Intapp CRM: Use-Cases, Insights and Reviews | 2025 Cuspera

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Professional Services Platform - Intapp CRM

Intapp CRM Overview

Intapp DealCloud is a purpose-built platform for managing relationships and tracking pipeline. It serves as a single source of truth to streamline execution and harness collective intelligence.

Use Cases

Customers recommend Engaging And Following Up, Business Development, Proposal & Quote Management, as the business use cases that they have been most satisfied with while using Intapp CRM.

Other use cases:

Creating Contact List
Event Management
Digital Signature
Generation Of New Leads
Relationship Management
Lead Engagement
Customer Feedback Management

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Business Priorities

Enhance Customer Relationships and Improve ROI are the most popular business priorities that customers and associates have achieved using Intapp CRM.

Other priorities:

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Intapp CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Intapp CRM works with different mediums / channels such as E-Mail.

Intapp CRM's features include Capture Contact. and Intapp CRM support capabilities include AI Powered, 24/7 Support, Email Support, etc. also Intapp CRM analytics capabilities include Analytics, and Custom Reports.

Intapp CRM Customer wins, Customer success stories, Case studies

Why is Intapp CRM the best choice for Engaging And Following Up?

How can Intapp CRM optimize your Business Development Workflow?

How does Intapp CRM facilitate Proposal & Quote Management?

What Are the key features of Intapp CRM for Event Management?

Ostberg Sinclair & Co adopts Intapp Collaboration to activate collective firm intelligence

Ostberg Sinclair & Co, a UK tax advisory firm, has adopted Intapp Collaboration to enhance document management and knowledge sharing using Microsoft 365. The solution centralizes documents and commun...ications, improving workflow efficiency and supporting strategic growth. Deployment was facilitated by Forge Software, ensuring rapid adoption. This implementation exemplifies Intapp's role in modernizing professional services.

Infinedi Partners chooses Intapp , Inc ( INTA ) DealCloud

Infinedi Partners has selected Intapp's DealCloud platform to manage its deal pipeline and business development. The private equity firm aims to leverage DealCloud's AI-driven tools to enhance operat...ional efficiency and gain real-time insights, aligning with its growth strategy.

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 technol...ogy 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.

BDO Canada - Accounting

Intapp Intake helped BDO Canada improve its client and engagement acceptance processes. The firm used the platform to streamline workflows. BDO Canada increased efficiencies by 38%. This case highlig...hts benefits for accounting firms using client onboarding software. Intapp Intake supports process automation and compliance.

Balfour Pacific - Real Estate

DealCloud helped Balfour Pacific, a private equity real estate firm, organize and centralize its data and contact management. Before using DealCloud, the team struggled to track relationships and dea...l activity. The firm needed a better way to manage its real estate pipeline as it grew. DealCloud gave Balfour Pacific a 360-degree view into every deal and relationship. This improved how the team managed deals and contacts.

Hamilton Lane - Financial Services

Intapp DealCloud helped Hamilton Lane manage relationship data better. The firm had three investment teams using different systems and spreadsheets. This made it hard to track deals and relationships.... With Intapp DealCloud, Hamilton Lane brought all data into one place. Teams now work together more easily. The firm improved how it manages relationships and data.

Intapp CRM Features

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FEATURE	RATINGS AND REVIEWS
AI Powered	3.24/5 ★ Read Reviews (1)
Analytics	4.30/5 ★ Read Reviews (9)

CAPABILITIES	RATINGS AND REVIEWS
AI Powered	3.24/5 ★ Read Reviews (1)
Analytics	4.30/5 ★ Read Reviews (9)

Intapp CRM Integrations

Intapp CRM integrates with a wide range of software applications through its robust data import and export capabilities.

Data Import

4.25/5 ★

Read Reviews (9)

Software Failure Risk Guidance

for Intapp CRM

Top Failure Risks for Intapp CRM

Integration Appliance Inc News

Awards 06/11/2025

Intapp DealCloud named Deal Origination Solution of the Year: Credit at the 2025 Private Equity Wire U.S. Awards

Intapp's DealCloud has been recognized as the "Deal Origination Solution of the Year: Credit" at the 2025 Private Equity Wire U.S. Awards, highlighting its excellence in the private equity sector.

Partnership 21/10/2025

Docwise + Intapp: Bringing innovative legal technology to Brazil

Intapp partners with Docwise to introduce Intapp Time to Brazil's legal market. Docwise will sell, implement, and support Intapp Time, leveraging its legal operations expertise to enhance efficiency and security.

Partnership 29/09/2025

Infinedi Partners chooses Intapp, Inc (INTA)s DealCloud

Partnership 22/09/2025

Intapp + Lexsoft: bringing innovative technology to Europe and Latin America

Intapp has partnered with Lexsoft to enhance its sales and implementation capabilities in Europe and Latin America. Lexsoft's expertise in legal technology and successful implementations in Spanish-speaking markets will support Intapp's growing demand in these regions.

More Intapp CRM News...

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