Outperform your competitors with a platform designed by industry experts 

Manage deals and access AI-powered relationship and business intelligence with Intapp DealCloud

 

Built for your unique business model

Don’t settle for a generic CRM. Designed by industry experts, Intapp DealCloud offers AI-powered capabilities, specialized functionality, and industry-focused features that address your firm’s specific needs. Our award-winning deal and relationship management platform lets your firm centralize firm and market intelligence, automate workflows, manage pipeline, and more — so your teams can execute more business faster.



So much more than a CRM

Centralize data, access insights, and simplify workflows — all in one AI-powered deal and relationship management platform

Built for your firm's needs

Intapp DealCloud

A comprehensive deal, pipeline, relationship, and knowledge management platform
A multi-relational solution that addresses all counterparties and external and internal teams involved with engagements
Best practice blueprints and roadmap designed for all investment banking use cases

Generic CRM

A generic, sales-centric CRM with pipeline management
A solution designed for traditional sales teams managing simple buyer-to-seller relationships
X

Easy access to reports, data, and insights

Intapp DealCloud

Comprehensive and configurable reporting with Microsoft plugins (Word, Excel, PowerPoint)
Millions of contact and company records via Intapp DealCloud with pre-built integrations and third-party data providers
Relationship intelligence and built-in AI with Intapp Assist (optional add-on)
Near full replication of web platform functionality within Outlook and mobile app

Generic CRM

Limited reporting with Microsoft plugins (Word, Excel, PowerPoint)
Custom integrations required for market data
Non-specific AI capabilities
Limited functionality within Outlook and mobile app

Increased value and ongoing support

Intapp DealCloud

All-inclusive license fees
Quarterly updates included at no extra cost
Dedicated in-house implementation team with investment firm expertise
Dedicated account manager and client success representative

Generic CRM

Risk of additional ongoing fees
Irregular updates require payment
External implementation team with limited investment firm knowledge
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A platform tailored to meet your firm's needs

Built-in specialized features

Access preconfigured tools and workflows based on industry best practices.

Centralized intelligence

Connect firm and market intelligence to unlock key insights and make more strategic decisions.

No-code configuration

Easily build and customize dashboards, reports, data fields, and workflows — without IT.

Discover the DealCloud advantage

What our clients are saying

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Speak with a financial services expert

Explore solutions to your deal and relationship management challenges with one of our industry experts.