Desktop
Add or modify data from your email and calendar. All data is automatically captured and appropriately tagged within DealCloud so you can stop wasting time on manual data entry and close more deals.
Mobile
Our mobile apps are completely configurable and optimized for on-the-go dealmaking. Access custom tearsheets, reports, dashboards, documents, and all the data you need from the palm of your hand.
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Security
Our platform is securely hosted on Microsoft Azure’s enterprise-grade cloud computing platform. Our focus and investment is, and always will be, on our clients’ data security.
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Microsoft Excel and Word add-ins
Use our Microsoft Word and Excel add-ins to access all the information in the DealCloud platform. Microsoft Excel and Word treat DealCloud data like any other data point, which opens the door for pivot tables, SUMIFs, and other data analysis. Create a report template, save it, and hit refresh — and you have on-demand reporting in your preferred format.
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Push-button reports
DealCloud enables teams to download and design preformatted reports based on any data set from either web or mobile interfaces. Reduce administrative burden by scheduling these reports to be sent to yourself, a team member, or group of people as a PDF or Microsoft Word document at a cadence that works best for you.
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“Work on behalf of”
Our “Work on behalf of” feature lets users to execute work within the DealCloud platform on behalf of someone else. This allows members of your team to work together and lean on each other for support with ease.
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Search
Our robust, type-ahead search functionality looks across deals, companies, documents, locations, industries, and interactions so you can find what you need faster. Save your favorites for even faster navigation.
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Offline mode
All cached content is available in offline mode, so you can work wherever, whenever. All newly entered interactions and tasks are saved in the outbox and synced once a connection is reestablished.
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Business card scanner
Don’t let the business cards you collect at conferences and events collect dust. Scan them directly into DealCloud as contacts for faster data entry.
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Gmail and Microsoft Outlook
add-ins
Our custom add-ins for Google Workspace and Microsoft Outlook let you automatically sync emails, contacts, events, and attachments directly into the platform.
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