DealCloud

Manage client relationships, track deals, and streamline workflows.

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  • Overview
  • Features
  • Pricing
  • Pros
  • Cons
  • Reviews

DealCloud Overview

  • Updated November 18, 2025

DealCloud is a powerful CRM and deal management platform designed for investment firms, private equity groups, and professional services. It helps teams organize client relationships, track deal pipelines, and centralize key data in one place.

With customizable workflows, reporting tools, and integrations, DealCloud enables firms to make better-informed decisions, improve collaboration, and enhance efficiency across business development, fundraising, and portfolio management activities.

Key Features

  • Deal pipeline management: Every stage of deals is tracked in one place. Clear visibility into opportunities, timelines, and progress supports smarter decision-making.
  • Relationship tracking: Client interactions and communication history are monitored and centralized. Stronger connections and better long-term relationship management become easier to maintain.
  • Customizable workflows: Processes can be tailored to match specific team needs. Consistent execution across business development, fundraising, and portfolio activities becomes more achievable.
  • Data and reporting insights: Financial and operational data are consolidated into real-time dashboards. Accurate forecasting and strategic planning are supported as a result.
  • Integration capabilities: Connections with email, calendars, and third-party applications are enabled. Manual work is reduced, and a unified system of record is created.

Price

Pricing Element Details
Public list price No fixed pricing listed on the official website.
Typical per-user estimate Industry commentary puts it between US $500 to US $1,500 per user per month.
Example annual contract range One source quotes average cost approx. US $505,000 per year, with a range from about US $85,000 to US $1,430,000.
Implementation / additional fees Significant setup, integration and add-on costs (e.g., AI modules) may apply.

Pros

Competitor Pros of DealCloud
Affinity DealCloud offers financial-services depth and highly tailored workflows that suit complex deal structures and compliance needs.
Salesforce DealCloud delivers specialized industry features and client reporting oriented to investment workflows rather than general CRM features.
HubSpot DealCloud brings deeper capital-markets focus, compliance tools, and relationship tracking built for PE and IB firms.
Dynamo Software DealCloud provides a broader single-source platform for firm-wide deal, relationship, and compliance management.
4Degrees DealCloud stands out with advanced customization and scalability for large investment firms in M&A, fundraising, and portfolio operations.

Cons

Competitor Cons of DealCloud
Affinity Compared to Affinity, DealCloud relies heavily on manual data entry and longer setup times, which can slow adoption.
Salesforce DealCloud costs more to customize and often requires DealCloud’s team for changes, which adds complexity and expense.
HubSpot DealCloud delivers greater complexity and longer deployment timelines, while HubSpot offers faster onboarding for lean teams.
Dynamo Software DealCloud may feel less modern or agile, whereas focused platforms like Dynamo offer quicker setup and simpler interfaces.
4Degrees DealCloud’s broad feature set and customization dependence can feel heavy compared with more nimble, client-friendly platforms like 4Degrees.

Customers' Reviews From Reliable Websites

G2 Review
Capterra Review
SelectHub Review
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