1. [Home](https://www.g2.com/) 2. ... 3. [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) 4. [DealCloud Discussions](https://www.g2.com/products/dealcloud/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_bdcfd8d51cd8649858fe4b6effba359c/dealcloud.jpg "Product Avatar Image") ![Reward for good DealCloud reviews](https://images.g2crowd.com/uploads/medal/image/1000581/2bdc8fce6bff5891fb0efd0c6cc2ff55.svg "Reward for good DealCloud reviews") ](/products/dealcloud/reviews) [ DealCloud ](/products/dealcloud/reviews) (37)4.3/5 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. Show More * * * ### 48.0 Nps Score Already have DealCloud? ### All DealCloud Discussions Search Most CommentedMost HelpfulPinned by G2Newest All DiscussionsDiscussions with CommentsPinned by G2Discussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Pinned by G2 Newest Filter by All Discussions Discussions with Comments Pinned by G2 Discussions without Comments ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • over 3 years ago More Options - [ # How do you use Dealcloud? ](/discussions/how-do-you-use-dealcloud) How do you use Dealcloud? [ Financial Services CRM Software ](https://www.g2.com/tags/financial-services-crm-software) * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+DealCloud+questions+and+get+answers+from+expert+users+in+our+DealCloud+Discussions+section.&title=DealCloud+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdealcloud%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=DealCloud+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdealcloud%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdealcloud%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=DealCloud+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdealcloud%2Fdiscuss%0aAsk+DealCloud+questions+and+get+answers+from+expert+users+in+our+DealCloud+Discussions+section.) 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[ Financial Services CRM Software ](https://www.g2.com/tags/financial-services-crm-software) * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+DealCloud+questions+and+get+answers+from+expert+users+in+our+DealCloud+Discussions+section.&title=DealCloud+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdealcloud%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=DealCloud+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdealcloud%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdealcloud%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=DealCloud+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdealcloud%2Fdiscuss%0aAsk+DealCloud+questions+and+get+answers+from+expert+users+in+our+DealCloud+Discussions+section.) 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[ Financial Services CRM Software ](https://www.g2.com/tags/financial-services-crm-software) * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+DealCloud+questions+and+get+answers+from+expert+users+in+our+DealCloud+Discussions+section.&title=DealCloud+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdealcloud%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=DealCloud+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdealcloud%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdealcloud%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=DealCloud+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdealcloud%2Fdiscuss%0aAsk+DealCloud+questions+and+get+answers+from+expert+users+in+our+DealCloud+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=DealCloud+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdealcloud%2Fdiscuss%0aAsk+DealCloud+questions+and+get+answers+from+expert+users+in+our+DealCloud+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • over 4 years ago More Options - [ # No ](/discussions/no-cae7a396-e8b3-4833-ba5d-e739f53b3425) No [ Financial Services CRM Software ](https://www.g2.com/tags/financial-services-crm-software) * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+DealCloud+questions+and+get+answers+from+expert+users+in+our+DealCloud+Discussions+section.&title=DealCloud+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdealcloud%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=DealCloud+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdealcloud%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdealcloud%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=DealCloud+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdealcloud%2Fdiscuss%0aAsk+DealCloud+questions+and+get+answers+from+expert+users+in+our+DealCloud+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=DealCloud+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdealcloud%2Fdiscuss%0aAsk+DealCloud+questions+and+get+answers+from+expert+users+in+our+DealCloud+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ## Start a New Software Discussion Have a software question? Get answers from real users and experts [Start A Discussion](/products/dealcloud/discussions/new) * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/hd_favicon/fd8a41af67a161a42221a662f93b0ba9/dealcloud.svg "Product Avatar Image") ### Have you used DealCloud before? Answer a few questions to help the DealCloud community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/authorize?form=signup&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdealcloud%2Fdiscuss%3Fsmall_ask%3Ddealcloud) No ## Top Contributors in DealCloud 1 ![Nancy H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nancy H.") NH Loading... ### [Nancy H.](https://www.g2.com/users/e7b2bc2c-9e91-4833-b9c2-4e9afec120a7 "Nancy H.") Salesperson 1 pt