DealCloud

DealCloud

4.5 / 5 8 reviews


Average Ratings

8 Reviews
  • 4.5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Free Demo
    Yes
  • Deployment
    Cloud, SaaS, Web
    Installed - Mac
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    24/7 (Live Rep)

Vendor Details

  • DealCloud
  • www.dealcloud.com
  • Founded 2010
  • United States

About DealCloud

DealCloud provides a platform, services, and expertise to power the deal making capabilities of investment bankers and private equity deal teams. The platform is specifically designed for this goal. With an implementation team that powers the clients up on the platform as well as an account management team that will power them forward. DealCloud comes from the private equity and investment banking world, understanding what clients need to execute a deal.


DealCloud Features

  • Ad hoc Analysis
  • Ad Hoc Reports
  • Budgeting & Forecasting
  • Consolidation / Roll-Up
  • Dashboard
  • Key Performance Indicators
  • Predictive Analytics
  • Qualitative Analysis
  • Quantitative Analysis
  • Scorecarding
  • Strategic Planning
  • Call Logging
  • Contact Management
  • Customer Support
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Sales Pipeline Management
  • Territory Management
  • Backup
  • Creation / Development
  • Data Migration
  • Data Replication
  • Data Search
  • Database Conversion
  • Monitoring
  • Performance Analysis
  • Queries
  • Relational Interface
  • Virtualization
  • Account Alerts
  • Asset Management
  • Expense Tracking
  • Household Tracking
  • Influence Tracking
  • Lead Management
  • Marketing Management
  • Relationship Tracking
  • Team Assignments
  • Territory Management
  • "What If" Scenarios
  • Audit Trail
  • Balance Sheet
  • Cash Management
  • Consolidation / Roll-Up
  • Forecasting
  • General Ledger
  • Income Statements
  • Multi-Company
  • Multi-Department / Project
  • Profit / Loss Statement
  • Activity Tracking
  • Campaign Management
  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Prospecting Tools
  • Source Tracking
  • Collaboration
  • Contact Management
  • Content Management
  • Document Management
  • Goals / Quota Management
  • Lead Management
  • Meeting Management
  • Performance Management
  • Presentation Management
  • Proposal Management
  • Territory Management
  • Training Management
  • Competitor Analysis
  • Correlation Analysis
  • Dashboard
  • Dynamic Modeling
  • Exception Reporting
  • Graphical Data Presentation
  • Modeling & Simulation
  • Performance Metrics
  • Sales Trend Analysis
  • Statistical Analysis
  • Auction Management
  • Budget Management
  • Collaboration
  • Global Sourcing Management
  • Rfx Management
  • Spend Management
  • Supplier Management
  • Supplier Qualification
  • Supplier Risk Management
  • Supplier Web Portal
  • Template Management
  • Approval Process Control
  • Compliance Management
  • Configurable Workflow
  • Customizable Dashboard
  • Document Management
  • Event Monitoring
  • Forms Management
  • Graphical Workflow Editor
  • Help Desk Management
  • Project Management
  • Resource Management

DealCloud Reviews Recently Reviewed!

Does what you need, but not seamless

Jun 07, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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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

Overall: CRM

Supportive BD Professional

Nov 21, 2016
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support

Comments: As a new DealCloud user (six weeks), I'm very pleased with the platform overall. Generally speaking, I think the tool is intuitive and flexible. 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. I appreciate having a primary support person in addition to a helpdesk line. I can't say enough great things about the quality and timeliness of the support team.

2016 New DealCloud User

Nov 20, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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. DC is the only CRM that we found that was really designed for a lower middle market private equity firm.

Cons: The mobile app needs to be improved to improve the GUI and ease of adding notes and accessing historical data. Datasheets should be easy to use in any browser and I'd like to get away from the requirement to use Internet Explorer for that functionality.

Overall: We started our private equity firm in 2016 and the first investment we made was in DealCloud in order to have a cutting edge CRM system for our business. The implementation process was completed on time and on budget, and the customer service to date has been outstanding. 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.

DealCloud has been a great investment for our firm, in large part due to the very responsive customer service team and how easy the system has been to tailor to our firm's needs.

DealCloud - highly configurable. Excellent support team

Nov 18, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Configurability of the software

Cons: Looking forward to updates to the user interface

Overall: The DealCloud platform is architected for a number of deal making verticals such as PE, IB, specialty lending, etc. 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. For example, for our first fundraise we did not use a Placement Agent. On our second fundraise, we did. We changed DealCloud to show prospective LPs brought to us from the Placement Agent. In addition, we further customized DealCloud to marry the data elements that our Placement Agent was tracking in their system to the data elements we wanted to show in our system.

We also customized DealCloud for a custom deal sourcing methodology we use internally. The system was extremely flexible to accommodate that workflow process.

Finally, we have found the DealCloud support team to be very responsive, including addressing our needs after-hours and over the weekend. They understand that we are in a 24x7 business, particularly when we are in diligence on a potential deal. They are available to support us and are fluent in our industry. We aren't speaking with an offshore help desk but rather to the individuals that build and implement solutions.

Recommendations to other buyers: Cadillac solution in the industry

Trive Dealcloud Experience

Nov 18, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: very user friendly

Cons: email function and smart phone use is weak

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

MyEyeDr. Acquisition Team Review

Nov 18, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: The DealCloud team has been great to work with and is available whenever needed. The DealCloud team is always open to suggestions to customize for our specific needs

Functional for Finance

Nov 10, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use, easy to find reviews

Overall: 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. There's not much more you could ask for.

Fantastic customer service and support!

Mar 07, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: The hands on support from a personable team is what sets Dealcloud apart from the competition. 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!