Better than a spreadsheet.
Simpler than a CRM.
The visual deal tracker that fills itself in — your emails, meetings, and call notes land on the right deal automatically.
Works with
You do the selling. It does the data entry.
Most deal trackers die because nobody updates them. Connect Gmail, Google Calendar, and Granola once — read-only — and every email, meeting, and call note lands on the right deal on its own.
And it's a complete deal tracker.
Not a spreadsheet, not a heavyweight CRM — the pipeline, leads, reports, and open API a small team actually needs.
A visual pipeline
Drag-and-drop stages with a weighted forecast and cold-deal alerts that flag what's slipping.
A leads inbox
Capture from a form, embed, or email address — then qualify with your own AI and promote the winners.
Reports everyone trusts
Shared goals with live pace and the same math for the whole team — export any view as a PNG or CSV.
An open platform
A full REST API and HMAC-signed webhooks, plus Slack, Teams, and Zapier — on every plan, even Free.
Run your pipeline from Claude or ChatGPT.
Dealboard ships a real MCP server — not a waitlist. Ask for your weighted pipeline, log a call, move a deal, or pull a report as an image, right from the chat you already have open. Included on every plan, even Free.
Move deal tracking out of general-purpose tools.
Founders, salespeople, and business development teams use Dealboard to keep important opportunities organized, current, and easy to share.
Startup sales
Track prospects, proposals, follow-ups, and won deals without setting up a full CRM.
Business development
Keep partner conversations, strategic opportunities, and next steps in one clear place.
Inbound lead flow
Capture website and email leads in one inbox, qualify them with your own tools or AI, and promote the winners into deals.
What early users say.
“I open Dealboard in the morning and everything already happened — the emails, the meetings, the call notes. I just work the board.”
“It's the first deal tracker my team actually keeps up to date — because nobody has to.”
“We pointed our own lead-scoring bot at the API, and now every inbound shows up already researched.”
For small teams that want a real system, ready to go.
Without building, wrestling with, and maintaining a full-blown CRM.
 | A spreadsheet | A full CRM | |
|---|---|---|---|
| Getting started | First deal < 1 min | Build your own tracker | Configure the system first |
| Structure | Sensible defaults included | Easy to break | Powerful, but complex |
| Deal context | Notes, owner, files, and next steps stay with the deal | Spread across cells and comments | Often buried in fields |
| Keeping it updated | Fills itself in from Gmail, Calendar, and Granola | You are the sync | Manual entry, or paid add-ons |
| AI | Works with Claude & ChatGPT out of the box | None | Enterprise add-on tiers |
| Updates | Clear enough to share | Requires cleanup | Requires dashboards or admin work |
| Mobile | Fast notes after meetings | Awkward | Usually heavier than needed |
| Best for | Small teams that want clarity without CRM overhead | One-off tracking | Larger orgs that can maintain a complex system |
Dealboard is not built for large sales organizations that need custom objects, territory management, complex automations, and a dedicated CRM admin. It is built for small teams that want a clear, consistent way to track deals.
See the full comparison: vs a spreadsheet · vs Pipedrive · vs HubSpot
Free to start.
One dealboard and up to 30 active deals, free with no expiration date — Gmail and Calendar sync, lead capture, the REST API, and the MCP server all included. Plus is $29/user for unlimited everything. That's the whole price list — no enterprise tier waiting behind it.
Get out of the spreadsheet.
Skip the CRM project.
Start free with one dealboard and up to 30 active deals.
No credit card required.