Dealboard icon
Dealboard icon

Dealboard

A simple sales pipeline tracker: every deal on one Kanban board, with goal-based reports and connectors for ChatGPT and Claude.

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Cost / License

  • Freemium (Subscription)
  • Proprietary

Platforms

  • Online
  • Software as a Service (SaaS)
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Dealboard information

  • Developed by

    US flagDealboard
  • Licensing

    Proprietary and Freemium product.
  • Pricing

    Subscription that costs $29 per month + free version with limited functionality.
  • Alternatives

    11 alternatives listed
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  • Supported Languages

    • English

AlternativeTo Categories

Office & Productivity, Business & Commerce

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What is Dealboard?

Dealboard is a simple sales pipeline tracker for small B2B teams who have outgrown the spreadsheet but don't want a heavyweight CRM. Every deal lives on one clean Kanban board, and Dealboard keeps the notes, contacts, proposals and signed contracts together on the deal.

Features:

  • Kanban pipeline with deal value, owner, last activity and time in stage
  • Reports: weighted pipeline, This Month So Far goal gauges, Deals Won by month and quarter, proposal velocity and win rate
  • Typed or spoken notes, plus proposal and contract attachments on each deal
  • Inbound lead inbox for triaging and promoting leads to deals
  • Gmail and Google Calendar sync, a Chrome extension for Gmail, Granola call notes, Slack and Zapier
  • ChatGPT and Claude connectors, an MCP server, a REST API with an OpenAPI spec, and webhooks
  • Works on desktop and mobile browsers

Free to start, with a paid Plus plan for growing teams.