详细内容
Intapp DealCloud
Encore webinar: Beyond CRM: AI-powered solutions for private markets
New \
Fuel faster firm growth with DealCloud Activator
Find, win, and execute more business with Intapp DealCloud
Relationship and business intelligence — powered by AI, designed by industry experts
Trusted by top professionals to drive growth
Connect firm and market intelligence for a competitive edge
Finding and winning the best opportunities hinges on having the right information at the right time. So much more than a CRM, the DealCloud deal and relationship management platform centralizes your firm and market intelligence — then delivers real-time insights so you can execute business faster than ever before.
Powered by Applied AI, DealCloud helps teams navigate complex networks, source the best opportunities, and close more deals.
A proven solution
Comes preconfigured with powerful tools and workflows based on curated industry best practices — so you can get up and running faster.
A single source of truth
Connects firm and market intelligence — giving your professionals the holistic insights needed to drive collaboration and make smarter decisions.
No-code configuration
Makes it easy to build and customize dashboards, reports, data fields, and workflows — without IT.
Schedule a demo of Intapp DealCloud
Speak with an expert
Fill out the form and someone will be in touch to schedule a demo.
First name*
Last name*
Email*
Job title*
Company name*
I'm looking for...*
Most recent form type
Most recent form sub-type
Most recent form industry
Product interest
Most recent form business unit
Most recent form vertical
Fullstory URL
Google Analytics Client ID
Conversion headquarters
Conversion country
Conversion CDA
- I agree to receive other communications from Intapp.
You can unsubscribe from these communications at any time. For more information on how to unsubscribe, our privacy practices, and how we are committed to protecting and respecting your privacy, please review our Privacy Policy.
By clicking submit below, you consent to allow Intapp to store and process the personal information submitted above to provide you the content requested.
Source more business
Uncover new opportunities before the competition with real-time network intelligence, market updates, and target company recommendations.
Get time back
Let automation work for you, and use AI to create personalized emails, deal summaries, and other content.
Fuel firm growth
Accelerate growth with centralized intelligence and insights that inform relationship management, business development, and deal execution.
AI for professionals at partner-led firms
Gain a first-mover advantage with an AI-powered platform built just for your industry.
One platform that does it all
Streamline your tech stack, modernize operations, and boost productivity and results.
Get more done faster with Intapp Assist for DealCloud
Stay a step ahead with AI-powered relationship insights, summaries, and tailored content generation.
Zero-entry
Minimize manual work and enrich firmwide knowledge with automatic data capture from DealCloud interactions and integrated third-party sources.
Organize data automatically with smart tags View third-party data integrations
Summarization
Save time with automatically generated deal, company, contact, and meeting summaries.
Generation
Skip manual effort with AI that autofills form fields and drafts relevant, personalized email outreach.
Read about narrative generation Learn about applied outreach
Recommendation
Move fast with curated target company recommendations, real-time relationship intel, network insights, and industry news.
Read about relationship signals Learn about company recommendations Learn about origination
DealCloud delivers results
DealCloud has helped top professional and financial services firms drive growth for over two decades.
95%
of manual data entry
related to relationship management eliminated at Haven Capital
28
replaced systems
or processes by DealCloud at Hamilton Lane
50%
reduction in time
spent on daily activities at Denning & Company
8+
hours saved per week
on transaction bidder list preparation at FMI Capital Advisors.
Extensive features to meet your every need
We’re always investing in R&D, and we’re continously enhancing DealCloud with features to meet your needs as your business and the market evolves. Explore a selection of DealCloud features:
Communication and outreach
Target email outreach Email marketing
Data management and automation
Workflow automations Data management Document ingestion Company and contact data Target list building
Productivity and insights
Relationship intelligence Advanced search Notifications Reporting and analytics
Integrations
Integrated market data Google extensions Microsoft add-ins Cloud storage widget
User experience and security
'Work on behalf of' user proxy Low-code UI/UX Mobile app Permissions and users groups Site optimization and control
What our clients are saying
"Using DealCloud has given our firm an extra edge, and allows us to move quickly and be competitive."
