Intapp DealCloud is a SaaS platform designed for financial and professional services firms to centralize, automate, and enhance deal and relationship management. The platform consolidates firm and market intelligence, providing a single source of truth for business development, deal execution, and relationship management. DealCloud leverages AI to deliver real-time insights, automate data entry, and enrich contact and company profiles. It features no-code configuration for dashboards and workflows, automated relationship scoring, and workflow automation based on outcome or action triggers. The system also includes advanced features such as generative AI for content creation, relationship intelligence, and proxy access for delegated work. DealCloud is built to accelerate firm growth by improving collaboration, data quality, and decision-making, while reducing administrative burden and manual processes.

Key Features

Centralized Intelligence Aggregates firm and market data for holistic insights.

• Single source of truth for all deal and relationship data
• Real-time updates and analytics

AI-Powered Relationship Intelligence Delivers actionable insights and automates relationship tracking.

• Relationship scoring based on communication metadata
• Automated contact and company enrichment

Workflow Automation Streamlines and customizes business processes.

• Action-based triggers for data creation and updates
• Automated notifications and status changes

No-Code Configuration Enables easy customization without IT support.

• Build dashboards, reports, and workflows visually
• Adapt platform to firm-specific needs

Generative AI Capabilities Assists with content creation and business development.

• Generates summaries, emails, and written content
• Surfaces relationship and deal insights

Proxy Access (“Work on Behalf of”) Allows authorized users to perform tasks for others.

• Maintains CRM accuracy and productivity
• Secure, auditable delegation of work

Benefits

Improved Collaboration Centralizes data and insights for team-wide access.

• Enhances cross-team communication
• Reduces data silos

Increased Efficiency Automates manual tasks and data entry.

• Saves time for professionals
• Reduces administrative workload

Better Decision-Making Provides real-time, actionable intelligence.

• Informs business development and deal execution
• Surfaces new opportunities and risks

Enhanced Data Quality Automated enrichment and validation of contact data.

• Reduces errors and outdated information
• Keeps CRM current and reliable

Scalability and Flexibility No-code tools and workflow automation adapt to firm growth.

• Supports firms of all sizes and complexities
• Easily integrates with existing systems