Fuel Growth 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.
Gauge Strength of Interest
Track contact engagement across multiple touchpoints to determine how to strategically strengthen your relationships.
Identify Ideal Campaign Participants
Tag your marketing activities with areas of interest and track which of your existing and potential clients engage with which topic the most.
Take Charge of Campaigns
Track the ROI for your campaigns and events — including both internal and external costs — and use that data to align your marketing planning and priorities.
Products and Packages
OnePlace Marketing & Business Development
OnePlace Marketing & Business Development 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.
OnePlace Marketing & Business Development Microsoft Outlook Add-In
The OnePlace Marketing & Business Development Microsoft Outlook add-in lets you easily track emails, events, and attachments from your inbox and calendar.