Intapp CRM 2403.0

We aim to assist users in conveniently accessing a wider range of their data via their mobile devices. The Intapp CRM mobile application encompasses various essential features that streamline the process of recording meeting notes and inputting data.

• 360-degree Meeting Overviews: The mobile app serves as a centralized platform for reviewing and preparing for meetings, as well as documenting notes post-meeting. By integrating their work calendars with the mobile app, users gain a comprehensive perspective of any meeting. Additionally, iOS users can seamlessly synchronize meetings with DealCloud (formerly OnePlace CRM) for direct note-taking within the app.
• Access to All DealCloud CRM Web Content: Users now have the capability to retrieve all their reports, dashboards, charts, grids, lists, views, and template reports directly through the app. Moreover, they can conduct comprehensive searches for DealCloud CRM data within the application and utilize filters to expedite information retrieval.
• Notifications: Through push notifications, users are promptly notified of significant updates and task reminders on their mobile devices, facilitating efficient engagement with the app.