Intapp DealCloud: Microsoft add-ins
Intapp DealCloud’s suite of Microsoft Outlook, Excel, Word, and Edge add-ins gives users the ability to sync information across platforms using their familiar processes and programs. Extend the DealCloud platform into your everyday workflows by integrating data and reporting from Microsoft 365 directly into your pipeline.
Access information across platforms to simplify workflows and eliminate the need to switch between different tools.
Automatically pull relevant details from Microsoft Outlook inboxes and easily import data from Excel to improve data accuracy and enhance reporting outcomes.
Automate reports within Microsoft Word and Excel, access DealCloud from any webpage in Microsoft Edge, and access detailed insights directly from your Outlook inbox.
DealCloud offers a state-of-the-art integration with Office 365, which helps us to keep better track of our projects and increase efficiency and transparency for ourselves and our clients.
Explore DealCloud’s suite of Microsoft Outlook, Excel, Word, and Edge add-ins. These tools give users the ability to sync information seamlessly across platforms while continuing to work within the programs and processes they already know.
Update existing deals or contact info, import new deals, sync calendar events, assign tasks, and take meeting notes — all without leaving Microsoft Outlook.
Easily create customized, branded reports, and automatically populate any field with DealCloud data.
Easily access DealCloud data directly within Microsoft Excel and import updates back into DealCloud using a bi-directional sync.
Identify opportunities, capture notes, and update DealCloud while researching target investments in Microsoft Edge.
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Intapp combines AI innovation, industry-leading compliance, and enterprise-grade infrastructure in a single platform trusted by the world’s most demanding firms.
Market-leading ethical walls, confidentiality, and security for highly regulated firms
Transparent AI governance with unified security controls
Complete suite spanning the client and deal lifecycle: one vendor, seamless workflows
Battle-tested by the world’s largest firms with ongoing platform investment
Azure-backed reliability with multi-region redundancy and tested disaster recovery
Pre-built integrations and partner ecosystem reduce IT burden and TCO
Fill out the form to book a demo, and see how Intapp DealCloud can help your firm navigate complex networks, source more deals, and execute business faster.
