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 add-ins and integrations
DealCloud meets users where they are by integrating with the Microsoft 365 applications you use every day – including Outlook, Excel, Word, PowerPoint, SharePoint, and Teams – to keep you in your flow of work and avoid disruption.
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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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