• Intapp CRM

    Fuel growth through our cloud-based firm management CRM using critical insights.

Intapp turns legacy CRM on its head and offers next-generation technology to help you accelerate growth for your firm while ensuring your client relationships stay strong. Intapp CRM provides sector and practice 360-degree intelligence to help partners develop key-client plans, enables business development teams to identify new opportunities, and empowers marketers to deliver events and campaigns with impact.

Drive firm growth

Identify and execute on new opportunities and expanded engagements with key clients.

Build stronger relationships

Deepen your client connections and provide outreach at exactly the right times.

Compete more effectively

Create compelling pitches and proposals that highlight firm expertise and capabilities.

Empower marketing initiatives

Capture and leverage critical information about your marketing and business development efforts.

Products and packages


DealCloud gives marketing professionals the tools they need to develop effective pitches and campaigns, track the ROI of their efforts, enhance firm reputation, and optimize client retention strategies. You’ll enjoy access to your firm’s most current and relevant information with minimal input.

DealCloud Microsoft Outlook add-in

The DealCloud Microsoft Outlook add-in lets you easily track emails, events, and attachments from your inbox and calendar.

Learn more about Intapp CRM