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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.

Description

Pipedrive is a powerful CRM and sales pipeline management platform designed to help businesses track and optimize their sales processes. The platform offers automation tools, AI-powered sales insights, and real-time reporting to help businesses close deals faster and more effectively. With customizable workflows, integrations with a wide range of apps, and an intuitive interface, Pipedrive supports sales teams of all sizes in managing leads, automating repetitive tasks, and monitoring performance for smarter, data-driven decisions.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 Yes 
Microsoft Outlook Yes 
Workers by Delos Yes 
Agreemnt No 
Aqtos BOSS* No 
AstroFabric No 
Databox No 
Egnyte No 
HubiFi No 
Leverly No 
Mobly No 
Orchesty No 
Phonely No 
Qwilr No 
RealTime PSO No 
SanCCS No 
Sourcetable No 
Vainu No 
Zeeto No 
goDeskless No 

Integrations

Microsoft 365 Yes 
Microsoft Outlook Yes 
Workers by Delos Yes 
Agreemnt Yes 
Aqtos BOSS* Yes 
AstroFabric Yes 
Databox Yes 
Egnyte Yes 
HubiFi Yes 
Leverly Yes 
Mobly Yes 
Orchesty Yes 
Phonely Yes 
Qwilr Yes 
RealTime PSO Yes 
SanCCS Yes 
Sourcetable Yes 
Vainu Yes 
Zeeto Yes 
goDeskless Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$24/month
Pipedrive offers several pricing plans to suit all business sizes and needs, which can vary based on location and plan type.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Intapp

Founded

2000

Country

United States

Website

www.intapp.com/dealcloud/

Vendor Details

Company Name

Pipedrive

Founded

2010

Country

United States

Website

www.pipedrive.com

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management No 
Marketing Management No 
Relationship Tracking No 
Team Assignments No 
Territory Management No 

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

Product Features

Account Based Marketing

Analytics Yes 
Campaign Personalization Yes 
Customer Segmentation Yes 
Engagement Monitoring Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Progress Tracking Yes 
Prospecting Tools Yes 
Target Account Identification Yes 

Automotive CRM

Call Logging Yes 
Contact Management Yes 
Customer Support Yes 
Inventory Management Yes 
Lease Management Yes 
List Management Yes 
Marketing Automation Yes 
Product Catalog Yes 
Quotes / Proposals Yes 
Service Department Management Yes 
Showroom Management Yes 
Territory Management Yes 

Construction CRM

Client Tracking Yes 
Contract Management Yes 
Forecasting Yes 
Project Management Yes 
Quote Management Yes 
Sales Management Yes 
Scheduling Yes 
Time Management Yes 

Contact Management

Activity Management Yes 
Appointment Management Yes 
Contact Database Yes 
Contact History Yes 
Contact Import/Export Yes 
Customer Pipeline Yes 
Email Marketing Yes 
Group Management No 
Interaction Tracking Yes 
Lead Management Yes 
Prospecting Tools Yes 
Sales Pipeline Management Yes 
Search / Filter Yes 
Segmentation Yes 
Shared Contacts Yes 
Social Media Integration Yes 

Conversational AI

Code-free Development Yes 
Contextual Guidance Yes 
For Developers Yes 
Intent Recognition Yes 
Multi-Languages Yes 
Omni-Channel Yes 
On-Screen Chats Yes 
Pre-configured Bot Yes 
Reusable Components Yes 
Sentiment Analysis Yes 
Speech Recognition Yes 
Speech Synthesis Yes 
Virtual Assistant Yes 

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Customer Communications Management

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

Customer Engagement

Analytics Yes 
Churn Management Yes 
Communication Management Yes 
Community Management Yes 
Content Syndication Yes 
Feedback Collection Yes 
Gamification Yes 
Live Chat Yes 
Video Content Yes 

