Learn how DealCloud captures data automatically, creates company and contact profiles on your behalf, and utilizes relationship intelligence to help you better leverage and maintain your network.

Intapp knows that adopting new technology can be a major undertaking, which is why we ensure successful implementation. Our dedicated teams will help onboard your staffers and integrate Intapp DealCloud into day-to-day processes, so that your firm is set up for success from day one.

Prior to deploying DealCloud, the professionals at Axiom managed their data using spreadsheets and a generic CRM. As Axiom continued to grow and became a leading investment manager, the firm realized it needed a unified and configurable platform to manage its pipeline, fundraising, reporting, and other strategic and operational activities. These business needs led Axiom to implement DealCloud. Below, we offer an in-depth case study that showcases how Axiom Asia leverages DealCloud’s technology.

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In reality the quality of data in most CRMs is poor – records are incomplete, information is missing, and contact information is outdated — leaving partners and clients unsatisfied. Next-gen CRM systems are designed to solve these data issues. They include automatic data capture from email signatures and calendar entries, so there’s no data-input needed, and they integrate with key third-party data sources so that professionals can access all the information they need on a single platform.