Intapp DealCloud is a purpose-built platform designed for the collective intelligence of professionals, particularly in financial and professional services. More than a CRM, it serves as a single source of truth to manage relationships, track and forecast pipeline, and streamline execution. It offers solutions for relationship management, business development, marketing, pipeline and deal management, fundraising and investor relations, and experience management. Intapp DealCloud also provides industry-specific solutions for accounting,
A purpose-built platform for managing relationships, tracking pipeline, and streamlining execution in financial services.
- Managing client relationships and interactions
- Tracking and forecasting deal pipelines
- Streamlining business development efforts
- Managing fundraising and investor relations activities
- Ensuring compliance with industry regulations
- Improving collaboration and knowledge sharing across teams
- Intapp DealCloud centralizes firm and market intelligence
- delivering real-time insights to execute business faster. Users can leverage AI-powered tools to navigate networks
- source opportunities
- and close deals. The platform is designed to be easily customized without IT support
- allowing users to build dashboards
- reports
- data fields
- and workflows.
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