Save time on email outreach with DealCloud’s applied outreach feature, which uses AI to generate personalized emails that drive better response rates.
Intapp Assist for DealCloud: Applied outreach
Create client emails that convert with AI-powered insights and drafts
How it works
Select recipients
Choose the DealCloud contact or contacts you want to email.
Guide the AI
Select from predefined email templates, or provide instructions to the AI to generate custom content.
View contextual insights
See AI-surfaced insights on selected recipients, including interactions, relationship history, and news.
Review and send
Review the AI-generated draft, personalized to each contact based on recent interactions and news, then edit as needed.
Analyze performance
Monitor email opens and track engagement metrics in real time.
Tailored emails for every industry
Business development
Plan and schedule business travel and roadshows.
Mergers and acquisitions
Draw interest from potential buyers during the sell-side process.
Investor relations and fundraising
Target investors during fundraising, communicate about deals, and manage investor relationships.
See applied outreach in action.
Schedule a demo of Intapp DealCloud
Speak with an expert
Fill out the form and someone will be in touch to schedule a demo.