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

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

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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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Industry solutions

The results of our technology strategy are the industry solutions professionals rely on to close deals, meet compliance, and increase visibility and collaboration.

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Data foundation

Our AI solutions, built on Intapp Data Foundation, meet industry-specific data, integration, and security needs to support your professionals.

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Cloud infrastructure

Secure your data with Intapp Cloud Infrastructure, leveraging Microsoft Azure’s stability and our dedicated support, plus seamless Microsoft integrations.

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Partner ecosystem

Gain access to Intapp’s ecosystem of data, technology, and services from over 100 trusted partners, with built-in integrations and dedicated support.

Learn more about our partner ecosystem