Dealboard

The deal tracker for the people who actually close deals.

A simple pipeline, reports your board reads, and goals you actually look at. No admin, no setup, no eight modules you will never use. Free for one person forever.

Free forever for one person 30-second setup No credit card Mobile-first
Pipeline view

Built for small teams. By design.

We are not optimizing for the 25-person sales org. The numbers are tuned for 1 to 10.

7
Stages, picked for you
3
Reports, picked for you
$29
Per seat, per month
0
Custom fields to configure
Built for teams using or leaving
Everything you need

The features. None of the bloat.

Twelve essential capabilities, picked from the eight modules a full-featured CRM ships with.

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Drag-and-drop pipeline

Seven stages, picked. Drop a card, math updates, reports recompute.

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Three reports

This Month gauges, Track Record bar chart, Deals Won table. All exportable.

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Goal tracking

Set monthly proposal, deal, and dollar goals. Watch the gauges fill.

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Full mobile experience

Same product on a phone. Voice notes after a meeting. No app to install.

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Real-time team

Invite teammates, see who is viewing what, no merge conflicts.

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Slack, Teams, Discord

Plus a generic signed webhook for anything else.

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PDF attachments

Proposals and signed contracts in a first-class slot per deal.

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Public REST API

OpenAPI 3.1 spec. Bearer auth. Webhooks. Rate-limited per key.

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MCP for AI assistants

One config block, eight tools. Tested with Claude, Cursor, ChatGPT, more. Docs โ†’

Why teams choose Dealboard

Built to be the simpler choice.

The deeper bet

Like Carta. But for deals.

When every founder, CFO, and board member tracks deals the same way, the conversation gets sharper. Same picture for every company.

Solved problem

Stages, picked.

Seven stages every B2B deal moves through. Probabilities have defaults. The math runs itself. There is nothing to configure.

For closers

No admin, no permission.

Just the deal, the stage, and the note you just wrote. Built for the people who close, not the people who manage them.

Two prices. No surprises.

Free for one person forever, with unlimited invited teammates. $29 per seat for teams, or $295 per year. That is the entire price sheet.

See pricing details

Free

$0
forever, for one person
  • Up to 20 active deals
  • Unlimited invited teammates
  • All reports, all features
  • 100MB attachments

Plus

$29
per user / month, or $295/yr
  • Unlimited active deals
  • All integrations
  • API + MCP for AI assistants
  • Faster support

Stop wrestling with software.
Start closing deals.

Sign up in 30 seconds. Free for one person forever. No card.