The interface is clean, clearly designed for Private Equity and has a good number of tools that I don’t implement but could see myself using as my career continues and my firm continues to grow. There’s very little not already in the system. I also really like the reporting and data tools to visualize data as we input new deals. Review collected by and hosted on G2.com.
The service has historically been slow. A lot of turnover on the reps side, never know who I need to reach out to. Sometimes there are hiccups with reporting specifically around calendar invite meetings not syncing with my Outlook. Review collected by and hosted on G2.com.
It’s great to hear you’re finding value in DealCloud, that its improving visibility to your team's activity and enabling you to make more informed business decisions. . Thanks for sharing your experience as it helps others see how DealCloud can impact their business. We’re sorry to hear that your experience with our service team has not met your expectations. Our team takes this seriously and would love the chance to address it directly. Please reach out to michael.sferratore@intapp.com so we can address this with you.