Item logo image for DealCloud

DealCloud

dealcloud.com
5.0(

6 ratings

)
ExtensionWorkflow & Planning10,000 users
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Overview

Identify opportunities, capture notes, and update DealCloud from any webpage in Google Chrome.

The DealCloud Chrome Extension brings the DealCloud platform right to your web browser. It's 100% cloud-based and requires no manual maintenance — updates will be pushed automatically as they are released. Transform routine communications into valuable institutional knowledge. With one click, import the body and content of emails and meetings into your database, view detail pages, and create new or edit existing DealCloud entries. Key Benefits 1. Productivity and Collaboration — Search and browse DealCloud records from Gmail and view your custom-built record detail pages. — Access and edit data associated with contacts, companies, deals, and other DealCloud objects. — Assign and manage tasks. — Sync documents and attachments to emails and events. 2. Pipeline Management — Import new opportunities directly to DealCloud from your inbox. — Edit existing deals with new information and progress deals through the pipeline as you receive updates. — Update existing deals in your pipeline with the latest email correspondence. 3. Relationship Management — Create suggested contacts and companies based on email addresses associated with the email or event. — Automatically tag existing entries (contacts, companies, deals, etc.) based on the contents of the email or event. — Sync meetings directly from your Google calendar to DealCloud. Use of the DealCloud Add-On requires an existing DealCloud subscription. Notwithstanding the license terms referenced on this page, even with an affirmative “acceptance” of the license terms referenced on this page, use of the DealCloud Add-On will be governed by your agreement with DealCloud for the DealCloud subscription. If you have any questions, please reach out to your sales representative.

5 out of 56 ratings

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Details

  • Version
    8.3.0.1
  • Updated
    October 21, 2024
  • Size
    422KiB
  • Languages
    English (United States)
  • Developer
    Intapp, Inc.
    3101 Park Blvd Palo Alto, CA 94306-2233 US
    Website
    Email
    support@dealcloud.com
    Phone
    +1 301-466-0395
  • Trader
    This developer has identified itself as a trader per the definition from the European Union.
  • D-U-N-S
    074480023

Privacy

DealCloud has disclosed the following information regarding the collection and usage of your data. More detailed information can be found in the developer's privacy policy.

DealCloud handles the following:

Personally identifiable information
Personal communications

This developer declares that your data is

  • Not being sold to third parties, outside of the approved use cases
  • Not being used or transferred for purposes that are unrelated to the item's core functionality
  • Not being used or transferred to determine creditworthiness or for lending purposes

Support

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