[ DealCloud Reviews ](https://www.g2.com/products/dealcloud/reviews) [ DealCloud Reviews ](https://www.g2.com/products/dealcloud/reviews) # DealCloud Pricing Overview [Editedit](https://my.g2.com/dealcloud/pricings) ## DealCloud Pricing Key Insights Last updated on Jul 28, 2026 * * * DealCloud does not offer a **free trial**. Information about DealCloud pricing, plan availability, and costs is not listed on G2 by the vendor. Buyers typically need to engage directly with the vendor to understand pricing options. Final cost negotiations to purchase DealCloud must be conducted with the seller. * * * Rated 4.2 / 5 \*Pricing information is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations must be conducted with the seller. DealCloud's pricing is dependent on a number of things including the number of different integrations involved as well as the number of users. For DealCloud pricing information, please visit https://www.intapp.com/dealcloud/#schedule-demo Pricing information for DealCloud is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase DealCloud must be conducted with the seller. Pricing information was last updated on September 03, 2025 Show More ## DealCloud Pricing FAQs Generated using AI Who is DealCloud pricing best suited for? DealCloud's pricing is best suited for small to mid-market financial services firms, particularly in private equity, venture capital, and investment banking. The majority of G2 reviewers identifying their segment are small businesses in financial services or investment management, and they consistently highlight deal pipeline tracking, contact management, and Microsoft suite integration as core value drivers. Mid-market reviewers in VC and banking also report strong satisfaction with workflow customization and team-wide data centralization. DealCloud's custom-quote model and implementation complexity make it less accessible for budget-constrained teams or those without dedicated admins, but well-matched for firms treating CRM as core infrastructure. What are the key differences between the free and paid versions of DealCloud? DealCloud offers no free tier. According to G2's pricing data for DealCloud, all access is governed by custom enterprise quotes with no publicly listed tiers. There is no free plan or standard self-serve entry point. Prospective buyers must engage DealCloud's sales team directly to obtain pricing. G2 reviewers note that DealCloud's pricing model reflects its positioning as a purpose-built financial services CRM rather than a general-purpose tool. This means evaluation typically occurs through vendor-led demos rather than self-service trials, and cost is negotiated based on firm size, use case, and required modules such as compliance integrations via Intapp. Is DealCloud considered good value for its pricing? G2 reviewers present a mixed but generally positive value picture for DealCloud's pricing. Multiple reviewers from small businesses in PE, VC, and investment banking award high ratings while explicitly flagging high cost and a steep learning curve as drawbacks, signaling a premium-tier investment. One reviewer rated DealCloud 2.0/5 citing high price alongside limited customization. Others rated it 4.5–5.0/5 despite cost concerns, pointing to deal pipeline automation, Microsoft suite integration, and deep customizability as justifying the spend. DealCloud's pricing appears defensible for firms that fully utilize its purpose-built financial services functionality, but cost-sensitive or smaller organizations may find the value proposition harder to realize. ## Top-Rated Alternatives [ ![Affinity](https://images.g2crowd.com/uploads/product/hd_favicon/55e306106d746c9b6756f1ad7c9ba82b/affinity.svg "Affinity") Affinity 4.4/5(72) ](https://www.g2.com/products/affinity/reviews) [ ![Maximizer](https://images.g2crowd.com/uploads/product/hd_favicon/a920604f7639d8a62b8f6fb13b849ef8/maximizer.svg "Maximizer") Maximizer 4/5(672) ](https://www.g2.com/products/maximizer/reviews) [ ![GReminders](https://images.g2crowd.com/uploads/product/hd_favicon/4716c972a242cd0db93f1d54fa2db1c0/greminders.svg "GReminders") GReminders 4.6/5(697) ](https://www.g2.com/products/greminders/reviews) [ View All Alternatives ](https://www.g2.com/products/dealcloud/competitors/alternatives) ## DealCloud Pricing Reviews (2) LA Liibaan A. 12/3/2025 More Options - "Purpose-Built CRM for Investment Banks, But Integration Hurdles" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Response from David Byrne of DealCloud [Editedit](https://www.g2.com/survey_responses/dealcloud-review-12040932/official_response/edit) 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. Validated ReviewerIncentivizedSource: Seller invite ![Roman Z.