DealCloud

What is DealCloud?

DealCloud is an AI-powered deal and relationship management platform from Intapp for professional firms such as private capital, investment banking, legal, accounting and consulting. It works as a CRM for deals, relationships and pipelines.

Key features of DealCloud

• Conversational AI: ask questions about firm data in plain English.
• Agentic AI: prebuilt playbooks and workflows automate tasks.
• Relationship intelligence: maps and scores link deals and revenue to relationships.
• Zero-entry activity capture: logs emails and meetings from Outlook with AI summaries and next steps.
• Configurable workflows: rule-based automation with role-based permissions and audit trails.
• Data enrichment: Intapp Data covering 14M+ companies and 200M+ contacts.
• Industry blueprints: flexible data models for each sector.

How DealCloud works

DealCloud captures activity automatically, builds a relationship graph, and lets deal teams track pipelines, sourcing and relationships on configurable data models. AI answers questions and runs playbooks on that data.

Who uses DealCloud?

DealCloud serves private capital, investment banking, legal, accounting, consulting, corporate and real assets teams that need a CRM adapted to deal-driven work.

DealCloud pricing

DealCloud does not publish pricing; plans are quoted by Intapp.

DealCloud integrations

The vendor names Outlook for activity capture and third-party data sources Preqin, PitchBook and FactSet.

DealCloud alternatives

Zendesk Sell is a general sales CRM aimed at standard sales teams. Pipeliner CRM is a visual sales pipeline tool for general sales. Membrain is a sales methodology-driven CRM for B2B sales teams.