Does DealCloud offer a free version?

No, DealCloud does not offer a free version.

Does DealCloud offer a free trial?

No, DealCloud does not offer a free trial.

Are Credit Card details required for the DealCloud trial?

No, Credit Card details are not required for the DealCloud trial.

What type of support options does DealCloud offer?

DealCloud offers support with the following options: Email, Phone, Knowledge Base

What type of training options does DealCloud offer?

DealCloud offers training with the following options: In-person, Webinar, Documentation

What different languages does DealCloud support?

DealCloud supports the following languages: english

Typical users of DealCloud include: Small-Business, Midsize-Business, Large-Enterprise-Business

What deployment options does DealCloud support?

DealCloud supports the following deployment options: Cloud Hosted

What devices and operating systems does DealCloud support?

DealCloud supports the following devices and operating systems: Web-Based

DealCloud Reviews Oct 2025: Pricing & Features

DealCloud Overview

DealCloud is a sophisticated solution specifically designed for the complex needs of private equity, investment banking, and corporate development professionals. It offers a comprehensive set of tools tailored for managing the entire deal lifecycle. Its core strength lies in its powerful relationship intelligence and deal management capabilities, allowing users to efficiently track interactions, transactions, and key contacts. The platform offers highly customizable dashboards and reporting features, enabling firms to analyze data in real-time and make informed decisions. DealCloud's seamless integration with third-party data providers and other business tools enhances its functionality, facilitating better workflow automation and data consistency. Its focus on security and compliance ensures that sensitive deal information is protected, making DealCloud a reliable and essential tool for deal professionals.

Contact Details

DealCloud
2010
United States
101-500

Support

Email
Phone
Knowledge Base

Training

In-person
Webinar
Documentation

Licensing & Deployment

Proprietary
Cloud Hosted
Web-Based

Typical Customers

Small-Business
Midsize-Business
Large-Enterprise-Business

Languages Supported

English

Industries

Information Services, Information Technology & Services

DealCloud Features

Business Performance Management Software

Scorecards
Visual Analytics
Key Performance Indicators
Trend Analysis
Budgeting/Forecasting
Reporting/Analytics
Progress Tracking
Predictive Analytics
Performance Metrics
Financial Management
Ad hoc Reporting
Dashboard
Data Visualization
Strategic Planning
Goal Setting/Tracking
Data Management
Collaboration Tools
Data Extraction
KPI Monitoring
Benchmarking
Activity Planning

Lead Management Software

Lead Nurturing
Sales Reports
Social Media Integration
Monitoring
Pipeline Management
Template Management
Lead Qualification
Calendar Management
Sales Forecasting
Lead Distribution
Prospecting Tools
Task Management
Document Storage
Lead Segmentation
Reminders
Email Tracking
Interaction Tracking
CRM
Web Forms
Email Marketing
Lead Capture
Campaign Management
Contact Management
Workflow Management
Sales Trend Analysis
Source Tracking
Lead Generation
Opportunity Management

Real Estate CRM Software

Referral Tracking
Commission Management
Contact Database
Lead Qualification
Contact Management
Campaign Management
Access Controls/Permissions
Client Management
Email Marketing
Pipeline Management
Lead Management
Activity Dashboard
Lead Nurturing
Interaction Tracking
Reporting/Analytics
Activity Tracking
Document Management
Appointment Management
Alerts/Notifications
Calendar Management
Lead Generation
Lead Distribution
Client/Property Matching
Task Management
Segmentation
Lead Capture
Email Tracking
For Real Estate
Property Database
Omnichannel Communications

Financial CRM Software

Expense Tracking
Forecasting
Template Management
Relationship Tracking
Interaction Tracking
Access Controls/Permissions
Activity Tracking
Client Management
Collaboration Tools
Sales Reports
Email Management
CRM
Search/Filter
Email Marketing
Task Management
Document Management
Lead Management
Calendar Management
Customer Database
Campaign Management
Marketing Automation
Activity Dashboard
Territory Management
Contact Management
Pipeline Management
Lead Capture
For Financial Institutions
Financial Management

Investment Management Software

Accounting
Alerts/Notifications
Financial Analysis
Visual Analytics
For Investors & Traders
For Investment Advisors
Risk Management
Modeling & Simulation
Portfolio Management
Performance Metrics
Compliance Tracking
Bonds/Stocks
Mobile Access
Commodity Futures
Portfolio Rebalancing
Fund Management
Client Portal
Benchmarking
Client Management

Predictive Lead Scoring Software

AI/Machine Learning
Alerts/Notifications
Predictive Analytics
Lead Distribution
Lead Qualification
Data Enrichment
Demographic/Firmographic Data
Customizable Scoring
Prioritization
Process/Workflow Automation
Multiple Scoring Models

Sales Forecasting Software

Pipeline Management
Lead Management
Workflow Management
Data Visualization
Contact Management
Contact Database
Data Import/Export
What If Scenarios
Graphical Data Presentation
Activity Tracking
Statistical Analysis
Forecasting
Sales Reports
Dynamic Modeling
Customizable Reports
Opportunity Management
Alerts/Notifications
Budgeting/Forecasting
Modeling & Simulation
Lead Capture

Sales Tracking Software

Sales Pipeline Management
Lead Management
Reporting/Analytics
Appointment Scheduling
Task Management
Interaction Tracking
Alerts/Notifications
Customizable Reports
Activity Dashboard
Commenting/Notes
Third-Party Integrations
Data Import/Export
Lead Scoring
Document Management
Email Templates
Call Logging
Search/Filter

Sourcing Software

Activity Dashboard
Approval Process Control
Auction Management
Audit Management
Bid Management
Budget Management
Catalog Management
Compliance Management
Contract/License Management
Document Management
ERP integration
Global Sourcing Management
Invoice Management
Procurement Management
Purchase Order Management
Purchasing & Receiving
Quotes/Estimates
Requisition Management
RFP Creation
Rfx Management
Risk Assessment
Spend Analysis
Spend Control
Supplier Management
Supplier Risk Management
Supplier Web Portal
Supply Chain Management
Template Management
Vendor Management

DealCloud Pricing

Pricing Type

Contact Vendor

Preferred Currency

USD ($)

Free Trial

Free Version

Payment Frequency

DealCloud FAQs

No, DealCloud does not offer a free version.

No, DealCloud does not offer any free trial.

No, Credit Card details are not required for the DealCloud trial.

Yes, DealCloud offers an API.

DealCloud offers support with the following options:
- Email , Phone , Knowledge Base

DealCloud offers training with the following options:
- In-person , Webinar , Documentation

DealCloud supports the following languages:
- English

Following are the typical users of the DealCloud:
- Small-Business , Midsize-Business , Large-Enterprise-Business

DealCloud supports the following deployment:
- Cloud Hosted

DealCloud supports the following devices and operating systems:
- Web-Based

DealCloud Claim

DealCloud Overview