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DealCloud Logo

Deals, relationship, and firm management software

Table of Contents

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DealCloud - 2026 Pricing, Features, Reviews & Alternatives

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: March 2026

DealCloud overview

What is DealCloud?

DealCloud is a deals, relationship, and firm management software that helps businesses manage processes related to fundraising, marketing, compliance, and more. The pipeline management functionality enables administrators to configure dashboards, reports, and notifications for specific employees, teams, or the entire organization.

DealCloud allows enterprises to design, customize, and launch landing pages with embedded web forms to capture customer details. Managers and leaders can generate pre-formatted reports and send them to team members in PDF or Microsoft Word format. It also lets staff members create and send white-labelled emails to share information such as deal announcements, press releases, fundraising communications, promotions, event invitations, and newsletters.

DealCloud comes with an API, which allows businesses to integrate the system with several third-party applications, such as Workday, Tableau, Taiga, and more. Supervisors can set up permissions and access rights, restricting specific users' ability to view, edit, or delete information. DealCloud also enables organizations to maintain and store communication history between employees, managers, and partners.

Starting price


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DealCloud’s user interface

Ease of use rating:

DealCloud pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
 
1-2(1)
3-4(5)
5(15)

What do users say about DealCloud?

I find the navigation of the software fairly easy, once I was familiar with it I had a good understanding of how to navigate and find new features.

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Who uses DealCloud?

Based on 21 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Financial Services
Investment Banking
Law Practice

Use cases

Financial CRM
Sales Tracking
Lead Management

DealCloud's key features

Most critical features, based on insights from DealCloud users:

Contact management
Reporting/Analytics
Task management
Lead capture

All DealCloud features

Features rating:

Access controls/permissions
Accounting
Activity dashboard
Activity/News feed
Activity Planning
Activity tracking
Ad hoc reporting
Alerts/Notifications
API
Appointment management
Appointment scheduling
Assignment management
Audit trail
Benchmarking
Budgeting/Forecasting
Business card/badge scanning
Business process control
Calendar management
Calendar/Reminder system
Calendar sync
Call logging
Campaign management
Cash management
Client management
Client/Property matching
Collaboration tools
Commenting/Notes
Commission management
Competitive analysis
Compliance tracking
Contact database
Contact management
CRM
CRM integration
Customer database
Customizable branding
Customizable fields
Customizable reports
Dashboard
Dashboard creation
Data extraction
Data import/export
Data integration
Data management
Data synchronization
Data visualization
Document management
Document storage
Drag & drop
Dynamic modeling
Email management
Email marketing
Email templates
Email tracking
Event triggered actions
Exception Reporting
Fee management
File sharing
Financial analysis
Financial management
Forecasting
For financial institutions
For investment advisors
For investors & traders
For real estate
For sales teams/organizations
For small businesses
Fund management
Goal setting/tracking
Graphical data presentation
Interaction tracking
Investment research
Investments tracking
Kanban board
Key performance indicators
KPI monitoring
Lead capture
Lead distribution
Leaderboards
Lead generation
Lead management
Lead nurturing
Lead qualification
Lead scoring
Lead segmentation
Marketing automation
Mobile access
Mobile app
Monitoring
Multi-Currency
Opportunity management
Performance metrics
Pipeline management
Pipeline reports
Portfolio management
Predictive analytics
Process/Workflow automation
Progress tracking
Prospecting tools
Real-Time analytics
Real-Time data
Real-Time reporting
Referral tracking
Relationship Tracking
Reminders
Reporting/Analytics
Reporting & statistics
Revenue management
Risk management
Role-Based permissions
Sales forecasting
Sales pipeline management
Sales reports
Sales trend analysis
Scorecards
Search/Filter
Secure data storage
Segmentation
Self service data preparation
Source Tracking
Statistical analysis
Strategic planning
Task management
Task scheduling
Team Assignments
Template management
Territory management
Third-Party integrations
Trend analysis
Trend/Problem indicators
Visual analytics
Web forms
"What if" scenarios
Workflow management

DealCloud alternatives

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DealCloud pricing

Value for money rating:

Starting from

Empty state illustration for "No pricing info"

No pricing info

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about DealCloud price and value

Value for money rating:

To see what individual users think of DealCloud's price and value, check out the review snippets below.

“I find the navigation of the software fairly easy, once I was familiar with it I had a good understanding of how to navigate and find new features.”
AL

Arden L.

Analyst

“It’s highly customised and easy to use, any functionality you could possibly want can be done for you.”
LG

Lina G.

Analyst

DealCloud integrations (4)

Integrations rated by users

We looked at 21 user reviews to identify which products are mentioned as DealCloud integrations and how users feel about them.

Integration rating: 3.0 (1)

Download research report materials

TP

Tony P.

CEO

Integration rating: 3.0 (1)

DealCloud support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

FAQs/Forum
Knowledge Base
Phone Support
Email/Help Desk

Training options

Live Online
In Person
Documentation
Videos
Webinars

DealCloud FAQs

Q. Who are the typical users of DealCloud?

DealCloud has the following typical customers:
Small Business, Large Enterprises, Mid-size Business

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Q. Does DealCloud support mobile devices?

DealCloud supports the following devices:
iPhone, iPad, Android


Q. What level of support does DealCloud offer?

DealCloud offers the following support options:
FAQs/Forum, Knowledge Base, Phone Support, Email/Help Desk

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