--- title: DealCloud Reviews meta_title: 'DealCloud Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 41 reviews by the users' company size, role or industry to find out how DealCloud works for a business like yours. aggregate_rating: rating_value: 4.2 review_count: 41 scale: '5' date_modified: '2026-07-16' parent_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # DealCloud Reviews **Vendor:** Intapp **Category:** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) **Average Rating:** 4.2/5.0 **Total Reviews:** 41 ## About DealCloud Intapp DealCloud is a sophisticated deal and relationship intelligence platform designed to assist financial and professional services firms in originating opportunities, managing pipelines, and enhancing client relationships. This platform serves as a centralized hub for firm and market knowledge, providing users with actionable insights that facilitate informed decision-making and strategic execution. Targeted primarily at investment banks, private capital firms, accounting and consulting organizations, legal advisors, and real assets companies, Intapp DealCloud is tailored to meet the unique demands of these sectors. The platform is particularly beneficial for professionals who require a comprehensive view of their deal flow and client interactions, allowing them to streamline processes and enhance collaboration across teams. By integrating various data sources and systems, Intapp DealCloud empowers firms to break down silos and foster a more cohesive working environment. Intapp DealCloud is powered by Applied AI so it delivers predictive insights and enhanced decision-making capabilities. The platform offers configurable workflows that can be customized to fit the specific needs of different firms, ensuring that users can adapt the system to their operational requirements. Additionally, Intapp DealCloud boasts robust integration capabilities, allowing for seamless data flow between internal systems, third-party sources, and other Intapp products. This interconnectedness not only improves efficiency but also enables firms to leverage their existing technology investments more effectively. The benefits of using Intapp DealCloud extend beyond mere operational efficiency. By centralizing information and providing real-time insights, the platform helps firms make faster, more informed decisions that can lead to increased growth and profitability. Furthermore, the ability to manage relationships and opportunities in a unified environment allows firms to deepen client engagement and enhance service delivery. As a result, Intapp DealCloud is the leader in its category, offering a comprehensive solution that addresses the complex needs of financial and professional services firms, ultimately driving better outcomes across practices and geographies. ## DealCloud Reviews ### 1. Flexible Database Management, Needs UI Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Lars d. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 29, 2026 **What do you like best about DealCloud?** I really like DealCloud's flexibility. It's great that we can create new data objects and add or remove fields, which is super important for us as a growing organization. We're constantly getting new insights every month, and with the advancements in AI, it's crucial that we can easily add or delete objects and fields to keep our system up-to-date and running effectively. **What do you dislike about DealCloud?** I think the usability from the user interface side is sometimes a bit intuitive and clunky. For example, the tasks are not really that usable. Also, it would be way better if DealCloud itself would provide an MCP to connect to programs like cloud or Copilot. Now I need to build that myself, which is fine, but it just makes the usability of DealCloud less relevant. **What problems is DealCloud solving and how is that benefiting you?** DealCloud functions as a database where we save records over relevant contacts, companies, and interrelated relations important for fundraising as a placement agent. It's flexible, allowing us to create new data objects and fields, keeping our system effective with ongoing innovations. **Official Response from David Byrne:** > Thank you for the great review, Lars! We’re so glad you’re finding value in DealCloud. It seems that you have already been in contact with some of our team members regarding the MCP connection and integrations. We are excited about how this new functionality will help firms just like yours. Thanks for sharing your experience as it helps others see how DealCloud can make an impact. ### 2. Easy to Use, Seamlessly Integrates with Microsoft, and Backed by Great Support **Rating:** 5.0/5.0 stars **Reviewed by:** Jawad A. | Investment Operations Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** June 29, 2026 **What do you like best about DealCloud?** The system is easy to use and can be integrated easily into the Microsoft suite. Performance is excellent, and the support team is always there to help when needed. Once you get to know the system, you can also customise it easily to meet your needs. **What do you dislike about DealCloud?** Not much to dislike as we use the system across investment, operations, compliance and Treasury functions. It's our one stop shop. **What problems is DealCloud solving and how is that benefiting you?** It’s a one-stop shop for finding out everything about a manager. From the initial meeting all the way through closing, we capture everything, and the system is very easy to use. **Official Response from David Byrne:** > Thanks Jawad for the great review! We're happy to hear that DealCloud is delivering value across the whole team. Our services team works hard to meet the needs of our clients and takes a lot of pride in their work, so we appreciate that feedback. We’re grateful for your partnership and excited to keep delivering value. ### 3. Business Development deal sourcing **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2026 **What do you like best about DealCloud?** 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. **What do you dislike about DealCloud?** 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. **What problems is DealCloud solving and how is that benefiting you?