DealCloud

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Score6.3

Rank#6 of 28

Free planNo

Runs onAndroid, Browser extension, iOS, Web

Summary

DealCloud is ranked #6 of 28 in financial services CRM software on Everything Xiaomi. It runs on Android, Browser extension, iOS, Web.

DealCloud plans and pricing

All plans

DealCloud enterprise offering Not published Additional fee; contact an Intapp representative for detailed pricing. Dedicated cloud storage · Daily site backups · Dedicated testing environments · Enhanced controls and visibility intapp.com · 3 Oct 2026

Compared on financial services CRM software

Compliance workflows: Yesintapp.com
Opportunity management: Yesintapp.com
Audit trail: Yesintapp.com
Deployment: cloudintapp.com
Email and calendar sync: Yesintapp.com

Facts

Purpose: DealCloud is an AI-powered deal and relationship intelligence platform for professional firms.intapp.com · 3 Oct 2026
Who it serves: The platform is preconfigured for private capital, investment banking, legal, and advisory firms.intapp.com · 3 Oct 2026
Deal workflows: Private capital workflows cover fundraising and investor relations, deal sourcing and screening, diligence and investment committee preparation, and exits.intapp.com · 3 Oct 2026
Relationship intelligence: AI surfaces warm paths, measures relationship strength, and guides outreach across deals, matters, and engagements.intapp.com · 3 Oct 2026
Activity capture: DealCloud can automatically log interactions and meetings from Outlook and create shared engagement records.intapp.com · 3 Oct 2026
Workflow automation: Configurable workflows can trigger tasks, approvals, and escalations using rule-based logic.intapp.com · 3 Oct 2026
Data model: Its flexible data model lets firms adapt entities and relationships without custom code.intapp.com · 3 Oct 2026
Data enrichment: DealCloud can populate records with market intelligence from providers including Preqin, PitchBook, and FactSet.intapp.com · 3 Oct 2026
Microsoft integrations: Microsoft Outlook, Excel, Word, and Edge add-ins connect DealCloud data and reporting with those applications.intapp.com · 3 Oct 2026
Collaboration: DealCloud can provision deal-specific SharePoint sites and Teams workspaces and synchronize workspace membership with deal changes.intapp.com · 3 Oct 2026
Security certifications: Intapp says its cloud products have ISO 27001/27017/27018/27701 and CSA STAR certifications, with SOC 1 Type 2 and SOC 2 Type 2 reports available.intapp.com · 3 Oct 2026
Enterprise security: The enterprise offering describes dedicated Azure-hosted cloud storage, bring-your-own-key encryption, and daily site backups.intapp.com · 3 Oct 2026
Support: Intapp lists [email protected] for clients with product support questions.intapp.com · 3 Oct 2026
Pricing: The enterprise offering page says it carries an additional fee and directs customers to an Intapp representative for detailed pricing.intapp.com · 3 Oct 2026