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 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 prov...ides 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." - Simon Danielli

DealCloud, ClearView CRM, Virtuous CRM, PlanPlus Online, 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 makes DealCloud ideal for Relationship Management?

Why is DealCloud the best choice for Deal Management?

What makes DealCloud ideal for Promotion Management?

What solutions does DealCloud provide for Discount Management?

What makes DealCloud ideal 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

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
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

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
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
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

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

Case Studies

COMPANY INDUSTRY CASE STUDIES
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 FMI Capital Advisors

How FMI Capital Advisors more efficiently managed its pipeline and deal flow by leveraging DealCloud’s technology.

Read More
DealCloud case study
Financial Services
Financial Services
Case Study Kayne Anderson Real Estate

How Kayne Anderson Real Estate overcame these challenges 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.

What are DealCloud alternatives?

ClearView CRM, Virtuous CRM and PlanPlus Online 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

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