** A clear and easy to read interface/dashboard. A central location for all team members to to input data. I am more informed on my and my teams success and pacing which allows me to make better decisions in my day to day tasks. **Official Response from David Byrne:** > 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. ### 4. DealCloud: Streamlined Deal Management with Occasional Glitches **Rating:** 4.5/5.0 stars **Reviewed by:** Ashutosh A. | Private Markets Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2026 **What do you like best about DealCloud?** I like DealCloud for building our deal pipeline and feeding interactions. I appreciate being able to add new contacts and companies, which helps us get all the analytics from every single meeting, including notes on active and past deals. The details of the features and the merging capabilities are pretty beneficial. The deal pipeline is a useful tool, and the automations are very helpful for us, along with the reports we generate. **What do you dislike about DealCloud?** Sometimes, there are glitches in the system when we use the in type of source prop, and it cannot fetch or pull the data. **What problems is DealCloud solving and how is that benefiting you?** I use DealCloud to build our deal pipeline, manage interactions, and add contacts. It solves database issues, provides insights, and allows quick access to all deal information in one click. **Official Response from David Byrne:** > Thank you, Ashutosh for your thoughtful feedback! We’re thrilled to hear that DealCloud is not only making it easier to get contacts and new deals into the system, but the analytics are making a difference in terms of reporting and better understanding your deal pipeline. Occasionally users may experience a glitch with something. We encourage you to share those experiences with your account management team so they can be investigated. Thanks for sharing your experience, as it helps others see how DealCloud can make an impact. ### 5. Reliable Pipeline Consolidation That Makes Deal Flow Easy to Track **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 28, 2026 **What do you like best about DealCloud?** It consolidates the firm’s pipeline into a consistent format, ensuring the data is reliable and usable. It also makes it easier to track deal flow. **What do you dislike about DealCloud?** Because of the amount of data that needs to be entered, it can sometimes take quite a while to input all the information. **What problems is DealCloud solving and how is that benefiting you?** It provides a platform where I can review past deals and quickly confirm whether I’ve already evaluated that space or company before. **Official Response from David Byrne:** > Thank you for such great feedback! We love hearing how DealCloud helps firms better organize their data and that it’s providing easier access to pipeline information and from history. We have some new agentic AI capabilities that will make it easier to load data into the platform significantly reducing the need for manual data entry. You will find more information on that linked below. We’re always working to make the experience even better, and your success means a lot to us. ### 6. Summary of the Deal **Rating:** 4.0/5.0 stars **Reviewed by:** Michelle O. | Team Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2026 **What do you like best about DealCloud?** The deal management and CRM which allow emails to be synced to the contact profile **What do you dislike about DealCloud?** I have to individually upload photo of the Deal onto the Asset Image **What problems is DealCloud solving and how is that benefiting you?** Customizable to suit our needs **Official Response from David Byrne:** > Thank you for taking the time to share your experience, Michelle. We’re glad to hear that contact management in DealCloud has been helpful. We also appreciate your feedback on uploading of photos of deals. Our team is always working on improvements, and your input helps us prioritize what matters most. ### 7. Collect all data in a structured manner and store it for later use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2026 **What do you like best about DealCloud?** I like that you can collect all data, especially from the past, and reuse it later. **What do you dislike about DealCloud?** It is sometimes too quick that you get logged out of the website quickly, even though you actually want to continue working on it. **What problems is DealCloud solving and how is that benefiting you?** Dealcloud is a knowledge database for us that consolidates all company knowledge and allows everyone access to it. We use it to track projects. **Official Response from David Byrne:** > We’re glad to hear you’re finding value in DealCloud. The ease in which DealCloud both consolidates data, and makes it easy to retrieve and use later is something many of clients rave about.. Thanks for sharing your experience. We look forward to supporting your continued success! ### 8. Centralizes Complex Business Functions with Growing Pains **Rating:** 3.5/5.0 stars **Reviewed by:** Chase P. | Director of Finance & Valuations, Mid-Market (51-1000 emp.) **Reviewed Date:** December 07, 2025 **What do you like best about DealCloud?** I find DealCloud easy to self-administer, which is a big plus because we can manage and implement with our team of developers. I like that it improves every quarter, constantly adding features without increasing our baseline costs. I also appreciate its large breadth of potential, managing all kinds of organizational data that doesn’t have a natural home and acting like a web that brings our complicated business with its different functions all together. **What do you dislike about DealCloud?** They have lost their way with the private equity company as the primary target and have shifted focus to larger companies. It is now hard as an original client to keep up with the changes and have a strong relationship with the firm to take advantage of new features. The initial setup was challenging. **What problems is DealCloud solving and how is that benefiting you?