DealCloud Pricing Plan & Cost Guide

DealCloud

Deals, relationship, and firm management software

4.53/5 (19 reviews)

DealCloud Pricing

Please contact DealCloud directly for pricing information.

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DealCloud Pricing Reviews

Pros
  • DealCloud has been an amazing addition to our company and we are so happy with our choice.Verified ReviewerRead the full review
  • The implementation process was completed on time and on budget, and the customer service to date has been outstanding.Chris J.Read the full review
  • The ability to filter our information and statistics from our growing pipeline is also great, as it got quite complex with our last CRM.Verified ReviewerRead the full review
Cons
  • It's appalling that changes they were supposed to make in implementation are just passed off as your fault and problem.Verified ReviewerRead the full review
  • The implementation has been poor and completely missed the mark.Verified ReviewerRead the full review
  • Add in missing features like no preheader functionality, and it just makes me miss what I had before.Verified ReviewerRead the full review
94%
recommended this to a friend or a colleague

4 reviewers had the following to say about DealCloud's pricing:

Daniel Kenney

Great CRM for Finance Professionals

Used weekly for 2+ years
Reviewed 2019-04-25
Review Source: Capterra

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. The team has been great with customizations of features to meet our unique needs. The platform is super fast in comparison to others we have used historically.

Cons
Nothing from the company's perspective. 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

Likelihood to recommend: 9/10

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Mike Hathorn

Does what you need, but not seamless

Used daily for 2+ years
Reviewed 2017-06-07
Review Source: Capterra

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

Likelihood to recommend: 5/10

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Desmond Henry

Trive Dealcloud Experience

Reviewed 2016-11-18
Review Source: Capterra

Very positive, fundamental tool in our investment process. We truly value how responsive the team is to our modification requests

Pros
very user friendly

Cons
email function and smart phone use is weak

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Anonymous

Great CRM functionality

Used weekly for 6-12 months
Reviewed 2020-07-17
Review Source: Capterra

Overall the experience has been positive. 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

Likelihood to recommend: 9/10

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