Deal and relationship management solutions for consulting firms

Deal and relationship management for consulting firms

Streamline client engagements with unified deal and relationship management

Access a comprehensive view of your firm’s entire relationship ecosystem to easily identify and track opportunities, fact-track engagement execution, and stay aligned throughout a deal’s pursuit with Intapp DealCloud.

Rely on a single source of truth for deal and relationship management with powerful analytics and dashboards

Unify deal and relationship management with Intapp DealCloud for consulting

Boost win rates and improve client outcomes by unlocking a holistic view of relationships, pipeline, and market activity.

Strengthen relationships

Discover and nurture client engagements with valuable relationship intelligence.

Win more business

Identify opportunities and build stronger pitches with a purpose-built solution for consulting firms.

Deliver winning client service

Empower your teams with the tools they need to deliver superior client engagement.

One location to manage pipeline, deal workflows, and corporate development

It was very important to us to find technology that is designed to handle our complex deal and relationship management needs, rather than customize a broad platform. We chose DealCloud as it gives us one location where we can manage pipeline, facilitate deal workflows, and ensure a segregated environment for our corporate development data.

Eric Hamann
Partner and Managing Director

Streamline deal and relationship management tasks with Intapp DealCloud

Relationship management

Build strong relationships with AI-driven intelligence reporting, automated data capture, and centralized coverage.

Marketing integration

Track the ROI of your campaigns and events to align your marketing planning and priorities.

Business development

Track opportunities, build stronger pitches, and stay aligned throughout deal pursuits.

Pipeline management

Analyze active pursuits and market trends to drive pipeline and win more deals.

Deal execution and collaboration

Gain a comprehensive, detailed view of team capacity and progress.

Firm knowledge and strategy

Maintain a single source of truth to simplify and automate knowledge sharing across teams.

Intapp DealCloud features and benefits

Boost team collaboration and improve business outcomes with centralized deal and relationship management.

Optimized relationship intelligence

Gain meaningful insights through automated relationship scoring and intelligence reporting to inform future decisions.

Automated workflows, alerts, and reports

Stay up to date with deal to-dos with automated task workflows, notifications, and AI-generated signals.

Integrated third-party data

Enhance proprietary contact and company data with third-party data sources via DataCortex.

AI summaries and recommendations

Save time with AI-generated deal summaries, and make better decisions using AI recommendations that integrate firm and market intelligence.

Dynamic reporting and analytics

Visualize real-time insights and inform deal decision-making with ad hoc and templated reports.

Zero-entry automation capabilities

Drive deal execution and process management with automated data capture.

Intapp DealCloud data integrations

Analyze your firm’s proprietary data alongside third-party intelligence from our growing list of data providers — right from the Intapp DealCloud interface.

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