Intapp CRM

Intapp CRM

Free Business & SaaS ✓ Verified

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 featu

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About this Tool

Intapp CRM

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 featu

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

Pros & Cons

✓ Pros

  • Intapp Celeste | Firm AI
  • Intapp Assist for DealCloud
  • Intapp Assist for Time
  • Mobile apps for iOS and Android
  • Workflow automation

✗ Cons

  • No native Android app
  • Some advanced features may require higher-tier plans

Key Features

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Intapp Celeste | Firm AI

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Intapp Assist for DealCloud

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Intapp Assist for Terms

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Intapp Assist for Time

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AI document summaries

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Intapp Integration Service

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Relationship management (CRM)

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Business development

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Marketing

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Pipeline and deal management

📋 Scripts & Prompts for Intapp CRM +

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🔌 MCP Servers for Intapp CRM +

Connect these MCP servers to give Claude, Cursor & Cline superpowers with this tool. Sign up free to copy install commands.

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Intermediate 📱 Claude Desktop, Cursor, Continue.dev
**[Integration App](https://github.com/integration-app/mcp-server)** - Interact with any other SaaS applications on behalf of your customers.
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Intermediate 📱 Claude Desktop, Cursor, Continue.dev
**[Microsoft Dataverse](https://go.microsoft.com/fwlink/?linkid=2320176)** - Chat over your business
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Intermediate ⭐ 2,715 📱 Claude Desktop, Cursor, Continue.dev
🔥 Java enterprise application development framework for full scenario: Restrained, Efficient, Open, Ecologicalll!!! 700% higher concurrency 50% memory savings Startup is 10 times faster. Packing 90% smaller; Compatible with java8 ~ java25; Supports LTS. (Replaceable spring)
Intermediate 📱 Claude Desktop, Cursor, Continue.dev
📇 ☁️ Allows AI clients to manage records and notes in Attio CRM
🔌 Browse All MCP Servers →

🤖 AI Agents for Intapp CRM +

Pre-built automation agents that work with this tool — import in one click. Sign up free to access.

🤖 CREWAI
👆 Manual
Streamlit UI for crewai | crewai ui
https://github.com/AbubakrChan/crewai-UI-business-product-launch
🔄 N8N
👆 Manual
[![](https://n8niostorageaccount.blob.core.windows.net/n8nio-strapi-blobs-stage/assets/Megaphone_b2efe51ea9.svg)Marketing](https://n8n.io/workflows/)[![](https://n8niostorageaccount.blob.core.windows.net/n8nio-strapi-blobs-stage/assets/Hand_Coins_7358ef534a.svg)Sales](https://n8n.io/workflows/)[![](https://n8niostorageaccount.blob.cor
https://n8n.io/workflows/?categories=ai
🤖 CLAUDE CODE
👆 Manual
Explore agent skills for business applications, e-commerce, payments, and CRM systems. Features tools for building business workflows, payment integration, customer management, and enterprise application development. Most StarsRecently Updated [feishu-perm.md332.0k![openclaw](https://avatars.githubusercontent.com/u/252820863?v=4)from "openclaw/openclaw"Feishu permission management for documents an
https://skillsmp.com/categories/business
🔄 N8N
👆 Manual
[AI ](https://n8n.io/workflows/)[Sales ](https://n8n.io/workflows/)[IT Ops ](https://n8n.io/workflows/)[Marketing ](https://n8n.io/workflows/)[Document Ops ](https://n8n.io/workflows/)[Other ](https://n8n.io/workflows/</workflows/categories/
https://n8n.io/workflows/?categories=ai
🤖 Browse All AI Agents →

Frequently Asked Questions

Intapp CRM is available as free. Visit the tool's website for the latest pricing details and plan options.

Intapp CRM offers a free plan. Check the website for feature limitations and upgrade options.

Intapp CRM is available on iOS. Check the official website for the latest platform support.

Many tools offer free trials to let you test before subscribing. Check the Intapp CRM website for current trial availability and duration.

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