DealCloud Features

DealCloud

Deals, relationship, and firm management software

4.53/5 (19 reviews)

Competitor Feature Comparison

API
Access Controls/Permissions
Activity Dashboard
Activity Management
Activity Tracking
Ad hoc Reporting
Alerts/Notifications
Appointment Management
Appointment Scheduling
Asset Lifecycle Management
Auto-Responders
Budget Management
Budgeting/Forecasting
Business Process Control
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Call List Management
Call Management
Call Recording
Campaign Management
Cash Management
Cataloging/Categorization
Client Management
Collaboration Tools
Commission Management
Compliance Tracking
Configurable Workflow
Consolidation/Roll-Up
Contact Database
Contact Management
Contract/License Management
Customer Database
Customer Support
Customizable Fields
Customizable Reports
Customizable Templates
Dashboard
Data Import/Export
Data Management
Data Visualization
Document Management
Document Storage
Drag & Drop
Drip Campaigns
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Field Sales Management
For Financial Institutions
For Investment Advisors
For Investors & Traders
For Sales Teams/Organizations
For Startups
Forecasting
Global Sourcing Management
Graphical Data Presentation
Interaction Tracking
Internal Chat Integration
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Live Chat
Marketing Automation
Mobile Access
Multi-Channel Communication
Multi-Currency
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Product Catalog
Project Management
Prospecting Tools
Real Estate
Real Time Analytics
Real Time Data
Real Time Notifications
Real Time Reporting
Referral Tracking
Relationship Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Role-Based Permissions
Sales Forecasting
Sales Pipeline Management
Sales Reports
Search/Filter
Segmentation
Self Service Portal
Shared Contacts
Source Tracking
Spend Management
Statistical Analysis
Strategic Planning
Supplier Management
Supplier Qualification
Task Management
Team Assignments
Template Management
Territory Management
Third Party Integrations
Visual Analytics
Website Visitor Tracking
Workflow Management
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API
Access Controls/Permissions
Activity Dashboard
Activity Management
Activity Tracking
Ad hoc Reporting
Alerts/Notifications
Appointment Management
Appointment Scheduling
Asset Lifecycle Management
Auto-Responders
Budget Management
Budgeting/Forecasting
Business Process Control
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Call List Management
Call Management
Call Recording
Campaign Management
Cash Management
Cataloging/Categorization
Client Management
Collaboration Tools
Commission Management
Compliance Tracking
Configurable Workflow
Consolidation/Roll-Up
Contact Database
Contact Management
Contract/License Management
Customer Database
Customer Support
Customizable Fields
Customizable Reports
Customizable Templates
Dashboard
Data Import/Export
Data Management
Data Visualization
Document Management
Document Storage
Drag & Drop
Drip Campaigns
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Field Sales Management
For Financial Institutions
For Investment Advisors
For Investors & Traders
For Sales Teams/Organizations
For Startups
Forecasting
Global Sourcing Management
Graphical Data Presentation
Interaction Tracking
Internal Chat Integration
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Live Chat
Marketing Automation
Mobile Access
Multi-Channel Communication
Multi-Currency
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Product Catalog
Project Management
Prospecting Tools
Real Estate
Real Time Analytics
Real Time Data
Real Time Notifications
Real Time Reporting
Referral Tracking
Relationship Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Role-Based Permissions
Sales Forecasting
Sales Pipeline Management
Sales Reports
Search/Filter
Segmentation
Self Service Portal
Shared Contacts
Source Tracking
Spend Management
Statistical Analysis
Strategic Planning
Supplier Management
Supplier Qualification
Task Management
Team Assignments
Template Management
Territory Management
Third Party Integrations
Visual Analytics
Website Visitor Tracking
Workflow Management
Visit WebsiteCompare App
API
Access Controls/Permissions
Activity Dashboard
Activity Management
Activity Tracking
Ad hoc Reporting
Alerts/Notifications
Appointment Management
Appointment Scheduling
Asset Lifecycle Management
Auto-Responders
Budget Management
Budgeting/Forecasting
Business Process Control
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Call List Management
Call Management
Call Recording
Campaign Management
Cash Management
Cataloging/Categorization
Client Management
Collaboration Tools
Commission Management
Compliance Tracking
Configurable Workflow
Consolidation/Roll-Up
Contact Database
Contact Management
Contract/License Management
Customer Database
Customer Support
Customizable Fields
Customizable Reports
Customizable Templates
Dashboard
Data Import/Export
Data Management
Data Visualization
Document Management
Document Storage
Drag & Drop
Drip Campaigns
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Field Sales Management
For Financial Institutions
For Investment Advisors
For Investors & Traders
For Sales Teams/Organizations
For Startups
Forecasting
Global Sourcing Management
Graphical Data Presentation
Interaction Tracking
Internal Chat Integration
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Live Chat
Marketing Automation
Mobile Access
Multi-Channel Communication
Multi-Currency
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Product Catalog
Project Management
Prospecting Tools
Real Estate
Real Time Analytics
Real Time Data
Real Time Notifications
Real Time Reporting
Referral Tracking
Relationship Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Role-Based Permissions
Sales Forecasting
Sales Pipeline Management
Sales Reports
Search/Filter
Segmentation
Self Service Portal
Shared Contacts
Source Tracking
Spend Management
Statistical Analysis
Strategic Planning
Supplier Management
Supplier Qualification
Task Management
Team Assignments
Template Management
Territory Management
Third Party Integrations
Visual Analytics
Website Visitor Tracking
Workflow Management
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Mobile apps

iOS App


28 reviews

Requires iOS 13.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


5 reviews

DealCloud Feature Reviews

15 reviewers had the following to say about DealCloud's features:

Jared P.

