Built for your firm's needs
| Features | Intapp DealCloud | Generic CRM |
|---|---|---|
| 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 |
Easy access to reports, data, and insights
| Features | Intapp DealCloud | Generic CRM |
|---|---|---|
| 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 |