DealCloud Overview
What is DealCloud?
DealCloud is a data-powered platform delivering vertical-specific solutions that enable financial services professionals to execute deals at the highest levels. Our platform is purpose-built for financial services firms to be flexible and easily configured to meet the changing needs of capital markets professionals. More than just a CRM: We provide a single solution to help manage relationships, execute deals, and easily connect with external solutions and third-party data providers.
Who is DealCloud best for?
DealCloud is purpose-built for firms serving in the private capital markets space, including private equity, private debt, investment banking & advisory, limited partners, secondaries, and more.
DealCloud Details
DealCloud Platforms supported
Cloud, SaaS, Web-Based
Desktop Mac
Desktop Windows
Mobile Android
Mobile iPad
Mobile iPhone
Desktop Chromebook
Desktop Linux
On-Premise Linux
On-Premise Windows
DealCloud Support options
Email Help Desk
FAQ Forum
Knowledgebase
Phone Support
DealCloud Training options
Documentation
In-Person
Live Online
Videos
Webinars
DealCloud Related Categories
DealCloud Typical customers
Freelancers
Small Businesses
Small to Mid size businesses
Mid size businesses
Mid to Large size enterprises
Large enterprises
Very Large enterprises
DealCloud Features
Most valued DealCloud features by users
Alerts/Notifications
Process/Workflow Automation
Data Enrichment
Customizable Scoring
AI/Machine Learning
Lead Qualification
Prioritization
Multiple Scoring Models
Demographic / Firmographic Data
Lead Distribution
Predictive Analytics
Third Party Integrations
Activity Dashboard
Task Management
Reporting/Analytics
Lead Scoring
Lead Management
Interaction Tracking
Email Templates
Document Management
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