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Description

A radically new type of CRM - real-time, entirely customizable, and intuitively collaborative. Your team can create, build and deploy your CRM exactly as you want it. A new paradigm for CRM.

Description

DealCloud offers a comprehensive platform for managing deals, relationships, and firms, specifically designed to streamline the dealmaking journey for capital markets companies—from strategic planning to deal origination and execution. Our tailored solutions cater to firms of any size, enhanced by a range of data partner integrations and system APIs that optimize your current technology investments. By scheduling a demo, you can discover how DealCloud can benefit your team. To date, we have empowered over 25,000 active capital markets professionals with the tools necessary to enhance their effectiveness and competitiveness in the industry. Our financial services software is developed with insights from experts across various sectors, and we invite you to reach out for a demo to see how it can meet your needs. Join us to explore the innovative capabilities that can elevate your firm's performance in the dynamic capital markets landscape.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Asana
Beam AI
BlueFlame AI
Calendly
Cobalt
Composio
Dropbox
ExecAtlas
Facebook Ads
Google Drive
Google Sheets
LinkedIn
Nango
Notion
Relay
SourceScrub
Tableau
Teamfluence
Typeform
Wufoo

Integrations

Asana
Beam AI
BlueFlame AI
Calendly
Cobalt
Composio
Dropbox
ExecAtlas
Facebook Ads
Google Drive
Google Sheets
LinkedIn
Nango
Notion
Relay
SourceScrub
Tableau
Teamfluence
Typeform
Wufoo

Pricing Details

$0
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Attio

Founded

2019

Country

United Kingdom

Website

attio.com

Vendor Details

Company Name

DealCloud

Founded

2010

Country

United States

Website

www.dealcloud.com

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Customer Communications Management

Batch Communications
Chat / Messaging
Content Management
Email Distribution
Interactive Content
Multi-Channel Communications
On-Demand Communications
Personalization
Print Management
Template Management
Video Content

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Product Features

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Database

Backup and Recovery
Creation / Development
Data Migration
Data Replication
Data Search
Data Security
Database Conversion
Mobile Access
Monitoring
NOSQL
Performance Analysis
Queries
Relational Interface
Virtualization

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Sourcing

Auction Management
Budget Management
Collaboration
Global Sourcing Management
Rfx Management
Spend Management
Supplier Management
Supplier Qualification
Supplier Risk Management
Supplier Web Portal
Template Management

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Alternatives

Alternatives

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