Intapp DealCloud: Data management
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.
Make more informed decisions with streamlined workflows and accessible data.
Implement clean data practices for increased data visibility.
Protect data access with user permissions, import/export controls, and audit logs.
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.
Keep contacts, activities, and pipeline updates in one accessible location.
Eliminate duplicates from multiple entries by combining metadata and references for a single entry or at scale.
Curate cleaner, more actionable data with dashboard cleanliness monitoring.
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.
Save time with spreadsheet-like editing, automate data updates, and seamlessly migrate data tables to and from Excel.
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.
Analyze your firm’s proprietary data alongside third-party intelligence from our growing list of data providers — right from the Intapp DealCloud interface.
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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.
Learn more about our data foundation
Secure your data with Intapp Cloud Infrastructure, leveraging Microsoft Azure’s stability and our dedicated support, plus seamless Microsoft integrations.
Learn more about our cloud infrastructure
Gain access to Intapp’s ecosystem of data, technology, and services from over 100 trusted partners, with built-in integrations and dedicated support.
Learn more about our partner ecosystem
