Verified User in Financial Services
UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"Revolutionizes Information Organization and Access"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from David Byrne of DealCloud
Edit edit

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.

Verified User in Financial Services
UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"Highly Customisable—Build Functionality Yourself with Ease"
4.5/5
What do you like best about DealCloud?

Very easily customisable, allowing users to build functionality themselves rather than relying on support staff Review collected by and hosted on G2.com.

What do you dislike about DealCloud?

The main disadvantage is the strong focus on upselling AI functionality rather than realising it should be the new normal for the product in order to remain competitive Review collected by and hosted on G2.com.

Response from David Byrne of DealCloud
Edit edit

Thanks for the great review! We’re grateful for your partnership and excited to keep delivering value.

Verified User in Financial Services
UF
Verified User in Financial Services
Mid-Market (51-1000 emp.)
"Great Data Quality and Mobile App, but Duplicate Company Records Slip Through"
3.5/5
What do you like best about DealCloud?

information consistency and quality as well as the mobile app Review collected by and hosted on G2.com.

What do you dislike about DealCloud?

easy for multiple teams to create instances of the same company without raising any flags Review collected by and hosted on G2.com.

Response from David Byrne of DealCloud
Edit edit

Thank you for taking the time to share your experience. We’re glad to hear that DealCloud is improving the consistency and quality of your data. We have worked hard on the mobile app, so thanks for letting us know it is working for you. There are several approaches to minimizing the possibility of companies getting created more than once in DealCloud. If this continues to be an issue, please connect with your service team and they can walk you through how to ensure that that's not happening. We appreciate your honest feedback and look forward to continuing our partnership.

Verified User in Construction
UC
Verified User in Construction
Mid-Market (51-1000 emp.)
"Responsive Team and Great Touchpoints, but the Interface Could Be Cleaner"
3.5/5
What do you like best about DealCloud?

Client touch points. The team is quick to respond to requests Review collected by and hosted on G2.com.

What do you dislike about DealCloud?

It isn’t the most user-friendly platform. I’d really like a cleaner, more intuitive interface that’s easier to navigate. Review collected by and hosted on G2.com.

Response from David Byrne of DealCloud
Edit edit

Thanks for your honest feedback. We’re glad to to hear that DealCloud is facilitating collaboration between different team members. We love to get suggestions from our clients on how they would like to see the platform improve. Many times our quarterly enhancements are a direct result of user feedback. Please share any of your ideas with your account team.

Verified User in Financial Services
UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"Useful, customizable CRM with steep learning curve"
3/5
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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Response from David Byrne of DealCloud
Edit edit

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.

PC
Patrick C.
Director
Small-Business (50 or fewer emp.)
"Great Centralized CRM, but Data Entry Process Needs Improvement"
3/5
What do you like best about DealCloud?

A centralized CRM system that also offers additional features (such as portfolio management, project funding etc.). Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from David Byrne of DealCloud
Edit edit

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.

Verified User in Venture Capital & Private Equity
AV
Verified User in Venture Capital & Private Equity
Small-Business (50 or fewer emp.)
"Customizable, Time-Saving, and Continuously Improving Platform"
5/5
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. Review collected by and hosted on G2.com.

What do you dislike about DealCloud?

DealCloud allows us to maintain records of deprecated data without creating a clunky user interface. Review collected by and hosted on G2.com.

Response from David Byrne of DealCloud
Edit edit

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.

Michael M.
MM
Michael M.
Manager of Information Systems
Small-Business (50 or fewer emp.)
"A CRM Built to Support M&A"
4/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from David Byrne of DealCloud
Edit edit

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.

Verified User in Financial Services
UF
Verified User in Financial Services
Mid-Market (51-1000 emp.)
"Effortless Workflow Organization and Team Visibility"
4/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from David Byrne of DealCloud
Edit edit

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.

Roman Z.
RZ
Roman Z.
"Effective Deal Tracking with Room for Improvement"
3.5/5
What do you like best about DealCloud?

I like how DealCloud tracks deals and emails, making it easy to see correspondence and bid dates. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from David Byrne of DealCloud
Edit edit

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.