# DealCloud Reviews **Vendor:** Intapp **Category:** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) **Average Rating:** 4.3/5.0 **Total Reviews:** 31 ## About DealCloud Intapp DealCloud is a sophisticated deal and relationship intelligence platform designed to assist financial and professional services firms in originating opportunities, managing pipelines, and enhancing client relationships. This platform serves as a centralized hub for firm and market knowledge, providing users with actionable insights that facilitate informed decision-making and strategic execution. Targeted primarily at investment banks, private capital firms, accounting and consulting organizations, legal advisors, and real assets companies, Intapp DealCloud is tailored to meet the unique demands of these sectors. The platform is particularly beneficial for professionals who require a comprehensive view of their deal flow and client interactions, allowing them to streamline processes and enhance collaboration across teams. By integrating various data sources and systems, Intapp DealCloud empowers firms to break down silos and foster a more cohesive working environment. Intapp DealCloud is powered by Applied AI so it delivers predictive insights and enhanced decision-making capabilities. The platform offers configurable workflows that can be customized to fit the specific needs of different firms, ensuring that users can adapt the system to their operational requirements. Additionally, Intapp DealCloud boasts robust integration capabilities, allowing for seamless data flow between internal systems, third-party sources, and other Intapp products. This interconnectedness not only improves efficiency but also enables firms to leverage their existing technology investments more effectively. The benefits of using Intapp DealCloud extend beyond mere operational efficiency. By centralizing information and providing real-time insights, the platform helps firms make faster, more informed decisions that can lead to increased growth and profitability. Furthermore, the ability to manage relationships and opportunities in a unified environment allows firms to deepen client engagement and enhance service delivery. As a result, Intapp DealCloud is the leader in its category, offering a comprehensive solution that addresses the complex needs of financial and professional services firms, ultimately driving better outcomes across practices and geographies. ## DealCloud Reviews ### 1. Centralizes Complex Business Functions with Growing Pains **Rating:** 3.5/5.0 stars **Reviewed by:** Chase P. | Director of Finance & Valuations, Mid-Market (51-1000 emp.) **Reviewed Date:** December 07, 2025 **What do you like best about DealCloud?** I find DealCloud easy to self-administer, which is a big plus because we can manage and implement with our team of developers. I like that it improves every quarter, constantly adding features without increasing our baseline costs. I also appreciate its large breadth of potential, managing all kinds of organizational data that doesn’t have a natural home and acting like a web that brings our complicated business with its different functions all together. **What do you dislike about DealCloud?** They have lost their way with the private equity company as the primary target and have shifted focus to larger companies. It is now hard as an original client to keep up with the changes and have a strong relationship with the firm to take advantage of new features. The initial setup was challenging. **What problems is DealCloud solving and how is that benefiting you?** DealCloud is the web that brings our complicated business and various functions together, handling our development pipeline, capital raises, interactions with LPs, investment data tracking, and managing organizational data. **Official Response from David Byrne:** > Hello Chase, thank you for taking the time to share your experience. We’re pleased to hear that you find DealCloud easy to customize and that our quarterly updates add value to your work. Many of these enhancements are driven directly by client feedback, so we truly appreciate you taking the time to share yours. We’ve shared your comments with your account management team so they’re aware of your concerns and can help ensure you’re getting the most from the latest platform enhancements. Your feedback is extremely important to us and plays a key role in how we continue to improve DealCloud. ### 2. Robust Features But Needs UI Improvements **Rating:** 3.5/5.0 stars **Reviewed by:** Daniel K. | Growth Equity Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** December 03, 2025 **What do you like best about DealCloud?