--- description: Review of DealCloud Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: DealCloud | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Lead Management Software](/directory/1682/lead-management/software) > [DealCloud](/software/115695/dealcloud) # DealCloud Canonical: https://www.softwareadvice.co.uk/software/115695/dealcloud Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.uk/software/115695/dealcloud?page=2) > DealCloud is a financial CRM and fund management solution that helps businesses handle processes related to fundraising, financial deals, regulatory compliance and more. The relationship management module enables organizations to configure user permissions, create organizational strategies and record client/lead interactions in a centralized repository. Using DealCloud’s pipeline management functionality, administrators can configure workflows, dashboards, reports and notifications for team members and business units. Features include collaboration, analytics, email marketing, custom forms, risk assessment and more. Additionally, the platform allows supervisors to run promotional email campaigns, manage leads and view engagement metrics including the open or click rates of emails. DealCloud comes with an application programming interface (API), which allows businesses to integrate the system with several third-party applications, such as Workday, Tableau, Taiga and more. Pricing is available on request and support is extended via phone, email and other online measures. > > Verdict: Rated **4.5/5** by 21 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.5/5** | 21 Reviews | | Ease of Use | 4.2/5 | Based on overall reviews | | Customer Support | 4.4/5 | Based on overall reviews | | Value for Money | 4.2/5 | Based on overall reviews | | Features | 4.1/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: DealCloud - **Location**: Jersey City, US - **Founded**: 2010 ## Commercial Context - **Pricing Details**: Please contact DealCloud directly for pricing information. - **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Canada, Denmark, France, Germany, Ireland, Netherlands, United Kingdom, United States ## Features - "What If" Scenarios - API - Access Controls/Permissions - Accounting - Activity Dashboard - Activity Planning - Activity Tracking - Activity/News Feed - Ad hoc Reporting - Alerts/Notifications - Appointment Management - Appointment Scheduling - Assignment Management - Audit Trail - Benchmarking - Budgeting/Forecasting - Business Card/Badge Scanning - Business Process Control - CRM - CRM Integration ## Integrations (4 total) - Cvent Event Management - NetSuite - Tableau - Taiga ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support ## Category - [Lead Management Software](https://www.softwareadvice.co.uk/directory/1682/lead-management/software) ## Related Categories - [Lead Management Software](https://www.softwareadvice.co.uk/directory/1682/lead-management/software) - [Sales Forecasting Software](https://www.softwareadvice.co.uk/directory/4678/sales-forecasting/software) - [Business Performance Management Software](https://www.softwareadvice.co.uk/directory/4579/business-performance-management/software) - [CRM for Small Businesses](https://www.softwareadvice.co.uk/directory/489/small-business/software) - [Banking CRM Software](https://www.softwareadvice.co.uk/directory/336/banking-crm/software) ## Alternatives 1. [Zoho CRM](https://www.softwareadvice.co.uk/software/392464/zoho-crm) — 4.3/5 (6964 reviews) 2. [Redtail CRM](https://www.softwareadvice.co.uk/software/76515/redtail) — 4.1/5 (85 reviews) 3. [Maximizer CRM](https://www.softwareadvice.co.uk/software/24987/maximizer-wealth-management) — 4.1/5 (366 reviews) 4. [eWay-CRM](https://www.softwareadvice.co.uk/software/31005/eway) — 4.5/5 (822 reviews) 5. [HubSpot CRM](https://www.softwareadvice.co.uk/software/1854/hubspot) — 4.5/5 (4453 reviews) ## Reviews ### "Great CRM Built to Support M\&A" — 5.0/5 > **Michael** | *10 September 2025* | Investment Banking | Recommendation rating: 7.0/10 > > **Pros**: DealCloud offers an easy to customize platform that helps enable financial services users to maintain pipelines and contact management. > > **Cons**: Working with other CRMs, they offer more customization that DealCloud currently doesn't offer. In recent updates, they have added more customization, but there is still a lot more they can offer in terms of customization to fit the needs of our firm and enable custom features not natively supported by DealCloud. > > Their support techs and client success managers are always available to help quickly, which is a much better experience than other platforms out there. ----- ### "DealCloud - highly configurable. Excellent support team" — 5.0/5 > **Rob** | *18 November 2016* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: