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DealCloud

Deals, relationship, and firm management software

Table of Contents

Is this product right for your business?

Find out with a

DealCloud - 2026 Pricing, Features, Reviews & Alternatives

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

Last updated: September 2025

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

Alternatives

with better value for money

DealCloud’s user interface

Ease of use rating:

4.5

(21)

DealCloud reviews

Overall rating

4.5

Positive reviews

Rating breakdown

Value for money
Ease of use
Features
Customer support
Likelihood to recommend8.11/10

Rating distribution

Pros

“I appreciate having a primary support person in addition to a helpdesk line. I can't say enough great things about the quality and timeliness of the support team.”

Katie N.

“DealCloud has been a great investment for our firm, in large part due to the very responsive customer service team and how easy the system has been to tailor to our firm's needs.”

Chris J.

Managing Partner

“Our company goes through an unusual amount of intermediaries, and having the ability to split up our communication and deal flow with them versus our proprietary search is great.”

Verified reviewer

Anonymity request

Cons

“It's appalling that changes they were supposed to make in implementation are just passed off as your fault and problem.”

Verified reviewer

Anonymity request

“The implementation has been poor and completely missed the mark.”

Verified reviewer

Anonymity request

“Add in missing features like no preheader functionality, and it just makes me miss what I had before.”

Verified reviewer

Anonymity request

Who uses DealCloud?

Based on 21 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Financial Services

Investment Banking

Investment Management

Capital Markets

Others

Use cases

- Not enough reviews

DealCloud's key features

Most critical features, based on insights from DealCloud users:

Data import/export

5.0

(2)

Interaction tracking

4.0

(2)

Contact management

4.5

(2)

Client management

4.5

(2)

Reporting/Analytics

3.0

(1)

Calendar sync

5.0

(1)

All DealCloud features

Features rating:

4.1

(21)

"What if" scenarios

(0)

Access controls/permissions

(0)

Accounting

(0)

Activity dashboard

(0)

Activity Planning

(0)

Activity tracking

(0)

Activity/News feed

(0)

Ad hoc reporting

(0)

Alerts/Notifications

(0)

API

(0)

Appointment management

(0)

Appointment scheduling

(0)

Assignment management

(0)

Audit trail

(0)

Benchmarking

(0)

Budgeting/Forecasting

(0)

Business card/badge scanning

(0)

Business process control

(0)

Calendar management

(0)

Calendar/Reminder system

(0)

Call logging

(0)

Campaign management

(0)

Cash management

(0)

Client/Property matching

(0)

Collaboration tools

(0)

Commenting/Notes

(0)

Commission management

(0)

Competitive analysis

(0)

Compliance tracking

(0)

Contact database

(0)

CRM

(0)

Customer database

(0)

Customizable branding

(0)

Customizable fields

(0)

Customizable reports

(0)

Dashboard

(0)

Dashboard creation

(0)

Data extraction

(0)

Data integration

(0)

Data management

(0)

Data synchronization

(0)

Data visualization

(0)

Document management

(0)

Document storage

(0)

Drag & drop

(0)

Dynamic modeling

(0)

Email management

(0)

Email marketing

(0)

Email templates

(0)

Email tracking

(0)

Event triggered actions

(0)

Exception Reporting

(0)

Fee management

(0)

File sharing

(0)

Financial analysis

(0)

Financial management

(0)

For financial institutions

(0)

For investment advisors

(0)

For investors & traders

(0)

For real estate

(0)

For sales teams/organizations

(0)

For small businesses

(0)

Forecasting

(0)

Fund management

(0)

Goal setting/tracking

(0)

Graphical data presentation

(0)

Investment research

(0)

Investments tracking

(0)

Kanban board

(0)

Key performance indicators

(0)

KPI monitoring

(0)

Lead capture

4.0

(1)

Lead distribution

(0)

Lead generation

(0)

Lead management

5.0

(1)

Lead nurturing

(0)

Lead qualification

(0)

Lead segmentation

(0)

Leaderboards

(0)

Marketing automation

(0)

Mobile access

(0)

Mobile app

(0)

Monitoring

(0)

Multi-Currency

(0)

Opportunity management

(0)

Performance metrics

(0)

Pipeline management

(0)

Pipeline reports

(0)

Portfolio management

(0)

Predictive analytics

(0)

Process/Workflow automation

(0)

Progress tracking

(0)

Prospecting tools

(0)

Real-Time analytics

(0)

Real-Time data

(0)

Real-Time reporting

(0)

Referral tracking

(0)

Relationship Tracking

(0)

Reminders

(0)

Reporting & statistics

(0)

Revenue management

(0)

Risk management

(0)

Role-Based permissions

(0)

Sales forecasting

(0)

Sales pipeline management

(0)

Sales reports

(0)

Sales trend analysis

(0)

Scorecards

(0)

Search/Filter

(0)

Secure data storage

(0)

Segmentation

(0)

Self service data preparation

(0)

Source Tracking

(0)

Statistical analysis

(0)

Strategic planning

(0)

Task management

5.0

(1)

Task scheduling

(0)

Team Assignments

(0)

Template management

(0)

Territory management

(0)

Third-Party integrations

(0)

Trend analysis

(0)

Trend/Problem indicators

(0)

Visual analytics

(0)

Web forms

(0)

Workflow management

(0)

DealCloud alternatives

DealCloud

4.5

(21)

Starting from

No pricing info

Free trial

Free version

Ease of Use

4.2

Features

4.1

Value for Money

4.2

Customer Support

4.4

Zoho CRM

4.3

(6.9K)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.2

Features

4.3

Value for Money

4.3

Customer Support

4.1

Less Annoying CRM

4.8

(643)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.9

Features

4.5

Value for Money

4.9

Customer Support

4.9

Sage Intacct

4.3

(591)

visit website

Starting from

No pricing info

Free trial

Free version

Ease of Use

4.2

Features

4.2

Value for Money

4.0

Customer Support

4.0

DealCloud pricing

Value for money rating:

4.2

(21)

Starting from

No pricing info

Pricing details

Subscription

Free trial

Free plan

Pricing range

User opinions about DealCloud price and value

Value for money rating:

4.2

(21)

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

“I appreciate having a primary support person in addition to a helpdesk line. I can't say enough great things about the quality and timeliness of the support team.”

Katie N.

“DealCloud has been a great investment for our firm, in large part due to the very responsive customer service team and how easy the system has been to tailor to our firm's needs.”

Chris J.

Managing Partner