DealCloud vs. Salesforce Comparison


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		Related Products Intapp DealCloud Discover, win, and execute new business with unified deal and relationship management . Capture, unify, and apply the collective intelligence that flows through your firm with one complete deal and relationship management platform. So much more than a CRM, Intapp DealCloud provides a single source of truth to help teams strengthen relationships, accurately track and forecast pipelines, and accelerate execution. AI-powered and purpose-built, DealCloud enables better performance for stronger growth. Discover and nurture network connections to identify quality opportunities and build a pipeline with unified firm and market insights. Multiply the effect of your professionals and eliminate frustration with the help of automated workflows and AI. Give your team the tools they need to execute and win more business, faster. Empower firm growth with Intapp DealCloud. 36 Ratings Visit Website Allvue Allvue Systems is a leading provider of investment management solutions for fund managers, investors, and administrators in the alternative investments industry. We offer innovative, configurable investment software that eliminates the barriers between systems, information, and people, optimizing decision making and streamlining processes to meet investor needs across private debt, private equity, and other alternative asset classes. 5 Ratings Visit Website Datasite Diligence Virtual Data Room Datasite Diligence® serves as the hub for conducting due diligence, offering a range of advanced data room technologies to optimize deal-making. By harnessing the power of machine-learning models trained on an extensive repository of over three million documents, you gain a competitive edge in your transactions. With Datasite Diligence, you can accelerate deal closures and approach negotiations with unwavering assurance, unburdened by the complexities of due diligence. The Datasite platform streamlines the sell-side process, automating various manual tasks involved in deal preparation. Whatever your business, industry, purpose, or role, Datasite Diligence empowers you with a host of features to conduct due diligence more efficiently and confidently. From automated content management and integrated Q&A to upgraded redaction capabilities, multi-language search, and detailed engagement tracking, the data room platform is designed to facilitate smoother and faster transactions. 469 Ratings Visit Website Firmex Virtual Data Room More deals, diligence, and compliance get done in Firmex Virtual Data Rooms. With 20,000+ new rooms opened annually, thousands of businesses manage highly sensitive projects and processes with Firmex. Our robust data rooms are designed to give you full control over your documents while being intuitive and easy to use. Firmex is SOC 2, GDPR, and HIPAA-compliant and supports SSO, API, and redaction. You can rest assured that your sensitive information will be safe with our banking-level security and encryption. Our award-winning customer service team is dedicated to helping all Firmex Virtual Data Room users, 24/7/365. Whether you're the data room's admin or a guest, reliable support is a quick phone call, email, or online chat away. Firmex's flexible pricing is unique, offering an unlimited data room subscription or per-use transaction pricing. With a subscription, you can leverage your virtual data room for all of your organization's needs, from investor reporting to audits. 424 Ratings Visit Website Pipedrive Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier. 8,713 Ratings Visit Website FundCount FundCount is a partnership accounting and analytical software solution that tracks, analyzes and reports the value of complex investments. Suitable for fund administrators, family offices, hedge funds, and private equity firms, FundCount offers an integrated multicurrency general ledger and automated workflow tools to bring a higher level of efficency to daily processes. It also comes with flexible, effortlesss reporting tools to enable firms to quickly produce and deliver consolidated reports tailored to each client’s unique requirements. FundCount has been voted as the Best Fund Accounting and Reporting Systems Firm by Hedgeweek. 13 Ratings Visit Website Jiminny Jiminny is the world’s most loved Conversation Intelligence platform. AI captures & analyzes all your critical go-to-market insights and automates the data instantly to your CRM. We empower your team to drive more revenue with actionable insights and informed decisions. Conversation intelligence designed to be used and enjoyed by your whole business. Sell smarter, grow faster and win more deals. Jiminny empowers revenue teams to capture and analyze critical go-to-market insights across video, voice, and email. It helps reps automate administrative tasks, giving them more time to sell and improve performance. Managers gain confidence with actionable insights to develop their teams, while Executives trust the CRM as a source of truth for data-driven decisions and the launchpad for revenue growth. With fast onboarding, a seamless user experience, and ROI in under six months, Jiminny delivers the ultimate platform to power revenue intelligence across your entire business. 933 Ratings Visit Website Act! Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 38 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses. 40 Ratings Visit Website Banker's Dashboard Get anytime, anywhere access to your bank or credit union’s financial performance. Get insights into your bank or credit union’s financial performance from anywhere with secure, cloud-based access. Get margin components, branch performance, forecasts and more with point-and-click simplicity. Banker’s Dashboard and Credit Union dashboard integrate seamlessly with your core processor. Quick and easy setup, so you can start improving your bottom line right away. Automate reporting and eliminate errors, freeing you to focus on more value-added tasks. Quickly run and revise multiple forecast scenarios, so you can analyze variances and alternative strategies. Measure and compare branch performance. Institute best practices and hold each branch accountable for better results. 6 Ratings Visit Website Shape Software Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today. 131 Ratings Visit Website
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.	About Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.