** I really appreciate the reporting flexibility that DealCloud offers, especially when you're well-versed in a list-based software structure. This feature allows me to customize and extract data efficiently, adapting reports to meet specific requirements with ease. I also value the ability to configure almost anything within the platform, which empowers me to tailor the system extensively so it aligns perfectly with our business processes and workflows. The centralization of all firm-wide knowledge is another aspect that stands out for me, as it consolidates information in one cohesive hub, facilitating easy access and collaboration across different teams. This integration boosts our efficiency and supports decision-making by providing a comprehensive view of our organizational data. Additionally, I have successfully built modules myself to track deal team travel, manage deal flow and history, and automate tasks and fundraising activities, showcasing the platform’s versatility. **What do you dislike about DealCloud?** I find the UI/UX of DealCloud to be sometimes slow, which can be quite frustrating. Additionally, the mobile app is extremely bad and borderline nonfunctional, making it difficult to use when I'm not at my desk. The initial setup of DealCloud was not easy but no CRM is. **What problems is DealCloud solving and how is that benefiting you?** DealCloud enhances firm-wide connectivity, collaboration, and task management while centralizing knowledge and offering flexible reporting. I automate tasks and track deals effectively, although initial setup is challenging and the mobile app needs improvement. **Official Response from David Byrne:** > Daniel, we’re so glad you’re finding value in DealCloud. DealCloud is highly configurable and its great to hear that you have created customizations that align with your business needs and resulted in efficiencies for your team. We appreciate the feedback on your UI/UX experience and the mobile app. Our team is always working on improvements, and your input helps us prioritize what matters most. Thanks for sharing your experience. ### 3. Purpose-Built CRM for Investment Banks, But Integration Hurdles **Rating:** 4.5/5.0 stars **Reviewed by:** Liibaan A. **Reviewed Date:** December 03, 2025 **What do you like best about DealCloud?** I appreciate DealCloud for automating low-value tasks, which is incredibly beneficial as it allows us to use the suggest contacts and Outlook add-in to ensure data entry is automatically populated into the system. This feature minimizes the need for data creation from the end user, which streamlines processes significantly and enhances efficiency. Additionally, I find the ability to customize widgets immensely valuable, as it allows users to view business processes through their preferred lens while keeping the data centralized within the system. This flexibility enables personalized user experiences while maintaining data integrity. DealCloud's purpose-built functionality for investment banks is particularly appealing, as it distinguishes itself from more generic CRM solutions like Salesforce. The initial setup was smooth, and I value the ease of transitioning to a system that aligns so well with our specific industry needs. **What do you dislike about DealCloud?** I find the integrations with other platforms challenging, particularly those requiring a bespoke API integration. Although the DealCloud API documentation is very helpful, the process of getting these integrations up and running is often difficult. **What problems is DealCloud solving and how is that benefiting you?** I use DealCloud to access global information and automate low-value tasks, reducing data entry efforts. Customizable widgets allow me to view business processes the way I prefer. It's purpose-built for investment banks, differentiating it from more generic CRMs like Salesforce. **Official Response from David Byrne:** > Liibaan, we appreciate your review and are happy to hear that DealCloud has helped in streamlining processes for your team. It is great to hear how the ability to customize DealCloud is helping your team leverage the tool in a way that works best for the needs of your business and team. Your feedback on the integrations is also appreciated. Sometimes they can be tricky. Please don't hesitate to reach out to our Account Management and Client Success team whenever you need help. We're always here for you. ### 4. Revolutionizes Information Organization and Access **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 03, 2025 **What do you like best about DealCloud?** DealCloud is an amazing tool to organize and easily access information that might otherwise be institutional knowledge, housed by a single source. The customer service has been great - responsive and easily able to make adjustments as needs change. **What do you dislike about DealCloud?** I have no complaints about DealCloud in terms of its functionality as it has been a great asset to me and my firm. However, our account manager recently left and we still have not been assigned a new person, which is annoying. **What problems is DealCloud solving and how is that benefiting you?