TrustRadius: an HG Insights company

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Intapp Intake

    Score10 out of 10
    N/AIntapp Intake is a client onboarding software solution designed to take on new business while managing regulatory, financial, and reputational risks. The vendor states users will streamline management of the entire business-acceptance lifecycle with a configurable interface that automates manual intake processes and lets users leverage natively embedded content within the software.N/A

    SAS 360 Plan

    Score8.9 out of 10
    N/AFormerly SAS Marketing Operations Management, a solution to integrate and manage all marketing processes for greater consistency, efficiency and effectiveness – from marketing strategy development and planning to content creation, campaign execution and post-campaign analysis.N/A
    Pricing
    Intapp IntakeSAS 360 Plan
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    Intapp IntakeSAS 360 Plan
    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
    Best Alternatives
    Intapp IntakeSAS 360 Plan
    Small Businesses
    airSlate WorkFlow
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    Enterprises
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    Score8.5 out of 10
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    Score9.3 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Intapp IntakeSAS 360 Plan
    Likelihood to Recommend
    10.0
    (1 ratings)
    8.0
    (1 ratings)
    Data Sharing and Collaboration
    -
    (0 ratings)
    9.0
    (1 ratings)
    Data Sources
    -
    (0 ratings)
    9.0
    (1 ratings)
    User Testimonials
    Intapp IntakeSAS 360 Plan
    Likelihood to Recommend
    Intapp
    Intapp is very useful when analyzing a database of information. Intapp is coded in a way that it performs special functions to find specific results that may be relevant for your search. The functions are easy to use and very helpful in conducting analysis. Because of these functions, Intapp does a lot of the hard work for you.
    Incentivized
    Read full review
    SAS
    No answers on this topic
    Pros
    Intapp
    • Conflict analysis
    • Easy to use interface
    • Displays client information
    Incentivized
    Read full review
    SAS
    • Create and manage a detailed plan for a marketing campaign: when you create detailed project plans and then task and role levels, SAS Marketing Operations Management (SAS MOM) makes it easier to coordinate between projects with very little, if any, issues.
    • Share, reuse and leverage existing marketing assets: Like some marketing tools, SAS MOM allows you to create and reuse assets across various channels.
    • Manage project collaboration and execution: You are allowed to set up a workflow that helps move processes along without having to manage each step of the project.
    Incentivized
    Read full review
    Cons
    Intapp
    • Dark mode
    • Latency issues and crashes
    • Irrelevant results being removed
    Incentivized
    Read full review
    SAS
    • It would be good to have a Storyboard feature to summarize and tie together some of the dashboard metrics.
    • Missing feature: Hubspot CRM integration.
    Incentivized
    Read full review
    Return on Investment
    Intapp
    • Intapp has helped our teams be more efficient
    • Intapp has made our job easier
    • Intapp has been the main tool for performing our duties
    Incentivized
    Read full review
    SAS
    No answers on this topic
    ScreenShots