Intapp DealCloud: Low code UI/UX
Help your firm’s professionals perform at their highest level — without any need for lengthy, complicated software customizations.
Intapp DealCloud’s low-code, user-friendly interface lets your users design, customize, and optimize their own experiences — regardless of their technical expertise. With an intuitive drag-and-drop interface, you can build personalized workflows, tailor dashboards, and create data visualizations, fully optimizing DealCloud for your team’s needs.
Create personalized workflows, dashboards, data views, and platform customizations without extensive technical knowledge.
Make quick modifications to help your users better adapt to changing business processes and requirements.
Foster a sense of ownership and independence among your team members with a user-centric design that allows them to tailor the platform according to their preferences.
Quickly prototype and implement changes for rapid deployment of new features and updates.
DealCloud has a fully configurable platform that is able to assist us with our strong growth in a fast-moving environment where structured process and data management is paramount.
Easily modify layouts, dashboards, templates, and workflows to personalize your experience.
Define and modify data fields and objects to align with your specific business and industry needs.
Automate actions, set triggers, and define rules specific to your business processes and workflows.
Migrate configuration updates from one DealCloud site to another with the ability to control and automate site updates from sandbox to production environment.
Jack Recinto, Director of Applications and Support at Vedder Price, explains how the highly customizable Intapp DealCloud CRM platform makes it simple for him to provide the firm’s lawyers with a tailored solution that makes their jobs easier.
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Unlike traditional CRMs, industry-specific, cloud-based client intelligence systems provide the capabilities that professional services and capital markets firms require. By investing in a purpose-built system, firms can meet client expectations, increase efficiency, and uncover new opportunities.
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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.
The results of our technology strategy are the industry solutions professionals rely on to close deals, meet compliance, and increase visibility and collaboration.
Our AI solutions, built on Intapp Data Foundation, meet industry-specific data, integration, and security needs to support your professionals.
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Secure your data with Intapp Cloud Infrastructure, leveraging Microsoft Azure’s stability and our dedicated support, plus seamless Microsoft integrations.
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Gain access to Intapp’s ecosystem of data, technology, and services from over 100 trusted partners, with built-in integrations and dedicated support.
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