** On the investment side, DealCloud centralizes our deal pipeline, which enables us to generate reports and more efficiently track new deal opportunities. On the fundraising/investor relations side, DealCloud has become a powerful tool to not only track fundraising progress, but also to trak co-investors and their preferences and quickly and easily generate a list of high likelihood candidates for coinvestment opportunities. **Official Response from David Byrne:** > Thank you for your thoughtful feedback. We’re thrilled to hear that DealCloud has made it easy to locate and access critical information. We also love hearing how DealCloud gives you visibility across your entire pipeline making it easier to identify new investment opportunities. Providing a positive customer experience is important to us and we are always working to make the experience even better. Please reach out to michael.sferratore@intapp.com regarding your account manager so we can resolve that concern for you. ### 5. Useful, customizable CRM with steep learning curve **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 03, 2025 **What do you like best about DealCloud?** It's a functional CRM and extremely customizable. Account managers are very responsive and helpful. Also the Outlook integration is pretty good **What do you dislike about DealCloud?** It's incredibly clunky and takes a long time to get used to. It's very SQL-y; I have a relational database background so my learning curve was quick, but some of the roundabout ways of doing things (especially any kind of upload, and also matching entries) preclude some of my colleagues from being able to meaningfully use many of DealCloud's features **What problems is DealCloud solving and how is that benefiting you?** Keeping track of a network of thousands of finance professionals and several advisory engagements we may be running simultaneously **Official Response from David Byrne:** > We appreciate your honest feedback. We’re always working to evolve DealCloud to meet the needs of our customers and your input helps guide improvements. Our team takes this seriously and would love the chance to address it directly. Please reach out to your account manager so we can follow up personally. ### 6. Great Centralized CRM, but Data Entry Process Needs Improvement **Rating:** 3.0/5.0 stars **Reviewed by:** Patrick C. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** December 03, 2025 **What do you like best about DealCloud?** A centralized CRM system that also offers additional features (such as portfolio management, project funding etc.). **What do you dislike about DealCloud?** Overall, the data entry and new item set-up process feels rather clumsy, and establishing relationships between the various parties is not straightforward to implement. **What problems is DealCloud solving and how is that benefiting you?** Centralized system, where all interactions are logged. Furthermore, it acts a kind of memory for the whole team. **Official Response from David Byrne:** > Patrick, thank you for your review of DealCloud. We appreciate your feedback as it helps us understand what's working and where there may be opportunities for improvement. Its great to hear DealCloud is centralizing your key data and serving as an additional source of truth. ### 7. Customizable, Time-Saving, and Continuously Improving Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Venture Capital & Private Equity | Small-Business (50 or fewer emp.) **Reviewed Date:** December 03, 2025 **What do you like best about DealCloud?** DealCloud makes it easy to tailor the platform to our firm's specific needs. Automating processes and sending deliverables directly to team members' inboxes has saved us countless hours that would have otherwise been spent searching for and compiling data. The third-party integrations help us keep our CRM information current without the need for manual updates. Additionally, the team regularly introduces new product features, which has further improved usability and efficiency throughout our internal workflows. **What do you dislike about DealCloud?** DealCloud allows us to maintain records of deprecated data without creating a clunky user interface. **What problems is DealCloud solving and how is that benefiting you?** The platform offers third-party data connections and automates both data aggregation and reporting, which streamlines the entire process. Its data infrastructure is well organized, and the customizable data tables allow each firm to tailor the system to their specific requirements. **Official Response from David Byrne:** > Thank you very much for the detailed review. It's great to know that DealCloud is improving your team's efficiency and collaboration while reducing the time it takes to complete research and compile critical information. We are committed to continually improving and developing our solution in response to our client's evolving needs. Your feedback helps us, and those who might looking to solve similar challenges. ### 8. A CRM Built to Support M&A **Rating:** 4.0/5.0 stars **Reviewed by:** Michael M. | Manager of Information Systems, Small-Business (50 or fewer emp.) **Reviewed Date:** September 10, 2025 **What do you like best about DealCloud?** The platform is easy to use, which is great when working with users who may not be as technically savvy. Dashboards are easy to create. Data can be imported and exported easily. **What do you dislike about DealCloud?** There are customization options DealCloud is missing that other CRM platforms provide. Advanced users and admins could benefit from implementing these customizations to further enhance their sites. **What problems is DealCloud solving and how is that benefiting you?