Your sales pipeline, inside ChatGPT.
Dealboard is a free deal tracker for founders and small sales teams. Add it to ChatGPT, then just ask: “Show my pipeline,” “Which deals need a follow-up?” or “Add a $40k deal for Acme.” ChatGPT answers from your live pipeline.
New to Dealboard? Click Add to ChatGPT. You’ll create a free account in seconds and land right back in the chat.
A real answer from ChatGPT, on a Dealboard demo workspace.
Just ask. In plain English.
No commands to learn. These all work as written, on your own deals.
- “Show my pipeline”
- “Which deals need a follow-up?”
- “Tell me about the Acme deal”
- “What’s my forecast?”
- “Add a $40k deal for Acme Corp”
- “Move Acme to Proposal Sent”
- “Note on Acme: they want pricing by Friday”
- “Acme is now $60k”
- “What did we close this month?”
- “How are we pacing against our goals?”
- “What’s our win rate this quarter?”
- “Any new leads this week?”
Real answers, straight from ChatGPT.
Captured in ChatGPT on a Dealboard demo workspace. Yours will show your own deals.
Know exactly who to chase today.
ChatGPT reads when each deal last had any activity and how long it has sat in its stage, then lists what has gone quiet and how long it has been.
See what you won, instantly.
Wins by month and quarter, drawn from your deals. Ask how last quarter compares and it already has the numbers.
Add it in a minute.
Add Dealboard to ChatGPT.
Open Dealboard in the ChatGPT plugin directory and click Install plugin.
Sign in, or create a free account.
No account yet? Create one in seconds, no credit card. Your board comes with sample deals so you can try it right away, and you land straight back in ChatGPT.
Just ask.
ChatGPT uses Dealboard whenever your question is about your deals. Type @Dealboard to call it directly.
https://app.getdealboard.com/mcp Common questions.
What is the Dealboard plugin for ChatGPT?
It connects ChatGPT to your Dealboard sales pipeline. You can ask about your deals, see your pipeline and reports as live cards in the chat, and add or update deals and notes by asking. Dealboard itself is a simple deal tracker for founders and small sales teams: better than a spreadsheet, simpler than a CRM.
Is it free?
Yes. The plugin is free, and Dealboard's free plan includes it, along with unlimited teammates and up to 30 active deals. Plus ($29 per user per month) only lifts the limits.
Do I need a Dealboard account first?
No. Click Install plugin in ChatGPT and you can create a free Dealboard account during setup. It takes seconds, needs no credit card, and your board starts with sample deals so your first question has something to answer.
Which ChatGPT plans can use it?
The ChatGPT plugin directory is available across ChatGPT plans. Whether a specific plugin can be installed can vary by plan, workspace, and region, as set by OpenAI. Business and Enterprise workspaces may need an admin to allow it.
Can ChatGPT change my data?
Only when you ask it to. ChatGPT asks you to confirm before it adds or changes anything, unless you have told it to always allow Dealboard. It can create and update deals, move stages, add notes, and triage leads. Nothing can be deleted through ChatGPT.
What does Dealboard see from my chats?
Dealboard receives only the details ChatGPT passes along for each request, such as a company name or the text of a note. You can see every change ChatGPT makes in your Dealboard activity feed.
How do I disconnect it?
Disconnect it in ChatGPT's settings, or revoke access in Dealboard under Settings, then Connected apps. Either one stops ChatGPT from reaching your pipeline right away.
Does it work with my team's workspace?
Yes. ChatGPT acts as you, so it sees the same deals and leads you see in Dealboard, with the same permissions.
Better than a spreadsheet. Now in ChatGPT.
Add Dealboard to ChatGPT and run your pipeline from the chat you already have open.