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Intapp DealCloud

Intapp DealCloud is a CRM for financial and professional services firms to manage client relationships and track and forecast deal pipelines.

Intapp DealCloud

Intapp DealCloud

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Intapp DealCloud is a CRM for financial and professional services firms to manage client relationships and track and forecast deal pipelines.

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Product Overview

Intapp DealCloud is a CRM for financial and professional services firms to manage client relationships and track and forecast deal pipelines.

About This Tool

Overview

AI Assistant

Pricing for Intapp DealCloud is not something you can read off a plan page, so expect to deal with the vendor directly.

What you get is a CRM built for financial and professional services firms rather than a general sales tool.

Intapp DealCloud is an AI CRM platform that helps firms manage relationships, track and forecast pipeline, and run deals from one place.

The product covers relationship management, business development, marketing, pipeline and deal management, fundraising and investor relations, and experience management.

Those are separate solution areas, so a firm can focus on the ones that match how it works.

Intapp DealCloud also offers industry-specific versions for accounting, consulting, corporate, investment banking and advisory, legal, private capital, and real assets firms.

The pitch is a single source of truth for the knowledge a firm's professionals hold collectively, which matters when relationships sit in individual inboxes and spreadsheets.

The narrow focus is the main point.

If your firm sits outside those sectors, a general-purpose CRM may fit better than Intapp DealCloud.

Added Oct 27, 2026
Website
Category

AI Assistant

Pricing Model

free

Website

https://dealcloud.com/

Status

published

Performance

2 views • 0/5 rating

Tags

Education & Translation, Marketing & Advertising, Office & Productivity...

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Features & Capabilities

Key Features

A purpose-built platform for managing relationships
tracking pipeline
and streamlining execution in financial services

Pros & Cons

Pros

  • A purpose-built platform for managing relationships
  • tracking pipeline
  • and streamlining execution in financial services

Cons

No notable drawbacks reported yet.

Pricing & Access

Pricing Information

Free

Reviews & Ratings

User Ratings

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Key Features

A purpose-built platform for managing relationships
tracking pipeline
and streamlining execution in financial services

Pricing

Free

This tool is completely free to use with no hidden costs.

View full pricing on website

User Reviews

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