Intapp DealCloud feature highlight: Advanced search
Now, find out how much more your data can tell you. With advanced search functionality, search through your firm’s entire database in a matter of seconds without wondering what’s been missed.
Using related keyword logic, search through subjects and bodies of emails, business descriptions of companies, or even the contents and metadata of any document or attachment. Dedicate your team’s time and effort to using your data, not finding it.
Use advanced CRM search that relies on keyword logic rather than requiring exact matches.
Uncover hidden connections and insights by seeing anything related to your search term.
Specify which objects you need based on content or metadata, like deal status, contact type, or company location.
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DealCloud gives marketing professionals the tools they need to develop effective pitches and campaigns, track the ROI of their efforts, enhance firm reputation, and optimize client retention strategies. And thanks to our zero-entry approach, you’ll enjoy access to your firm’s most current and relevant information with minimal input.
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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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