# DealCloud Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about DealCloud Software - reviews, pricing plans, popular comparisons to other Lead Management products and more. Source: https://www.capterra.com/p/139967/DealCloud --- # DealCloud Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) DealCloud ## What is DealCloud? Intapp DealCloud is an end-to-end lead and relationship management platform designed for financial and professional services firms. It helps teams capture, qualify, and advance leads through the pipeline with greater efficiency and visibility. By unifying proprietary and third-party data, DealCloud provides a single source of truth for all lead and contact activity. Customizable workflows, automated follow-ups, and real-time reporting ensure no opportunity is missed, while AI-powered insights surface the most promising leads. DealCloud also integrates with Microsoft Outlook and Excel to help business development and marketing teams drive growth, improve collaboration, and convert leads into long-term clients. ## What is DealCloud used for? [Financial CRM](https://www.capterra.com/financial-crm-software/)[Sales Tracking](https://www.capterra.com/sales-tracking-software/)[Lead Management](https://www.capterra.com/lead-management-software/) Top alternative Featured Overall rating Based on 21 user reviews Reviews sentiment Positive 86% Neutral 10% Negative 5% Contact vendor for pricing Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for DealCloud?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.dealcloud.com&name=DealCloud) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### DealCloud 4.5 (21) VS. [4.3 (6,964)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting Price Contact vendor Starting Price $14 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.2 (21) Ease Of Use 4.1 (6,513) Value For Money 4.2 (15) Value For Money 4.3 (5,377) Customer Service 4.4 (17) Customer Service 4.1 (5,256) ## DealCloud alternatives [4.1 (366)](https://www.capterra.com/p/154610/Maximizer-CRM/reviews/) Starting price $65.00 Per User, Per Month [4.5 (820)](https://www.capterra.com/p/152769/eWay-CRM/reviews/) Starting price $20.00 Per User, Per Month Highest Rated [4.5 (4,451)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month [4.5 (3,042)](https://www.capterra.com/p/132666/Pipedrive/reviews/) Starting price $19.00 Per User, Per Month [View all alternatives](https://www.capterra.com/p/139967/DealCloud/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Client Management 4.5 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Manage contact details and communication with clients Contact Management 4.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Data Import/Export 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Import and export data to and from software applications Interaction Tracking 4.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Track interaction history by documenting conversations for contacts Calendar Sync 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Synchronize with other calendars to view mutual availability and schedules Lead Capture 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Automatically identify and save contact information of potential customers DealCloud 129 features Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities Define levels of authorization for access to specific files or systems Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Continuous profile-based stream of news and activity Generate one-off reports that meet information requirements Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage various aspects of appointments including booking, rescheduling, canceling Schedule appointments via a calendar Assign issues and tasks based on availability or required skills A record of all activities within the system, including user access, changes made, etc. Compare key metrics for the business against prominent players in the industry Create budgets based on historical data and future projections Capture contact information by scanning a physical item and having the system automatically extract data from the scan Define and maintain business rules that determine workflow capabilities and criteria Track and manage schedules and meetings via an integrated calendar Synchronize with other calendars to view mutual availability and schedules Notifications/alerts for upcoming events or tasks Collects essential call data such as call origin, call destination, call length, and other transaction details Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Manage contact details and communication with clients Match clients or tenants with suitable properties based on their specific requirements, preferences and budget Provides a channel for team members to share media files, communicate, and work together Leave comments and notes on documents for others to view Tracking, calculating, and paying commissions and earnings to employees Evaluating strengths and weaknesses of companies with the same target audience Track and report regulatory data to either internal management or external stakeholders Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Integration with third-party CRM systems A collection of customer information such as contact details, demographics, previous interactions, etc. Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Alter the layout and content of reports Assembly of graphs and charts for visualizing and tracking statistics/metrics Creation and customization of dashboards Automatically retrieve and pull information from documents, websites, images, data sets, and other sources Import and export data to and from software applications Combining data from different sources and providing a unified view Ability to handle large datasets Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Graphical representation of data Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Model the varying behavior of a system over time through diagrams Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Pre-made examples and templates for emails Track delivered, received, and opened emails Predefined actions automatically performed on the occurance of specific events Track collected or paid charges for services performed or access granted Public or private sharing of digital files such as documents, audio/video, images, and more Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Plan, manage, and track the financial activities of an individual or organization Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. Used by financial advisors and money managers Used by retail investors and active traders/day traders For realtors, real estate investors, property managers, and other real estate professionals. Caters to sales teams Designed for small businesses Form predictions based on past and present data/trends Manage allocation and performance of financial assets Establish measurable goals and objectives and track their progress over a specific period of time Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids Track interaction history by documenting conversations for contacts Studying and analyzing the performance of financial assets like stocks, mutual funds & bonds to create a list of well-performing assets Monitor capital allocation and asset prices over time