Deal and relationship management software for financial and professional services firms  

Intapp DealCloud mobile application

Never miss your most important deal updates

With the Intapp DealCloud mobile app, your team will have full visibility into the progress of all their deals. Access real-time dashboards, reports, and documents from any mobile device. Prep for meetings with synced calendars, track deal progress, make notes, and capture important information with offline in-app logging. And with push notifications, your team can stay informed of any calls, new leads, and updates to move your most important deals forward. 

Access Intapp DealCloud wherever you are

Built to support your team on the go

Maintain productivity

Manage deals and access critical information anytime, anywhere.

Stay informed

Receive instant notifications and never miss an update.

Optimize meetings

Prepare effectively and capture key takeaways easily.

'Access information at any time and in any place'

With DealCloud’s cloud-based solution and mobile application, team members can conveniently access information at any time and in any place, which has meaningfully enhanced our communication and efficiency, particularly when out of the office.

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Jordan Fried
Managing Director of Investments
Sterling Organization

Built to support your team’s workflow wherever they are

Intapp DealCloud platform on the go

Access reports, dashboards, and calendar integration capabilities right at your fingertips.

Real-time insights

View deal stage progress and access documents, reports, and insights on the go.

Efficient meeting preparation

Review materials, log notes, and sync meetings directly from the app.

Business card scanner

Using your phone, automatically create and update contact details in DealCloud with intelligent scanning.

Informative notifications and alerts

Receive real-time notifications for missed calls, new leads, and updates.

Offline mode

Log meeting notes or make offline updates, and all changes will automatically sync across devices when you reconnect.

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.

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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.

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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 Applied AI

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

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Ask AI for answers — and get near-instant results — using everyday language.
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