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Tendersight + DealCloud

Unify your customer relationships with DealCloud

Connect DealCloud to Tendersight and let your AI assistants automatically process your accounts. DealCloud is more than a CRM. It’s a single platform for your team’s knowledge and workflows - managing relationships, tracking and forecasting pipeline, and streamlining deal execution. With Applied AI and a private-capital data foundation, it helps you find the best opportunities and close more deals across the investment lifecycle.

What you can do

Powerful automation capabilities out of the box.

Two-way data flow

Not just import — push processed results back to DealCloud. Keep your accounts in sync across both platforms.

Auto-import accounts

Automatically pull accounts from DealCloud into your Tendersight workspace. No manual uploads or copy-pasting required — data flows in real time.

AI-powered processing

Your AI assistants instantly analyze incoming accounts from DealCloud, extracting key information and structuring it for tender responses.

Real-time sync

Changes in DealCloud are reflected in Tendersight within seconds. Always work with the latest accounts without refreshing or re-importing.

How it works

Get started in three simple steps.

1

Connect DealCloud

Link your DealCloud account in one click. Secure OAuth authentication — no passwords stored.

2

Set your rules

Define what triggers an import — new accounts, updates, or on a schedule. Fine-tune with filters.

3

Data flows, AI works

DealCloud accounts stream into your workspace where AI assistants analyze, enrich, and act on them instantly.

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