Users can scan a business card, automatically extract its information, and not only add that information to their contact list but also retrieve information from DealCloud about that individual or their firm.
The new version allows users to link their work calendars to the mobile app and get a 360-degree overview of any meeting.
The mobile app provides dealmakers with a single point of reference for reviewing and prepping for meetings, and the ability to log notes afterward.
iOS users will also be able to sync meetings directly to DealCloud.
Users can now access all of their reports, dashboards, charts, grids, lists, views, and template reports from within the app.