Average Ratings 0 Ratings
Average Ratings 0 Ratings
API Access
Has API
API Access
Has API
Integrations
ArcGIS
BoardEdge
BoardEx
Bureau van Dijk Review
Cherre
D&B Connect
FactSet
Grata
Microsoft 365
Microsoft Dynamics 365
Integrations
ArcGIS
BoardEdge
BoardEx
Bureau van Dijk Review
Cherre
D&B Connect
FactSet
Grata
Microsoft 365
Microsoft Dynamics 365
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
SaaS
iPhone App
iPad App
Android App
Windows
Mac
Linux
Deployment
SaaS
iPhone App
iPad App
Android App
Windows
Mac
Linux
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
Intapp
Founded
2000
Country
United States
Website
www.intapp.com/dealcloud/
Vendor Details
Company Name
Xpedition
Founded
1989
Country
United Kingdom
Website
xpedition.co.uk/private-equity-crm/
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
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management