** DealCloud maintains our entire contact database and allows us to track deals from prospects all the way through closed engagements. **Official Response from David Byrne:** > Thank you for taking the time to share your experience, Michael. We’re glad to hear that DealCloud's tech support and Client Success teams are responsive to your needs. We also appreciate your feedback regarding customization of the platform. Many of the recent updates to the DealCloud platform have been in response to feedback from our clients. We would love to hear more about the specific customizations you are looking for, and encourage you to reach out to your Account team so we can learn more. ### 9. Effortless Workflow Organization and Team Visibility **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 03, 2025 **What do you like best about DealCloud?** Organizes work flow, provides a visual overview of staffing capacity across the team, and easy to use database for deal work. Dealcloud support is very helpful. **What do you dislike about DealCloud?** Can be difficult to set up the ideal dashboard and workflow that suits my team. Set up / refinement time required is quite substantial. **What problems is DealCloud solving and how is that benefiting you?** Organizing information on deal pipeline and historical data on prior deals done. **Official Response from David Byrne:** > We’re thrilled to hear that DealCloud has positively impacted managing your deal pipeline. Its also great to hear our account management team is a helpful resource for you. We take a great deal of pride in our account management support, striving to ensure that we are meeting our client's needs. ### 10. Effective Deal Tracking with Room for Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Roman Z. **Reviewed Date:** December 09, 2025 **What do you like best about DealCloud?** I like how DealCloud tracks deals and emails, making it easy to see correspondence and bid dates. **What do you dislike about DealCloud?** I find the manual data entry for deals or person information a bit tedious. Also, the initial setup was hard for my team. **What problems is DealCloud solving and how is that benefiting you?** I use DealCloud to track deals and emails, making it easy to see correspondence and bid dates. **Official Response from David Byrne:** > Roman, we truly appreciate the feedback on your DealCloud experience. We continue to look at how we can simplify certain processes or make things a little easier. If you have specific thoughts on enhancements you might like to see, please share them with your Account Manager. We love hearing how DealCloud helps clients more efficiently track communications and key pipeline information like bid dates. ### 11. Efficient deal management platform with powerful analytics but a steep learning curve **Rating:** 4.0/5.0 stars **Reviewed by:** Konstanty H. | QA Engineer/Software testing, Information Services, Small-Business (50 or fewer emp.) **Reviewed Date:** November 02, 2025 **What do you like best about DealCloud?** Reports, dashboards, data visualisation, and integrations with Excel, Outlook, and other data sources all of this gives you a complete picture of the company **What do you dislike about DealCloud?** There are customization options DealCloud is missing that other CRM platforms provide **What problems is DealCloud solving and how is that benefiting you?** Many firms, especially in the investment, private equity, or M&A sectors, use Excel spreadsheets, email, and separate CRM systems, but this results in scattered data and non-standardised processes. DealCloud allows you to centralise data on companies, contacts, and deals **Official Response from David Byrne:** > Thank you for your feedback! We’re thrilled to hear that Intapp DealCloud is helping your team achieve greater visibility across the organization. We’re always working to make the experience even better, and your success means a lot to us. If you have specific customizations in mind, please share those suggestions with your Account team so we can learn more. ### 12. Intuitive UI, Strong Support **Rating:** 4.0/5.0 stars **Reviewed by:** Matt R. **Reviewed Date:** December 12, 2025 **What do you like best about DealCloud?** I like DealCloud's intuitive UI, which helps in managing our network of contacts easily. I also appreciate their great support team that is willing to meet and answer our questions. **What do you dislike about DealCloud?** n/a **What problems is DealCloud solving and how is that benefiting you?** I use DealCloud for managing our network of contacts and easily finding them by their details. **Official Response from David Byrne:** > Matt, thank you for the review. We are happy to hear that DealCloud is making it easier to manage your contacts. We appreciate your partnership and are excited to keep delivering value for your team. ### 13. User-Friendly Workflows and Outstanding Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Venture Capital & Private Equity | Mid-Market (51-1000 emp.) **Reviewed Date:** December 03, 2025 **What do you like best about DealCloud?