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 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 man...age deals and relationships across the entire lifecycle. 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." - Paul Jordan
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
Why is DealCloud the best choice for Relationship Management?
How does DealCloud address your Deal Management Challenges?
How does DealCloud address your Promotion Management Challenges?
What benefits does DealCloud offer for Discount Management?
How does DealCloud address your International Marketing Challenges?
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 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 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 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. |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
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. |
|
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. |
|
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. |
Case Studies
Case Study J2 Global
Case Study FSN Capital
Case Study Sterling Organization
Case Study Kayne Anderson Real Estate
Case Study Raymond James Financial
Case Study FMI Capital Advisors
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 Inc (INTA) Announces Strategic Collaboration with Snowflake to Enhance Deal ...
Intapp has announced a strategic collaboration with Snowflake to enhance deal management and data integration for professional and financial services firms. The partnership aims to leverage Snowflakes cloud data platform with Intapps industry solutions, enabling clients to streamline workflows and improve data-driven decision-making across deal lifecycles.
Gadens selects Intapp to comply with AML regulations in Australia - StreetInsider
Gadens, a leading Australian law firm, has selected Intapps software to enhance compliance with anti-money laundering (AML) regulations. The deployment supports regulatory adherence, risk management, and operational efficiency in legal services. Intapps technology enables automated client due diligence and ongoing monitoring, addressing evolving compliance requirements in Australias legal sector.
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.
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
