US Dollar

DealCloud is a financial CRM and fund management solution that helps businesses handle processes related to fundraising, financial deals, regulatory compliance and more. The relationship management module enables organizations to configure user permissions, create organizational strategies and record client/lead interactions in a centralized repository.


Using DealCloud’s pipeline management functionality, administrators can configure workflows, dashboards, reports and notifications for team members and business units. Features include collaboration, analytics, email marketing, custom forms, risk assessment and more. Additionally, the platform allows supervisors to run promotional email campaigns, manage leads and view engagement metrics including the open or click rates of emails.


DealCloud comes with an application programming interface (API), which allows businesses to integrate the system with several third-party applications, such as Workday, Tableau, Taiga and more. Pricing is available on request and support is extended via phone, email and other online measures.



LongDescription

Real Time Analytics

Forecasting

Lead Capture

Performance Management

Access Controls/Permissions

Activity Tracking

For Investors & Traders

Referral Tracking

Ad hoc Reporting

Relationship Tracking

Strategic Planning

Project Management

Lead Distribution

Pipeline Management

Real Estate

Team Assignments

Collaboration Tools

Data Import/Export

Graphical Data Presentation

Contact Management

For Investment Advisors

Lead Management

Email Marketing

Mobile Access

Real Time Data

Performance Metrics

Territory Management

Global Sourcing Management

Marketing Automation

Real-Time Notifications

Supplier Qualification

Email Management

Source Tracking

Budgeting/Forecasting

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Lead Nurturing

Interaction Tracking

Dashboard

Real Time Reporting

Spend Management

Asset Lifecycle Management

Commission Management

Compliance Tracking

Budget Management

Reporting/Analytics

Lead Qualification

Supplier Management

Business Process Control

Client Management

Pipeline Reports

Third-Party Integrations

Task Management

Campaign Management

Document Management

For Real Estate

Sales Pipeline Management

For Insurance Industry

Please contact DealCloud directly for pricing information.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

2-10

11-50

51-200

201-500

501-1000

1000+

DealCloud

In Person

Live Online

Webinars

Documentation

Videos

DealCloud Alternatives

Top 2 Alternatives

Sourcescrub

Sourcescrub

Backstop

Backstop