
Intapp DealCloud
Intapp DealCloud is a CRM for financial and professional services firms to manage client relationships and track and forecast deal pipelines.

Intapp DealCloud is a CRM for financial and professional services firms to manage client relationships and track and forecast deal pipelines.
Intapp DealCloud is a CRM for financial and professional services firms to manage client relationships and track and forecast deal pipelines.
Pricing for Intapp DealCloud is not something you can read off a plan page, so expect to deal with the vendor directly.
What you get is a CRM built for financial and professional services firms rather than a general sales tool.
Intapp DealCloud is an AI CRM platform that helps firms manage relationships, track and forecast pipeline, and run deals from one place.
The product covers relationship management, business development, marketing, pipeline and deal management, fundraising and investor relations, and experience management.
Those are separate solution areas, so a firm can focus on the ones that match how it works.
Intapp DealCloud also offers industry-specific versions for accounting, consulting, corporate, investment banking and advisory, legal, private capital, and real assets firms.
The pitch is a single source of truth for the knowledge a firm's professionals hold collectively, which matters when relationships sit in individual inboxes and spreadsheets.
The narrow focus is the main point.
If your firm sits outside those sectors, a general-purpose CRM may fit better than Intapp DealCloud.
AI Assistant
free
https://dealcloud.com/
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