DealCloud
Input—per 1M tokens
Output—per 1M tokens
Context—tokens
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About
DealCloud is ranked #14 of 27 in financial services CRM software on Inferse. It runs on Android, Browser extension, iOS, Web.
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
Company
- Headquarters
- Palo Alto, California, United Statesintapp.com · 28 Sept 2026
Best DealCloud alternatives
See all 12
8.8 AdvisorCRM $59/mo first paid tier Free plan 
8.4 Zoho CRM $14/mo first paid tier Free plan 
8.1 Salesforce Financial Services Cloud $325/mo first paid tier Free trial 
8.0 OneVest CRM See plans price on the maker's page 
7.9 Practifi $135/mo first paid tier 
7.7 Total Expert $100/mo first paid tier Free plan 
Where it ranks on Inferse
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