DealCloud

6.3easy start · #13 of 28
in Financial Services CRM Software

Free to practise onnot on record
Free trialnot on record
Well documentedyes
Runs where you workyes

Runs on Android, Browser, iOS, Web.

DealCloud is ranked #13 of 28 in financial services CRM software on The Geeks Club. 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: Yes
Opportunity management: Yes
Audit trail: Yes
Deployment: cloud
Email and calendar sync: Yes

Best DealCloud alternatives

See all 20

Zoho CRM 0 of 4 in the starter kit Lesson 17.9 AdvisorCRM 0 of 4 in the starter kit Lesson 26.9 Total Expert 0 of 4 in the starter kit Lesson 36.9 Creatio CRM 0 of 4 in the starter kit Lesson 46.8 Pega CRM 0 of 4 in the starter kit Lesson 56.8 Salesforce Financial Services Cloud 0 of 4 in the starter kit Lesson 66.7

The record

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

Where it ranks on The Geeks Club

Best Financial Services CRM Software in 2026#13 of 28
Best Investor Relationship Management Software in 2026#8 of 25

Is DealCloud yours?

Claim it for free: prove the domain, then correct facts, plans and screenshots. An editor reviews every change.

Claim it free Promote DealCloud

Sources

intapp.com/dealcloud/· checked 3 Oct 2026
intapp.com/dealcloud/microsoft-add-ins/· checked 3 Oct 2026
intapp.com/dealcloud/collaboration/· checked 3 Oct 2026
intapp.com/cloud/security/stewardship/· checked 3 Oct 2026
intapp.com/dealcloud/enterprise-offering/· checked 3 Oct 2026
intapp.com/block/contact-intapp-faq/· checked 3 Oct 2026