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 Investment banking firms and private equity deal teams seeking a solution to manage their operations	Audience Businesses and growing companies seeking flexible CRM solutions with scalable marketing, sales, service, and commerce tools tailored to evolving business needs
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 View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Free Trial	Pricing $25.00/month/user 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 4.7 / 5 ease 4.3 / 5 features 4.7 / 5 design 4.5 / 5 support 4.5 / 5 Read all reviews
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information DealCloud Founded: 2010 United States www.dealcloud.com	Company Information Salesforce Founded: 1999 United States www.salesforce.com
Alternatives Allvue Allvue Systems	Alternatives Pipedrive
Midaxo	HubSpot CRM HubSpot
Crowdsofts	C2CRM Clear C2
4Degrees	Creatio
Intapp DealCloud Intapp View All	monday sales CRM monday.com View All
Categories Business Performance Management CRM Database Financial CRM Financial Reporting Investment Banking Investment Management Lead Management Private Equity Sales Enablement Sales Forecasting Sourcing Workflow Management	Categories Automotive CRM Construction CRM Contact Management CRM Financial CRM Healthcare CRM Hotel CRM Inside Sales Lead Management Legal CRM Real Estate CRM Sales Sales Analytics Sales Enablement Sales Force Automation Sales Forecasting Sales 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 Financial CRM Features Account Alerts Asset Management Expense Tracking Household Tracking Influence Tracking Lead Management Marketing Management Relationship Tracking Team Assignments Territory Management Lead Management Features Activity Tracking Campaign Management Lead Capture Lead Distribution Lead Nurturing Lead Scoring Lead Segmentation Pipeline Management Prospecting Tools Source Tracking 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 Show More Features 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 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 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 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	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 Lead Management Features Activity Tracking Campaign Management Lead Capture Lead Distribution Lead Nurturing Lead Scoring Lead Segmentation Pipeline Management Prospecting Tools Source Tracking 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 Show More Features Construction CRM Features Client Tracking Contract Management Forecasting Project Management Quote Management Sales Management Scheduling Time Management Contact Management Features Activity Management Appointment Management Contact Database Contact History Contact Import/Export Customer Pipeline Email Marketing Group Management Interaction Tracking Lead Management Prospecting Tools Sales Pipeline Management Search / Filter Segmentation Shared Contacts Social Media Integration Inside Sales Features Auto-Dialing Call List Management Call Recording Campaign Management Dashboard Data Management Lead Capture Lead Distribution Lead Scoring Performance Management Real Estate CRM Features Campaign Management Client / Property Matching Contact Management Dashboard Email Marketing Interaction Tracking Lead Management Property Alerts Referral Tracking Segmentation Sales Force Automation Features Call Management Campaign Management Channel Management Commission Management Contact Management Contract Management Customer Database Email Marketing Field Sales Management Lead Management Opportunity Management Performance Metrics Proposal Generation Referral Tracking Sales Forecasting Territory Management
Integrations BlueFlame AI ExecAtlas PitchBook SourceScrub Tableau Creatable DiGGrowth Hooper Improvado Indent Mobile2CRM NeuraLead Onsite Pelcro Predikt AI Scheduler AI Statflo Twilio Messaging USU Knowledge Management Ultimate Show More Integrations View All 6 Integrations	Integrations BlueFlame AI ExecAtlas PitchBook SourceScrub Tableau Creatable DiGGrowth Hooper Improvado Indent Mobile2CRM NeuraLead Onsite Pelcro Predikt AI Scheduler AI Statflo Twilio Messaging USU Knowledge Management Ultimate Show More Integrations View All 5102 Integrations
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