DealCloud
Claim ProfileFind, win, and execute more business with Intapp DealCloud
Decision Snapshot
DealCloud Evaluation Snapshot
Review the most important product facts, official access information, and SoftwareWorld’s page-level trust standards in one place.
Buyer Contribution
Your DealCloud experience can help other buyers
Used DealCloud? Share an honest review about usability, features, support, and overall experience. Your feedback can help other buyers evaluate the product with greater confidence.
Reviews are published after SoftwareWorld moderation.
Write a Review
Trust & Transparency
Why Buyers Can Trust This Page
Structured Product Information
Consistent buyer-focused fields make software profiles easier to evaluate.
Clear Sponsored Disclosure
Paid placements are labeled and separated from product facts and reviews.
Editorial Independence
Sponsored participation does not influence SoftwareWorld's editorial assessment.
Data Transparency
Pricing and availability can change, so current details should be confirmed with the vendor.
Product Overview
DealCloud Overview
Product description, media, company details, support, training, deployment, customer size, languages, and industries.
Support
Training
Licensing & Deployment
Typical Customers
Why Choose DealCloud
Problem it Solves
-
Fragmented Relationship Data And Inefficient Deal Tracking
Target Users
-
Investment Professionals
-
Deal Managers
-
Business Development Teams
-
Relationship Managers
Core Use Case
-
Analyze Deal And Market Data
-
Track And Manage Deal Pipelines
-
Identify New Business Opportunities
-
Centralize Relationship Intelligence
USP
-
AI-Powered Deal And Relationship Intelligence Platform
Editorial Buyer Guidance
Who Is DealCloud Best For?
Review the buyer problem, target users, practical use cases, and product differentiator identified by the SoftwareWorld review team.
Problem It Solves
Fragmented Relationship Data And Inefficient Deal TrackingTarget Users
- Investment Professionals
- Deal Managers
- Business Development Teams
- Relationship Managers
Core Use Cases
- Analyze Deal And Market Data
- Track And Manage Deal Pipelines
- Identify New Business Opportunities
- Centralize Relationship Intelligence
Unique Selling Point
AI-Powered Deal And Relationship Intelligence Platform
Sponsored Products
Explore Similar Software
Discover sponsored software products relevant to DealCloud and its buyer use cases. Review product fit, trial availability, and other profile signals before visiting a vendor website.
Sponsored placements are paid positions and do not influence DealCloud profile information, SoftwareWorld’s editorial assessment, or user reviews.
Category-Based Capabilities
DealCloud Features
Each category combines the selected software category, its category-specific description, and the features assigned to that category.
Business Intelligence Software 27 selected features Open category ↗ ⌄
Ad hoc Reporting
Strategic Planning
Dashboard
Real Time Analytics
Multiple Data Sources
Data Transformation
Scorecards
Metadata Management
Customizable Reports
Trend Analysis
Data Import/Export
Collaboration Tools
Key Performance Indicators
Data Extraction
Data Visualization
Forecasting
Data Connectors
Data Synchronization
Self Service Data Preparation
Visual Analytics
Access Controls/Permissions
Data Mapping
Predictive Analytics
Dashboard Creation
Performance Metrics
Reporting/Analytics
Artificial Intelligence
Business Management Software 29 selected features Open category ↗ ⌄
Performance Metrics
Inventory Management
Purchasing & Receiving
Calendar Management
Quotes/Estimates
Contact Management
Customizable Fields
Employee Management
Training Management
Workflow Management
Accounting
Financial Management
Marketing Automation
Task Management
Client Management
Project Management
Billing & Invoicing
Third Party Integrations
Access Controls/Permissions
CRM
Point of Sale (POS)
Document Management
Email Management
Purchase Order Management
Order Management
Time & Expense Tracking
Invoice Management
Client Portal
Artificial Intelligence
Marketing Analytics Software 27 selected features Open category ↗ ⌄
Predictive Analytics
Website Analytics
Dashboard
Engagement Tracking
Campaign Tracking
Customer Journey Mapping
ROI Tracking
Data Visualization
Social Media Integration
Behavior Tracking
AB Testing
Multi-Channel Attribution
Keyword Tracking
Performance Metrics
Reporting & Statistics
Customizable Reports
Campaign Analytics
Conversion Tracking
Customer Segmentation
