Dealcloud Reviews

.Ability to stay on top of active deals and fast-moving processes

Can take a lot of time to initially set up properly

Tracking our deal pipeline and

DealCloud makes it easy to tailor the platform to our firm's specific needs. Automating processes and sending deliverables directly to team members' inboxes has saved us countless hours that would have otherwise been spent searching for and compiling data. The third-party integrations help us keep our CRM information current without the need for manual updates. Additionally, the team regularly introduces new product features, which has further improved usability and efficiency throughout our internal workflows.

DealCloud allows us to maintain records of deprecated data without creating a clunky user interface.

The platform offers third-party data connections and automates both data aggregation and reporting, which streamlines the entire process. Its data infrastructure is well organized, and the customizable data tables allow each firm to tailor the system to their specific requirements.

I like how user friendly all the workflows are. The deal pipeline monitoring feature is awesome. Its super easy to add in new deals and the customer support team has been super helpful to create customized dashboards and pipelines to suit our needs. We use it on a daily basis across the team.

I would like it if there are more user friendly export options available to download notes, pipeline tracker, etc. in pdf, excel

Staffing,

I appreciate DealCloud for automating low-value tasks, which is incredibly beneficial as it allows us to use the suggest contacts and Outlook add-in to ensure data entry is automatically populated into the system. This feature minimizes the need for data creation from the end user, which streamlines processes significantly and enhances efficiency. Additionally, I find the ability to customize widgets immensely valuable, as it allows users to view business processes through their preferred lens while keeping the data centralized within the system. This flexibility enables personalized user experiences while maintaining data integrity. DealCloud's purpose-built functionality for investment banks is particularly appealing, as it distinguishes itself from more generic CRM solutions like Salesforce. The initial setup was smooth, and I value the ease of transitioning to a system that aligns so well with our specific industry needs.

I find the integrations with other platforms challenging, particularly those requiring a bespoke API integration. Although the DealCloud API documentation is very helpful, the process of getting these integrations up and running is often difficult.

I use DealCloud to access global information and automate low-value tasks, reducing data entry efforts. Customizable widgets allow me to view business processes the way I prefer. It's purpose-built for investment banks, differentiating it from more generic CRMs like Salesforce.

DealCloud is an amazing tool to organize and easily access information that might otherwise be institutional knowledge, housed by a single source. The customer service has been great - responsive and easily able to make adjustments as needs change.

I have no complaints about DealCloud in terms of its functionality as it has been a great asset to me and my firm. However, our account manager recently left and we still have not been assigned a new person, which is annoying.

On the investment side, DealCloud centralizes our deal pipeline, which enables us to generate reports and more efficiently track new deal opportunities. On the fundraising/investor relations side, DealCloud has become a powerful tool to not only track fundraising progress, but also to trak co-investors and their preferences and quickly and easily generate a list of high likelihood candidates for coinvestment opportunities.

Very intuitive and easy to use, customer support is efficient as well.

nothing of concern, maybe the system can have more customisation.

Helping my company to solve

This program is very intuitive to use, easy to organize information, and generate reports. It is excellent for managing large amounts of data, allowing for customized reports and user-specific customization. For me, it has been very useful due to the way it organizes information—it is easy to read and understand, and no extensive experience is needed to navigate the program.

We have an automation where the program automatically creates new users, which is good, but sometimes it creates duplicates. It’s understandable since it's a machine that only creates and doesn’t analyze, but I have found several duplicates created by the system.

This program helps us organize large amounts of information and customize it according to the organization's needs. It allows us to upload large amounts of data from Excel and also generate customized reports based on the data that needs to be analyzed. It is easy to use, intuitive, and also offers free courses to help us get the most out of the program.

Effectiveness of managing deals pipelines and opportunities tracking.

Scalability -accommodating deals increase.

Seamless integrations with tools we use in financial institution.

Prioritized security and compliance due of sensitive information in financial sector.

It is very helpful for the Pipeline management process. it is very to use and also it helps to bring the company performance improve. It helps for the customer relation ship management process.

It has high pricing , UI is not user friendly.

It helps to develop agood relationship with the customer and also it helps for the financial purpose also

It helps in making CRM processes effective hence great quality performance for most companies. Dealcloud is easy to use hence building relationships and tracking deal flow. The platform is a user-friendly tool as it shows who the company has interacted with in the past. The financial management characteristics have enabled the improvement in clarity and consistency of the company. The platform provides ease of implementation hence increasing workflows and connectivity.

Dealcloud is a bit expensive hence not affordable to most people and the interface is not mostly user-friendly. It is also difficult to use as there are many options to use.

The platform maintain and create proper relationships with customer hence better performance and it enhance data quality and accuracy. It is best solution in tracking deal flow and contacts.