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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    DealCloud

    Score8.3 out of 10
    N/ADealCloud’s platform centralizes communication data and helps firms transform average day-to-day activities into actionable relationship intelligence. DealCloud is an Intapp company (acquired August 2018).N/A

    IQLeads®

    N/AN/AIQLeads is an automated sales, service and retention lead generation and tracking system. The software uses a data mining engine to automatically searches your core banking data and other 3rd party data sources to find relevant cross-sales, retention and servicing leads. Leads are served up to branch locations, tellers, commercial bankers and others who need to be informed of possible sales opportunities. Each leads is tracked to completion using easy to use drill down reports.N/A
    Pricing
    DealCloudIQLeads®
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    DealCloudIQLeads®
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    User Ratings
    DealCloudIQLeads®
    Likelihood to Recommend
    9.0
    (1 ratings)
    -
    (0 ratings)
    Usability
    8.0
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    DealCloudIQLeads®
    Likelihood to Recommend
    Intapp
    DealCloud is excellent for tracking the relationship with a contact and how they've added value to the firm by helping with specific request. Where I think it could improve is in offering more modern, AI powered reporting; where AI can tap into available data to generate richer insights, such as a company's key highlights from the past six months
    Incentivized
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    Quest Analytics
    No answers on this topic
    Usability
    Intapp
    Its excellent for tracking the investment and portfolio Management Lifecycle. Its a platform that helps organize and centralized all information in on place, making it especially useful for reviewing everything done for a portfolio companies and identifying business opportunities with other companies. It also tracks contact interactions, which makes it easy to assess relationships strength and evaluate how valuable that connections has been to the firm. Overall, the platform is solid and functional, but there's always room for improvement, implementing internal AI capabilities would be a huge plus
    Incentivized
    Read full review
    Quest Analytics
    No answers on this topic
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