DealCloud 2405.2

Intapp, Inc ❘ Freeware ❘
iOS
out of 35 votes

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The DealCloud mobile app offers dealmakers a convenient solution accessible on their smartphones. It enhances meeting preparedness by providing a central platform for reviewing and noting key points discussed during meetings. Moreover, users can seamlessly sync their work calendars, enabling a comprehensive 360-degree overview of upcoming meetings. iOS users have the added benefit of syncing meetings directly to DealCloud, streamlining the note-taking process.

Furthermore, the app grants users access to all DealCloud web content, such as reports, dashboards, charts, grids, lists, and template reports. The search functionality allows users to efficiently navigate through DealCloud data and refine search results for quick access.

Empowering administrators with customizable options, the mobile app features an Edit mode that enables the reordering or toggling of widgets between web and mobile app dashboards. This flexibility tailors the user experience based on individual preferences.

With push notifications integrated, users receive timely updates and task reminders directly on their devices via the app. This feature ensures important information does not go unnoticed.

Finally, the business card scanner functionality simplifies the process of adding new contacts. By scanning a business card, users can automatically extract information and store it in their contacts while also retrieving related information from DealCloud about the individual or their organization.

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