Intapp DealCloud
Discover, win, and execute new business with unified deal and relationship management
Capture, unify, and apply the collective intelligence that flows through your firm with one complete deal and relationship management platform.
So much more than a CRM, Intapp DealCloud provides a single source of truth to help teams strengthen relationships, accurately track and forecast pipeline, and accelerate execution. AI-powered and purpose-built, DealCloud enables better performance for stronger growth.
Empower firm growth with Intapp DealCloud
Centralize firmwide intelligence and transform it into the insights your firm and professionals need to succeed.
Source more opportunities
Discover and nurture network connections to identify quality opportunities and build pipeline with unified firm and market insights.
Boost productivity
Multiply the effect of your professionals and eliminate frustration with the help of automated workflows and Applied AI.
Fuel firm growth
Give your team the tools they need to execute and win more business, faster.
Become more efficient and more focused
Intapp DealCloud unifies your entire deal lifecycle — from strategy and origination through execution
Deal execution and collaboration
Centralize deal execution workflows and team to-dos in an efficiently managed information hub.
Firm knowledge and strategy
Accelerate communication sharing and improve decision-making with a single source of truth and analytics.
Leading firms trust Intapp DealCloud
Intapp DealCloud
Improve deal and relationship workflows for your firm.
Real-time institutional knowledge sharing
Improve communication and inform decision-making with unified workflows and intelligence.
Industry tailored blueprints
Unlock industry best practices with strategically designed site structures, reports, and workflows based on years of use case experience.
Frequently asked questions about Intapp DealCloud
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Growing your firm requires effective management of your relationships, knowledge and intellectual capital. But traditional and legacy systems aren’t built to adapt to the current and complex needs of professionals. And using multiple systems often leads to problems like duplicated effort, inconsistent data, and frustrated users.
With DealCloud, your professionals can access one central hub that provides full visibility to every aspect of your dealmaking and pipeline. Which means your firm gets a single source of truth for your data, robust workflows built to capture the entire network of relationships involved in closing a deal, a hub for simplified collaboration, and AI-powered insights for better decision-making.
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With Intapp DealCloud, your professionals can track a wide range of relationships and activities — including contact, deal, and process data — so your firm can easily access and apply its collective intelligence. Integrated workflows, valuable relationship intelligence, and configurable reports provide real-time insights so your teams can make better, faster decisions.
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Your firm can configure its DealCloud instance to meet your specific requirements and processes. DealCloud’s workflows, reports, permissions, and data structures are flexible and easily configured to meet your teams’ evolving needs. You can connect the software with your firm’s existing systems, including HR, accounting, and more.
Schedule a demo of Intapp DealCloud
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Intapp Intelligent Cloud
For more than a decade, Intapp has been bringing the power of automation and intelligence to professional and financial services firms — helping clients like you solve their specialized needs and challenges.
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