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About

We have more than 30+ years of expertise in delivering customer-centric strategies that capitalize on existing relationships. The right message, to the right customer, at the right time; adding value with every useful and timely experience. We have a fresh new approach that provides digital marketing automation as a service. For a flat monthly fee, your digital customer-centric communications managed by a team of experts. That is why selecting OneClick is such an easy decision for financial institutions, CEOs, operations, and inside marketing departments. OneClick is a platform with high-security protocol, managed by an expert service team, taking you from click-to-brick, bridging the operations and marketing gap to reach the right people to drive leads and build retention. We’re a turn-key solution, doing everything for you, including curating content, so that you can quickly and easily see results.

About

Deal, relationship, and firm management. DealCloud provides a single-source deal, relationship, and firm management platform that enables capital markets firms to power their dealmaking process — from strategy to origination to execution. We offer best-in-class customized solutions and implementations for firms of all sizes, along with a variety of data partner integrations and system APIs that can maximize your existing technology investments. Schedule a demo below to learn more about how DealCloud can work for your team. To date, we have equipped over 25,000 of the world’s most active capital markets professionals with the solutions they need to be more effective and more competitive. To date, we have equipped the world’s most active capital markets professionals with the solutions they need to be more effective and more competitive. Explore our financial services software from the seat of professionals in various verticals and contact us to schedule a demo.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Channel and lead management solution for businesses

Audience

Investment banking firms and private equity deal teams seeking a solution to manage their operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

ChannelNet
United States
www.channelnet.com

Company Information

DealCloud
Founded: 2010
United States
www.dealcloud.com

Alternatives

ChannelOS

ChannelOS

ChannelXperts

Alternatives

Allvue

Allvue

Allvue Systems

Categories

Categories

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Channel Management Features

Campaign Management
Channel Analytics
Incentive Management
Inventory Control
Lead Management
Opportunity Management
Order Management
Partner Management
Product Management
Reseller Management

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Business Performance Management Features

Ad hoc Analysis
Ad Hoc Reports
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Database Features

Backup and Recovery
Creation / Development
Data Migration
Data Replication
Data Search
Data Security
Database Conversion
Mobile Access
Monitoring
NOSQL
Performance Analysis
Queries
Relational Interface
Virtualization

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Financial Reporting Features

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Sales Enablement Features

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Forecasting Features

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Sourcing Features

Auction Management
Budget Management
Collaboration
Global Sourcing Management
Rfx Management
Spend Management
Supplier Management
Supplier Qualification
Supplier Risk Management
Supplier Web Portal
Template Management

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Integrations

BlueFlame AI
ExecAtlas
NetSuite
PitchBook
SourceScrub
Tableau

Integrations

BlueFlame AI
ExecAtlas
NetSuite
PitchBook
SourceScrub
Tableau
Claim ChannelNet and update features and information
Claim ChannelNet and update features and information
Claim DealCloud and update features and information
Claim DealCloud and update features and information