Dealboard
Better than a spreadsheet and simpler than a CRM
Ranked #1 in Best sales forecasting software.
Dealboard is a visual deal tracker that automatically populates from emails and meetings. It offers a complete pipeline system without the complexity of a heavyweight CRM.
At a glance
| Best for | small teams seeking clarity without CRM overhead |
From Dealboard's own website.
Company facts
| Brand colour | #f7f3ec |
Facilities and features
Its website also mentions:
- Published pricing
- Self-serve sign-up
- API
- Integrations
What stands out
The product fills itself in by syncing read-only data from Gmail and Calendar.
“Connect Gmail, Google Calendar, and Granola once — read-only — and every email, meeting, and call note lands on the right deal on its own.”Dealboard, own website
The product includes an open API and MCP server for AI integration on every plan.
“Dealboard ships a real MCP server — not a waitlist. Ask for your weighted pipeline, log a call, move a deal,”Dealboard, own website
Worth knowing
The product lacks features like custom objects and territory management required by large sales organisations.
“Dealboard is not built for large sales organizations that need custom objects, territory management, complex automations, and a dedicated CRM admin.”Dealboard, own website
How it ranks
Dealboard is ranked 1st of 10 in Best sales forecasting software (Lister Score 96.0).
#1 in Best sales forecasting software · Lister Score 96.0
Includes an open API and MCP server for AI integration on every plan.
How the score is made up: fit to this ranking's criteria 40; evidence on its own site 20; how complete its published information is 20; buying information on its own site 16.
“Drag-and-drop stages with a weighted forecast and cold-deal alerts that flag what's slipping. A leads inbox”Dealboard, own website
| Rank | Best sales forecasting software | Score |
|---|---|---|
| 1 | Dealboard | 96.0 |
| 2 | Pipedrive | 94.0 |
| 3 | Vtiger | 94.0 |
| 4 | Forecast.app | 90.0 |
| 5 | Gong | 90.0 |
| 6 | Outreach | 90.0 |
| 7 | Capsule CRM | 88.0 |
| 8 | Anaplan | 84.0 |
| 9 | InsightSquared | 84.0 |
| 10 | Goals | 80.0 |
Frequently asked questions
How does Dealboard rank on Lister?
Dealboard is ranked 1st of 10 in Best sales forecasting software (Lister Score 96.0).