No. 6 of 28 ·Financial Services CRM Software

DealCloud

Web · Android · iPhone · Extension

Freedom report

Two barsScore 5.5

Free tierNo free tier on record
Open codeNo open-source code on record
Runs widely3 of 6 device platforms
DocumentedPlans, terms and facts published

DealCloud is ranked #6 of 28 in financial services CRM software on Freedom251. It runs on Android, Browser extension, iOS, Web.

DealCloud plans and pricing

All plans

DealCloud enterprise offering Not published Additional fee; contact an Intapp representative for detailed pricing. Dedicated cloud storage · Daily site backups · Dedicated testing environments · Enhanced controls and visibility intapp.com · 3 Oct 2026

Compared on financial services CRM software

Compliance workflows: Yes
Opportunity management: Yes
Audit trail: Yes
Deployment: cloud
Email and calendar sync: Yes

Best DealCloud alternatives

See all 12

Two bars Zoho CRM Free tier No. 1$14/mo6.6 Two bars Total Expert Free tier No. 2$100/mo6.4 One bar AdvisorCRM Free tier No. 3$59/mo6.3 One bar AdvisorEngine CRM Paid plans No. 4$5.75/mo5.5 One bar Aidium Paid plans No. 5—5.5 One bar Dynamo CRM & Deal Management Paid plans No. 7—5.5

The record

Purpose: DealCloud is an AI-powered deal and relationship intelligence platform for professional firms.
Who it serves: The platform is preconfigured for private capital, investment banking, legal, and advisory firms.
Deal workflows: Private capital workflows cover fundraising and investor relations, deal sourcing and screening, diligence and investment committee preparation, and exits.
Relationship intelligence: AI surfaces warm paths, measures relationship strength, and guides outreach across deals, matters, and engagements.
Activity capture: DealCloud can automatically log interactions and meetings from Outlook and create shared engagement records.
Workflow automation: Configurable workflows can trigger tasks, approvals, and escalations using rule-based logic.
Data model: Its flexible data model lets firms adapt entities and relationships without custom code.
Data enrichment: DealCloud can populate records with market intelligence from providers including Preqin, PitchBook, and FactSet.
Microsoft integrations: Microsoft Outlook, Excel, Word, and Edge add-ins connect DealCloud data and reporting with those applications.
Collaboration: DealCloud can provision deal-specific SharePoint sites and Teams workspaces and synchronize workspace membership with deal changes.
Security certifications: Intapp says its cloud products have ISO 27001/27017/27018/27701 and CSA STAR certifications, with SOC 1 Type 2 and SOC 2 Type 2 reports available.
Enterprise security: The enterprise offering describes dedicated Azure-hosted cloud storage, bring-your-own-key encryption, and daily site backups.
Support: Intapp lists [email protected] for clients with product support questions.
Pricing: The enterprise offering page says it carries an additional fee and directs customers to an Intapp representative for detailed pricing.

Where it ranks on Freedom251

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Sources

intapp.com/dealcloud/· checked 3 Oct 2026
intapp.com/dealcloud/microsoft-add-ins/· checked 3 Oct 2026
intapp.com/dealcloud/collaboration/· checked 3 Oct 2026
intapp.com/cloud/security/stewardship/· checked 3 Oct 2026
intapp.com/dealcloud/enterprise-offering/· checked 3 Oct 2026
intapp.com/block/contact-intapp-faq/· checked 3 Oct 2026