Relationship 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.

Clay is a CRM that helps manage personal and professional relationships automatically. Clay is a beautiful rolodex and CRM for iPhone, Mac, Windows, and web, built automatically to help you manage your personal and professional relationships. It helps you be more thoughtful with the people in your network by automatically importing contacts, enriching them with work and education information, and proactively updating them. Clay provides reminders for important moments and intelligent prompts to reconnect with people.

Mia PRM is an AI-powered personal relations manager for building business relationships. Mia is your personal relationship assistant, ensuring you never miss a chance to nurture those valuable connections. Mia PRM is an AI-powered personal relations manager that helps you scan business cards, organize contacts, set follow-up reminders, and build stronger business relationships effortlessly.