Frequently asked.
Plainly answered.

Go to app.getdealboard.com/sign-up. Magic link to your email, or sign in with Google. We do not ask for a credit card. Setup takes about 30 seconds.

No. Dealboard is a web app. Works in any modern browser on Mac, Windows, Linux, iPhone, and Android.

The web app on a phone is a real mobile app. Not a stripped-down companion to the desktop view. Same product, same pipeline, same reports, same deal screen, same activity feed. Swipe between stages. Voice notes work. PDFs open. No App Store download to manage.

From hitting "Start free" to opening the first deal: about 60 seconds. Your new workspace is pre-populated with example deals so you can play with the drag-and-drop before adding your own.

Twelve fictional companies (think Pied Piper, Hooli, Aviato - the Silicon Valley TV cast) spread across all the stages with realistic notes, contacts, and attached PDFs. Their job: light up every screen of the product on day one so you see what reports and a deal page look like with real-feeling data. Tap "Clear them" on the pill at the bottom of the screen any time. If you rename one (e.g. "Pied Piper" -> "Acme Corp") it becomes a real deal of yours and will not get cleared. No way to mess this up.

In order:

1. New Lead - just landed, no conversation yet.
2. Meeting Scheduled - call on the books.
3. In Discussion - active conversations, sussing fit.
4. Proposal Sent - you have sent pricing or scope.
5. Contract in Legal - paper out, lawyers looking.
6. Contract Redlines Received - they came back, you are negotiating.
7. Won - signed and counted.

Plus a "Dead" lane for the post-mortem with an optional reason field.

No, by design. When every Dealboard customer uses the same stages, your CFO, your board, and the new sales rep you just hired all speak the same language. Custom stages turn into "I have to ask Sarah what 'Engaged' means at this company." We picked seven that map to 95% of B2B deal motion.

Each stage has a default probability: New Lead 0%, Meeting Scheduled 5%, In Discussion 15%, Proposal Sent 25%, Contract in Legal 75%, Contract Redlines 90%, Won 100%. The weighted pipeline total at the bottom of each lane multiplies deal value by stage probability. Adjustable in Board Settings if you have strong opinions.

Drag the card to a new lane on desktop, or open the deal and tap the stage pill at the top of the modal on mobile. The stage-entered timestamp updates. Dropping a deal in Proposal Sent, Contract in Legal, or Won/Dead pops a small prompt to attach a PDF or add a closing note; skip it anytime.

Yes. Click the board name at the top to create a new pipeline ("Dealboard") for a different product line, region, or whatever. Free plan includes one board. Plus plan is unlimited.

Open the deal. There is a composer at the top of the activity feed: type, hit save (or Cmd+Enter). The note timestamps itself. Drag-and-drop a file in to attach it.

Yes. On the composer, hit the microphone, talk, hit stop. The audio is attached to the note and transcribed automatically (you can edit the transcription). Designed for the 30 seconds after a meeting ends and before you forget.

Not yet. Notes are written as the author who creates them; your teammates see who wrote each one in the activity feed. @-mentions are on the roadmap if customers ask loudly enough.

System events are things Dealboard logs automatically: stage moves, ownership changes, won/dead transitions. Notes are what you type yourself. They live in the same activity feed, interleaved by timestamp.

Edit, no. Delete, yes (within 24 hours of writing it, to clean up typos). Notes are kept as a deliberate record - like a sales-call CRM log entry.

Yes, two places:

• Note attachments: drag any file into a note. PDFs, images, audio (call recordings), Word docs, text. 25 MB per file.
• Stage-driven slots: when a deal hits Proposal Sent or Won, dedicated slots appear for the proposal PDF and the signed contract. First-class to the deal, not just appended files.

Three. That is the whole suite.

1. This Month: three gauges showing progress toward monthly goals (proposals sent, deals closed, dollar value). Set the goals once in Board Settings.
2. Track Record: proposals sent vs. proposals won, by month or quarter, last 12 periods. Bar chart.
3. Deals Won: table of won deals with amount, days in pipeline, owner. Filter to a period.

Range filters (this month / quarter / year), granularity (month vs. quarter on Track Record), and board selection: yes. The columns, the calculations, and the chart types: no, by design. When every Dealboard reports look the same, the conversation across teams gets sharper.

Yes. Each report has a "Download as PNG" and "Download as CSV" button at the top right. PNG drops into a deck; CSV opens in Excel.

Sum of amount for every deal whose wonAt falls in that quarter. The won-date is set automatically when you move a deal to Won, and editable afterward in the deal modal.

For every open deal: amount × stage probability. Summed across all open deals on a board. An honest estimate of "if every deal closes at its stage's historical rate, this is what we will book."

Edit them in Board Settings. The gauges update immediately. No history is lost.

Settings -> Members -> Invite. Paste a list of emails, pick admin or member, send. They get a magic-link email; once they accept, they are in.

Not on Free. Invite as many as you want - the 20-active-deal cap is the only limit. On Plus, every active member is a billable seat ($29 per user per month or $295 per user per year). Add and remove anyone, anytime; Stripe prorates.

Admins can manage members, change board settings, manage billing, and delete boards. Members can do everything else: add deals, edit deals, leave notes, change stages, generate reports.

