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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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.
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This reviewer was offered a nominal incentive as thanks for completing this review.
Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.
