What It Does:
Intapp DealCloud is an AI-powered deal and relationship management platform designed to help professional services and financial firms find opportunities, manage relationships, and close deals faster.
It centralizes firm and market intelligence, automates routine tasks, and provides actionable insights for smarter decision-making.
Key Features:
- AI-Powered Insights – Get real-time recommendations, summaries, and relationship intelligence to stay ahead of the competition.
- Centralized Deal Management – Track pipelines, deal activity, and client relationships in one platform.
- No-Code Customization – Build dashboards, reports, and workflows without IT support.
- Automation – Automate emails, deal summaries, and data entry to save time.
- Integrated Ecosystem – Connect seamlessly with your existing tools and 100+ trusted partner systems.
- Security & Compliance – Enterprise-grade security with ISO 27001 and SOC-2 compliance.
- Industry-Specific Workflows – Preconfigured solutions tailored for legal, accounting, consulting, investment banking, private capital, and real assets sectors.
Who Is Intapp DealCloud For?
- Investment Bankers – Track deals, automate relationship follow-ups, and close transactions faster.
- Legal Firms – Manage client relationships, streamline compliance workflows, and access actionable insights.
- Private Capital & Real Assets Professionals – Centralize market intelligence and portfolio tracking to identify opportunities quickly.
- Consulting & Corporate Teams – Enhance business development and deal execution with data-driven insights.
- Professional Services Firms – Simplify data management, reduce manual entry, and improve collaboration.
Final Thoughts:
Intapp DealCloud isn’t just a CRM-it’s a comprehensive AI-powered platform that combines deal, relationship, and market intelligence into one intuitive hub.
Its industry-specific workflows, automation, and no-code customization make it ideal for firms looking to save time, improve decision-making, and accelerate growth. If your goal is to unify data, enhance collaboration, and gain a competitive edge, DealCloud is worth exploring.
Schedule a demo today to see it in action.
