Track your sales deals inside ChatGPT
Yes, you can track sales deals in ChatGPT by connecting Dealboard's published ChatGPT app to your workspace. ChatGPT can then look up your live pipeline, answer questions about deals and forecasts, and add or update records with your confirmation, while your team keeps working from the same shared board.
Updated October 2026
What's going on with the Granite Bay deal?
Granite Bay is in Contract Sent / In Legal at $320,000, owned by Michael Ortiz.
It has been in legal for 18 days, longer than any other open deal, and the last activity was 6 days ago.
Want me to add a note reminding Michael to chase their counsel?
Your pipeline, without the spreadsheet.
ChatGPT can help you think through a sales deal. Dealboard gives it the actual deal to work with.
Your opportunities live in Dealboard, with their stages, amounts, owners, contacts, notes and activity history. When you ask ChatGPT about your pipeline, it looks up the current stages, amounts and activity instead of relying on something you pasted into an earlier conversation.
Better than a spreadsheet. Simpler than a CRM.
What can ChatGPT do with Dealboard?
Ask about your deals
- “Show my sales pipeline.”
- “What's the latest on Granite Bay?”
- “Which deals need a follow-up?”
- “What's our weighted forecast?”
Update your pipeline
- “Add a $95,000 deal for Meadowgrove Health.”
- “Move Salient Health to Contract Sent / In Legal.”
- “Add a note to Tarn Technologies: pricing review on Friday.”
- “Change the Quartz Holdings amount to $210,000.”
See your reports
- “What deals did we win this month?”
- “Show my pipeline report.”
- “What progress have we made on open deals?”
Dealboard can display interactive pipeline and report cards directly in ChatGPT.
Example conversations
Extract the text and add it to the Tarn Technologies deal.
Here's what I read from your notes:
• Budget approved for Q1
• Wants a 2-week pilot first
• Legal review starts Monday
Add these as a note on Tarn Technologies? You confirm → Added, with the bullets kept.
Just got off a call with Salient Health. They're moving to contract at $310k. Update the deal.
I'll move Salient Health to Contract Sent / In Legal, set the amount to $310,000, and log a call note. OK?
You confirm → Done. Salient Health is now in Contract Sent / In Legal at $310,000.
Draft a follow-up to Quartz Holdings. It's been a while.
Quartz Holdings ($195,000, Meeting Scheduled) has had no activity for 11 days. Your contact is Jordan Reyes.
Here's a draft: “Hi Jordan, picking back up after our last conversation. Would a 20-minute walkthrough for your team next week be useful?…”
Any new leads this week? Mark the spammy ones as junk.
4 new leads this week. Two are real: Marcus Lindqvist (Nordpeak) asked about the team plan, and Elena Costa (Meadowgrove Health) wants a demo. The other two are a link-building offer and an SEO pitch.
Mark those two as junk? You confirm → Done. Nordpeak and Meadowgrove are still in your inbox.
What did we win this month?
You won 2 deals worth $435,000 this month: Northwind Industries ($380,000, Maya Bennett) and Cobalt Studios ($55,000).
Same deals. Same team. Current information.
A shared source of truth.
Everyone on your team works with the same Dealboard workspace. You're not maintaining a separate list for ChatGPT.
Changes you can trace.
ChatGPT asks for confirmation before making changes. Dealboard records every change in its activity feed.
More than a chat interface.
Your deals remain available in Dealboard's visual board, even when you're not using ChatGPT.
How to connect Dealboard to ChatGPT
- Step 01
Install the app
Find Dealboard in ChatGPT's app directory and install it.
- Step 02
Sign in
Sign in to Dealboard or create a free account. No credit card, and new boards come with sample deals.
- Step 03
Approve access
Complete the connection and approve ChatGPT's access to your workspace.
- Step 04
Ask
Ask ChatGPT: "Show my Dealboard pipeline." You can also type @Dealboard to call the app directly.
When Dealboard isn't the right fit
If you need enterprise territory management, complex quoting or extensive marketing automation, a full CRM may be a better choice.
Dealboard is designed for founders, small sales teams and BD teams that want to track an ongoing pipeline without managing a complicated CRM.
Frequently asked questions
Can I track sales deals in ChatGPT?
Yes. Install the Dealboard app, connect your workspace and ask ChatGPT about your live deals. You can also request deal updates.
Is ChatGPT itself a CRM?
No. ChatGPT is an AI assistant, not a dedicated system for managing sales records. Dealboard stores the pipeline and gives ChatGPT access to it.
Can ChatGPT add or update deals?
Yes. ChatGPT can add deals, move stages, change amounts and record notes. It asks for confirmation before making changes.
Will ChatGPT remember my deals between conversations?
Your deal records live in Dealboard, not ChatGPT's memory. When you use the app in another conversation, ChatGPT retrieves the current pipeline.
Can my teammates use the same pipeline?
Yes. Dealboard supports unlimited teammates, including on the free plan. Each person connects with their own account and sees what their Dealboard permissions allow.
Which ChatGPT plans support Dealboard?
Dealboard is published in ChatGPT's app directory. App availability depends on your ChatGPT plan, region and workspace settings. Organization administrators may control access.
Is Dealboard free to use with ChatGPT?
Yes. The free plan includes all AI-assistant connections, one board, 30 active deals and unlimited teammates. Plus is $29 per user per month or $295 per user per year for unlimited boards, deals, storage and API keys.
How do I disconnect ChatGPT from Dealboard?
Open Dealboard → Settings → Connected apps and revoke the connection.
Get started
Add Dealboard to ChatGPT. Start with a free workspace and ask your first pipeline question.