional services firms.
New Intapp Time release brings AI deeper into the time entry workflow to capture more billable hours and protect earned revenue
Intapp has launched a new release of Intapp Time, enhancing AI capabilities to improve time entry workflows. The update includes AI work code prediction, configurable narrative tone enforcement, a timeline view, and mobile enhancements. These features aim to capture more billable hours, reduce revenue leakage, and enhance compliance for professional services firms.
Intapp Time adds AI to capture billable hours
Intapp has released an updated version of Intapp Time, incorporating AI to enhance time entry workflows. The new features include AI work code prediction, configurable narrative compliance, a timeline view, and mobile enhancements. These improvements aim to capture more billable hours and protect revenue for professional services firms. The release is available on Intapp Cloud Infrastructure.
Integration Appliance Inc Profile
Company Name
Integration Appliance Inc
Company Website
//intapp.comHQ Location
3101 Park Boulevard Palo Alto, CA 94306
Employees
251-500
Social
Financials
PRIVATE
