Dealboard

Better than a spreadsheet. Simpler than a CRM.

The simple deal tracker for founders and small teams who'd rather close deals than configure software.

No credit card Free forever for one person Cancel anytime 30-second setup
A Dealboard pipeline showing deals across In Discussion, Proposal Sent, Contract, and Won stages
9:41
Dealboard reports on a phone

Three things we picked,
so you do not have to.

The stages. The math. The reports. Made with strong opinions, on purpose.

i.

There is nothing to configure.

The seven stages every B2B deal moves through. The probabilities. The three reports your board reads. All picked. You add a deal, drag it across the lanes, and the math runs itself.

ii.

Built for the people who close.

Not for the people who manage the people who close. No admin to ask for permission. No fields to configure. Just the deal, the stage, and the note you just wrote.

iii.

Works the same on your phone.

Not a stripped-down companion. The same pipeline, the same notes, the same reports. Voice notes work. PDFs open. No App Store download.

The three screens you will live in.

Pipeline. Deal screen. Reports. Click through to see each.

Pipeline view across mid-to-late stages

Your pipeline, on one screen. Seven stages, picked.

A closed-Won deal screen with proposal and signed contract PDFs attached

Open a deal. Activity, contact, proposal, signed contract, all on one screen.

Reports page

Set three goals once. The numbers fill themselves in.

Reports your board actually reads.

Set three goals once. The monthly visuals, the trend chart, and the won-deals table fill themselves in. Copy a number into your deck. Done.

This month

Set a monthly goal. Watch the dollar value tracker fill as deals close. Same shape for proposals sent and deals won.

Monthly deal value visual, ahead of pace

Track record

Proposals sent vs. proposals won, monthly or quarterly. Twelve periods of history. The chart investors actually understand.

Bar chart of proposals sent vs. won by month

Deals won

A clean table of who won what, when. Filter to a quarter, copy the rows, paste into a deck.

Table of won deals by month

And the same everything, on your phone.

Swipe between stages. Drop a voice note right after the meeting. Edit on the way to the next one. The seven stages, the three reports, the deal screen with notes and PDFs - all on a phone.

"When a teammate is viewing the same deal you are, their avatar appears on the card. When they save a note, you see it in your feed within a second. No merge conflicts."
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Mobile pipeline
9:41
Mobile reports - proposals sent and win rate

Less software, more closing.

 
Dealboard
A spreadsheet
A full-featured CRM
Setup time
30 seconds
Variable
Days
Drag-and-drop pipeline
Yes
No
Yes
Reports out of the box
Yes
You build them
Requires admin
Mobile usable
Yes
Barely
Partially
Stages to configure
Zero
All of them
Many

Full line items, with prices →

Fits the way you already work.

Notifications where your team already lives. Deals flowing in from wherever they come from. Your AI assistant on call.

Notifications

Wins land where your team already lives.

A deal moves to Won. A new lead lands. A stage changes. Push it into Slack, Microsoft Teams, or Discord and skip the daily standup recap. Per-board so the deal you are babying does not page everyone every time it inches forward.

Automation and AI

Deals in from anywhere. Summaries out to anyone.

Forward web leads via Zapier or a signed webhook. Ask Claude or Cursor to pull a pipeline summary before your 1:1. A focused API and a one-click MCP server keep you out of the spreadsheet-export business.

See the developer docs →

Two prices. No surprises.

Free forever for one person, with unlimited invited teammates. $29 per seat for teams. That is the whole price sheet.

Free

$0 forever

A full-featured Dealboard for you and your team. Free until you outgrow twenty active deals.

  • One person, unlimited invited teammates
  • Up to 20 active deals (closed deals never count)
  • 100 MB of attachments
  • All reports, all features
  • Goal tracking

Plus

$29 per user / month

Or $295 per user per year, save $53 per seat. Add or remove anyone, anytime.

  • Unlimited deals, boards, attachments
  • Integrations (Slack, Teams, Discord, webhooks)
  • API and MCP server for AI assistants
  • CSV / PNG export of any report
  • Priority email support

No credit card. Cancel anytime. See the full pricing page.

Try it on your first few deals.

Sign up, drop in a handful of real deals, see if it sticks. Free forever for one person. No card, no trial timer.

we make money when you grow.