Intapp DealCloud: Microsoft add-ins
Intapp DealCloud’s suite of Microsoft Outlook, Excel, Word, and Edge add-ins gives users the ability to sync information across platforms using their familiar processes and programs. Extend the DealCloud platform into your everyday workflows by integrating data and reporting from Microsoft 365 directly into your pipeline.
Access information across platforms to simplify workflows and eliminate the need to switch between different tools.
Automatically pull relevant details from Microsoft Outlook inboxes and easily import data from Excel to improve data accuracy and enhance reporting outcomes.
Automate reports within Microsoft Word and Excel, access DealCloud from any webpage in Microsoft Edge, and access detailed insights directly from your Outlook inbox.
DealCloud offers a state-of-the-art integration with Office 365, which helps us to keep better track of our projects and increase efficiency and transparency for ourselves and our clients.
Update existing deals or contact info, import new deals, sync calendar events, assign tasks, and take meeting notes — all without leaving Microsoft Outlook.
Easily create customized, branded reports, and automatically populate any field with DealCloud data.
Easily access DealCloud data directly within Microsoft Excel and import updates back into DealCloud using a bi-directional sync.
Identify opportunities, capture notes, and update DealCloud while researching target investments in Microsoft Edge.
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For more than a decade, Intapp has been bringing the power of automation and intelligence to professional and financial services firms — helping clients like you solve their specialized needs and challenges.
The results of our technology strategy are the industry solutions professionals rely on to close deals, meet compliance, and increase visibility and collaboration.
Our AI solutions, built on Intapp Data Foundation, meet industry-specific data, integration, and security needs to support your professionals.
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Secure your data with Intapp Cloud Infrastructure, leveraging Microsoft Azure’s stability and our dedicated support, plus seamless Microsoft integrations.
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Gain access to Intapp’s ecosystem of data, technology, and services from over 100 trusted partners, with built-in integrations and dedicated support.
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