A simpler way to track your partnership pipeline
Dealboard is a partnership pipeline tracker for business-development and partnerships teams that manage ongoing deals without a complicated CRM. Inbound inquiries land in a shared leads inbox, real opportunities move onto a board with your own stages, and Gmail, Google Calendar and Granola meeting notes attach to the right deal.
Updated October 2026
Which partnerships have been in Legal for more than two weeks?
Two on your Partnerships board:
• Beacon Health, $195,000, 16 days in Legal (owner Sarah Thompson)
• Lumen Bio, $145,000, 15 days in Legal (owner Michael Ortiz)
Ask about your partnerships like you'd ask a teammate
Examples from a Partnerships board with its own stages: Intro / Inbound, Discovery, Technical Review, Proposal, Legal, Signed. Dealboard works with ChatGPT, Claude, Grok and other connected assistants.
A new inquiry came into partnerships@ from Meadowgrove Health. What do they want?
Elena Costa, Meadowgrove Health wrote in this morning, forwarded from your partnerships@ alias into Dealboard's leads inbox.
She wants to explore a referral partnership and asked for a call next week.
Promote it to a deal in Intro / Inbound? You confirm → Done. Want me to draft a reply?
Add a note to Northstar Bio: integration scoping is done. Then move it to Legal.
Add the note and move Northstar Bio ($78,000) from Technical Review to Legal? You confirm → Done.
Show our largest open partnerships.
1. Beacon Health, $195,000, Legal
2. Lumen Bio, $145,000, Legal
3. Helix Biotech, $85,000, Proposal
Example conversations on Dealboard's sample workspace.
Partnerships don't always follow a sales process
A partnership might start with an introduction, move through technical discussions, spend weeks in legal and finally reach a signed agreement. Typical sales stages don't fit. And when the details are scattered across inboxes, notes and spreadsheets, it's hard to know where anything stands.
Dealboard gives partnerships and BD teams one clear place to track every opportunity. Better than a spreadsheet. Simpler than a CRM.
Everything from first contact to signed deal
Capture inbound partner inquiries. Website lead forms feed Dealboard's leads inbox. Forward a shared alias such as partnerships@ to your Dealboard inbound lead address and new inquiries arrive as leads. Reply with a template, then promote the real ones.
Use your own stages. Rename and reorder stages to match your process, for example: Intro → Discovery → Technical Review → Proposal → Legal → Redlines → Signed.
Keep the history with the deal. Gmail and Google Calendar sync bring the relevant emails and meetings onto each deal, and Granola meeting notes land there too. Instead of asking who last spoke with a partner, open the deal.
Know where opportunities come from. Lead sources track referrals, events, website inquiries and more, so you can see which channels lead to signed partnerships.
See what's moving. Pipeline, weighted forecast, Deals Won, This Month and Deal Progress reports, exportable as PNGs for your next update.
Built for partnerships, not CRM administration
Unlimited teammates on every plan, so the whole team can see the pipeline from day one. The free plan covers one board and 30 active deals. Plus removes the limits, with unlimited boards, deals, storage and API keys, for $29 per user per month or $295 per user per year.
How to get started
- Step 01
Create a workspace
Start free and rename the stages to match your partnership process.
- Step 02
Route inbound inquiries
Set up a website lead form, and forward your partnerships@ alias to your Dealboard inbound address.
- Step 03
Connect your history
Connect Gmail, Google Calendar or Granola so emails, meetings and call notes attach to deals.
- Step 04
Invite your team
Invite teammates. Unlimited, on every plan.
- Step 05
Add your AI assistant
When Dealboard isn't the right fit
If you run a large channel program that needs partner portals, deal registration, co-selling workflows or complex partner incentives, a dedicated partner relationship management (PRM) platform may be a better choice.
Dealboard is for teams that need to manage partnership opportunities, communications and progress in one simple place.
Frequently asked questions
What's a good way to track business-development and partnership deals?
Use a shared pipeline with stages that match your partnership process. Dealboard provides a customizable deal board, activity history, leads inbox and reports.
Can I use Dealboard as a partnership CRM?
Yes. Dealboard is built for ongoing sales and partnership pipelines, including custom stages for technical reviews, proposals and legal.
Can I forward partnership inquiries into Dealboard?
Yes. Forward a shared email alias to your Dealboard inbound lead address and new inquiries arrive in the leads inbox.
Does Dealboard track partner emails and meetings?
Yes. Gmail and Google Calendar sync attach relevant emails and meetings to deals, and Granola meeting notes are supported.
Can I track which referral sources generate deals?
Yes. Lead-source attribution shows where each opportunity came from.
Can I manage partnerships from ChatGPT or Claude?
Yes. Connect Dealboard and ask about open partnerships, activity, stages and reports, or log updates in a sentence.
Is Dealboard free for a partnerships team?
Yes. The free plan includes one board, 30 active deals, unlimited teammates and all AI connections. Plus removes the limits for $29 per user per month or $295 per user per year.
Get started
Put every partnership in one visible pipeline, from first conversation to signed agreement.