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ease
features
design
support

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Description

Focusing on the deals that have the highest value will increase your company's revenues. It is important to have a clear and concise deal pipeline. Flexie has created a powerful and easy-to-use deal management system that allows you to focus on the deals that will bring the greatest value to your company. Don't let high-value deals slip by the wayside. You can create as many deals you wish with our user-friendly, customizable deal pipeline. Drag and drop deals to move through the stages and use filters to find specific deals. You can close more deals, set new targets and adapt your deals pipeline to your sales thinking. Assign tasks and deals to your sales reps and managers.

Description

Uncover, secure, and implement new business opportunities through an integrated deal and relationship management system. Harness and consolidate the shared intelligence within your organization using a comprehensive platform dedicated to deal and relationship management. More than just a CRM, Intapp DealCloud serves as a reliable single source of truth that aids teams in enhancing relationships, accurately monitoring and forecasting their pipelines, and speeding up execution processes. Designed with AI capabilities and a specific focus, DealCloud fosters improved performance, driving stronger growth. Cultivate and maintain network connections to pinpoint high-quality opportunities while building a robust pipeline informed by unified insights from both the firm and the market. Amplify the impact of your team's efforts and reduce frustration through automated workflows and AI-driven solutions. Equip your team with the essential tools required to effectively execute and win more business at a faster pace. With Intapp DealCloud, you can empower your firm's growth and unlock its full potential. This platform not only enhances operational efficiency but also cultivates a culture of collaboration and innovation within your organization.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

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ArcGIS
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Easyflow
Microsoft Edge
Microsoft Excel
Microsoft Outlook
Pabbly Connect
Pipedream
PitchBook
Preqin
Rambox
SourceScrub
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Wufoo
Zapier

Integrations

AppointmentCore
ArcGIS
BoardEdge
BoardEx
Bureau van Dijk Review
D&B Connect
Easyflow
Microsoft Edge
Microsoft Excel
Microsoft Outlook
Pabbly Connect
Pipedream
PitchBook
Preqin
Rambox
SourceScrub
Stackreaction
WP Fusion
Wufoo
Zapier

Pricing Details

No price information available.
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

Flexie Solutions

Founded

2011

Country

Albania

Website

flexie.io

Vendor Details

Company Name

Intapp

Founded

2000

Country

United States

Website

www.intapp.com/dealcloud/

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

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

Financial CRM

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

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

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