DealCloud Features

Automates some or all operation related tasks This feature was mentioned in 14 DealCloud reviews.

As reported in 14 DealCloud reviews. Provides useful pre-defined data connections to important external systems and applications.

As reported in 14 DealCloud reviews. Has a centralized dashboard for users to interact with

Provides a cloud based version of the platform This feature was mentioned in 13 DealCloud reviews.

As reported in 13 DealCloud reviews. Is accessible from a mobile device and by users on the go.

As reported in 13 DealCloud reviews. Contains in-application messaging abilities

Based on 13 DealCloud reviews. Provides analytics tools that reveal important business metrics and track progress.

As reported in 13 DealCloud reviews. Provides sales forecasting and modeling capabilities based on historical data.

Contains customer request handling functionality and issue tracking. 13 reviewers of DealCloud have provided feedback on this feature.

A portal through which customers can access the knowledge base as well as ask questions, place orders, raise issues, and more. This feature was mentioned in 13 DealCloud reviews.

Based on 13 DealCloud reviews. An information repository for customers to get self-service answers to their questions.

Provides email marketing campaign management functionality. 13 reviewers of DealCloud have provided feedback on this feature.

Contains lead tracking and management capabilities. 12 reviewers of DealCloud have provided feedback on this feature.

Contains analysis tools to provide insights on marketing campaign effectiveness. This feature was mentioned in 13 DealCloud reviews.

As reported in 13 DealCloud reviews. Manages sales pipelines from prospecting to close.

Manages sales force tasks, assigning tasks and distributing work. 12 reviewers of DealCloud have provided feedback on this feature.

Contains a product catalogue and price list for salespeople to pull from. 12 reviewers of DealCloud have provided feedback on this feature.

As reported in 12 DealCloud reviews. Provides custom quote creation functionality.

Organizes, tracks, and reports on the portfolio of investments.

Provides analytics tools that reveal important portfolio metrics and track progress.

Produces reports on deal flows and current assets.

Manages deals throughout the entire deal lifecycle, from sourcing to completion.

Contains a dashboard designed to track and manage limited partners' workflow.

Creates a visual overview of potential targets within a specific market.

Includes advanced filters to narrow down deals.

Uses AI to identify relevant deal opportunities.

Monitor listings from multiple sources in one place.

Augments company profiles with real time data.

Shares notifications about significant events or changes related to target companies.

Analyzes market trends to identify sectors with high investment activity and potential opportunities.

Compares potential deals against industry standards.

Monitors key business indicators and detect any major shifts in performance over time.

Allows safe exchange of sensitive information between parties.

Supports connections with CRM and other software for a unified workflow.

Monitors deal progress and manage workflows.

Tracks and manages potential deals through customizable pipelines.

Makes informed choices based on available data and objectives

Works across multiple software systems or databases

Makes informed choices based on available data and objectives