Visualization tool to organize and optimize tasks and track their status at every stage of workflow Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity Tracking the status of previously identified performance measurements Automatically identify and save contact information of potential customers Route and distribute your leads to third party buyers Manage the process of attracting and converting business prospects into leads Store information about leads or contacts and track, manage and nurture them throughout the sales process Engage with a lead throughout the sales process by actively providing information Score a lead on their quality or likelihood to buy based on certain behaviors Score a lead based on quality or likelihood to buy/convert based on predetermined criteria Divide leads into buckets based on predefined criteria and routing rules Boards that use custom metrics to show how leading performers compare to other individuals/teams Automate workflows and trigger campaigns based on customer actions Access software remotely via mobile devices Access the system via a mobile application Observe and track the demand, usage, progress or quality of a system, product, or user Manage and handle various international currencies Track all opportunities for potential sales and convert them into recurring revenue A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Predict future data based on historical data sets Streamlining repetitive tasks and activities through automated and predefined workflows Reporting on how each user, task or process has advanced since its initiation Tools designed to streamline the process of lead generation and management for sales teams Analyze and gain insights into data in real-time Receive data and information in real time Active reporting of data and metrics Log and store the source of contacts/leads Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Monitor sales and make necessary adjustment in order to increase demand and revenue Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Set & manage permission levels based on user roles and restrict access to only authorized individuals Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. Pipeline view and tracking lead status Reports specific to sales analysis for trends and strategies Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions Search and filter data across systems to locate required information by entering keywords or certain criteria Securely stores data to prevent data loss or breaches Group leads or contacts based on their specific characteristics Access, combine, transform, and store data without the help of an IT department Apply statistical/mathematical models to sets of data At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them Create, manage and track all task activities and progression Track and manage the scheduling of tasks Create, save, and re-purpose templates for emails, forms, etc. Organize customer data and accounts by user or geography Set up connections to third-party platforms to improve business processes Review data from past periods to reveal recurring tendencies and predict future performance Visually identify direction of development and areas that require attention Interact with data visualization elements, such as charts and graphs, to drill down into data Web form that allows users to enter data that is sent and processed for different reasons Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.1 (20) 4.1 Based on 20 reviews ## Pricing Value for money 4.2 (15) ### Starting price Contact vendor for pricing Free trial not available [View all Pricing Plans](https://www.capterra.com/p/139967/DealCloud/pricing/) Value for money 4.2 (15) 4.2 Based on 15 reviews ## Integrations [ Tableau](https://www.capterra.com/p/208764/Tableau/)[ NetSuite](https://www.capterra.com/p/135757/NetSuite/)[ Cvent Event Management](https://www.capterra.com/p/26318/Cvent-Event-Management/)[ Taiga](https://www.capterra.com/p/137160/Taiga-io/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.4 (17) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.4 (17) 4.4 Based on 17 reviews ## User reviews Overall rating 4.5 Based on 21 reviews Filter by rating 5(15) 4(3) 3(2) 2(1) 1(0) Mentioned topic Sorted by most recent MM Michael M. Manager of Information Systems Investment Banking ### "Great CRM Built to Support M&A" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 September 10, 2025 Their support techs and client success managers are always available to help quickly, which is a much better experience than other platforms out there. Pros DealCloud offers an easy to customize platform that helps enable financial services users to maintain pipelines and contact management. Cons Working with other CRMs, they offer more customization that DealCloud currently doesn't offer. In recent updates, they have added more customization, but there is still a lot more they can offer in terms of customization to fit the needs of our firm and enable custom features not natively supported by DealCloud. Switched from [Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/) Moved to a platform built to support M&A Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor September 25, 2025 Thank you for taking the time to share your experience, Michael. We’re glad to hear that DealCloud's tech support and Client Success teams are responsive to your needs. This is an area we take a lot of pride in. We also appreciate your feedback regarding customization of the platform. Many of the recent updates to the DealCloud platform have been in response to feedback from our clients. We would love to hear more about the specific customizations you are looking for, and encourage you to reach out to your Account team so we can learn more. AL Arden L. Analyst Financial Services ### "Analyst Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 December 21, 2022 Pros I find the navigation of the software fairly easy, once I was familiar with it I had a good understanding of how to navigate and find new features. Cons There are a couple of nits that cost me a lot of time, the reporting and exporting functions are very time-consuming, inefficient, and have many bugs. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. LG Lina G. Analyst Financial Services ### "DealCloud is the best for PE" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 29, 2020 Pros It’s highly customised and easy to use, any functionality you could possibly want can be done for you. Cons I honestly loved this software I think just adding more search features to search by URL Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AU Anonymous User Alumni and Client Programs Manager Law Practice ### "Great CRM functionality" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 July 17, 2020 Overall the experience has been positive. We can track meetings, contacts, and plan ahead. Pros I liked the functionality of the CRM and the ability to customize the different fields for data I want to track. Cons With increased functionality, the ease of use and learning curve is harder. It is also relatively expensive compared to others. