https://dealcloud.com

Intapp DealCloudDealCloud, dealcloud by intappMore than a CRM, DealCloud is a purpose-built platform for the collective intelligence of your people and processes — a single source of truth to manage relationships, track and forecast pipeline, and streamline execution.Intapp DealCloud Products Back Applied AI Intapp Assist Back Intapp Assist for DealCloud Intapp Assist for Terms DealCloud Platform Intapp DealCloud Back Relationship management (CRM) Business development Marketing Pipeline and deal management Fundraising and investor relations Experience management Explore Intapp DealCloud Schedule a demo Resource library Blog Community Subscribe for updates Compliance Intapp Conflicts Back Explore Intapp Conflicts Schedule a demo Resource library Blog Community Subscribe for updates Intapp Employee Compliance Back Explore Intapp Employee Compliance Schedule a demo Resource library Blog Community Subscribe for updates Intapp Intake Back Explore Intapp Intake Schedule a demo Resource 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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. Source more business Uncover new opportunities before the competition with real-time network intelligence, market updates, and target company recommendations. Learn more Get time back Let automation work for you, and use AI to create personalized emails, deal summaries, and other content. Learn more   Fuel firm growth Accelerate growth with centralized intelligence and insights that inform relationship management, business development, and deal execution. Learn more AI for professionals at partner-led firms Gain a first-mover advantage with an AI-powered platform built just for your industry. Accounting Consulting Investment banking Legal Private capital Real assets One platform that does it all Streamline your tech stack, modernize operations, and boost productivity and results. Relationship management Business development Marketing Pipeline and deal management Knowledge management Get more done faster withIntapp 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. Explore Intapp Assist Organize your data automatically with smart tags View third-party data integrations Summarization Save time with automatically generated deal, company, contact, and meeting summaries. Read about summarization 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 "Intapp has professionals from the industry that provide insight into product development and work with us directly. That makes a huge difference in how their products work." Jack Recinto Former Director of Applications and Support at Vedder Price "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 Intapp has professionals from the industry that provide insight into product development and work with us directly. That makes a huge difference in how their products work. Jack Recinto Former Director of Applications and Support at Vedder Price Legal 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. Learn more Connect and learn Case study 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 Case study 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 Case study 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 Case study 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 Case study 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. Read case study Legal Intapp DealCloud Case study 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. Read case study Financial services Intapp DealCloud Case study How Hamilton Lane consolidates data and improves relationships with Intapp DealCloud Learn how Hamilton Lane replaced 28 different systems and processes with DealCloud. Read case study Capital markets Financial services Private capital Intapp DealCloud Case study 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. Read case study 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. Watch video 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. Read blog 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 Watch webinar 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. Watch video Financial services Investment banking Intapp DealCloud Get a demo See DealCloud in action Intapp Intelligent Cloud 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. Learn more about our partner ecosystem Footer Industries Accounting Consulting Corporate Investment banking and advisory Legal Private capital Real estate Data foundation Applied AI Data architecture Integrations Cloud infrastructure Cloud security Cloud policies Cloud compliance Cloud system status Products DealCloud Intapp DealCloud Compliance Intapp Conflicts Intapp Employee Compliance Intapp Intake Intapp Terms Intapp Walls Time Intapp Time Intapp Billstream Collaboration Intapp Collaboration Intapp Workspaces Intapp Assist Intapp Assist for DealCloud Intapp Assist for Terms Partners Become a partner Find a partner Technology and integration partners Data partners Implementation partners Learning Case studies Resource library Blog DealCloud Ambassador Program Support Client community University Documentation Contact support Company About Intapp Investors Careers News Events Email subscriptions Intapp LinkedIn Contact us Office locations U.S. +1 650.852.0400 U.K. +44 0 845.834.0120 APAC +61 2.9290.8563 © 2025 Integration Appliance, Inc. 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