Deal Management, CRM & Pipeline AI-powered

Intapp DealCloud

United States

Intapp DealCloud is an AI‑powered deal and relationship intelligence platform that gives professional firms a single hub to manage pipelines, relationships, data and workflows across the client and deal lifecycle.

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Key features

  • Relationship intelligence – Continuously analyses communications and interactions to surface who knows whom and how well across the firm.
  • Zero‑entry activity capture – Automatically logs emails and meetings from Outlook and Google Workspace.
  • Configurable workflows – Industry‑specific data models and configurable workflows standardise best practices and enforce governance.
  • Pipeline & deal management – Comprehensive deal views, bidder lists, staffing and analytics for the entire lifecycle.
  • Data enrichment – Integrates Intapp Data and premium market feeds to enrich firms’ own CRM records.

AI capabilities

DealCloud uses conversational and agentic AI to surface insights from firm data, automate playbooks, score relationships and recommend next steps, while enriching records with external data feeds.

Integrations

  • Microsoft Outlook/Exchange, Google Workspace, Intapp Data and premium market feeds
  • additional integrations via pre‑built connectors and partner ecosystem.

More information

DealCloud was founded around 2010 with headquarters in Jersey City and later acquired by Intapp; it now forms Intapp’s flagship AI‑powered CRM and deal management offering for regulated professional firms globally.

What Makes Intapp DealCloud Different

Key differentiators highlighted by the vendor.

  1. AI-first workflows – Conversational and agentic AI embedded directly into deal and BD workflows.
  2. Regulated‑market focus – Designed for legal, PE, banking and other regulated sectors.
  3. Integrated suite – Part of a broader Intapp cloud across client and deal lifecycle.

Key facts

Year founded
2010
Pricing
Subscription – Enterprise SaaS pricing based on users, modules and data, sold to financial and professional services firms via direct sales; list prices are not publicly published.
Deal stage
All
Target market
Corporate M&A · M&A Advisory · Private Equity · Venture Capital · Asset Managers · Investment Banking · Law Firms · Real Estate

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