Connect your stack
27 native integrations. 3,200+ tools via managed connectors. Most are one-click OAuth, some use API keys - Viktor handles auth and starts working. No webhooks, no Zapier zaps.
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Viktor is an AI employee that connects to DealCloud in one click via OAuth and helps you track deals and customer relationships through a sales pipeline, running 5 DealCloud actions for you like Update Record, Get Record(s), and Create Record. Ask in plain English in Slack or Microsoft Teams; Viktor does the work in DealCloud and reports back. Setup takes about two minutes.
Free to start · No credit card · SOC 2 Type 1 · Works in Slack & Microsoft Teams
Messages you'd actually send. Paste one into Slack or Microsoft Teams, swap in your specifics, and Viktor takes it from there.
“Update the DealCloud deal I closed today and move it to won.”
— you, in Slack or Teams
“Pull this week's pipeline from DealCloud and post a summary to #sales every Friday.”
— you, in Slack or Teams
“Find contacts in DealCloud we haven't touched in 30 days and draft follow-ups.”
— you, in Slack or Teams
“Cross-check DealCloud against our billing records and flag deals that don't match.”
— you, in Slack or Teams
Ask in plain English in Slack or Microsoft Teams. Viktor picks the right DealCloud actions, runs the work, and reports back. No workflows to build.
Retrieves available options for the Object ID field.
Updates a record (entry) in DealCloud.
Retrieves one or more records (entries) from DealCloud.
Deletes one or more records (entries) from DealCloud.
Creates a new record (entry) in DealCloud.
27 native integrations. 3,200+ tools via managed connectors. Most are one-click OAuth, some use API keys - Viktor handles auth and starts working. No webhooks, no Zapier zaps.
Message Viktor in Slack like you'd message a teammate. "Update the DealCloud deal I closed today and move it to won." "Pull this week's pipeline from DealCloud and post a summary to #sales every Friday." Plain English, any tool.
Viktor opens DealCloud, runs the work, and posts back what changed. Sensitive actions wait for your approval. Everything is logged. You stop doing the work and start reviewing it.
A DealCloud AI agent is an AI that connects to your DealCloud account and completes work in it - it doesn't just answer questions about DealCloud, it takes the actions. Viktor is that agent: an AI employee that works in DealCloud on your behalf and delivers the finished result in Slack or Microsoft Teams.
Unlike workflow builders such as Zapier or Make, there is nothing to configure - no triggers to map, no workflows to maintain. You describe the outcome in plain English, and Viktor picks the right DealCloud actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs.
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.
One-click OAuth - Viktor never sees your password, and you can revoke access at any time.
Review-first approvals: sensitive DealCloud actions wait for your sign-off before they run.
Isolated compute per team, encrypted in transit and at rest - and your data is never used to train models.
SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress.
Yes. DealCloud is one of the 3,200+ tools Viktor connects to, via a managed connector. Once connected, anyone on your team can put Viktor to work in DealCloud from Slack or Microsoft Teams - no workflow builder, no code.
Ask for outcomes that span tools — Viktor pulls from DealCloud, cross-references the rest of your stack, and delivers one finished result.
Viktor connects to 3,200+ tools and works across them in a single run.
