Intapp DealCloud Marketing
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.
Gain a deeper understanding of your clients.
Manage your firm’s footprint across all client engagement.
Collaborate strategically across teams to win new business.
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.
Better inform your planning and priorities by leveraging data about your marketing efforts.
Nurture client relationships with sequenced email campaigns.
Send emails in less time with templated campaigns from any data grid.
Save time with AI-generated subject lines and email content customized to each recipient.
Unify marketing campaign data and reporting analytics directly within DealCloud.
Produce custom campaign pages and integrated forms to sync submission data to DealCloud.
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In this in-depth whitepaper, you will learn how to build and implement a successful marketing and co...
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Chief marketing officers who modernize business development strategies can accelerate revenue and ma...
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Blog Posts
During these uncertain times, many dealmakers are operating from their home offices, but their roles...
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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.
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