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Dealboard vs a spreadsheet.
Spreadsheets are free and flexible — until nobody keeps them updated and the pipeline goes stale. Dealboard gives you structure out of the box and fills itself in, so the board is always the truth.
| Dealboard | A spreadsheet | |
|---|---|---|
| Getting started | A working pipeline in about a minute, stages included | Build every column, formula, and tab yourself |
| Keeping it updated | Fills itself in from Gmail, Calendar, and Granola | Someone has to type in every update, or it goes stale |
| Structure | Consistent stages, owners, and fields on every deal | Whatever each person decided that day — easy to break |
| Reporting | Live goals, weighted pipeline, and one-click PNG/CSV | Hand-built pivot tables that break when rows move |
| Leads | A real inbox with capture forms and an email address | Paste-and-pray into a new row |
| Mobile | Fast notes and updates right after a meeting | Painful pinch-and-zoom on a phone |
| Collaboration | Real-time, with who-changed-what history | Merge conflicts and 'final_v3_REAL.xlsx' |
| Cost | Free forever for one board and 30 active deals | Free — until the upkeep costs you deals |
When Dealboard is the better fit
- You keep forgetting to update the sheet — and want the emails, meetings, and call notes to land on their own
- You want reports your team and investors can read without cleanup
- More than one person touches the pipeline
- You'd rather sell than maintain a spreadsheet
When a spreadsheet is fine
- You're tracking a handful of deals once and will never look again
- You need totally freeform, ad-hoc math no tool will impose structure on
- You genuinely enjoy building and maintaining spreadsheets
Common questions
Is Dealboard free like a spreadsheet?
Yes — free with no expiration date for one dealboard and up to 30 active deals, including Gmail and Calendar sync, lead capture, reports, and the API. Plus is $29/user for unlimited everything.
Can I import my existing spreadsheet?
Self-serve import isn't available yet — export your sheet to CSV and email support@getdealboard.com and we'll help you move it in.
Why not just use Google Sheets?
Spreadsheets are great until nobody updates them — which is when a pipeline dies. Dealboard keeps itself current by pulling emails, meetings, and call notes onto the right deal automatically, and gives you shared stages and reports a sheet can't.
Will it feel as flexible as a spreadsheet?
Dealboard is deliberately opinionated: sensible stages and fields out of the box, so everyone tracks deals the same way and the numbers stay comparable. You can rename and restructure stages, but you won't be rebuilding formulas.
Try the simpler option. Free.
One dealboard and up to 30 active deals, free with no expiration date. No credit card required.
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