Business development software for financial and professional services firms 

Intapp DealCloud Activator blueprint

Empower your professionals with the tools they need to become Activators

Intapp DealCloud helps your business development professionals adopt an Activator mindset, so they can unlock a competitive edge in managing client relationships and growing your business.

Intapp DealCloud’s Activator hub simplifies the complex process of client interaction by providing essential tools and guidance for prioritizing outreach, building networks, and understanding client needs. By taking a strategic and effective approach to client relationship management, your professionals can capitalize on valuable events, become trusted advisors, and drive business growth through deeper client relationships.

Access a central hub to empower Activator behavior and improve business development

Become an Activator to drive high-performance business development

Commit

Foster stronger client relationships through consistent outreach and time allocated to business development.

Connect

Bridge the gap by turning casual contacts into powerful connections.

Create

Drive greater value for your clients by unlocking a deeper understanding of their needs.

Build, track, and launch with Intapp DealCloud

Relationship signals and notifications

Stay on top of client outreach with an AI-driven relationship intelligence feed that delivers actionable recommendations and insights on contacts and events.

Relationship intelligence

Improve relationship discovery and cultivation through passive data capture and AI-driven intelligence reporting.

Relationship mapping and coverage

Facilitate warm introductions by identifying meaningful connections within your network via relationship maps.

Referral network

Better understand who’s bringing business to the firm so you can prioritize relationships, outreach patterns, and client engagement.

Event outcomes and reporting

Analyze event outcomes with dashboards that show connection performance, interactions converted into opportunities or matters, and generated revenue.

News feeds

Keep a pulse on the market and remain ahead of the competition with integrated industry news, insights, and updates.

Client ideas and suggestions

Create client profiles and groupings with integrated market intelligence to gain a better understanding of your client’s interests and needs.

Centralized activity and notes

Increase transparency to understand key details — such as last contact date and next steps — by institutionalizing client interactions with automated activity capture.

Schedule a demo of Intapp DealCloud

Speak with an expert

Fill out the form and someone will be in touch to schedule a demo.

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.

Icon

Industry solutions

The results of our technology strategy are the industry solutions professionals rely on to close deals, meet compliance, and increase visibility and collaboration.

Icon

Data foundation

Our AI solutions, built on Intapp Data Foundation, meet industry-specific data, integration, and security needs to support your professionals.

Learn more about our data foundation
Icon

Cloud infrastructure

Secure your data with Intapp Cloud Infrastructure, leveraging Microsoft Azure’s stability and our dedicated support, plus seamless Microsoft integrations.

Learn more about our cloud infrastructure
Icon

Partner ecosystem

Gain access to Intapp’s ecosystem of data, technology, and services from over 100 trusted partners, with built-in integrations and dedicated support.

Learn more about our partner ecosystem