Dealboard
Better than a spreadsheet and simpler than a CRM
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.
| Best for | small teams seeking clarity without CRM overhead |
| Website | getdealboard.com |
Company facts
| Brand colour | #f7f3ec |
Facilities and features
- 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
Strengths and trade-offs
- The product fills itself in by syncing read-only data from Gmail and Calendar.
- The product includes an open API and MCP server for AI integration on every plan.
- The product lacks features like custom objects and territory management required by large sales organisations.
Appears in
How Dealboard ranks
#1 in Best sales forecasting software
How the score is made up: Evidence on its own site 20; How complete its published information is 20; Fit to this ranking's criteria 40; 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
Alternatives to Dealboard
 PipedriveSales CRM and lead management software built for sales teams | #2 in Best sales forecasting software | 94.0 |
 VtigerAll in one AI-powered CRM platform | #3 in Best sales forecasting software | 94.0 |
 Forecast.appAI-powered sales forecasting built for revenue teams | #4 in Best sales forecasting software | 90.0 |
 GongThe standard for revenue intelligence | #5 in Best sales forecasting software | 90.0 |
 OutreachEmpower your sales team to convert more buyers. | #6 in Best sales forecasting software | 90.0 |
 Capsule CRMSimple to start and built for growth. | #7 in Best sales forecasting software | 88.0 |
Questions about Dealboard
Who is Dealboard best for?
Dealboard is best for small teams seeking clarity without CRM overhead.
Where does Dealboard rank?
Dealboard is ranked #1 in Best sales forecasting software (Lister Score 96.0).
What are the best alternatives to Dealboard?
The closest alternatives on Lister are Pipedrive (#2 in Best sales forecasting software), Vtiger (#3 in Best sales forecasting software) and Forecast.app (#4 in Best sales forecasting software).
Is this your company?
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