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.
Downloadable
In this in-depth whitepaper, you will learn how to build and implement a successful marketing and communications program that generates incremental opportunities, fosters strong relationships, and strengthens the firm’s brand.
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Downloadable
Chief marketing officers who modernize business development strategies can accelerate revenue and market share growth with both new and existing clients.
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Blog Posts
Read more on how leveraging an integrated marketing solution like DealCloud can help you capitalize on every marketing and business development initiative.
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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.
The results of our technology strategy are the industry solutions professionals rely on to close deals, meet compliance, and increase visibility and collaboration.
Our AI solutions, built on Intapp Data Foundation, meet industry-specific data, integration, and security needs to support your professionals.
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Secure your data with Intapp Cloud Infrastructure, leveraging Microsoft Azure’s stability and our dedicated support, plus seamless Microsoft integrations.
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Gain access to Intapp’s ecosystem of data, technology, and services from over 100 trusted partners, with built-in integrations and dedicated support.
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