DealCloud
DealCloud: A configurable CRM for financial-services deal teams that need control and visibility. Ranked #20 of 28 in Financial Services CRM Software by our editors (7.0/10); pricing: Pricing on request; best for deal-focused financial-services teams.
At a glance
- Editor score7.0 / 10
- PricingPricing on request
- Best forDeal-focused financial-services teams
- Compliance workflowsYes
- Facts checked20 Sep 2026
Where it wins
- Relationship maps connect contacts, firms, and deal activity.
- Configurable workflows support approvals, alerts, and compliance processes.
- AI summaries, reporting, Outlook sync, and mobile apps extend daily access.
Where it doesn't
- Standard pricing requires contacting sales.
- The named integrations focus mainly on Microsoft 365 and Outlook.
- Its broad configuration may be more than narrow CRM use cases require.
Our verdict on DealCloud
DealCloud is a cloud-based CRM and relationship intelligence platform from Intapp for professional and financial services firms. It supports relationship management, business development, deal sourcing, pipeline management, fundraising, investor relations, and client lifecycle workflows. Deal-focused teams can use relationship maps, configurable data models, opportunity workflows, reporting, compliance controls, and audit trails to organize activity across regulated processes. Web, iOS, and Android access support work across desktop and mobile environments.
Pricing follows a contact-sales model rather than published standard plans. Prospects are directed to schedule a demo, so evaluation centers on the organization’s requirements and the platform’s configurable scope. The product covers automated tasks, approvals, alerts, notifications, role-based permissions, audit trails, and configurable analysis. AI-generated deal summaries and recommendations add a layer for reviewing deal information, while Microsoft Outlook email and calendar synchronization connects relationship and pipeline work with daily communications. Microsoft 365 is also listed as an integration, and third-party market-data integrations are supported.
DealCloud is a strong fit for teams that manage complex deal processes, relationship networks, compliance workflows, and reporting in one system. Its breadth suits private capital, investment banking, legal, accounting, consulting, and other regulated professional firms with varied business workflows. Teams seeking a narrow, ready-made CRM with transparent self-serve pricing may prefer a simpler alternative. The platform’s value depends on how well its configurable workflows, data models, controls, and integrations match the organization’s operating model, especially when the primary ecosystem requirement extends beyond Microsoft 365, Outlook, and market-data connections.
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DealCloud pricing
DealCloud fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Compliance workflows | Yes |
| Opportunity management | Yes |
| Client portal | Not verified |
| Audit trail | Yes |
| Deployment | Cloud |
| Email and calendar sync | Yes |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Compliance & security | ISO 27001, SOC 2 |
| Support | Email, Phone |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 2 integrations: Microsoft 365, Microsoft Outlook |
| Pricing | Pricing on request |
| Website | intapp.com |
| Facts checked | 20 Sep 2026 |
DealCloud integrations
DealCloud lists 2 integrations on its own site.
- Microsoft 365
- Microsoft Outlook
Alternatives to DealCloud
- Salesforce Financial Services CloudA financial-services CRM with deep workflows, compliance controls, and enterprise pricing.9.3
- Zoho CRMFlexible CRM coverage at a low entry price, with limited financial-services specialization.9.0
- Creatio CRMA broad, configurable CRM for teams that need cross-functional automation.8.9
See all DealCloud alternatives →
Also Ranked In
DealCloud is ranked in 2 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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