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

How does Intapp CRM facilitate Engaging And Following Up?

What benefits does Intapp CRM offer for Business Development?

How efficiently Does Intapp CRM manage your Proposal & Quote Management?

How efficiently Does Intapp CRM manage your 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.

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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.

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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.

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Armstrong Watson - Accounting

Intapp Collaboration and Intapp Workspaces help Armstrong Watson support remote workers. The accounting firm uses these tools to improve Microsoft-based collaboration and manage content. The solution... makes it easier for teams to work together from different locations. Armstrong Watson benefits from streamlined workflows and better communication. The tools help the firm deliver services to clients more efficiently.

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Atlantic Street Capital - Financial Services

Atlantic Street Capital used Intapp DealCloud to improve deal and relationship management. Before, they tracked deals and fundraising in Excel and used a generic CRM that did not meet their needs. Wi...th DealCloud, they now save 10 hours a week on reporting. The platform helps them manage data better and supports their business growth.

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PLMJ - Legal

Intapp Conflicts helped PLMJ improve risk management and compliance for new client onboarding. The firm used data-driven insights to make conflict reviews faster. This led to quicker decision-making.... PLMJ gained multiple benefits from the solution.

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Intapp CRM Features

  • Low
  • Medium
  • High
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)

S&P Global

4.0 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

QorusDocs

4.41 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

NetDocuments

4.31 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Software Failure Risk Guidance

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for Intapp CRM

Top Failure Risks for Intapp CRM

Integration Appliance Inc News

Financial

Intapp announces second quarter fiscal year 2026 financial results - 01net

Intapp reported its second quarter fiscal year 2026 financial results, highlighting a 28% increase in SaaS revenue to $102.5 million and a 31% rise in cloud annual recurring revenue to $433.6 million. The company also noted a strong cloud net revenue retention rate of 124% and provided an optimistic outlook for the third quarter and full fiscal year 2026.

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Partnership

Monarch Marks Strong Q4 With Intapp Partnership Expansion

Monarch Financial Technology Solutions has expanded its partnership with Intapp to include a reseller agreement for DealCloud and support for accelerated deployment. This collaboration aims to enhance Monarch's service offerings in the private capital markets by providing comprehensive implementation and enablement support, ensuring effective technology adoption and operation.

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Financial

Intapp to announce fiscal second quarter 2026 financial results on February 3, 2026 - Business Wire

Intapp will announce its fiscal second quarter 2026 financial results on February 3, 2026.

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Partnership

Intapp + Monarch: accelerating DealCloud adoption in private capital firms

Intapp has expanded its partnership with Monarch to include reselling DealCloud and offering accelerated deployment services. Monarch aids capital markets firms in optimizing their technology stack, enhancing DealCloud adoption and ROI. This partnership aims to help clients achieve operational precision and speed in competitive markets.

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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

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Financials

PRIVATE