Dealboard - 2026 Pricing, Features, Reviews & Alternatives

Dealboard is a cloud-based, web and mobile deal tracking application positioned between a spreadsheet and a full CRM. It provides structured pipeline management without the configuration overhead of traditional CRM platforms, targeting founders, salespeople, and business development teams at small companies. The platform automatically pulls emails from Gmail, meetings from Google Calendar, and call notes from Granola into the corresponding deal record in read-only mode, eliminating manual data entry. A drag-and-drop visual pipeline displays weighted forecasts and surfaces cold-deal alerts, while a leads inbox captures inbound contacts via embeddable form, direct email address, or API.

Dealboard ships with a full REST API and HMAC-signed webhooks on every plan, including the free tier, alongside native integrations with Slack, Microsoft Teams, and Zapier. AI pipeline management is available out of the box through an MCP server that connects with Claude and ChatGPT, allowing users to query the weighted pipeline, log calls, move deals, and pull reports directly from an AI chat interface. Shared reports track live goal pace and are exportable as PNG or CSV. Per-deal records support notes, file attachments, deal ownership assignment, and next-step tracking, with mobile support available for post-meeting note capture on iOS and Android.

Dealboard is not designed for large sales organizations requiring custom objects, territory management, complex automations, or a dedicated CRM administrator. It is suited to small-team business development and startup inbound lead flow use cases where speed of setup and low operational overhead are priorities. The free plan includes unlimited teammates, and the first deal can be tracked in under one minute with no credit card required.