Functional for Finance

2016-11-10

Incredibly meticulous support and implementation, functionality that goes up against the custom version of Dynamo and others, good reporting, and the ability to access through mobile and email.

Pros

Easy to use, easy to find reviews

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Chris J.

2016 New DealCloud User

2016-11-21

DC has become a core operating system used firm wide every day, and is an integral tool for our marketing programs and deal origination efforts. The mobile app is functional, but has plenty of room to improve, and I understand that development work is in process.

Pros

Easy implementation, highly customizable for the needs of our firm, outstanding customer support - as responsive as any CS team that I've worked with to date.

Cons

The mobile app needs to be improved to improve the GUI and ease of adding notes and accessing historical data.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Daniel K.

Great CRM for Finance Professionals

2019-04-25

It's been a great contact and process management tool for us as a middle market investment bank.

Pros

A ton of useful feature functionality but not too much.

Cons

Like any CRM, the value get is based on the time / effort put into using it by the organization.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Law Practice company, 501-1000 employees)

Great CRM functionality

2020-07-17

We can track meetings, contacts, and plan ahead.

Pros

I liked the functionality of the CRM and the ability to customize the different fields for data I want to track.

Cons

With increased functionality, the ease of use and learning curve is harder. It is also relatively expensive compared to others.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Financial Services company, 11-50 employees)

The Art of Over Promising and Under Delivering

2020-02-21

They said it would take 10-15 hours to implement and I assure you that is not even remotely reasonable if you are exporting 7 years worth of data from an old CRM.

Pros

Visuals on dashboards are fantastic if you know how to use them.

Cons

One of the senior execs will encourage you to go ahead and do an API yourself if you have the technical skillset as DealCloud is open source.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

3/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Financial Services company, 51-200 employees)

better than salesforce

2020-06-12

postive, customer support was very helpful and always available

Pros

I found this to be much better than competitors in the financial services space, more relevant tools

Cons

kind of clunky interface, ui/ux could be a better and more time spent thre, but other tools are great

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Rob C.

DealCloud - highly configurable. Excellent support team

2016-11-18

But the beauty of the platform is that these "out of the box" use cases can be further configured to our specific business workflows. We have continued to evolve our DealCloud solution as our business evolves.

Pros

Configurability of the software

Cons

Looking forward to updates to the user interface

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering DealCloud

Cadillac solution in the industry

Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Financial Services company, 1001-5000 employees)

The Tool I Needed for PE

2019-09-15

Our search fund runs our entire business through DealCloud. It has all the features we need, and combines what was needed from multiple pieces of software into just one product.

Pros

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

Slightly difficult to use the mobile application versus on the computer.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Rachel S.

DealCloud Review

2020-01-14

Many of our users have adapted to the new system, which has helped tremendously in capturing our key statistics. We've been very happy with DealCloud, and look forward to the many improvements they continue to make.

Pros

Combines all the pieces of deal information we need into one central location.

Cons

Sometimes it's too many clicks to get to one point of information.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Katie N.

Supportive BD Professional

2016-11-21

I'd like to see additional functionality added to expedite larger upload/data edits; however, customer service has been exceptional in providing support for these types of projects.

Rating breakdown

Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Jan E.

DealCloud Review

2019-06-26

Pros

The software is simple to use and easy to navigate.

Cons

The integrations with Outlook and other programs still need to be refined further.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Graphic Design company, myself only employees)

The e-mail marketing platform in DealCloud (Dispatch) is woefully poor

2020-04-08

Pros

A beginning to end solution for all aspects of a sales funnel is great for keeping everyone on the same page.

Cons

It also requires the use of templates just to get to the step of inserting your own code, even if it's a one off design. Add in missing features like no preheader functionality, and it just makes me miss what I had before.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Mike H.

Does what you need, but not seamless

2017-06-07

CRM

Pros

The software performs its core function, and the support team is available and responsive to help with customizations

Cons

The integration of the platform into other programs is far from seamless and requires a wholesale commitment from team members in order to achieve value

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Sean Z.

Fantastic customer service and support!

2016-03-08

They will provide thre industry expertise to help you build a customized system with an easy to use cloud platform for managing your firm's contacts and the companies!

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Lina G.

DealCloud is the best for PE

2020-07-29

Pros

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

Cons

I honestly loved this software I think just adding more search features to search by URL

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more