Intapp CRM2608.0 - App Store

We’re focused on helping users access more of their data through their mobile phones and tablets. The Intapp CRM mobile app contains several key features and makes it easy to log meeting notes and enter data.

***360-degree meeting overviews:
The mobile app provides a single point of reference for reviewing and prepping for meetings, and the ability to log notes afterward. Users can link their work calendars to the mobile app and get a 360-degree overview of any meeting. iOS users will also be able to sync meetings directly to DealCloud (formerly OnePlace CRM). Once synced, users will be able to log their meeting notes directly into the app.

***Access to all DealCloud CRM web content:
Users can now access all of their reports, dashboards, charts, grids, lists, views, and template reports from within the app. They can also search for all DealCloud CRM data from within the app and filter results to quickly narrow them down.

***Notifications:
Push notifications ensure users receive important updates and task reminders on their phones, directly in the app.

Version History Bug Fixes & Performance Improvements 2608.0 Sep 19 Bug Fixes & Performance Improvements 2605.1 Jun 5 New Search: Dynamic ranking and phrase support for faster, personalized results.
Cleaner Layout: Headers now use overflow menus to maximize vertical screen space for data.
Visual Enhancements: Improved widget density and reduced clutter for better scannability. 2605.0 May 23 - Personalized date formats with date-based filtering
- New My Feed homepage with recents, updates, quick add, and resources
- Map widgets powered by MapBox
- Quick Views for faster entry insights
- Choose how links open on tablets : App or browser
- One-tap save for text fields in Entry forms
- Streamlined dashboard navigation and favorites 2602.0 Feb 28 Bug Fixes & Performance Improvements 2511.1 Jan 20 Bug Fixes & Performance Improvements.
DealCloud:
- Combining Template Reports now available in Mobile
- AI Smart tags now auto-fill suggested values to accelerate data entry.
- Widget actions (text, references, choice, and Report generation) are now available in Mobile
- Enhanced Data Grid Editing with a cleaner layout and simplified tap behaviors.
- Card mode previews offer a mobile-friendly way to browse data grid and card-based records.
- Combining Template Reports is now available in Mobile 2511.0 12/01/2025 Security Updates 2508.4 09/20/2025 Bug fixes 2508.2 09/10/2025 - Intapp Collaboration: Enhancements for browsing Cloud Storage
- Adjusted User Interface for Widgets for improved widget previews
- Change values or delete multiple : reference and choice fields in Data Grids
- Enhanced iOS Screenshot blocking
- Security improvements
- Bug fixes and performance improvements 2508.0 08/23/2025 Calendar widget support
UX foundations
Direct edit for choice and reference 2505.0 05/24/2025 - AI Smart Tags: Get intelligent tagging suggestions in DealCloud Mobile. (Requires Intapp Assist subscription.)
- Cleaner Notifications: See only relevant fields, matching the desktop experience.
- Improved Map Widget: Find nearby entries instantly with geolocation and adjustable search radius.
- Target Builder on Mobile: Create and configure entries with inclusions, exclusions, and autofill settings.
- UI Enhancements: Better navigation, updated menus, and optimized widget sizing. 2502.0 03/01/2025 - VCard Support: Import and edit VCards as new contacts with smart matching suggestions.
- Enhanced Data Entry: New Data Providers tab improves duplicate detection and linking.
- Improved Charts: Interactive legends, direct drilldowns, and better mobile card views.
- Streamlined Reports: Option to exclude empty tables in mobile template reports.
- New Features: History button for summaries and functional filters in widgets.
- Enhanced Admin Controls: Minimum PIN length settings (6-8 digits) and speech recognition restrictions now available.
- Copy/Paste Control: "Block Copy/Paste" setting now split by platform with separate controls.
- Security Updates: Speech recognition settings refined to limit data sharing with third parties. 2411.0 11/30/2024 - "Add Entry" Page-Level Actions in Mobile
- A new Home Page
- Improved Chart Widgets in Mobile
- AI Recommendations Widget for Mobile
- University Link
- Widget and Row-Level Actions in Mobile Data Grids 2408.0 08/31/2024 Bug Fixes & Performance Improvements 2405.2 06/18/2024 Bug Fixes & Performance Improvements 2405.1 06/09/2024 - Introduction of AI Summarization widget
- Widget Tabs
- Delete Entries
- Voice based app navigation ( Beta)
- Mobile Login : Environment and Data Centre selection
- Yes/No fields : Clear value to Null 2405.0 06/02/2024 Bug Fixes & Performance Improvements 2403.0 03/29/2024 Introducing AI-powered text generation tools in DealCloud! Now effortlessly create descriptions for companies, deals, contacts, and more. Also, enjoy improved filter management, address autocomplete, interactive data grid info cards, and enhanced landscape orientation. Plus, easily add new entries with the updated Add New button. Explore more efficient dashboard menu editing with auto-expanded groups. Upgrade now for a smoother experience! 2402.0 03/02/2024 Bug Fixes & Performance Improvements 2023.4.0 11/30/2023 Bug Fixes & Performance Improvements 2023.3.2 10/11/2023 Bug Fixes & Performance Improvements 2023.3.1 09/26/2023 This update includes a number of enhancements including :
• Contextual Detail Pages
• Data Grid Navigation Improvements
• Enhanced Widget Previews for Detail, Data Grids, Card Based and Map widgets
• Entry Forms Redesigned
• Landscape Orientation
• Resizable Widgets on Tablet
• View Recent Items
• Mobile Security Enhancements: Phone and SMS links 2023.3.0 08/31/2023 Bug Fixes & Performance Improvements 2023.2.1 07/01/2023 Ability to resize widgets
New UI and navigation
More section customization and card based layout
Face ID and Passcode for quick login
Recents for a history for Dashboard, Detail Page and View usage 2023.2.0 06/10/2023 Bug Fixes & Performance Improvements 2023.1.1 03/28/2023