Paola Yawney
Head of Business Development at Balfour Pacific
"The discipline and rigor that DealCloud applies to our analytics keeps us on track with running the firm as a business."
John Byrne
CMO at Gould & Ratner
"Intapp DealCloud’s automatic calendar syncing and relationship reporting keep us actively on the minds of our contacts. [We] know who we need to speak to so we can move a deal along."
Alessia Salvatore
Vice President at Haven Capital
"Not only does my team know everything happening on every single deal at the click of a button, but we also provide valuable visibility into our deal activity to our CEO and board."
Jeremy Segal
Executive Vice President at Progress
"Now that we’re fully functional on the platform, it’s impossible to imagine going back to Outlook and Excel."
Griffith Norville
Managing Director, Head of Technology Solutions at Hamilton Lane
Using DealCloud has given our firm an extra edge, and allows us to move quickly and be competitive.
Paola Yawney
Head of Business Development at Balfour Pacific
-
Real assets
-
Intapp DealCloud
The discipline and rigor that DealCloud applies to our analytics keeps us on track with running the firm as a business.
John Byrne
CMO at Gould & Ratner
-
Legal
-
Intapp DealCloud
Intapp DealCloud’s automatic calendar syncing and relationship reporting keep us actively on the minds of our contacts. [We] know who we need to speak to so we can move a deal along.
Alessia Salvatore
Vice President at Haven Capital
-
Private capital
-
Intapp DealCloud
Not only does my team know everything happening on every single deal at the click of a button, but we also provide valuable visibility into our deal activity to our CEO and board.
Jeremy Segal
Executive Vice President at Progress
- Intapp DealCloud
Now that we’re fully functional on the platform, it’s impossible to imagine going back to Outlook and Excel.
Griffith Norville
Managing Director, Head of Technology Solutions at Hamilton Lane
-
Private capital
-
Intapp DealCloud
We take your security seriously
We protect your data and privacy by enforcing stringent, enterprise-grade security measures. Intapp is compliant with ISO 27001, SOC-2, and other industry standards.
Connect and learn
Client Story
How Taylor Wessing drives revenue growth with Intapp DealCloud
Global law firm Taylor Wessing has built a data-driven culture supporting revenue growth, collaboration and efficiency. The key to building this culture: Intapp DealCloud.
-
Legal
-
Intapp DealCloud
Client Story
How Haven Capital easily maintains strong relationships with Intapp DealCloud
To improve its outreach and relationship management, Haven Capital turned to Intapp DealCloud, a platform built to meet the specific needs of real estate investors.
-
Financial services
-
Intapp DealCloud
Client Story
How Hamilton Lane consolidates data and improves relationships with Intapp DealCloud
Learn how Hamilton Lane replaced 28 different systems and processes with DealCloud.
-
Capital markets
-
Financial services
-
Private capital
-
Intapp DealCloud
Client Story
How Raymond James uses Intapp DealCloud as an enterprise-grade investment banking solution
Raymond James Investment Bank division leverages DealCloud to manage deals and relationships more efficiently. Read more.
-
Financial services
-
Investment banking
-
Intapp DealCloud
Video
Introduction to Intapp DealCloud accelerated deployment
Amanda Workman, Intapp DealCloud Industry Cloud Architect, provides an overview of the accelerated deployment package, best practices, and tips for getting started.
-
Financial services
-
Intapp DealCloud
Blog Post
3 ways DealCloud supports Activator behaviors
In today’s competitive environment, amid diminishing client loyalty and rising pressure to expand books of business, taking an “Activator” approach to business development is a smart move. Purpose-built technology like DealCloud supports the most successful BD behaviors across your firm to unlock intelligence and drive new opportunities.
- Intapp DealCloud
Webinar
Look to the future with Intapp DealCloud
Intapp DealCloud is more than just a CRM. It’s an AI-powered platform that provides robust deal and relationship workflows, key insights for better decision-making, and a central hub for collaboration and knowledge sharing. And we continue to improve and add new features to our software to meet your firm’s evolving needs.
