Industry: Professional services

Products

Try Intapp DealCloud

  • Financial services
  • Professional services
  • + 2 more
More than a CRM, DealCloud is a purpose-built platform for the collective intelligence of your people and processes — a single source of truth to manage relationships, track and forecast pipeline, and streamline execution.

Learn more

Products

Intapp Intake – AI request summaries

  • Accounting
  • Consulting
  • + 3 more
Intapp Intake’s request summaries feature, powered by AI, empowers your professionals with key insights tailored to their role.

Learn more

Press release

Intapp announces collaboration with Snowflake for enhanced analytics and industry insights  

  • Financial services
  • Professional services
  • + 1 more
Intapp and Snowflake collaborate to combine key data sets, apply analytics that inform deal-related decision-making, and bring that information into workflows within Intapp DealCloud.

Learn more

Press release

Intapp DealCloud wins bronze in 13th annual Best in Biz Awards

  • Financial services
  • Professional services
  • + 1 more
Intapp DealCloud was named a bronze winner in the Best in Biz Awards for the Enterprise Product of the Year — All Other Software category.

Learn more

Blog Posts

Looking for true client intelligence? Consider retiring your generic CRM.

  • Financial services
  • Professional services
  • + 2 more
Unlike traditional CRMs, industry-specific, cloud-based client intelligence systems provide the capabilities that professional services and capital markets firms require. By investing in a purpose-built system, firms can meet client expectations, increase efficiency, and uncover new opportunities.

Learn more

Blog Posts

Help M&A teams boost efficiency and profitability with industry-specific AI

  • Financial services
  • Professional services
  • + 2 more
Vertical SaaS and AI solutions like Intapp DealCloud help M&A teams work more efficiently and deliver a better ROI than generic CRMs.

Learn more

Blog Posts

5 ways generative AI can help your professionals work more effectively 

  • Professional services
  • Intapp Assist
  • + 1 more
Read about five of the top advantages AI can bring to professionals at partner-led firms.

Learn more

Blog Posts

Intapp Employee Compliance product updates  

  • Financial services
  • Professional services
  • + 1 more
Intapp Employee Compliance updates, offer new capabilities and user experience enhancements.

Learn more

Blog Posts

How AI data summarization helps your team work faster and smarter 

  • Financial services
  • Professional services
  • + 2 more
Research reveals that 76% of professionals at partner-led firms are interested in using AI data summarization. Learn how Intapp Assist for DealCloud’s deal summaries, meeting summaries, and other detail page summaries provide critical AI-driven insights.  

Learn more

Blog Posts

From AI to integrations: 3 new DealCloud product innovations to boost performance and results

  • Financial services
  • Professional services
  • + 2 more
Intapp DealCloud recently released a suite of new product innovations designed to support professionals at partner-led firms like yours. From AI and automation to zero-entry capabilities, your firm can leverage all DealCloud has to offer to improve efficiency and enhance collaboration.

Learn more