Why we built Dealboard.
Deal tracking should not start with a blank spreadsheet or turn into a CRM implementation project.
Three things, on purpose.
Simple deal tracking.
Teams should be able to see what is in the pipeline, where each deal stands, and what needs to happen next.
Opinionated stages and reporting.
The basics should already be decided: stages, probabilities, key fields, and the reports people actually ask for.
One-click sharing.
A good deal tracker should make updates easier to share, not harder to prepare.
The gap we kept seeing.
Small teams keep getting stuck between two imperfect options.
A full-featured CRM can feel like the responsible choice. Then you realize what comes with it: configuring stages, custom fields, lead scoring, sequences, dashboards, permissions, workflows, and reports.
That can make sense for a larger sales organization with the team, budget, and appetite to maintain a complex system.
But for a small team, it can quickly become too much software.
The other obvious option is a spreadsheet. Spreadsheets are flexible, familiar, and easy to start. But eventually someone asks for a clear pipeline update, and the spreadsheet turns into a project.
The data is technically there. But it takes too much work to turn it into a clear, honest view of what is actually happening.
That is the gap Dealboard is built for.
Not a spreadsheet. Not a full CRM.
Dealboard is not a spreadsheet pretending to be a sales tool. It is not a full CRM packed with features most small teams do not need.
It is a simple, opinionated deal tracker for founders, salespeople, business development teams, and small companies that want to know what is in the pipeline without turning deal tracking into a software project.
Dealboard is opinionated where it matters.
Dealboard makes a few important decisions for you.
The stages are set. The probabilities have sensible defaults. The reports focus on the numbers people actually ask for: how much is in the pipeline, what is likely to close, what was proposed, what was won, and where each deal stands.
You add a deal, jot down notes, move it across stages, and Dealboard keeps the numbers current.
Less setup. Less interpretation. A clearer way to track deals.
Like Carta for deals.
Carta helped standardize cap tables.
Before Carta, every startup had its own spreadsheet, its own formulas, its own version of the truth, and its own nervous conversations about whether the numbers were right. Carta gave founders, investors, lawyers, and advisors a shared way to look at the same information.
We think deal tracking needs more of that.
A founder, board member, CFO, manager, and sales rep should be able to look at the same pipeline and understand it quickly. The stages should mean something. The probability math should be consistent. The reports should be clear enough to share without a cleanup project.
Sales will always involve judgment. People will still be optimistic. Deals will still slip, surprise you, or disappear. But the system should make the pipeline easier to understand, not harder.
That is what we are building.
We built Dealboard because small teams should not have to choose between a messy spreadsheet and a CRM rollout. Deal tracking should be structured, fast, and easy to share.
— The Dealboard Team
See it for yourself.
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