Ad hoc Reporting
Multi-Channel Data Collection
Tag Management
Data Source Connectors
SEO Management
Cohort Analysis
KPI Monitoring
Artificial Intelligence
Workflow Management Software 30 selected features Open category ↗ ⌄
Approval Process Control
Reporting/Analytics
Activity Dashboard
Activity Tracking
Role-Based Permissions
Calendar Management
Compliance Tracking
Alerts/Notifications
No-Code
Email Management
Real Time Notifications
Collaboration Tools
Document Storage
Real Time Reporting
Rules-Based Workflow
Graphical Workflow Editor
Task Management
Search/Filter
Monitoring
Progress Tracking
Document Management
Drag & Drop
Template Management
Workflow Configuration
Business Process Automation
Commenting/Notes
Access Controls/Permissions
Forms Management
Project Workflow
Artificial Intelligence
Email Marketing Software 31 selected features Open category ↗ ⌄
Template Management
Event Triggered Actions
AB Testing
Image Library
Email Tracking
Click Tracking
Contact Database
Dynamic Content
Auto-Responders
CRM
Subscriber Management
WYSIWYG Editor
Campaign Analytics
Contact Management
CAN SPAM Compliance
Customer Segmentation
Multi-Channel Marketing
List Management
Spam Blocker
Drag & Drop
Campaign Scheduling
Lead Capture
Drip Campaigns
Landing Pages/Web Forms
Engagement Tracking
Multi-Campaign
eCommerce Integration
Customer Journey Mapping
GDPR Compliance
ROI Tracking
Artificial Intelligence
Pricing Information
DealCloud Pricing
Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.
Verified User Feedback
Write a DealCloud Review ↗
DealCloud Reviews
Approved reviews submitted through verified Google or LinkedIn reviewer accounts.
Lina G.
Analyst
I honestly loved this software
The platform is very customizable while still being easy to use. It offers the flexibility to support a wide range of functions, making it adaptable to virtually any business requirement.
Reviewed on July, 2020
Alternative Products
View All DealCloud Alternatives ↗
Top DealCloud Alternatives
Explore leading products commonly evaluated alongside DealCloud.
Frequently Asked Questions
DealCloud FAQs
Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.
DealCloud, part of the Intapp platform, is an AI-powered deal and relationship management software built for professional services, investment firms, and advisory organizations that rely on relationship intelligence to drive growth. Unlike generic CRM tools, DealCloud connects firmwide data, market intelligence, and client relationships into a centralized system, helping teams identify opportunities, manage pipelines, and execute deals with greater visibility and speed.
DealCloud supports core business development and deal execution workflows by providing:
- Relationship and contact intelligence that helps uncover new business opportunities
- Pipeline and deal management tools to track progress and coordinate teams
- Automated data capture, reporting, and AI-generated summaries to reduce manual work
- Custom dashboards, analytics, and workflow automation for real-time decision support
- Integration with third-party systems and market data sources to enrich insights
DealCloud acts as a single source of truth for firm and market information, enabling professionals to collaborate more effectively, access accurate intelligence, and move deals forward with confidence. Its flexible configuration and industry-specific workflows make it particularly suitable for organizations managing complex relationships, transactions, and client networks.
- No, DealCloud does not offer a free version.
- No, DealCloud does not offer any free trial.
- Yes, DealCloud offers an API.
-
DealCloud offers support with the following options:
- Email , Phone , Knowledge Base
-
DealCloud offers training with the following options:
- In-person , Webinar , Documentation
-
DealCloud supports the following languages:
- English
-
Following are the typical users of the DealCloud:
- Small-Business , Midsize-Business , Large-Enterprise-Business
-
DealCloud supports the following deployment:
- Cloud Hosted
-
DealCloud supports the following devices and operating systems:
- Web-Based
Are you an authorized DealCloud representative?
Claim this profile with an official business email to request management access. Public product information and approved reviews remain available before the profile is claimed.
Product Comparisons
DealCloud Comparisons
Open published two-product comparison pages for a side-by-side evaluation.
Get Expert Help