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 BD 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 BD efforts.
Ensure data quality without manual input
Automatically capture and update contact data from email signatures without lifting a finger, to ensure that your lists and campaigns are always current.
Gauge strength of interest
Calculate a per capita cost for each of your campaigns or clients, and 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. Use this information to prepare highly targeted lists for your business development initiatives.
Take charge of your 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.
Quickly develop pitches or RFP responses
Leverage built-in proposal capabilities to create compelling, on-brand presentations that highlight your firm’s expertise and experience to win new business.
For Leaders and Partners
Build more effective client strategies
Bring together valuable relationship insights and engagement data to inform strategic key-client plans, set goals, measure outcomes, and keep your client teams aligned and focused.
Get a bird’s-eye view of firmwide data
Gain actionable insights across the entire client lifecycle to help you develop more strategic practice, sector, and key-client plans.
Protect and strengthen your relationships
Rely on relationship mapping to keep track of ever-changing client and firm connections, and automated alerts that notify you when a relationship appears to be in jeopardy.
Empower your talent
Manage your strategy for bringing on professionals who can extend your firm’s capabilities, seamlessly import their books of business, and help get them up and running — and productive — more quickly.
Monitor client sentiment and feedback
Capture quantitative and qualitative information from your clients through a variety of channels, including post-engagement surveys and anecdotal interview feedback.
Products and packages
Intapp Unified Client Development
Empower your marketing efforts with supercharged campaign and event management, relationship intelligence, data-driven insights, and the capabilities to make positive impacts on your firm’s revenue, reputation, and retention.
Drive growth, expand cross-selling opportunities, and use AI to leverage your detailed and up-to-date experience and expertise.