Intapp DealCloud feature highlight: Work on behalf of
Maintain CRM accuracy without sacrificing security or transparency
Intapp DealCloud
More than a CRM
Features and capabilities
Industry solutions
Increase efficiency without sacrificing security or accuracy
Intapp DealCloud’s “work on behalf of” feature empowers busy professionals to boost productivity and maintain CRM accuracy without sacrificing security or transparency. Enable authorized “proxies” (like assistants or interns) to seamlessly work within your DealCloud account and perform updates, tasks, and data entry on your behalf.
Ensure that your CRM stays current, even when you’re caught up in meetings or travel.
Improve efficiency across your firm
Reduced workload
Streamline CRM maintenance for busy executives.
More delegation
Delegate tasks and updates to capable team members.
Enhanced data quality
Ensure accurate and timely CRM information.
Maintain accuracy, accountability, and security
Assign permissions
Choose who can act as “proxies” for other users.
Seamless switching
Empower proxies to access accounts with customizable or full permissions.
Audit trail
Track all changes made by proxies for clear accountability of DealCloud work.
Outlook integration
Assign or complete tasks directly from emails.
Learn more about Intapp DealCloud
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Intapp DealCloud
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