Intapp DealCloud: Low code UI/UX
Empower your professionals to customize their own workflows
Intapp DealCloud
More than a CRM
Features and capabilities
Industry solutions
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.
Tailor DealCloud for the way your firm works
Customize your experience
Create personalized workflows, dashboards, data views, and platform customizations without extensive technical knowledge.
Improve firm scalability
Make quick modifications to help your users better adapt to changing business processes and requirements.
Promote user autonomy
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.
Maximize product time-to-value
Quickly prototype and implement changes for rapid deployment of new features and updates.
Supporting strong growth in a fast-moving environment
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.
Sascha Wagner
Partner
Caldera Pacific
Customize your DealCloud experience — without any coding experience
Drag-and-drop customization
Easily modify layouts, dashboards, templates, and workflows to personalize your experience.
Configurable objects and data fields
Define and modify data fields and objects to align with your specific business and industry needs.
Workflow automation
Automate actions, set triggers, and define rules specific to your business processes and workflows.
Portable configurations
Migrate configuration updates from one DealCloud site to another with the ability to control and automate site updates from sandbox to production environment.
Learn more about Intapp Assist for DealCloud
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