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DealCloud Comparison

Overview

DealCloud is a deal, relationship, and firm management software that helps businesses manage processes related to fundraising,...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from
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No info available
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  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.5

(19)

5

4

3

2

1

14

2

2

1

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
94%
would recommend this app

Pros

DealCloud has been an amazing addition to our company and we are so happy with our choice.
The implementation process was completed on time and on budget, and the customer service to date has been outstanding.
The ability to filter our information and statistics from our growing pipeline is also great, as it got quite complex with our last CRM.

Cons

It's appalling that changes they were supposed to make in implementation are just passed off as your fault and problem.
The implementation has been poor and completely missed the mark.
Add in missing features like no preheader functionality, and it just makes me miss what I had before.
  • Vendor responds to reviews
  • Last review4 months ago

Key features

  • Total features44
  • API
  • Activity Dashboard
  • Activity Tracking
  • Asset Management
  • Balance Sheet
  • Campaign Management
  • Cash Management
  • Categorization
  • Configurable Workflow
  • Consolidation / Roll-Up
  • Contact Management
  • Custom Forms
  • Custom Landing Pages
  • Customizable Categories
  • Document Management
  • Email Integration
  • Email Invitations & Reminders
  • Email Notifications
  • Forecasting
  • Landing Page Templates
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Scoring
  • Multi-Company
  • Performance Management
  • Performance Metrics
  • Permission Management
  • Pipeline Management
  • Pipeline Reports
  • Project Budgeting
  • Project Management
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Reporting & Statistics
  • Strategic Planning
  • Supplier Management
  • Supplier Qualification
  • Task Management
  • Territory Management
  • Third Party Integration

Integrations

  • Total integrations4
  • Dropbox Business
  • Google Calendar
  • Google Drive
  • Magento Commerce
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

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