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 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, whic...h 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." - Maxime Boyer
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 Are the key features of DealCloud for Relationship Management?
How efficiently Does DealCloud manage your Deal Management?
How can DealCloud optimize your Promotion Management Workflow?
How efficiently Does DealCloud manage your Discount Management?
What solutions does DealCloud provide for International Marketing?
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 |
|---|---|
|
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. |
|
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 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 |
|---|---|
|
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. |
|
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. |
|
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. |
Case Studies
CASE STUDY Taylor Wessing
CASE STUDY University of Cambridge Investment Management Limited
CASE STUDY PLMJ
CASE STUDY Hamilton Lane
CASE STUDY Seyfarth Shaw
CASE STUDY S-E-A
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 + Alphastream: Transforming deal execution workflows using AI
Intapp is enhancing its partnership with Alphastream to integrate AI-driven document intelligence into DealCloud. This integration leverages natural language processing to extract insights from complex financial documents, aiding in deal creation, decision-making, and transaction workflow automation.
Infinedi Partners chooses Intapp DealCloud to accelerate firm growth through AI innovation
Infinedi Partners, a private equity firm, has selected Intapp's DealCloud to enhance its pipeline and relationship management using AI. This adoption aligns with Infinedi's strategy for agile technology integration, aiming to boost productivity and capacity. Intapp DealCloud will centralize data, automate processes, and provide actionable insights, enabling Infinedi to make informed, data-driven decisions and streamline operations.
Epiq Acquires Inflection IT to Enhance Intapp Implementation Capabilities | Financial Post
Epiq has acquired Inflection IT to enhance its capabilities in implementing Intapp solutions. Inflection IT, known for its expertise in Intapp products, will join Epiq's Fireman consultancy to expand advisory services for law firms. This acquisition strengthens Epiq's position as a leading Intapp Certified Implementation Partner, aiming to drive technology transformation in the legal industry.
Epiq Acquires Inflection IT to Enhance Intapp Implementation Capabilities
Epiq has acquired Inflection IT to bolster its capabilities in implementing Intapp's platform and AI solutions. This acquisition enhances Epiq's advisory services for law firms, leveraging Inflection IT's extensive experience with over 1,000 Intapp projects. The move aims to drive technology transformation and innovation in the legal industry, with Inflection IT joining Epiq's Fireman consultancy.
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
