Latest Version
2403.0 Safe to install
2403.0 Safe to install
Intapp CRM: Streamline Client Management with Ease
Intapp CRM delivers robust client management features tailored for professional services, enhancing collaboration and efficiency across teams.
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.
Overview
Intapp CRM is a Freeware software in the category Business developed by Intapp, Inc.
The latest version of Intapp CRM is 2403.0, released on 06/17/2024. It was initially added to our database on 06/17/2024.
Intapp CRM runs on the following operating systems: iOS.
Users of Intapp CRM gave it a rating of 5 out of 5 stars.
Pros
- Intapp CRM offers robust client relationship management capabilities, allowing firms to track interactions and relationships with clients
- The software provides advanced reporting and analytics tools to gain insights into client behavior and preferences
- It integrates seamlessly with other Intapp products, facilitating a smooth workflow within the organization
- Customizable dashboards and workflows enable firms to tailor the system to their specific needs
- The software offers mobile functionality, allowing users to access important client information on the go
Cons
- Intapp CRM can have a steep learning curve for new users due to its complex features and customization options
- The pricing for Intapp CRM can be on the higher end compared to some other CRM solutions in the market
- Integration with third-party applications may not be as straightforward as with other CRM systems
Pete Milner
I'm Pete, a software reviewer at UpdateStar with a passion for the ever-evolving world of technology. My background in engineering gives me a unique insight into the intricacies of software, allowing me to provide in-depth, knowledgeable reviews and analyses. Whether it's the newest software releases, tech innovations, or the latest trends, I'm here to break it all down for you. I work from UpdateStar’s Berlin main office.
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