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User Analyst Financial Services ### "better than salesforce" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 June 12, 2020 postive, customer support was very helpful and always available Pros I found this to be much better than competitors in the financial services space, more relevant tools Cons kind of clunky interface, ui/ux could be a better and more time spent thre, but other tools are great Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User Web Designer Graphic Design ### "The e-mail marketing platform in DealCloud (Dispatch) is woefully poor" 2.0 Overall Rating 2.0 2.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 3.0 3.0 Likelihood to Recommend 5/10 April 8, 2020 Pros A beginning to end solution for all aspects of a sales funnel is great for keeping everyone on the same page. Cons Unfortunately, I use the platform primarily to blast out e-mails and coming from something like Mailchimp to this was an eye-opener. Simply put, the e-mail builder inside Deal Cloud is poor enough that even support recommended to BYOE. (Bring your own e-mail.) Only issue is the system often inexplicably strips out parts of your code a lot of the time with no hints as to why. It also requires the use of templates just to get to the step of inserting your own code, even if it's a one off design. Add in missing features like no preheader functionality, and it just makes me miss what I had before. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AU Anonymous User HR coordinator Capital Markets ### "Best customer service" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 19, 2020 DealCloud has been an amazing addition to our company and we are so happy with our choice. Pros By far the best thing about deal cloud is their customer service. If there is anything you wish you could do within dealcloud, all you have to do is ask and the team will go above and beyond to see if that ask is feasible, and make the changes if possible. Cons Sometimes there are little flukes that happen with the software because of these frequent changes, but they are usually solved very quickly. Reasons for choosing DealCloud Price and customer service Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User Managing Director Financial Services ### "The Art of Over Promising and Under Delivering " 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 1.0 1.0 Likelihood to Recommend 3/10 February 21, 2020 Software itself is fine, the people, not so much. Get your own implementation team that will deal with them as they will spend the bare minimum with you, fall short on designing the implementation, and then blame you for mistakes you should have thought of and encourage you to become a platform manager so you can just finish all the changes by yourself. They said it would take 10-15 hours to implement and I assure you that is not even remotely reasonable if you are exporting 7 years worth of data from an old CRM. It's appalling that changes they were supposed to make in implementation are just passed off as your fault and problem. The do not finish the implementation cleanly either - just hand it off when it's too frustrating to other teams and then you start all over again. To this day I am finding all kinds of fields that are date fields set with addresses as the format. Percentage fields as reference fields to companies. It's endless. List's that were hidden but are extremely useful for us to utilize. But I get to spend my time doing that since we are "post-implementation." Pros Interface looks sleek and is somewhat intuitive. Visuals on dashboards are fantastic if you know how to use them. The ability to link different modules easily is what makes this a superior software - until others catch up. As a former Salesforce Dynamo, Zoho, MS Dymanic user in my career, I can compare this to several industry standard CRM systems and being able to link modules (lists) and generate new lists are great. The system is powerful if you know how to use it and you can customize as needed. Cons The implementation has been poor and completely missed the mark. The initial promises of being able to guide the implementation with advisory on best in class practices fell very short. It is just now, over a year later that my colleague and I recognized a simple solution that would have streamlined efforts greatly between the deal team and marketing customization's. It's so basic that it is shocking that DealCloud did not suggest this solution - but we get to spend the time fixing it now. When the frustration with implementation was expressed, the account managers will begin the blame game. To the point where a very senior person got on the phone and then proceeded to be very patronizing. Another HUGE con is that there are very limited API's in place for this software and others. One of the senior execs will encourage you to go ahead and do an API yourself if you have the technical skillset as DealCloud is open source. DealCloud will also do the API work for you for a huge fee which they then turn around and sell to other clients after you pay for the initial API. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Deal team needed a better solution. Salesforce (the PE version UI was from 1992 - or looks like it) Alternatives considered [Juniper Square](https://www.capterra.com/p/171269/Juniper-Square/) [Backstop](https://www.capterra.com/p/169054/Backstop/) Reasons for choosing DealCloud The implementation that was promised sounded as if they were the most capable team to service our needs. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RS Rachel S. Marketing Coordinator Financial Services ### "DealCloud Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 January 14, 2020 Since starting with dealcloud in 2017, we've had great improvement with our contact & deal pipeline database. Many of our users have adapted to the new system, which has helped tremendously in capturing our key statistics. We've been very happy with DealCloud, and look forward to the many improvements they continue to make. Pros Combines all the pieces of deal information we need into one central location. Cons Sometimes it's too many clicks to get to one point of information. Reasons for choosing DealCloud Customization's they provide. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User Analyst - Portfolio Management Group Financial Services ### "The Tool I Needed for PE" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 15, 2019 Our search fund runs our entire business through DealCloud. It has all the features we need, and combines what was needed from multiple pieces of software into just one product. Pros Our company goes through an unusual amount of intermediaries, and having the ability to split up our communication and deal flow with them versus our proprietary search is great. The ability to filter our information and statistics from our growing pipeline is also great, as it got quite complex with our last CRM. Cons Slightly difficult to use the mobile application versus on the computer. I believe this is a function of the sheer amount of information packed into DealCloud, but it can be pretty difficult to fully navigate on the app at times. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/139967/DealCloud/reviews/) Popular comparisons [Salesforce Sales Cloud vs DealCloud](https://www.capterra.com/compare/61368-139967/Salesforce-vs-DealCloud)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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