Everything you need.
Nothing you do not.
A guided tour of Dealboard: the pipeline, the reports, the deal screen, the mobile experience, the team setup, the integrations. Under 90 seconds.
A pipeline that fits on one screen.
Drag a deal between stages and the timestamp updates automatically. Your reports recompute. You do not think about it.
The same product on a phone. Swipe between stages. Same cards, same notes, same reports.
Open a deal. See everything.
Track your core deal activity in one place, on desktop or phone. Notes from your last call. The proposal you sent. The signed contract. The contact who replied. The stuff that actually moves a deal — without the clutter of a full CRM.
Automatic, clean reporting. To the point.
See how you are pacing this month, how the year is shaping up, and which deals closed when. The kind of report your board, your CFO, and your future self will all read in five seconds. You did not have to build any of it.
This month
Three gauges showing progress toward monthly goals: proposals sent, deals won, dollar value.
Track record
Proposals sent vs. proposals won, by month or quarter, last 12 periods.
Deals won
A table of who won what, when. Filter to a period; export to CSV or PNG.
A real mobile experience.
The mobile view is not a companion. It is the same product. 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.
Work in sync with your team.
Everyone on the team is looking at the same pipeline, the same numbers, the same notes. You always know who did what and when. No more "wait, which spreadsheet is the latest?" or "whose notes are these?" Invite takes about five seconds.
Free workspaces include unlimited invited teammates. The 20-active-deal cap is the only forcing function. Plus removes it.
Fits the way you already work.
Notifications where your team already lives. New deals flowing in from wherever they come from. Your AI assistant on call. Dealboard fits into the rest of your stack instead of trying to replace it.
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. Plus a generic signed webhook for anything else you build.
Deals in from anywhere. Summaries out to anyone.
Forward inbound leads via Zapier or your own webhook. Ask Claude or Cursor to pull a pipeline summary before your next 1:1. A focused REST API and a one-click MCP server keep you out of the spreadsheet-export business.
See the developer docs →The features we do not have.
Each one is a configuration screen you do not have to think about.
If those gaps disqualify Dealboard for your team, that is what they are for. We would rather lose your business at the home page than at the renewal.
Try the whole product in 30 seconds.
Sign up. Drag a few deals around. Open the reports. Decide. Free forever for one person, no card required.