Deal and relationship management software

Intapp DealCloud offers automated contact and company creation, a fully automated process for adding new qualified contacts and companies to the platform. Both contacts and companies are validated and further enriched through the data provider’s data set. 

DealCloud also captures information from contact signatures, such as the contact’s title, role, company, employer, and phone number. The data is then used to create a new contact profile within the platform or to update an existing profile. This signature parsing functionality helps keep your contact data up to date while reducing manual data entry. 

Intapp DealCloud relationship scoring passively harvests metadata from Microsoft Exchange and Google Workspace email and event communication. The software scores relationships to determine who knows whom and how well throughout every stage of the relationship. Relationships scores are also updated daily to provide reliable score trends.  

Each relationship is scored based on your firm’s predetermined relationship scoring algorithm, while scoring criteria is managed by platform administrators. This allows firms to gauge relationship quality based on their preferred method of communication and the importance applied to different communication channels. 

Promote team collaboration and gain activity insights with Intapp DealCloud’s activity capture feature. Automatically sync email and event details alongside associated relationships in DealCloud. The feature also adds important metadata to each activity, including details related to attendees, date and time of activity, and attachments. 

With the automated activity capture feature, platform administrators can set specific criteria for the types of communications that are synced into the platform. This lets your firm institutionalize important communications and optimize the quality of your data set — all while adhering to security requirements.