Customer Experience

Action Management Yes 
Analytics Yes 
Customer Segmentation Yes 
Dashboard Yes 
Feedback Management Yes 
Knowledge Management Yes 
Multi-Channel Collection Yes 
Sentiment Analysis Yes 
Survey Management Yes 
Text Analysis Yes 
Trend Analysis Yes 

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking Yes 
Household Tracking Yes 
Influence Tracking Yes 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments No 
Territory Management Yes 

Healthcare CRM

Audience Targeting No 
Campaign Management Yes 
Marketing Automation No 
Medical History Records Yes 
Patient Communications Yes 
Patient Management Yes 
Physician Management Yes 
Predictive Analytics No 

Inside Sales

Auto-Dialing No 
Call List Management Yes 
Call Recording No 
Campaign Management Yes 
Dashboard Yes 
Data Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Scoring Yes 
Performance Management Yes 

Lead Capture

Business Card / Badge Scanning Yes 
Dashboard Yes 
Data Extraction Yes 
Lead Distribution Yes 
Lead Notifications Yes 
Lead Nurturing Yes 
Lead Qualification Yes 
Lead Scoring Yes 
Online Forms Yes 

Lead Generation

Contact Discovery Yes 
Contact Import/Export Yes 
Lead Capture Yes 
Lead Database Integration Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Visitor Identification Yes 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing No 
Lead Scoring Yes 
Lead Segmentation No 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking No 

Lead Nurturing

A/B Testing Yes 
Campaign Management Yes 
Drip Campaigns No 
Lead Capture Yes 
Lead Notifications Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Performance Metrics Yes 
Personalization Yes 
Pipeline Management Yes 

Live Chat

Canned Responses Yes 
Customizable Branding Yes 
Geo Targeting Yes 
Offline Form Yes 
Proactive Chat Yes 
Screen Sharing Yes 
Third Party Integration Yes 
Transfers / Routing Yes 
Website Visitor Tracking Yes 

Nonprofit

Accounting Yes 
Committee Management Yes 
Donor Management Yes 
Dues Management Yes 
Event Management Yes 
Fundraising Management No 
Member Database Yes 
Membership Management Yes 
Social Media Management No 
Volunteer Management No 

Real Estate Agency

Calendar Management Yes 
Client / Property Matching Yes 
Client Database Yes 
Commission Management Yes 
Contact Management Yes 
Contract Management Yes 
Email Marketing Yes 
Flyer / Catalog Printing No 
Lead Management Yes 
Listing Management Yes 
Property Database Yes 
Website Management Yes 

Real Estate CRM

Campaign Management Yes 
Client / Property Matching Yes 
Contact Management Yes 
Dashboard Yes 
Email Marketing Yes 
Interaction Tracking Yes 
Lead Management Yes 
Property Alerts No 
Referral Tracking No 
Segmentation Yes 

Sales Enablement

Collaboration Yes 
Contact Management Yes 
Content Management No 
Document Management Yes 
Goals / Quota Management Yes 
Lead Management Yes 
Meeting Management Yes 
Performance Management No 
Presentation Management No 
Proposal Management No 
Territory Management Yes 
Training Management No 

Sales Force Automation

Call Management Yes 
Campaign Management Yes 
Channel Management No 
Commission Management No 
Contact Management Yes 
Contract Management Yes 
Customer Database Yes 
Email Marketing Yes 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting Yes 
Territory Management Yes 

Sales Forecasting

Competitor Analysis Yes 
Correlation Analysis Yes 
Dashboard Yes 
Dynamic Modeling Yes 
Exception Reporting Yes 
Graphical Data Presentation No 
Modeling & Simulation Yes 
Performance Metrics Yes 
Sales Trend Analysis Yes 
Statistical Analysis Yes 

Sales Tracking

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

Social CRM

Calendar/Reminder System Yes 
Customer Support Yes 
Email Marketing Yes 
Lead Capture Yes 
Lead Nurturing Yes 
Live Chat Yes 
Marketing Automation Integration Yes 
Multi-Channel Social Integration Yes 
Social Media Monitoring Yes 
Task Management Yes 

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