dealcloud.com

A purpose-built platform for managing relationships, tracking pipeline, and streamlining execution in financial services.

CRM
Relationship Management
Deal Management
dealcloud.com

Introduction

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, consulting, corporate, investment banking and advisory, legal, private capital, and real assets firms.

Details

Date

2025/05/27