Watch our Intelligence Applied Launch Day session to learn more about the latest DealCloud updates, including:
Key product capabilities added in the past year
Applied AI in DealCloud
DealCloud’s product roadmap and ways to engage and contribute ideas
-
Financial services
-
Intapp Assist
-
Intapp DealCloud
Video
Fireside Chat with the Carlyle Group and Orrick
Join us for a discussion on how business leaders are leveraging technology-led transformation to support collaboration and better apply knowledge and data to improve efficiency and drive superior client outcomes.
-
Financial services
-
Investment banking
-
Intapp DealCloud
Client Story
How Taylor Wessing drives revenue growth with Intapp DealCloud
Global law firm Taylor Wessing has built a data-driven culture supporting revenue growth, collaboration and efficiency. The key to building this culture: Intapp DealCloud.
-
Legal
-
Intapp DealCloud
Client Story
How Haven Capital easily maintains strong relationships with Intapp DealCloud
To improve its outreach and relationship management, Haven Capital turned to Intapp DealCloud, a platform built to meet the specific needs of real estate investors.
-
Financial services
-
Intapp DealCloud
Client Story
How Hamilton Lane consolidates data and improves relationships with Intapp DealCloud
Learn how Hamilton Lane replaced 28 different systems and processes with DealCloud.
-
Capital markets
-
Financial services
-
Private capital
-
Intapp DealCloud
Client Story
How Raymond James uses Intapp DealCloud as an enterprise-grade investment banking solution
Raymond James Investment Bank division leverages DealCloud to manage deals and relationships more efficiently. Read more.
-
Financial services
-
Investment banking
-
Intapp DealCloud
Video
Introduction to Intapp DealCloud accelerated deployment
Amanda Workman, Intapp DealCloud Industry Cloud Architect, provides an overview of the accelerated deployment package, best practices, and tips for getting started.
-
Financial services
-
Intapp DealCloud
Blog Post
3 ways DealCloud supports Activator behaviors
In today’s competitive environment, amid diminishing client loyalty and rising pressure to expand books of business, taking an “Activator” approach to business development is a smart move. Purpose-built technology like DealCloud supports the most successful BD behaviors across your firm to unlock intelligence and drive new opportunities.
- Intapp DealCloud
Webinar
Look to the future with Intapp DealCloud
Intapp DealCloud is more than just a CRM. It’s an AI-powered platform that provides robust deal and relationship workflows, key insights for better decision-making, and a central hub for collaboration and knowledge sharing. And we continue to improve and add new features to our software to meet your firm’s evolving needs.
Watch our Intelligence Applied Launch Day session to learn more about the latest DealCloud updates, including:
Key product capabilities added in the past year
Applied AI in DealCloud
DealCloud’s product roadmap and ways to engage and contribute ideas
-
Financial services
-
Intapp Assist
-
Intapp DealCloud
Video
Fireside Chat with the Carlyle Group and Orrick
Join us for a discussion on how business leaders are leveraging technology-led transformation to support collaboration and better apply knowledge and data to improve efficiency and drive superior client outcomes.
-
Financial services
-
Investment banking
-
Intapp DealCloud
Get a demo
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.
Industry solutions
The results of our technology strategy are the industry solutions professionals rely on to close deals, meet compliance, and increase visibility and collaboration.
Data foundation
Our AI solutions, built on Intapp Data Foundation, meet industry-specific data, integration, and security needs to support your professionals.
Learn more about our data foundation
Cloud infrastructure
Secure your data with Intapp Cloud Infrastructure, leveraging Microsoft Azure’s stability and our dedicated support, plus seamless Microsoft integrations.
Learn more about our cloud infrastructure
Partner ecosystem
Gain access to Intapp’s ecosystem of data, technology, and services from over 100 trusted partners, with built-in integrations and dedicated support.