Your CRM in every AI assistant
Dealboard is a lightweight CRM that connects your sales pipeline to ChatGPT, Claude, Grok, Meta Muse and compatible MCP tools. Each assistant reads the same live workspace once you connect it, so you can ask about deals or make updates from whichever chat is open, without copying data between them.
Updated October 2026
Which deals need my attention today?
Three things:
• Granite Bay ($320K): 18 days in legal, the longest on your board
• Quartz Holdings ($195K): no activity for 11 days
• Elena Costa, Meadowgrove Health: a new lead asking for a demo
One pipeline, whichever assistant is open
Log something in one assistant and ask about it in another. They all read the same Dealboard workspace.
In ChatGPT: Add a note to Salient Health. Their CFO asked for two customer references.
Add this note to Salient Health (Proposal Sent, $290,000)? You confirm → Done.
Later, in Claude: Move Salient Health to Contract Sent / In Legal.
Move Salient Health to Contract Sent / In Legal? You approve → Moved. Your team sees it on the board, and ChatGPT will see it next time you ask.
In Grok: Any news on Tarn Technologies, and where's our deal?
Tarn launched a new analytics product this week and is hiring integration engineers.
Your deal is $240,000 in In Discussion, 12 days in stage. A good reason to reach out today.
In Cursor: Add each company in prospects.csv as a new deal.
Creating 3 deals in New Deal: Pinecrest Dental ($40,000), Ridgeway Freight ($85,000), Alder Studio ($25,000).
Done. They're on your board, and your team can see them now.
Example conversations on Dealboard's sample workspace.
One shared source of truth
Dealboard is a visual deal tracker you can use with or without AI. It includes:
• Deal boards with fully customizable stages
• A leads inbox fed by website forms and an inbound lead email address
• Gmail and Google Calendar sync, plus Granola meeting notes
• Pipeline, weighted forecast, monthly activity and deal-progress reports
• An activity feed showing every change, whoever or whatever made it
• A REST API, webhooks and a Zapier app for connecting other tools
Your team runs its work in Dealboard. Your AI assistant is another way in.
You stay in control
Each assistant signs in separately and acts as you, with your Dealboard permissions. Assistants confirm before changing records, and every change appears in the activity feed.
Revoke any assistant individually in Dealboard under Settings → Connected apps.
Connect Dealboard to your AI assistant
| AI assistant | How it connects | What you get |
|---|---|---|
| ChatGPT | Published ChatGPT app | Deal tracking, updates, interactive report cards |
| Claude | Custom connector | Deal tracking, lead triage, interactive report cards |
| Grok | Custom connector | Deal tracking and updates, text answers, plus Grok's live search |
| Meta Muse | Custom connector | Deal tracking and updates, text answers |
| Cursor, VS Code and other MCP tools | https://app.getdealboard.com/mcp | Every Dealboard tool your account allows |
| Zapier | Dealboard app on Zapier | Automations between Dealboard and thousands of apps |
How to connect
- Step 01
Create a workspace
Start free. New boards come with sample deals so your first question has something to answer.
- Step 02
Choose your assistant
In ChatGPT, install the Dealboard app. In Claude, Grok or another MCP tool, add a custom connector.
- Step 03
Use the connector address
For custom connectors:
https://app.getdealboard.com/mcp. - Step 04
Sign in and approve
Sign in to Dealboard and approve the assistant's access to your workspace.
- Step 05
Ask
"Which deals need my attention today?"
Each assistant needs its own connection. They can all use the same Dealboard account and workspace. Free plan: 1 board, 30 active deals, unlimited teammates, every AI connection included. Plus: $29 per user per month or $295 per user per year for unlimited boards, deals, storage and API keys.
When Dealboard isn't the right fit
If your company needs an enterprise CRM with complex sales operations, advanced territory management or extensive marketing automation, Dealboard may be too simple.
It's designed for founders, small sales teams and business-development teams that want a clear pipeline their AI assistants can actually reach.
Frequently asked questions
Which AI assistants work with Dealboard?
ChatGPT (published app), Claude, Grok and Meta Muse (custom connectors), and MCP tools such as Cursor and VS Code. Zapier connects Dealboard to thousands of other apps.
Can I use the same CRM in ChatGPT and Claude?
Yes. Both connect to the same Dealboard workspace and see the same deals, each acting as you.
Can an AI assistant update my sales deals?
Yes. Assistants can add deals and notes, move stages and triage leads after you confirm. Every change appears in the activity feed.
Do I need separate Dealboard accounts for different AI assistants?
No. Use one Dealboard account and connect it in each assistant.
Is Dealboard free with AI assistants?
Yes. All AI connections are included on the free plan, with one board, 30 active deals and unlimited teammates.
Does Dealboard have an API for building my own integrations?
Yes: a REST API, webhooks, a Zapier app and a remote MCP endpoint. See the Developers page.
Get started
A shared pipeline for your team, reachable from the AI assistants you already use.