Name: DealCloud
Rating: 8.3 (8 reviews)
Author: Intapp

Help Desk

Web and Video Conferencing

Customer Support

Chatbot

Text Editors

Development

Business Intelligence (BI)

Business Process Management (BPM)

Collaboration

Enterprise Asset Management

Facility Management

PDF Editors

Enterprise

Accounting

Anti-Money Laundering (AML)

Cryptocurrency Wallets

Financial Risk Management

Hedge Fund

Spend Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

On-Demand Payment

Payroll

Resume Parsing

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

eLearning Content

Human Resources

3D Printers

Application Virtualization

Change Management

Cloud Storage

Complex Event Processing

Component Content Management

Data Governance

Data Pipeline

Density-Optimized Servers

Disk Based Backup

Fraud Detection

IT Professional Services

Integration Platform as a Service (iPaaS)

Mainframe Monitoring

Managed File Transfer (MFT)

Metadata Management

Network Performance Monitoring

OpenStack Cloud

Product Implementation Services

Test Management

Vulnerability Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Call Tracking

Channel Management

Content Management

Contest Management

Email Marketing

Marketing Automation

Personalization Engines

Product Management

Referral Marketing

Search Marketing Intelligence

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Transcription

Professional Services

Customer Relationship Management (CRM)

Sales Forecasting

Sales

Certificate Lifecycle Management

Security

Car Rental

Catering

Construction Accounting

Multiple Listing Service (MLS)

Online Fax

Vertical-Specific

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### CRM Features and Functionality
Users have expressed mixed opinions regarding DealCloud's CRM features and functionality. While many appreciate the high level of customization and the ease of linking different modules, some users have encountered challenges with the implementation process and the learning curve associated with the increased functionality. Additionally, concerns have been raised about the platform's limitations in terms of API integrations and email marketing capabilities. Despite these drawbacks, DealCloud's CRM features and functionality remain a key selling point for users seeking a tailored solution for their investment needs.

### Implementation and Customization
Users have expressed frustration with DealCloud's implementation and customization process, citing issues such as incomplete implementation, lack of guidance, and the need for extensive post-implementation adjustments. The platform's limited API options have also been a point of concern, with users feeling pressured to handle technical aspects themselves or pay high fees for API work. Additionally, the platform's customization features, which require assistance from DealCloud agents, have been deemed cumbersome and in need of further refinement.

### Pipeline Management
Users appreciate DealCloud's pipeline management features for providing better transparency into how interactions translate to deal flow, enabling them to optimize their outreach efforts. The platform's ability to split communication and deal flow with intermediaries and proprietary searches has been particularly beneficial for companies dealing with complex pipelines. DealCloud's customizable filters and information organization have also been commended for simplifying the management of growing pipelines.

### Contact and Communication Management
Users appreciate DealCloud's efficient contact and communication management features, particularly highlighting the system's ability to link various modules and streamline the tracking of contacts. The platform's capability to facilitate communication through linking emails has been a time-saving asset for many users. DealCloud's contact and communication management functionalities have garnered positive feedback for their effectiveness in enhancing deal flow tracking and planning processes.

DealCloud’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).

Formerly from Ebix, Zinnia SmartOffice is a practice and agency management solutions for financinal service providers and banking institutions, offering CRM features, client engagement, note logging, financial document and data management, and related features.

Single User Performance License

Advisor Bundle

Producer Bundle

The Financial Services Cloud from Salesforce is used to create customized experiences for users and customers, and get information at the right to improve productivity and satisfaction. The vendor states that wealth management advisors can use the CRM’s ability to better understand and address client needs, building fruitful client relationships. Retail, mortgage, and commercial bankers can get a complete customer view when and where they need it. In insurance, users of the financial services CRM can craft personalized communication across all channels and devices for more meaningful customer interactions.

Service

Sales and Service

Einstein 1 for Sales and Service

DealCloud

CRMs provide a system of record for a company's contacts and communications with them. CRMs specific to the needs of financial advisors and their agencies provide the contact and task management features, as well as workflow automation, associated to general CRMs. But features unique to CRMs for financial agencies might include prospecting workflows, compliance-minded communication tools, customer onboarding workflows with finance specific assessments, financial document imaging and storage management, as well as integration with investment portfolio management tools.

Financial Services CRM

Intapp

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

DealCloud

Overview

What is DealCloud?