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 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, 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 makes DealCloud ideal for Relationship Management?
What solutions does DealCloud provide for Deal Management?
How can DealCloud enhance your Promotion Management process?
How can DealCloud optimize your Discount Management Workflow?
How can DealCloud optimize your International Marketing Workflow?
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 |
|---|---|
|
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. |
|
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 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 |
|---|---|
|
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. |
|
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. |
|
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 J2 Global
Case Study FMI Capital Advisors
Case Study Kayne Anderson Real Estate
Case Study Raymond James Financial
Case Study Sterling Organization
Case Study FSN Capital
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
Sills Cummis & Gross uses Intapp Billstream to bolster revenue management
Sills Cummis & Gross has adopted Intapp Billstream to enhance its revenue management processes. The law firm leverages Intapps legal billing automation to streamline invoicing and improve financial operations.
Intapp and SUBSCRIBE partner to streamline private market operations
Intapp and SUBSCRIBE have formed a partnership to streamline private market operations. This collaboration aims to integrate Intapp's DealCloud platform with SUBSCRIBE's solutions, enhancing relationship management, deal management, and investor relations for private market professionals.
MSCI and Intapp Are Partnering to Deliver Enhanced Private Capital Market Intelligence
MSCI and Intapp have announced a partnership to deliver enhanced private capital market intelligence. This collaboration aims to combine MSCI's data and analytics expertise with Intapp's technology solutions, providing improved insights and tools for private capital market participants.
MSCI, Intapp eye partnership on private asset information
MSCI and Intapp are exploring a partnership to enhance private asset information services. The collaboration would combine MSCIs expertise in global investment analytics with Intapps software solutions for professional and financial services. This potential alliance aims to deliver improved data access and workflow tools for private markets investors.
Integration Appliance Inc Profile
Company Name
Integration Appliance Inc
Company Website
//intapp.comHQ Location
3101 Park Boulevard Palo Alto, CA 94306
Employees
251-500
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