Configurability of the software > > **Cons**: Looking forward to updates to the user interface > > 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. ----- ### "The Art of Over Promising and Under Delivering" — 3.0/5 > **Verified Reviewer** | *21 February 2020* | Financial Services | Recommendation rating: 3.0/10 > > **Pros**: Interface looks sleek and is somewhat intuitive. Visuals on dashboards are fantastic if you know how to use them. The ability to link different modules easily is what makes this a superior software - until others catch up. As a former Salesforce Dynamo, Zoho, MS Dymanic user in my career, I can compare this to several industry standard CRM systems and being able to link modules (lists) and generate new lists are great. The system is powerful if you know how to use it and you can customize as needed. > > **Cons**: The implementation has been poor and completely missed the mark. The initial promises of being able to guide the implementation with advisory on best in class practices fell very short. It is just now, over a year later that my colleague and I recognized a simple solution that would have streamlined efforts greatly between the deal team and marketing customization's. It's so basic that it is shocking that DealCloud did not suggest this solution - but we get to spend the time fixing it now. When the frustration with implementation was expressed, the account managers will begin the blame game. To the point where a very senior person got on the phone and then proceeded to be very patronizing. Another HUGE con is that there are very limited API's in place for this software and others. One of the senior execs will encourage you to go ahead and do an API yourself if you have the technical skillset as DealCloud is open source. DealCloud will also do the API work for you for a huge fee which they then turn around and sell to other clients after you pay for the initial API. > > Software itself is fine, the people, not so much. Get your own implementation team that will deal with them as they will spend the bare minimum with you, fall short on designing the implementation, and then blame you for mistakes you should have thought of and encourage you to become a platform manager so you can just finish all the changes by yourself. They said it would take 10-15 hours to implement and I assure you that is not even remotely reasonable if you are exporting 7 years worth of data from an old CRM. It's appalling that changes they were supposed to make in implementation are just passed off as your fault and problem. The do not finish the implementation cleanly either - just hand it off when it's too frustrating to other teams and then you start all over again. To this day I am finding all kinds of fields that are date fields set with addresses as the format. Percentage fields as reference fields to companies. It's endless. List's that were hidden but are extremely useful for us to utilize. But I get to spend my time doing that since we are "post-implementation." ----- ### "The Tool I Needed for PE" — 5.0/5 > **Verified Reviewer** | *15 September 2019* | Financial Services | Recommendation rating: 9.0/10 > > **Pros**: Our company goes through an unusual amount of intermediaries, and having the ability to split up our communication and deal flow with them versus our proprietary search is great. The ability to filter our information and statistics from our growing pipeline is also great, as it got quite complex with our last CRM. > > **Cons**: Slightly difficult to use the mobile application versus on the computer. I believe this is a function of the sheer amount of information packed into DealCloud, but it can be pretty difficult to fully navigate on the app at times. > > Our search fund runs our entire business through DealCloud. It has all the features we need, and combines what was needed from multiple pieces of software into just one product. ----- ### "Best customer service" — 5.0/5 > **Verified Reviewer** | *19 March 2020* | Capital Markets | Recommendation rating: 10.0/10 > > **Pros**: By far the best thing about deal cloud is their customer service. If there is anything you wish you could do within dealcloud, all you have to do is ask and the team will go above and beyond to see if that ask is feasible, and make the changes if possible. > > **Cons**: Sometimes there are little flukes that happen with the software because of these frequent changes, but they are usually solved very quickly. > > DealCloud has been an amazing addition to our company and we are so happy with our choice. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.uk/software/115695/dealcloud?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/115695/dealcloud) ## This page is available in the following languages | Locale | URL | | de | | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data