Pipeline Management 3

A purpose-built platform for managing relationships, tracking pipeline, and streamlining execution in financial services. Intapp DealCloud is a purpose-built platform designed for the collective intelligence of professionals, particularly in financial and professional services. More than a CRM, it serves as a single source of truth to manage relationships, track and forecast pipeline, and streamline execution. It offers solutions for relationship management, business development, marketing, pipeline and deal management, fundraising and investor relations, and experience management. Intapp DealCloud also provides industry-specific solutions for accounting, consulting, corporate, investment banking and advisory, legal, private capital, and real assets firms.

Lightweight, customizable CRM with AI for stronger relationships and simplified sales. folk is a CRM designed to work for the user, offering a lightweight, customizable, and AI-powered platform to build stronger relationships. It integrates with LinkedIn, Gmail, Outlook, WhatsApp, and other platforms, providing features like contact enrichment, personalized email sequences, sales dashboards, and collaborative pipelines. folk aims to be a single source of truth for leads and deals, simplifying sales flows and helping teams prioritize leads.

Autonomous AI-native CRM for sales and revenue teams. Clarify is an autonomous, AI-native CRM designed to help founders and early-stage sellers build pipeline, close more deals, and spend less time on CRM busywork. It unifies customer data, automates tedious tasks like pipeline creation, meeting administration, and CRM updates, and provides actionable insights. Clarify aims to transform every seller into a top performer by automating prep, notes, and follow-ups, and by providing a unified system for GTM data, reporting, and workflows.