Intapp DealCloud: Data management
Improve firmwide access to the data that matters most
Intapp DealCloud
More than a CRM
Features and capabilities
Industry solutions
Intapp DealCloud’s data management tools centralize and secure institutional knowledge alongside integrated third-party data. Quickly get the insights you need to make informed decisions with features like deduplication, data cleanliness reports, and bulk editing
Spend less time managing data and more time on critical tasks like relationship management and executing business.
Unlock the power of your firm’s data with data management and governance controls
Deliver firmwide visibility
Make more informed decisions with streamlined workflows and accessible data.
Implement better data practices
Implement clean data practices for increased data visibility.
Ensure secure data practices
Protect data access with user permissions, import/export controls, and audit logs.
Supports our strong growth
DealCloud has a fully configurable platform that is able to assist us with our strong growth in a fast-moving environment where structured process and data management is paramount.
Sascha Wagner
Partner
Caldera Pacific
Improve firmwide access to your most relevant data
Data centralization
Keep contacts, activities, and pipeline updates in one accessible location.
Deduplication and entry merging
Eliminate duplicates from multiple entries by combining metadata and references for a single entry or at scale.
Data cleanliness reports
Curate cleaner, more actionable data with dashboard cleanliness monitoring.
Permissions-based deletion logs
Empower selected users to revert changes when needed with deletion logs that show the date, user, the affected list, and the number of deleted entities.
Bulk editing and data automation
Save time with spreadsheet-like editing, automate data updates, and seamlessly migrate data tables to and from Excel.
Third-party data integrations
Access DataCortex for data, news, and contacts or other data providers, like Pitchbook, Equilar, Preqin, and S&P Global Market Intelligence — all from inside DealCloud.
Intapp DealCloud data integrations
Analyze your firm’s proprietary data alongside third-party intelligence from our growing list of data providers — right from the Intapp DealCloud interface.
Learn more about Intapp DealCloud
Blog Posts
Preqin and Intapp: 3 data management use cases
To move quickly, stay organized, and keep ahead of the competition, today’s firms require a well-c...
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Financial Services
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Intapp DealCloud
News
Data driven business development
Advanced data analytics are enhancing business development and marketing efforts across many sectors...
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Professional Services
Blog Posts
Data governance best practices for professional and financial services firms
At any professional and financial services firm, data is one of the most valuable organizational ass...
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Intapp DealCloud
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