** I like how user friendly all the workflows are. The deal pipeline monitoring feature is awesome. Its super easy to add in new deals and the customer support team has been super helpful to create customized dashboards and pipelines to suit our needs. We use it on a daily basis across the team. **What do you dislike about DealCloud?** I would like it if there are more user friendly export options available to download notes, pipeline tracker, etc. in pdf, excel **What problems is DealCloud solving and how is that benefiting you?** Staffing, GP relationship tracker, Deal pipeline monitoring, meeting notes tracker **Official Response from David Byrne:** > Thank you for taking a few minutes to share your DealCloud experience. Our product team is committed to ensuring our clients can customize the platform to best suit their needs. It's great to hear this is working so well for you. Please reach out to your account manager regarding report exports. We'd love to hear more about your needs there. Client feedback like yours is important and helps us prioritize future enhancements. We're also happy to hear the team is using DealCloud every day and that it's not only bringing the team together, but also providing a centralized organized approach to managing and storing critical data. ### 14. Intuitive and User-Friendly with Excellent Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Venture Capital & Private Equity | Small-Business (50 or fewer emp.) **Reviewed Date:** December 02, 2025 **What do you like best about DealCloud?** Very intuitive and easy to use, customer support is efficient as well. **What do you dislike about DealCloud?** nothing of concern, maybe the system can have more customisation. **What problems is DealCloud solving and how is that benefiting you?** Helping my company to solve CRM and deal sourcing solutions **Official Response from David Byrne:** > Thank you for your review of DealCloud. It's great to hear that you find it easy to use and that you have had a positive experience with our support team. We would love to hear more about where you'd like to see additional customizations made available. Please reach out to your account manager to share specifics. We are always looking to evolve DealCloud to meet the needs of our customers and your input helps guide improvements. Many of our quarterly updates are a direct response to client input. ### 15. Effortlessly Tracks Deals and Streamlines Fast Processes **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.) **Reviewed Date:** December 05, 2025 **What do you like best about DealCloud?** Ability to stay on top of active deals and fast-moving processes **What do you dislike about DealCloud?** Can take a lot of time to initially set up properly **What problems is DealCloud solving and how is that benefiting you?** Tracking our deal pipeline and CRM system **Official Response from David Byrne:** > Thanks for your review of DealCloud! It's great to hear that DealCloud is making it easier to track and manage your deal pipeline. We’re grateful for your partnership and excited to keep delivering value. ### 16. An excellent choice! **Rating:** 5.0/5.0 stars **Reviewed by:** Luisa F. | Business Development Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** January 16, 2025 **What do you like best about DealCloud?** This program is very intuitive to use, easy to organize information, and generate reports. It is excellent for managing large amounts of data, allowing for customized reports and user-specific customization. For me, it has been very useful due to the way it organizes information—it is easy to read and understand, and no extensive experience is needed to navigate the program. **What do you dislike about DealCloud?** We have an automation where the program automatically creates new users, which is good, but sometimes it creates duplicates. It’s understandable since it's a machine that only creates and doesn’t analyze, but I have found several duplicates created by the system. **What problems is DealCloud solving and how is that benefiting you?** This program helps us organize large amounts of information and customize it according to the organization's needs. It allows us to upload large amounts of data from Excel and also generate customized reports based on the data that needs to be analyzed. It is easy to use, intuitive, and also offers free courses to help us get the most out of the program. ### 17. Progressive CRM Solution and Cloud Based Platform for Businesses **Rating:** 4.5/5.0 stars **Reviewed by:** Yadira J. | Software Engineer, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** January 10, 2024 **What do you like best about DealCloud?** DealCloud is an aggressive and fruitful data powered solution, which is easy to use for CRM procedures. Besides, the development of proper marketing streams in terms of digital support is another working scope. There are manageable implementation features, which makes multiple data management processes. The tool has scheduled demos, which helps in customer support. In overall, there are multiple sales options from the software. **What do you dislike about DealCloud?