DealCloud
Identify opportunities, capture notes, and update DealCloud from any webpage in Google Chrome.
Overview
What is DealCloud?
Identify opportunities, capture notes, and update DealCloud from any webpage in Google Chrome..
SCREENSHOT
SUMMARY
The DealCloud Chrome Extension brings the DealCloud platform right to your web browser. It's 100% cloud-based and requires no manual maintenance — updates will be pushed automatically as they are released.
Transform routine communications into valuable institutional knowledge. With one click, import the body and content of emails and meetings into your database, view detail pages, and create new or edit existing DealCloud entries.
Key Benefits
1. Productivity and Collaboration
— Search and browse DealCloud records from Gmail and view your custom-built record detail pages.
— Access and edit data associated with contacts, companies, deals, and other DealCloud objects.
— Assign and manage tasks.
— Sync documents and attachments to emails and events.
2. Pipeline Management
— Import new opportunities directly to DealCloud from your inbox.
— Edit existing deals with new information and progress deals through the pipeline as you receive updates.
— Update existing deals in your pipeline with the latest email correspondence.
3. Relationship Management
— Create suggested contacts and companies based on email addresses associated with the email or event.
— Automatically tag existing entries (contacts, companies, deals, etc.) based on the contents of the email or event.
— Sync meetings directly from your Google calendar to DealCloud.
Use of the DealCloud Add-On requires an existing DealCloud subscription. Notwithstanding the license terms referenced on this page, even with an affirmative “acceptance” of the license terms referenced on this page, use of the DealCloud Add-On will be governed by your agreement with DealCloud for the DealCloud subscription. If you have any questions, please reach out to your sales representative.
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HOW TO INSTALL DealCloud FROM A CRX FILE
- Download DealCloud CRX file
- NOTE: Sometimes the browser may block downloading / installing CRX file from outside the Chrome Web Store. If so, you may need to download the ZIP file instead
- In the URL bar, go to chrome://extensions
- Enable Developer mode
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