Purpose-built marketing solution for financial and professional services firms

Intapp DealCloud: Dispatch

Power your business development engine with integrated email marketing

Now, your team can create, launch, and measure your marketing campaigns from the same dashboard as your relationship management and pipeline data. Intapp DealCloud Dispatch combines all the capabilities of a marketing platform with the powerful insights gathered by a pipeline manager.

Inform every marketing campaign and email deployment your firm runs — from deal announcements, newsletters, and industry coverage — with the detailed content of your deal and relationship management platform.

Inform your marketing with Dispatch.

Let your network power your marketing

Build sophisticated emails and campaigns

Create email templates, landing pages, event invites and more.

Nurture leads with "Sequences"

Automate personalized email outreach based on engagement.

Gain insights and optimize outeach

Track campaign performance to refine your marketing strategy.

A very user-friendly system

We chose Dispatch for a number of reasons to help us communicate with the industry. One is it’s fully integrated into DealCloud. We need to have all the data and the analysis in our DealCloud system.


Second, it’s a very user-friendly system, and it’s easy for us to configure as we communicate within the industry.

Jess Larsen
CEO and Founder
Briarcliffe Credit Partners

Build, track, and launch — all from inside DealCloud

Email campaign builder and template manager

Spend less time building campaigns with preformatted campaign templates and libraries.

AI-enabled email content

Save time preparing emails with AI-generated content informed by your audience.

Engagement-led sequences

Automate outreach based on engagement and accelerate your follow-through process.

Branded landing page builder

Design, customize, and launch unique landing pages and embedded forms that capture the details you need for your next event, marketing initiative, or campaign.

Contextual performance reporting and analytics

Track your most important marketing activity metrics within the context of your CRM and pipeline data.

Flexible and secure access

Get built-in security, push-button reports, and offline mode.

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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