DealCloud
DealCloud is a relationship-driven CRM platform built for investment, real estate, and advisory teams that need reliable deal pipelines and forecasting. It helps organizations standardize deal records, manage activities and information across the lifecycle, and maintain clean, structured data so forecasting stays dependable. Teams use DealCloud to organize deals, improve visibility, and reduce manual admin work caused by inconsistent record management.
DealCloud becomes the system of record for deal pipeline information—while BOBs keep it continuously accurate. As BOBs discover deal context in your connected tools (emails, forms, meeting notes, documents, and other signals), they can translate that context into structured DealCloud records: updating the right fields, creating new records when a deal appears, and deleting or correcting records when deals are canceled or superseded.
This reduces the “spreadsheet drift” that breaks forecasting. Instead of relying on manual data entry and cleanup, BOBs can handle the operational bookkeeping around DealCloud—keeping your pipeline forecast-ready, improving data consistency, and ensuring downstream reporting tools rely on up-to-date information. Use cases include automated pipeline hygiene, real-time deal record maintenance, and keeping forecasting inputs aligned with what’s actually happening.
What can BOBs do with DealCloud?
Perform actions
- Create Record
- Delete Record(s)
- Get Record(s)
- List Object ID Options
- Update Record