** The credibility of this platform in making the right marketing and communication is something that helps us improve the performance of the company. There are no functionality problems from this software, and hence, there are no set backs encountered. **What problems is DealCloud solving and how is that benefiting you?** The platform creates a sustainable formation, where marketing is well enabled, proper creation of strategic realtionship management which increases the customer satisfaction. More so, there are aggressive customer insights which helps in decision making. The use of digital data management where analytics is done is also a fruitful merit from the software. ### 18. The Leading and Innovative Platform for CRM and Business Operations **Rating:** 4.5/5.0 stars **Reviewed by:** Gatere W. | Systems Engineer , Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** January 11, 2024 **What do you like best about DealCloud?** The software helps in making all the CRM processes effective, and this brings quality performance for companies. The financial management features from the software is also a credible part that improves on the clarity and consistency of the company. There are robers data enhancement or management, which is a suitable part that increases on analytics and accessibility. **What do you dislike about DealCloud?** The software helps in managing business operations, relationships and data management, There are simplified implementation strategies, and they are all simple and management. The immediate customer enhancement and communication is also a fruitful part. **What problems is DealCloud solving and how is that benefiting you?** The platform helps in creating proper relationships with customers, and all the financial needs are well optimized. The development of proper data enhancement and analytics is also a helpful part that we obtain from the tool. The creation of an instant financial analytics and management extension is also a dynamic form that the software gives. ### 19. The Foremost and upheaval platform of CRM and for business operation **Rating:** 4.5/5.0 stars **Reviewed by:** Jamrey G. | Systems Engineer, Construction, Small-Business (50 or fewer emp.) **Reviewed Date:** January 15, 2024 **What do you like best about DealCloud?** It helps in making CRM processes effective hence great quality performance for most companies. Dealcloud is easy to use hence building relationships and tracking deal flow. The platform is a user-friendly tool as it shows who the company has interacted with in the past. The financial management characteristics have enabled the improvement in clarity and consistency of the company. The platform provides ease of implementation hence increasing workflows and connectivity. **What do you dislike about DealCloud?** Dealcloud is a bit expensive hence not affordable to most people and the interface is not mostly user-friendly. It is also difficult to use as there are many options to use. **What problems is DealCloud solving and how is that benefiting you?** The platform maintain and create proper relationships with customer hence better performance and it enhance data quality and accuracy. It is best solution in tracking deal flow and contacts.It also allow to track so many buyers in financial transaction ### 20. Squaring Deals Administration via DealCloud **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 05, 2024 **What do you like best about DealCloud?** Effectiveness of managing deals pipelines and opportunities tracking. Scalability -accommodating deals increase. Seamless integrations with tools we use in financial institution. Prioritized security and compliance due of sensitive information in financial sector. Mobile accessibility which enables me to access deals information at a go. **What do you dislike about DealCloud?** As financial institution,all tools we use are well scrutinized to ensure safely of our assets and to guaranteed our clients and partners their investments security. So this tool has passed all processes, am double sure it cannot fail anyone. **What problems is DealCloud solving and how is that benefiting you?** All deals information is always on fingertips by perfect analytics and reporting. Real-time communication and collaboration all deals stakeholdersare to keep them aligned. Robust deals documents management,organization, sharing and deals execution. ### 21. Review of Deal Cloud **Rating:** 5.0/5.0 stars **Reviewed by:** Surendar R. | developer, Small-Business (50 or fewer emp.) **Reviewed Date:** January 27, 2024 **What do you like best about DealCloud?** It is very helpful for the Pipeline management process. it is very to use and also it helps to bring the company performance improve. It helps for the customer relation ship management process. **What do you dislike about DealCloud?** It has high pricing , UI is not user friendly. **What problems is DealCloud solving and how is that benefiting you?