Intapp DealCloud Marketing
Nurture client relationships and enhance your firm’s reputation
Empower your professionals to collaborate effectively and increase the reach of your firm. Intapp DealCloud offers marketing automation tools that let teams easily and effectively connect with clients — without the need for excess training or specialized roles. Save time while crafting engaging messaging with AI-generated content, and track the effectiveness of your campaigns with powerful analytics tools.
Strengthen your firm’s brand with Intapp DealCloud Marketing
Build better pitches, amplify your achievements, and raise your firm’s profile with simple and effective marketing tools.
Build client relationships
Gain a deeper understanding of your clients.
Enhance your brand
Manage your firm’s footprint across all client engagement.
Collaborate effectively
Collaborate strategically across teams to win new business.
Clear and instant visibility into your data
Leading firms trust Intapp DealCloud Marketing
Intapp DealCloud marketing features and benefits
Optimize client development and retention strategies.
Impactful campaigns
Better inform your planning and priorities by leveraging data about your marketing efforts.
Effective email marketing
Nurture client relationships with sequenced email campaigns.
Applied outreach
Send emails in less time with templated campaigns from any data grid.
Integrated AI content generation
Save time with AI-generated subject lines and email content customized to each recipient.
Advanced reporting and analytics
Unify marketing campaign data and reporting analytics directly within DealCloud.
Custom forms and webpages
Produce custom campaign pages and integrated forms to sync submission data to DealCloud.
Schedule a demo of Intapp DealCloud
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Intapp Intelligent Cloud
For more than a decade, Intapp has been bringing the power of automation and intelligence to professional and financial services firms — helping clients like you solve their specialized needs and challenges.
Intapp Cloud Infrastructure
Use AI confidently, knowing we keep your data secure through our partnership with Microsoft and our own commitment to security and compliance.
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Quality data is at the heart of good AI — and with Intapp, you benefit from our data architecture.
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Our Applied AI strategy includes five essential AI capabilities that help you make smarter decisions, faster.
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