Everything you need.
Nothing to maintain.
Capture leads, qualify them with your own AI, and work a pipeline that keeps itself up to date from Gmail, Google Calendar, and Granola.
Every lead lands in one inbox.
However people reach you, the lead ends up in the same place — with its source attached.
- A hosted lead form to share anywhere, plus a two-line embed for your own site
- A dedicated lead email address — forward your sales inbox and every email becomes a lead
- A WordPress & Gravity Forms plug-in that pipes form entries straight in, no code
- UTM tags and ad click IDs captured on every submission, for clean attribution
Bring your own AI to qualify leads.
Dealboard doesn't lock you into one scoring model. Point any qualification tool — or your own model — at the open API, and the results land right in your inbox.
- Push a fit score, a verdict, and a full write-up onto any lead through the REST API
- Color-coded scores render right in the inbox, so you can triage at a glance
- Attach a screenshot — like the company's homepage — for instant context
- Promote a lead and the enriched contact rides onto the deal; junk the rest in one click
A pipeline that shows you what needs you.
A visual board with sensible defaults on day one — and the signals to spot trouble before it costs you.
- Drag-and-drop stages you can rename, reorder, add, or remove anytime
- A win probability on each stage powers your weighted forecast
- Deals that go quiet get a cold badge — you set how many idle days counts
- Filter by owner, value, keyword, or cold state; hit / or ⌘K to jump anywhere
The whole relationship, on the deal.
Connect your tools once — read-only — and every interaction lands where it belongs. No copy-paste, no data entry.
- Gmail sync puts the latest email — subject and preview, never the full body — on the right deal, and shows who's waiting on whom
- Google Calendar surfaces your next meeting and past meetings automatically
- Granola call notes attach to the matching deal within minutes of hanging up
- Read-only by design: Dealboard never sends, replies, or changes anything
Numbers everyone reads the same way.
Reports with the calculations built in — so the founder, the team, and the board all look at the same truth.
- Three core reports: This Month, Deal Progress, and Deals Won
- Monthly goals with live pace — ahead, on track, or behind, updated daily
- Click any gauge or row to drill into the exact deals behind it, with sortable columns
- Export any report or the whole pipeline as a PNG or CSV in one click
Simple to run. Yours to shape.
Everything a small team needs to work one pipeline together — without an admin.
- Invite unlimited teammates on every plan — even Free
- Roles that fit: admins manage the workspace, members run deals, viewers follow along
- Magic-link or Google sign-in — no passwords
- A 30-day undo on deletes, and full data export as a ZIP anytime
An open platform, on every plan.
The full API and MCP server are included on Free — because a tracker you can't build on isn't yours.
- A full REST API: deals, leads, notes, boards, reports, webhooks
- An MCP server for Claude, ChatGPT, and Cursor — read and update your pipeline from chat
- HMAC-signed webhooks, plus native Slack, Teams, Discord, and Zapier
- A complete OpenAPI 3.1 spec with an interactive reference to try every endpoint
And we're just getting started.
Dealboard ships new features constantly — the running list is public.
See what's new in DealboardGet out of the spreadsheet.
Skip the CRM project.
Free forever with one dealboard and 30 active deals. Plus is $29/user.
No credit card required.