DealCloud Reviews & Product Details

This program is very intuitive to use, easy to organize information, and generate reports. It is excellent for managing large amounts of data, allowing for customized reports and user-specific customization. For me, it has been very useful due to the way it organizes information—it is easy to read and understand, and no extensive experience is needed to navigate the program. Review collected by and hosted on G2.com.

We have an automation where the program automatically creates new users, which is good, but sometimes it creates duplicates. It’s understandable since it's a machine that only creates and doesn’t analyze, but I have found several duplicates created by the system. Review collected by and hosted on G2.com.

The DealCloud is powerful enough to handle different complexity stages of the sales pipeline which involve multiple stages of stakeholders. It comes with the strong flexibility settings. That allows us adjusting the platform to our exact sales process flow. Reporting functionalities are tailored, assuring us that we will receive useful performance data. Review collected by and hosted on G2.com.

The negative aspect of DealCloud is its awkward navigation UI. Despite having an intuitive interface, the software looks old-fashioned and new users face a huge learning curve. Time consumption and deal-hunting difficulties are typical for sales representatives on-the-go, who eventually must access the information handy. Review collected by and hosted on G2.com.

DealCloud is an aggressive and fruitful data powered solution, which is easy to use for CRM procedures.

Besides, the development of proper marketing streams in terms of digital support is another working scope. There are manageable implementation features, which makes multiple data management processes. The tool has scheduled demos, which helps in customer support.

In overall, there are multiple sales options from the software. Review collected by and hosted on G2.com.

The credibility of this platform in making the right marketing and communication is something that helps us improve the performance of the company. There are no functionality problems from this software, and hence, there are no set backs encountered. Review collected by and hosted on G2.com.

The software helps in making all the CRM processes effective, and this brings quality performance for companies.

The financial management features from the software is also a credible part that improves on the clarity and consistency of the company. There are robers data enhancement or management, which is a suitable part that increases on analytics and accessibility. Review collected by and hosted on G2.com.

The software helps in managing business operations, relationships and data management, There are simplified implementation strategies, and they are all simple and management. The immediate customer enhancement and communication is also a fruitful part. Review collected by and hosted on G2.com.

It helps in making CRM processes effective hence great quality performance for most companies. Dealcloud is easy to use hence building relationships and tracking deal flow. The platform is a user-friendly tool as it shows who the company has interacted with in the past. The financial management characteristics have enabled the improvement in clarity and consistency of the company. The platform provides ease of implementation hence increasing workflows and connectivity. Review collected by and hosted on G2.com.

Dealcloud is a bit expensive hence not affordable to most people and the interface is not mostly user-friendly. It is also difficult to use as there are many options to use. Review collected by and hosted on G2.com.

Effectiveness of managing deals pipelines and opportunities tracking.

Scalability -accommodating deals increase.

Seamless integrations with tools we use in financial institution.

Prioritized security and compliance due of sensitive information in financial sector.

Mobile accessibility which enables me to access deals information at a go. Review collected by and hosted on G2.com.

As financial institution,all tools we use are well scrutinized to ensure safely of our assets and to guaranteed our clients and partners their investments security. So this tool has passed all processes, am double sure it cannot fail anyone. Review collected by and hosted on G2.com.

It is very helpful for the Pipeline management process. it is very to use and also it helps to bring the company performance improve. It helps for the customer relation ship management process. Review collected by and hosted on G2.com.

It has high pricing , UI is not user friendly. Review collected by and hosted on G2.com.

Centralised deals pipelines, easy to track opportunities.

Ease of tracking with clients investors,partners and other stakeholders (ease of relationship management)

Features security and data organisation.

Ease of implementation and integrations enhancing workflows and connectivity. Review collected by and hosted on G2.com.

No single downside I can count so far with my long-term experience. Review collected by and hosted on G2.com.

That many people and access it on same time, make changes into it from across the globe. You can create a list of field items that you need and it gives you a result that you want with the selected fields. Dont need to scross through all the unrequired details. Review collected by and hosted on G2.com.

That all the fields of assets are not visible on the front page and we have to go to the edit field for seeing the fields that are visible into the home page. Review collected by and hosted on G2.com.

I like DealCloud's data-driven platform for financial services professionals. Review collected by and hosted on G2.com.

I dislike DealCloud's high price, steep learning curve, and limited customization options. Review collected by and hosted on G2.com.