Yes. Edits are real-time: when a teammate is viewing the same deal, their avatar shows up; when they save a note, you see it appear in the feed within a second or two. Last-writer-wins on conflicting field edits.

Yes. Every system event and every note is stamped with the author. The deal's activity feed is a complete record.

Each deal has an Owner field. Change it in the deal modal. Owners show up as colored avatars on the cards.

Yes. Plus plan supports unlimited boards. Each board has its own stages (always the canonical seven), its own goals, its own integrations, its own team-visibility scope.

$0 for one user forever, with unlimited invited teammates and up to 20 active deals. $29 per user per month for teams (billed monthly), or $295 per user per year if you pay annually (saves $53 per seat per year). That is it. No tiers above. No "talk to sales" enterprise pricing.

Anything in stages New Lead through Contract Redlines. Won and Dead deals do not count - those are terminal states. Close a deal and it stays in your history forever; the slot in your 20-deal cap is freed.

Settings -> Billing -> Upgrade. Stripe Checkout. We accept credit cards. After upgrading, all limits are lifted immediately.

Same place: Settings -> Billing -> Manage Billing. Stripe's customer portal opens; cancel or switch plans there. If you cancel, you stay on Plus until the end of the current period, then drop to Free.

It stays. The Plus features (unlimited deals, integrations, API access) become inactive at end of period, but every deal, note, and PDF is still there. If you are over the Free tier's 20-deal cap, your older active deals are read-only until you are back under.

Yes, anytime, on any plan. Settings -> Account -> Export. You get a ZIP with CSVs of every deal, note, link, and a manifest of attached files.

Annual billing saves $53 per user per year - that is the discount. We do not have separate student / non-profit / startup-equity-deal pricing. The number is already low.

Stripe prorates. Add a seat on day 10 of a 30-day cycle, you pay 20 days' worth that month. Remove a seat, you get a prorated credit on the next invoice.

Postgres database on Fly.io, US-East region. Attached files (PDFs, etc.) on Cloudflare R2. Both are encrypted at rest.

Only the members of your workspace. Workspaces are isolated. We (Dealboard) can access your data for support, only when you ask us to and only what we need.

No. Never. We make money by you paying us $29 per seat per month.

Settings -> Account -> Delete Account. Your account and all its data are scheduled for permanent deletion 30 days later. Sign in within those 30 days to undo it; after that, it is gone for good.

Nightly off-site backups to Cloudflare R2 with a weekly restore-validation test. Worst case: we restore the entire workspace to within 24 hours of the failure event.

Not certified for either yet. If your enterprise security review requires SOC 2, Dealboard is not the right fit today. Roadmap item once customers ask.

Google login is supported today; the magic-link is the universal fallback. SAML SSO is not on the near roadmap - this product is built for teams of one to ten, not for IT-managed enterprise rollouts.

Yes - direct integration with Slack, Microsoft Teams, and Discord. Configure under Settings -> Integrations. Choose which events fire (deal won, deal stage change, new deal added) and what channel they post to. Per-board, so different pipelines can have different alert rules.

Yes. The generic webhook integration fires a signed JSON POST to any URL you supply. Includes a signing secret you can verify on the receiving side.

Not yet self-serve, with a workaround: export your existing CRM to CSV, then write us at support@getdealboard.com. We will bulk-import for you, free, while we are small enough to do it personally.

Yes. N opens "+ New Deal", / focuses the search, Esc closes any modal, Cmd+Enter saves a note. More shortcuts to come.

Yes. REST API at /v1/* on app.getdealboard.com. OpenAPI 3.1 spec at /openapi.json. Bearer-token auth with keys you create in Workspace Settings -> API Keys. Available on the Plus plan. Full docs at getdealboard.com/developers.

List, create, update, and move deals. Add notes. Listen to events via signed webhooks. Pull a per-stage pipeline summary. Anything an AI assistant might need to drive your pipeline.

Yes. @dealboard/mcp on npm. One config block in your Claude Desktop, Claude Code, Cursor, Windsurf, ChatGPT custom GPT, OpenAI Codex, VS Code, Continue, or Cline setup, and your AI assistant has eight tools: list_deals, get_deal, create_deal, update_deal, move_deal, add_note, search_deals, get_pipeline_summary.

Keys are SHA-256 hashed in the database; we store only the hash. GitHub secret scanning auto-revokes any leaked key. Per-key rate limits at 600 requests per minute. HMAC signatures on webhooks. Every request is workspace-isolated by design.

Only with an API key you create that inherits your role and that you can revoke instantly. There is no other access path.

getdealboard.com/developers. Quickstart, capability cards, interactive OpenAPI reference, MCP install for every supported client.

Email support@getdealboard.com. A real person reads every one. If three customers ask for the same thing, we build it. This is how the integrations menu, the bulk-invite chip UI, and the proposal-PDF slots all got added.

We do not publish a public roadmap; it sets the wrong expectations. The general direction: deeper Slack integration, an inbound-email-to-deal forwarding address, broader API coverage, and better mobile gestures. Plus whatever the next five customers ask for.

Possibly for new customers as we add features. Anyone already on Plus is locked at their current rate for as long as they stay subscribed. We hate the "your renewal price doubled" surprise as much as you do.