** It helps to develop agood relationship with the customer and also it helps for the financial purpose also ### 22. Dealmakers Smart Housea **Rating:** 4.0/5.0 stars **Reviewed by:** Monika S. | Sales Admin Analyst , Food & Beverages, Enterprise (> 1000 emp.) **Reviewed Date:** January 01, 2024 **What do you like best about DealCloud?** Centralised deals pipelines, easy to track opportunities. Ease of tracking with clients investors,partners and other stakeholders (ease of relationship management) Features security and data organisation. Ease of implementation and integrations enhancing workflows and connectivity. **What do you dislike about DealCloud?** No single downside I can count so far with my long-term experience. **What problems is DealCloud solving and how is that benefiting you?** Effective deal management processes, enhanced collaboration providing valuable insights helping financial departments better deals navigation and relationship within industry. ### 23. A software with tailored reports : Ease in Consolidation **Rating:** 4.0/5.0 stars **Reviewed by:** Khushboo M. | Senior Process Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** August 04, 2023 **What do you like best about DealCloud?** That many people and access it on same time, make changes into it from across the globe. You can create a list of field items that you need and it gives you a result that you want with the selected fields. Dont need to scross through all the unrequired details. **What do you dislike about DealCloud?** That all the fields of assets are not visible on the front page and we have to go to the edit field for seeing the fields that are visible into the home page. **What problems is DealCloud solving and how is that benefiting you?** It consolidates the assets, and their demographic details as well as financial details. So we dont need to refer to the hard documents once the details are uploaded. We can also have the reports as per our requirements. ### 24. Deal Cloud in starting days **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 11, 2024 **What do you like best about DealCloud?** I like DealCloud's data-driven platform for financial services professionals. **What do you dislike about DealCloud?** I dislike DealCloud's high price, steep learning curve, and limited customization options. **What problems is DealCloud solving and how is that benefiting you?** • Streamlining my workflows and processes • Enhancing my data quality and accuracy • Improving my collaboration and communication • Providing me insights and analytics ### 25. Implemented DealCloud as a institutional LP **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Venture Capital & Private Equity | Small-Business (50 or fewer emp.) **Reviewed Date:** February 04, 2022 **What do you like best about DealCloud?** We were able to use DC as a centralized DB to house a lot of our GP sourcing, evaluation, as well as connect deals seen and diligence correspondence and call notes **What do you dislike about DealCloud?** In order to fully utilize DC, there is still a fair of manual data entry that is needed. There are plug-ins available to make this easier (email sync etc.), but they can sometimes be slow / buggy **What problems is DealCloud solving and how is that benefiting you?** DC allowed our team to centralize a lot of the data and analysis that were being generated and stored ad hoc or on our share drive previously. This has helped increase the collaboration across our team, and made it easier to refer back to historical files or notes, years down the line ### 26. Great for managing deal pipeline **Rating:** 5.0/5.0 stars **Reviewed by:** Greg P. | Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** January 04, 2022 **What do you like best about DealCloud?** Great customer service, highly customizable **What do you dislike about DealCloud?** The interface is not the most user friendly **What problems is DealCloud solving and how is that benefiting you?** It's the most effective solution we've found for tracking deal flow and contacts ### 27. A must have CRM platform for Private Equity **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Venture Capital & Private Equity | Small-Business (50 or fewer emp.) **Reviewed Date:** August 31, 2021 **What do you like best about DealCloud?** DealCloud is easy to use and effective for both maintaining relationships and tracking deal flow. Compared to other CRMs out there, it is much more agile and customizable **What do you dislike about DealCloud?** There are some bugs occasionally when adding new fields **What problems is DealCloud solving and how is that benefiting you?** Better transparency into how interactions translate to deal flow, allowing us to optimize our outreach ### 28. DealCloud is easy to use and easy to maintain **Rating:** 5.0/5.0 stars **Reviewed by:** Mohd Imtiaz A. | S, Enterprise (> 1000 emp.) **Reviewed Date:** August 31, 2021 **What do you like best about DealCloud?** Relationship Management and pipeline management **What do you dislike about DealCloud?** I do not dislike anything in the DealCloud. **Recommendations to others considering DealCloud:** yes **What problems is DealCloud solving and how is that benefiting you?