Intapp
Intapp provides cloud-based software solutions designed to help professional and financial services firms manage the entire client lifecycle, from deal sourcing and onboarding to compliance and execution.
Syncro
Syncro is an all-in-one RMM and PSA platform designed specifically for managed service providers to streamline operations, automate billing, and provide efficient remote support to their clients.
Quick Comparison
| Feature | Intapp | Syncro |
|---|---|---|
| Website | intapp.com | syncromsp.com |
| Pricing Model | Custom | Subscription |
| Starting Price | Custom Pricing | $129/month |
| FREE Trial | ✘ No free trial | ✓ 14 days free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2000 | 2017 |
| Headquarters | Palo Alto, USA | Seattle, USA |
Overview
Intapp
Intapp offers a specialized connected firm management platform built specifically for the unique needs of legal, accounting, and financial services. You can move away from fragmented data and manual processes by using a unified system that connects your teams, processes, and data. The platform helps you manage high-stakes relationships and complex regulatory requirements while ensuring every billable hour or deal point is captured accurately.
By integrating deal management, risk assessment, and time tracking into a single environment, you can make more informed decisions and improve your firm's profitability. Whether you are a partner at a global law firm or an investment professional at a private equity house, the software adapts to your specific workflows to reduce administrative burdens and enhance client service delivery.
Syncro
Syncro provides a unified platform that combines Remote Monitoring and Management (RMM) with Professional Services Automation (PSA) to help you run your managed service provider business more efficiently. Instead of jumping between disconnected tools, you can manage your entire workflow—from automated billing and ticketing to remote desktop access and patch management—within a single, integrated interface.
You can proactively monitor your clients' assets, automate repetitive maintenance tasks, and resolve issues quickly using built-in remote tools. The platform also simplifies your back-office operations by syncing your time tracking directly with invoicing, ensuring you never miss a billable moment. It is built to scale with your MSP, offering a flat-fee pricing model that allows you to add unlimited endpoints without increasing your monthly costs.
Overview
Intapp Features
- DealCloud CRM Manage your entire pipeline and relationship network with a CRM built specifically for capital markets and advisory workflows.
- Conflicts & Risk Screening Automate your conflict-of-interest checks and onboarding processes to ensure you remain compliant with industry regulations.
- Intelligent Time Capture Capture every billable minute automatically across your devices so you can increase realization rates without manual entry.
- Terms Management Centralize and enforce client outside counsel guidelines and engagement letters across your entire organization automatically.
- Employee Compliance Monitor personal trading and certifications to mitigate internal risks and maintain firm-wide regulatory standards effortlessly.
- Collaboration & Content Organize your documents and communications within a secure, matter-centric workspace designed for professional collaboration.
Syncro Features
- Unified RMM & PSA. Manage your tickets, billing, and remote monitoring in one place to eliminate data silos and save time.
- Unlimited Endpoints. Install agents on as many devices as you need without worrying about per-asset costs or hidden fees.
- Automated Billing. Connect your RMM data directly to your invoices to ensure accurate, hands-off billing for all your services.
- Remote Desktop Access. Resolve client issues instantly with built-in remote tools that let you take control of any managed device.
- Policy Management. Create and deploy global policies to automate patching, scripting, and security alerts across your entire client base.
- Customer Portal. Give your clients a professional branded portal where they can submit tickets, view status updates, and pay invoices.
Pricing Comparison
Intapp Pricing
Syncro Pricing
- Unlimited endpoints
- Full RMM & PSA features
- Automated billing & invoicing
- Remote desktop tools
- Scripting and patching
- Third-party integrations
- Everything in Team, plus:
- Dedicated account management
- Advanced security features
- Custom onboarding assistance
- Priority technical support
- Volume-based technician discounts
Pros & Cons
Intapp
Pros
- Deeply specialized for professional services workflows
- Strong automation for complex compliance tasks
- Excellent visibility into deal pipelines and relationships
- Reduces manual data entry for time tracking
Cons
- Significant initial setup and configuration time
- Higher price point than general-purpose CRMs
- Interface can feel complex for new users
Syncro
Pros
- Unlimited endpoint model makes scaling very affordable
- All-in-one interface reduces the need for multiple subscriptions
- Fast and responsive web-based user interface
- Strong community-driven script library for easy automation
Cons
- Mobile app lacks some advanced desktop features
- Learning curve for complex billing automation setups
- Reporting tools could offer more deep customization