Marketing automation tools

Intapp DealCloud Marketing

Nurture client relationships and enhance your firm’s reputation

Empower your professionals to collaborate effectively and increase the reach of your firm. Intapp DealCloud offers marketing automation tools that let teams easily and effectively connect with clients without the need for excess training or specialized roles. Save time while crafting engaging messaging with AI-generated content, and track the effectiveness of your campaigns with powerful analytics tools.

Inform your marketing efforts with Dispatch.

Strengthen your firm’s brand with Intapp DealCloud Marketing

Build client relationships

Gain a deeper understanding of your clients.

Enhance your brand

Manage your firm’s footprint across all client engagement.

Collaborate effectively

Collaborate strategically across teams to win new business.

Clear and instant visibility into your data

Blue River has decided to deploy Intapp DealCloud to have clear and instant visibility into our data. This allows us to set up processes which track the success of our deals in a coherent way for both buy side and sell side. We have been able to streamline our outreach while setting up appropriate notifications, allowing the team to work in an even more effective manner.

Bryan Berent
Managing Partner
Blue River

Intapp DealCloud marketing features and benefits

Impactful campaigns

Better inform your planning and priorities by leveraging data about your marketing efforts.

Effective email marketing

Nurture client relationships with sequenced email campaigns.

Applied outreach

Send emails in less time with templated campaigns from any data grid.

Integrated AI content generation

Save time with AI-generated subject lines and email content customized to each recipient.

Advanced reporting and analytics

Unify marketing campaign data and reporting analytics directly within DealCloud.

Custom forms and webpages

Produce custom campaign pages and integrated forms to sync submission data to DealCloud.

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.


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.

Learn more about our cloud infrastructure

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 Integrations

Intapp products seamlessly connect the data between your firm’s software and data providers.

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Intapp Applied AI

Our Applied AI strategy includes five essential AI capabilities that help you make smarter decisions, faster.

Conversational query
Ask AI for answers — and get near-instant results — using everyday language.
Learn more about our Applied AI strategy