** I am solving Investment Banking with DealCloud.Benefits are PRIVATE COMPANY MONITORING BUSINESS DEVELOPMENT ACTIVITY TRACKING ### 29. Great system for private equity **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 22, 2019 **What do you like best about DealCloud?** Deal cloud is user friendly, and allows me to know exactly who our company has interacted with in the past. It allows me to know what was discussed and what companies/individuals should be reached out to again in the near future. **What do you dislike about DealCloud?** Some flaws within the app design and platform, but all in all a great product **Recommendations to others considering DealCloud:** It is a great service if you are not already using a deal management system. **What problems is DealCloud solving and how is that benefiting you?** Keeps our firm all on the same page, no one is wasting time with meetings that weren’t necessary, or reaching out to people who already have been. ### 30. Amazing product for managing deals from sourcing through completition. **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew C. | Principal, Small-Business (50 or fewer emp.) **Reviewed Date:** January 30, 2019 **What do you like best about DealCloud?** It allows me to track every touchpoint I have with companies in a single place. It helps me keep my pipeline organized. **What do you dislike about DealCloud?** The back-end could definitely be a little faster **Recommendations to others considering DealCloud:** Good product. Get your implementation right and it will save you a lot of time. Jeannie Blackwood is a rockstar on the implementation team **What problems is DealCloud solving and how is that benefiting you?** We had many different deal tracking techniques across our organization and this created a consistent methodology across all staff and funds ### 31. Complicated to learn how to use but makes your life easier **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** June 28, 2019 **What do you like best about DealCloud?** There are so many customization options. When you figure it out it makes your life so much easier. **What do you dislike about DealCloud?** Tough to start using because there are so many options to use / areas to fill out. **What problems is DealCloud solving and how is that benefiting you?** Deal cloud allows us to track so many buyers in financial transactions. You can also link emails. It ends up saving so much time. ## DealCloud Discussions - [How do you use Dealcloud?](https://www.g2.com/discussions/how-do-you-use-dealcloud) - [What is DealCloud used for?](https://www.g2.com/discussions/what-is-dealcloud-used-for) - [Why DealCloud?](https://www.g2.com/discussions/why-dealcloud) - [No](https://www.g2.com/discussions/no-cae7a396-e8b3-4833-ba5d-e739f53b3425) - 1 upvote - [View DealCloud pricing details and edition comparison](https://www.g2.com/products/dealcloud/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-03+19%3A06%3A33+-0500&secure%5Bsession_id%5D=e9b83dab-bf71-4831-b6d7-3668913e042b&secure%5Btoken%5D=0459a0ddd588a6e0e19c133c0ba61b364ada6a89cc48e97fae84e433616c153f&format=llm_user) ## DealCloud Integrations - [Grata](https://www.g2.com/products/grata/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [PitchBook](https://www.g2.com/products/pitchbook/reviews) - [Sourcescrub](https://www.g2.com/products/sourcescrub/reviews) ## DealCloud Features **Investment Management** - Investment Portfolio Management - Investment Analytics - Reporting **Deal Identification - Deal Sourcing** - Market Mapping - Advanced Filters - AI-Powered Search - Multi-Source Tracking **Conversation Intelligence** - Action Items - AI Meeting Transcription - Sentiment analysis **Content** - Automation **Fund Management** - Deal Flow Management - Limited Partner Management **Market Intelligence - Deal Sourcing** - Automated Data Enrichment - Real Time Alerts - Investment Trend Analysis - Competitive Benchmarking - Performance Metrics **Workflow** - Triggering - Email drafting - Form Pre-fill - CRM Auto-Logging **Workflow & Customization - Deal Sourcing** - Secure Document Sharing - Third Party Integrations - Customizable Dashboards - Pipeline Management **Agentic AI - Venture Capital Management** - Cross-system Integration - Decision Making **Compliance** - Document verification - Language Monitoring - Audit Trail - Access Control - Triggering **Platform Additional Functionality** - Pre-Built Connectors - Dashboard - Cloud - Mobility - Messaging **Insights** - Next Best Action - Client Interaction Analysis - Revenue Opportunity **Platform Reporting and Analytics** - Reporting - Forecasting **Customer Support** - Case Management - Customer Support Portal - Knowledge Base **Marketing Automation** - Campaign Management - Lead Management - Marketing Analytics **Sales Force Automation** - Pipeline Management - Task Management - Product and Price List Management - Quote and Order Management **Agentic AI - Financial Services CRM** - Decision Making ## Top DealCloud Alternatives - [Affinity](https://www.g2.com/products/affinity/reviews) - 4.4/5.0 (66 reviews) - [Maximizer](https://www.g2.com/products/maximizer/reviews) - 4.0/5.0 (643 reviews) - [Zocks](https://www.g2.com/products/zocks/reviews) - 4.8/5.0 (333 reviews)