DealCloud

DealCloud is a crm product. Deal management and business development software for principal investing and M&A advisory professionals. Put simply, it is about keeping every contact, deal and follow-up in one place so nothing slips.

Who is it for? Mostly sales teams and founders who are tired of spreadsheets. Alongside the main category they mention Banking, CRM and FinTech. They are a mid-sized team, 51 to 200 people, which usually shapes who they work with.

DealCloud is based in Jersey City, New Jersey and founded in 2010. Their site is dealcloud.com.

Our checklist for this category: pipeline stages, email sync, mobile app, and what reporting costs extra. A short pilot with your real data tells you more than any demo.

If you have worked with DealCloud, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.