Intapp DealCloud

Intapp DealCloud

Discover, win, and execute new business with unified deal and relationship management 

Capture, unify, and apply the collective intelligence that flows through your firm with one complete deal and relationship management platform.

So much more than a CRM, Intapp DealCloud provides a single source of truth to help teams strengthen relationships, accurately track and forecast pipeline, and accelerate execution. AI-powered and purpose-built, DealCloud enables better performance for stronger growth.

Optimize the workflows your team uses every day to manage pipeline and grow your business.

Empower firm growth with Intapp DealCloud

Source more opportunities

Discover and nurture network connections to identify quality opportunities and build pipeline with unified firm and market insights.

Boost productivity

Multiply the effect of your professionals and eliminate frustration with the help of automated workflows and Applied AI.

Fuel firm growth

Give your team the tools they need to execute and win more business, faster.

Become more efficient and more focused

DealCloud has allowed us to manage our significant pipeline in a more sophisticated way, and using DealCloud, we are more efficient and focused.
 
Not only does my team know everything happening on every single deal at the click of a button, but we also provide valuable visibility into our deal activity to our CEO and board.

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Jeremy Segal
Progress
Executive Vice President

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.

Frequently asked questions about Intapp DealCloud

Growing your firm requires effective management of your relationships, knowledge and intellectual capital. But traditional and legacy systems aren’t built to adapt to the current and complex needs of professionals. And using multiple systems often leads to problems like duplicated effort, inconsistent data, and frustrated users.

With DealCloud, your professionals can access one central hub that provides full visibility to every aspect of your dealmaking and pipeline. Which means your firm gets a single source of truth for your data, robust workflows built to capture the entire network of relationships involved in closing a deal, a hub for simplified collaboration, and AI-powered insights for better decision-making.

With Intapp DealCloud, your professionals can track a wide range of relationships and activities — including contact, deal, and process data — so your firm can easily access and apply its collective intelligence. Integrated workflows, valuable relationship intelligence, and configurable reports provide real-time insights so your teams can make better, faster decisions.

Your firm can configure its DealCloud instance to meet your specific requirements and processes. DealCloud’s workflows, reports, permissions, and data structures are flexible and easily configured to meet your teams’ evolving needs. You can connect the software with your firm’s existing systems, including HR, accounting, and more.  

Schedule a demo of Intapp DealCloud

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Intapp Intelligent Cloud

For more than a decade, Intapp has been bringing the power of automation and intelligence to professional and financial services firms — helping clients like you solve their specialized needs and challenges.

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Intapp Cloud Infrastructure

Use AI confidently, knowing we keep your data secure through our partnership with Microsoft and our own commitment to security and compliance.

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Intapp Data Architecture

Quality data is at the heart of good AI — and with Intapp, you benefit from our data architecture.

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Intapp Applied AI

Our Applied AI strategy includes five essential AI capabilities that help you make smarter decisions, faster.

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Ask AI for answers — and get near-instant results — using everyday language.
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