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Roman Z.") RZ Roman Z. 12/9/2025 More Options - "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. 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. Review collected by and hosted on G2.com. Show More Response from David Byrne of DealCloud [Editedit](https://www.g2.com/survey_responses/dealcloud-review-12068473/official_response/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. Validated ReviewerIncentivizedSource: Seller invite DealCloud Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_21e9a1dafc323712f8cb30f09df7c120/affinity.jpeg "Product Avatar Image") Affinity 4.4/5(72) [ Compare Now ](https://www.g2.com/compare/affinity-vs-dealcloud) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_44ed051eea3bdf5be32d1fc42e3d00de/redtail-technology.jpg "Product Avatar Image") Redtail Technology 4.3/5(268) [ Compare Now ](https://www.g2.com/compare/dealcloud-vs-redtail-technology) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_3a71fba40151dc70320f4c77a71515c4/agentforce-financial-services-formerly-salesforce-financial-services-cloud.png "Product Avatar Image") Agentforce Financial... 4.3/5(227) [ Compare Now ](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-dealcloud) ##### Categories on G2 [ Financial Services CRM ](https://www.g2.com/categories/financial-services-crm)[ AI Assistants for Financial Services ](https://www.g2.com/categories/ai-assistants-for-financial-services)[ Venture Capital Management ](https://www.g2.com/categories/venture-capital-management) [ Deal Sourcing ](https://www.g2.com/categories/deal-sourcing) Show More ##### Explore More [ Which retail media advertising platforms have the most reliable performance and transparent management fees so brands actually know what they are paying for? ](https://www.g2.com/discussions/retail-media-advertising-platforms-which-retail-media-advertising-platforms-have-the-most-reliable-performance-and-transparent-managemen)[ Which payment analytics platforms are highest rated for companies recovering lost revenue from payment failures? ](https://www.g2.com/discussions/which-payment-analytics-platforms-are-highest-rated-for-companies-recovering-lost-revenue-from-payment-failures)[ Affordable QA software for call centers ](https://www.g2.com/discussions/affordable-qa-software-for-call-centers-what-s-worked-for-you) [ Where can I find the best CMMS app for contractors ](https://www.g2.com/discussions/where-can-i-find-the-best-cmms-app-for-contractors)[ Best biometric security tools for financial institutions ](https://www.g2.com/discussions/best-biometric-security-tools-for-financial-institutions)[ What K-12 SIS platforms offer the most flexible compliance and state reporting capabilities for private and independent schools? ](https://www.g2.com/discussions/what-k-12-sis-platforms-offer-the-most-flexible-compliance-and-state-reporting-capabilities-for-private-and-independent-schools) Show More [ Which retail media advertising platforms have the most reliable performance and transparent management fees so brands actually know what they are paying for? ](https://www.g2.com/discussions/retail-media-advertising-platforms-which-retail-media-advertising-platforms-have-the-most-reliable-performance-and-transparent-managemen)[ Which payment analytics platforms are highest rated for companies recovering lost revenue from payment failures? ](https://www.g2.com/discussions/which-payment-analytics-platforms-are-highest-rated-for-companies-recovering-lost-revenue-from-payment-failures)[ Affordable QA software for call centers ](https://www.g2.com/discussions/affordable-qa-software-for-call-centers-what-s-worked-for-you) [ Where can I find the best CMMS app for contractors ](https://www.g2.com/discussions/where-can-i-find-the-best-cmms-app-for-contractors)[ Best biometric security tools for financial institutions ](https://www.g2.com/discussions/best-biometric-security-tools-for-financial-institutions)[ What K-12 SIS platforms offer the most flexible compliance and state reporting capabilities for private and independent schools? ](https://www.g2.com/discussions/what-k-12-sis-platforms-offer-the-most-flexible-compliance-and-state-reporting-capabilities-for-private-and-independent-schools)