Deal Management 5
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.
Intapp: AI-powered software for professional and financial services firms to drive growth and manage risk.
Intapp leverages AI and Microsoft Azure to help professional and financial services firms discover, win, and execute new business. Trusted by over 2,450 firms globally, Intapp empowers your team, strengthens client relationships, and reduces risk. Intapp provides AI-powered software solutions for professionals, offering products and solutions across various industries like accounting, consulting, corporate, investment banking, legal, private capital, and real assets. Their offerings include deal and relationship management, compliance solutions, time management tools, and collaboration platforms.
Modern CRM platform for digital teams, streamlining client relationships and deal management.
Dilmach CRM is a modern CRM platform designed for digital teams, including fashion brands, studios, and modern sales teams. It is built by digital minds for creative flow, offering features like real-time chat, visual deal control, smart forms, and rich client profiles. The platform works offline, moves fast, and is powered by Next.js. It aims to streamline customer relationships, manage deals efficiently, and help businesses grow with a comprehensive suite of tools, focusing on clarity and essential CRM features.
AI-powered fundraising copilot automating workflow for investor relations and maximizing fundraising potential.
Finta is an AI-powered fundraising copilot designed to automate the fundraising workflow end-to-end. It offers tools for investor CRM, due diligence, and prospecting, helping users streamline their workflow, enhance investor relations, and maximize their fundraising potential. It is trusted by over 9,000 top-tier companies, funds, and partners across the capital markets.
Sales review platform with zero-data-entry for sales insights and improved forecasting.
Relatas is a Sales Review platform designed to uncover sales insights with near zero data entry. It helps revenue leaders gain visibility into sales activities, pipeline, quotations, and forecasts. Relatas aims to solve problems such as reps hating data entry, lack of forecast visibility, unhealthy sales pipelines, and limited quotation intelligence by automating deal creation, improving forecast call efficacy, and providing quotation intelligence.
