Deal and relationship management solution for financial and professional services firms

Intapp DealCloud: Low code UI/UX

Empower your professionals to customize their own workflows

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
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.

Schedule a demo of Intapp DealCloud

Speak with an expert

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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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