# Dealboard

> The visual deal tracker that fills itself in. Connect Gmail, Google Calendar, and Granola once — read-only — and every email, meeting, and call note lands on the right deal automatically. Drag-and-drop pipeline with built-in stages, reports, notes, file attachments, lead capture, and team sharing. Better than a spreadsheet, simpler than a CRM. Ready to use in under a minute — no setup required. AI-native (open REST API + MCP server) and Google-native.

> Think of Dealboard as Carta for deals. Carta standardized cap tables so every founder, investor, and lawyer could look at the same numbers. Dealboard does the same for sales pipelines: shared stages, consistent probability math, and reports clear enough to share without a cleanup project. A founder, CFO, board member, and sales rep should all be able to look at the same pipeline and understand it immediately.

## Positioning

Most deal trackers die because nobody updates them. Dealboard keeps itself current by pulling emails, meetings, and call notes onto the right deal — so the board is always the truth. It occupies the unowned middle: more structured and self-updating than a spreadsheet, far simpler and cheaper than a full CRM (HubSpot, Pipedrive, Salesforce). Built for founders, salespeople, and small business-development teams — not large sales orgs that need custom objects and a dedicated CRM admin.

## Pages

- [Homepage](https://getdealboard.com/): positioning, the "fills itself in" story, feature highlights, comparison, pricing summary
- [Features](https://getdealboard.com/features/): full feature catalog by workflow — capture, qualify, track, stay in context, close & report, team, developers & AI
- [Integrations](https://getdealboard.com/integrations/): Gmail, Google Calendar, Granola, Claude, ChatGPT, Slack, Teams, Discord, Zapier, WordPress, webhooks, REST API + MCP
- [Gmail & Google Calendar integration](https://getdealboard.com/integrations/google/): read-only email + meeting sync onto deals and leads
- [Granola integration](https://getdealboard.com/integrations/granola/): AI call notes auto-attach to the matching deal
- [Claude integration](https://getdealboard.com/integrations/claude/): run your pipeline from Claude via the MCP connector
- [ChatGPT integration](https://getdealboard.com/integrations/chatgpt/): run your pipeline from ChatGPT via the MCP connector
- [Pricing](https://getdealboard.com/pricing/): Free vs Plus plans, full feature list, billing FAQ
- [Dealboard vs a spreadsheet](https://getdealboard.com/vs-spreadsheet/): why a self-updating tracker beats a manual sheet
- [Dealboard vs Pipedrive](https://getdealboard.com/vs-pipedrive/): the free, simpler, AI-native alternative to Pipedrive
- [Dealboard vs HubSpot](https://getdealboard.com/vs-hubspot/): a genuinely free alternative to HubSpot's paid-Hub funnel
- [What's New](https://getdealboard.com/new-features/): recent releases and changelog
- [Dealboard for Gmail](https://getdealboard.com/extension/): Chrome extension with an embedded deal/lead view inside Gmail
- [About](https://getdealboard.com/about/): why Dealboard was built, the gap between spreadsheets and full CRMs
- [FAQ](https://getdealboard.com/faq/): setup, leads, pipeline, reports, team, billing, security, integrations, API
- [Developers](https://getdealboard.com/developers/): REST API overview, MCP server, quickstart guide
- [API Reference](https://getdealboard.com/developers/reference/): full interactive OpenAPI reference
- [Privacy Policy](https://getdealboard.com/privacy/): data collection, storage, deletion
- [Terms of Service](https://getdealboard.com/terms/): usage terms, data ownership, liability

## Plans & pricing

Two plans, total — there is no enterprise tier.

### Free (no credit card required, no expiration date)
- 1 dealboard, up to 30 active deals, unlimited team members
- Drag-and-drop pipeline with customizable stages
- Gmail + Google Calendar sync (read-only) and Granola call-notes integration
- Lead capture: hosted form, website embed, and a dedicated lead email address
- Lead scoring and enrichment via the API (bring your own AI)
- Notes, file attachments, and built-in reporting
- One-click sharing: PNG and CSV export
- Full REST API and MCP server (@dealboard/mcp)
- Slack, Microsoft Teams, Discord, and webhook integrations; Zapier
- Desktop and mobile, plus an iPhone home-screen widget

### Plus — $29/user/month or $295/user/year (saves $53/user vs monthly)
Everything in Free, with the caps lifted:
- Unlimited dealboards
- Unlimited active deals
- Unlimited API keys
- Unlimited file storage

Note: the REST API, MCP server, and all integrations are included on every plan, including Free. Plus only removes limits — it does not unlock features.

Sign up free: https://app.getdealboard.com/sign-up
Login: https://app.getdealboard.com/login

## Pipeline stages (customizable)

Every board ships with sensible default stages and you can rename, reorder, add, or remove them (Early and Late sections) and adjust each stage's probability. The default 7-stage layout:

1. New Deal (0%)
2. Meeting Scheduled (5%)
3. In Discussion (15%)
4. Proposal Sent (25%)
5. Contract Sent / In Legal (75%)
6. Contract Redlines Received (90%)
7. Closed Deal: Won (100%)
8. Dead: Maybe Follow Up (inactive — does not count toward the active-deal limit)

Percentages are default weighted probabilities used in the weighted-pipeline report; adjustable in Customize Stages.

## How it fills itself in (read-only)

- Gmail sync places the latest email (subject + short preview, never the full body) on the matching deal and lead, and shows who is waiting on whom.
- Google Calendar sync surfaces upcoming and past meetings on the deal/lead.
- Granola attaches AI meeting notes to the matching deal within minutes of a call, matched by attendee email or company.
- All read-only: Dealboard never sends, replies to, or changes anything in your mailbox or calendar. Connect from Settings → Integrations.

## Reports

Three core reports: Overview (goals + this month's pace with weighted pipeline), Deal Progress, and Deals Won. Drill into any gauge or row to see the exact deals; export any report as PNG or CSV.

## Developer & AI integration

- OpenAPI 3.1 spec: https://app.getdealboard.com/openapi.json
- MCP server: `npx -y --package=@dealboard/mcp dealboard-mcp` with env `DEALBOARD_API_KEY=dlb_live_...`
- Remote MCP connector (OAuth) for Claude and ChatGPT — ask about your pipeline, log calls, move deals, promote leads, and pull reports as images from chat
- API keys: https://app.getdealboard.com/settings/api-keys (Free: 2 keys; Plus: unlimited)
- Tested MCP clients: Claude Desktop, Claude Code, Cursor, Windsurf, ChatGPT, OpenAI Codex, VS Code MCP extension, Continue, Cline
- For non-MCP clients (e.g. ChatGPT Custom GPT Actions): import https://app.getdealboard.com/openapi.json directly

## API conventions

- Auth: `Authorization: Bearer dlb_live_<43-char-base62>`
- Money: integer cents + currency (`amountCents` + `currency`)
- Timestamps: ISO 8601 UTC
- IDs: raw UUIDs (no prefixes)
- Pagination: cursor-based — `?limit=&cursor=`, response includes `hasMore` + `nextCursor`
- Idempotency: send `Idempotency-Key` header on POSTs; replays within 24h
- Rate limit: 600 req/min/key, returns 429 + `Retry-After`
- Errors: `{ "error": { "type", "code", "message", "request_id" } }`

## Contact & legal

- Support: support@getdealboard.com
- Privacy: https://getdealboard.com/privacy/
- Terms: https://getdealboard.com/terms/