** DealCloud is the web that brings our complicated business and various functions together, handling our development pipeline, capital raises, interactions with LPs, investment data tracking, and managing organizational data. **Official Response from David Byrne:** > Hello Chase, thank you for taking the time to share your experience. We’re pleased to hear that you find DealCloud easy to customize and that our quarterly updates add value to your work. Many of these enhancements are driven directly by client feedback, so we truly appreciate you taking the time to share yours. We’ve shared your comments with your account management team so they’re aware of your concerns and can help ensure you’re getting the most from the latest platform enhancements. Your feedback is extremely important to us and plays a key role in how we continue to improve DealCloud. ### 9. Robust Features But Needs UI Improvements **Rating:** 3.5/5.0 stars **Reviewed by:** Daniel K. | Growth Equity Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** December 03, 2025 **What do you like best about DealCloud?** I really appreciate the reporting flexibility that DealCloud offers, especially when you're well-versed in a list-based software structure. This feature allows me to customize and extract data efficiently, adapting reports to meet specific requirements with ease. I also value the ability to configure almost anything within the platform, which empowers me to tailor the system extensively so it aligns perfectly with our business processes and workflows. The centralization of all firm-wide knowledge is another aspect that stands out for me, as it consolidates information in one cohesive hub, facilitating easy access and collaboration across different teams. This integration boosts our efficiency and supports decision-making by providing a comprehensive view of our organizational data. Additionally, I have successfully built modules myself to track deal team travel, manage deal flow and history, and automate tasks and fundraising activities, showcasing the platform’s versatility. **What do you dislike about DealCloud?** I find the UI/UX of DealCloud to be sometimes slow, which can be quite frustrating. Additionally, the mobile app is extremely bad and borderline nonfunctional, making it difficult to use when I'm not at my desk. The initial setup of DealCloud was not easy but no CRM is. **What problems is DealCloud solving and how is that benefiting you?** DealCloud enhances firm-wide connectivity, collaboration, and task management while centralizing knowledge and offering flexible reporting. I automate tasks and track deals effectively, although initial setup is challenging and the mobile app needs improvement. **Official Response from David Byrne:** > Daniel, we’re so glad you’re finding value in DealCloud. DealCloud is highly configurable and its great to hear that you have created customizations that align with your business needs and resulted in efficiencies for your team. We appreciate the feedback on your UI/UX experience and the mobile app. Our team is always working on improvements, and your input helps us prioritize what matters most. Thanks for sharing your experience. ### 10. Purpose-Built CRM for Investment Banks, But Integration Hurdles **Rating:** 4.5/5.0 stars **Reviewed by:** Liibaan A. **Reviewed Date:** December 03, 2025 **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. **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. **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. **Official Response from David Byrne:** > 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. ## DealCloud Discussions - [How do you use Dealcloud?](https://www.g2.com/discussions/how-do-you-use-dealcloud) - [What is DealCloud used for?](https://www.g2.com/discussions/what-is-dealcloud-used-for) - [Why DealCloud?](https://www.g2.com/discussions/why-dealcloud) - [No](https://www.g2.com/discussions/no-cae7a396-e8b3-4833-ba5d-e739f53b3425) - 1 upvote - [View DealCloud pricing details and edition comparison](https://www.g2.com/products/dealcloud/reviews/dealcloud-review-1639275?section=pricing&secure%5Bexpires_at%5D=2026-07-17+14%3A55%3A31+-0500&secure%5Bsession_id%5D=9f6ce190-48ac-47b7-bd25-2d73eeb7db48&secure%5Btoken%5D=b84b992983b18cc8ead3fec0a9ebab21ca068e34bedb6d9afd1f717e64294417&format=llm_user) ## DealCloud Integrations - [Grata](https://www.g2.com/products/grata/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Word](https://www.g2.com/products/microsoft-word/reviews) - [PitchBook](https://www.g2.com/products/pitchbook/reviews) - [Sourcescrub](https://www.g2.com/products/sourcescrub/reviews) ## DealCloud Features **Investment Management** - Investment Portfolio Management - Investment Analytics - Reporting **Deal Identification - Deal Sourcing** - Market Mapping - Advanced Filters - AI-Powered Search - Multi-Source Tracking **Conversation Intelligence** - Action Items - AI Meeting Transcription - Sentiment analysis **Content** - Automation **Fund Management** - Deal Flow Management - Limited Partner Management **Market Intelligence - Deal Sourcing** - Automated Data Enrichment - Real Time Alerts - Investment Trend Analysis - Competitive Benchmarking - Performance Metrics **Workflow** - Triggering - Email drafting - Form Pre-fill - CRM Auto-Logging **Workflow & Customization - Deal Sourcing** - Secure Document Sharing - Third Party Integrations - Customizable Dashboards - Pipeline Management **Agentic AI - Venture Capital Management** - Cross-system Integration - Decision Making **Compliance** - Document verification - Language Monitoring - Audit Trail - Access Control - Triggering **Platform Additional Functionality** - Pre-Built Connectors - Dashboard - Cloud - Mobility - Messaging **Insights** - Next Best Action - Client Interaction Analysis - Revenue Opportunity **Platform Reporting and Analytics** - Reporting - Forecasting **Customer Support** - Case Management - Customer Support Portal - Knowledge Base **Marketing Automation** - Campaign Management - Lead Management - Marketing Analytics **Sales Force Automation** - Pipeline Management - Task Management - Product and Price List Management - Quote and Order Management **Agentic AI - Financial Services CRM** - Decision Making ## Top DealCloud Alternatives - [Affinity](https://www.g2.com/products/affinity/reviews) - 4.4/5.0 (66 reviews) - [Maximizer](https://www.g2.com/products/maximizer/reviews) - 4.0/5.0 (641 reviews) - [GReminders](https://www.g2.com/products/greminders/reviews) - 4.6/5.0 (680 reviews)