Tech riderRev. 3 Oct 2026

DealCloud

Ch 146.5of 28 Financial Services CRM Software

1Runs onAndroid, Browser, iOS, Web
2CostsNot stated by the maker
3Compliance workflowsYes
4Opportunity managementYes
5Audit trailYes
6Deploymentcloud
7Email and calendar syncYes

6 lines stated Written from the maker's own pages: intapp.com

Visit site Alternatives

Overview

DealCloud is ranked #14 of 28 in financial services CRM software on Specifiction. 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