Intapp Intake
by Intapp · CRM and customer experience · Palo Alto, United States
New business and engagement intake workflows
About Intapp
DealCloud CRM, deal management and compliance software for private capital and investment banking firms.
Intapp in the vendor registry: its products, features and similar vendors.
Also by Intapp
- Intapp DealCloud: CRM for relationships, pipeline, deals, fundraising and investor relations
- Intapp Celeste: Agentic AI platform grounded in firm data
- Intapp Conflicts: Conflicts checking for client and deal intake
- Intapp Walls: Ethical walls and confidentiality controls
- Intapp Time: Time capture and billing for professionals
More in this category: CRM and customer experience software for financial services.
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