DealCloud Reviews & Pricing
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What is DealCloud?
Industry Specialties: Serves all industries
DealCloud Pricing
Based on our most recent analysis, DealCloud pricing starts at $250 (Monthly).
- Price
- $$$$$
- Starting From
- $250
- Pricing Model
- Monthly
- Free Trial
- No
Training Resources
DealCloud is supported with the following types of training:
- Documentation
- In Person
- Live Online
- Videos
- Webinars
Support
The following support services are available for DealCloud:
- Phone
- Chat
- FAQ
- Forum
- Help Desk
- Knowledge Base
- Tickets
- Training
- 24/7 Live Support
DealCloud Benefits and Insights
Key differentiators & advantages of DealCloud
- Streamline Workflows: Organize transactions and maintain compliance by monitoring every stage of deal processes and using a configurable and customizable workflow engine integrated with deal flow tracking and execution.
- Make Smart Decisions: Dealmakers can make informed business decisions and view transaction details in a unified platform leveraging proprietary and third-party data. Gain relationship intelligence through email marketing analytics from a single database.
- Collaborate Across Teams: Ensure quick deal closures by keeping team members on the same page with fast and recent deal updates.
- Manage and Migrate Data: Handle data efficiently through combined metadata and references, duplicate record elimination and access to actionable insights. Quickly add, filter, delete, swap, reorder, view and hide records. Track and restore deleted data and see who deleted it, affected lists, data source and deleted entities.
- Reduce the Risk of Data Loss: Ensure data accuracy by importing valuable information into a CRM to configure rules and permissions. Prevent data loss and define who can import and export data, and at what frequency.
- Enhance Reporting Capabilities: Get the latest information and check important metrics through interactive reports and dashboards. Run reports using templates. Match user preferences and interests using customizable charts, graphs, datasheets, profiles and tearsheets.
- Gain Insights: Identify the most promising leads to know where to invest time. Access detailed financial information using data visualization, notification setting and dashboarding to execute deals.
- Easy Integrations: Access third-party financial data from PitchBook, Preqin, FactSet and other integrated platforms through DataCortex. Ensure central and on-demand access to information as and when needed.
- Improve Communications: Keep in touch with limited partners and investors with a 360-degree view of all deals and investments.
- Manage Conflicts: Design and maintain an auditable process to manage conflicts and reduce manual errors. Create a comprehensive audit trail of communications and key approvals in a central location.
- Reduce Operating Costs: Minimize TCO by ensuring seamless approvals and collaboration, adding transparency to review processes and conflicts, and notifying stakeholders of changes in conflict situations.
Industry Expertise
DealCloud Reviews
Based on our most recent analysis, DealCloud reviews indicate a 'excellent' User Satisfaction Rating of 91% based on 19 user reviews from 1 recognized software review sites.
Synopsis of User Ratings and Reviews
Based on an aggregate of DealCloud reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.
Pros
Cons
Researcher's Summary:
Is DealCloud the silver lining for your business's cloudy sales performance? DealCloud has garnered praise for its user-friendly interface, robust features, and competitive pricing, earning recognition as a top CRM software. Users particularly appreciate its comprehensive CRM system for managing leads, sales pipelines, and deal closures, along with its powerful reporting engine that helps track sales performance and pinpoint areas for improvement. The ability to integrate with other business applications like Salesforce, Microsoft Dynamics, and Google Analytics further enhances its appeal.
However, some users have noted that DealCloud's customization options can be complex and may require technical expertise. Additionally, while DealCloud offers a wide range of features, some users have expressed a desire for more advanced marketing automation capabilities. Despite these drawbacks, DealCloud's strengths lie in its ability to streamline sales processes, improve collaboration, and provide valuable insights into relationship management. Its automated data capture, relationship intelligence features, and AI-driven outreach tools significantly enhance efficiency and productivity.
DealCloud appears to be best suited for financial and professional services firms seeking to optimize their relationship management and business development efforts. Its industry-specific features, such as relationship scoring and deal tracking, cater to the unique needs of these sectors. The platform's ability to centralize firm interactions, automate workflows, and provide actionable insights empowers professionals to focus on building relationships and driving growth. While DealCloud may have a steeper learning curve compared to some competitors, its comprehensive features and industry-specific focus make it a valuable tool for firms looking to elevate their sales and relationship management strategies.
Key Features
For Financial Services
- Relationship Tiering: Build a tiering strategy to meet unique business needs and organizational structure by understanding entity value.
- Centralized Communication History: Store all communications and data in one place, to make it easily accessible.
- Relationship Ownership: Ensure proper coverage of deals, people and opportunities through an intelligent tagging layer. Enforce accountability and own relationships through flexible tagging capabilities.
- Complex Reporting: Run complex reports from websites or through add-ins. Tearsheet technology helps reduce administrative burden and lets professionals pre-format and schedule reports.
- Relationship Intelligence: CRM technology combined with proprietary data helps improve relationships, allowing investors to focus on deal closure.
- Configurable Permissions: Allows platform customization according to individual user needs. Ensure simple, intuitive information flow, and control access permissions to confidential data.
For Growth Equity Firms
- Private company monitoring
- Business development
- Relationship management
- Intermediary coverage
- Deal and pipeline visibility
- Fundraising and investor relations
For Fund of Funds
- Fund monitoring
- Business development activity tracking
- Fund manager coverage
- Industry analysis
- Deal and legal document management
- Investment process creation and management
For Investment Banking and Advisory
- End-to-end activity tracking
- Relationship management
- Sponsor coverage
- Deal origination
- Fee estimation and tracking
- Industry group management
- Targeted buyer lists
For Real Estate Investors
- Centralized deal information
- Pipeline management
- Business development activity tracking
- Due-diligence collaboration
- Task management and tracking
- Fundraising and IR
- Property and portfolio analysis
- Travel planning
- Deal and legal document management
For Corporate Development
- Private company monitoring
- Business development activity tracking
- Investment banker coverage
- Industry analysis
- Deal and legal document management
- Investment process creation and management
For Private Equity
- Technology blueprint
- Relationship intelligence
- Metrics-driven data
- Analytical pipelines
For Venture Capital
- Deal and pipeline management
- Executive network management
- Lender coverage
- Business development and activity tracking
- Industry analysis
- Round-by-round funding analytics
- Deal and workflow management
- Deal and legal document management
For Limited Partners
- Business development activity tracking
- GP communication
- Intermediary coverage
- Fund manager coverage
- Deal and legal document management
- Travel planning
- Compliance and risk management
- Increased visibility into deal and pipeline management
For Leveraged Finance
- Private company monitoring
- Business development activity tracking
- Sponsor and banker coverage
- Industry analysis
- Travel planning
- Deal marketing
- Deal and legal document management
- Compliance and risk management
- Time tracking
For Fundraising and Investor Relations
- Communication with investors
- Centralized database
- Reporting and analytics
- Webinar management and surveys
- Visibility on investments
- Third-party data integrations
For Family Offices
- Deal and pipeline management
- Business development activity tracking
- Intermediary and lender coverage
- Fundraising and IR
- Portfolio monitoring and reporting
- Bid analysis
- Travel planning
- Conflict checks
- Time tracking
Limitations
- Occasional bugs while adding new fields.
- Certain flaws within the design.
- Multiple options and fields are tough to remember for beginners.
- Poor implementation.
- Preheader functionality is missing.