Questions about Dealboard.

Go to app.getdealboard.com/sign-up. Enter your email and Dealboard will send you a magic link. You can also sign in with Google. No credit card required.

Yes. Dealboard runs in your browser on Mac, Windows, Linux, iPhone, and Android.

Yes. Dealboard works on iPhone and Android from your browser. You can swipe between stages, add notes, dictate notes using your phone's built-in voice input, open files, review reports, and manage deals from your phone.

You can have a working dealboard in about a minute. New workspaces include sample deals so you can see how the system works before adding your own.

Dealboard includes twelve fictional sample companies across the pipeline with realistic notes, contacts, and PDFs. You can clear sample data anytime, but renaming a sample deal converts it to a real deal that will not be cleared.

In order: New Lead, Meeting Scheduled, In Discussion, Proposal Sent, Contract in Legal, Contract Redlines Received, and Won. There is also a Dead lane for inactive deals.

No. Dealboard is not trying to be a fully configurable CRM. It is a simple system for tracking deals. The fixed stages keep the pipeline consistent and clear.

Default probabilities by stage: New Lead (0%), Meeting Scheduled (5%), In Discussion (15%), Proposal Sent (25%), Contract in Legal (75%), Contract Redlines Received (90%), Won (100%). These can be adjusted in settings.

On desktop, drag the deal card to a new lane. On mobile, open the deal and tap the stage pill. Dealboard automatically records stage changes and may request context for important stages.

Yes. The Free plan includes one dealboard; the Plus plan includes unlimited dealboards. This is useful for tracking different products, regions, teams, or sales motions in the same format with similar tooling and reporting.

On desktop, click a deal and start typing; press Enter when done. On mobile, tap a deal, type or dictate your note, and save the update while the conversation is still fresh. Notes are timestamped and kept in deal history.

Yes. Tap the microphone on your phone or keyboard and speak your note. Your device converts speech to text, then Dealboard saves it.

System events are created automatically. Examples include stage changes, owner changes, and deals marked Won or Dead. Notes are written by team members. Both appear in the activity feed.

Yes. Team members can edit or delete notes when they need to correct or clean up deal history.

Yes. Dealboard supports note attachments, including PDFs, images, Word docs, PowerPoints, and other files up to 25 MB per file. You can also attach proposal and signed contract documents.

Dealboard has three core reports: Your Goals and Current Status, Proposal Velocity, and Deals Won.

You can change the date range and switch views, but the main columns, calculations, and chart types are fixed on purpose.

Yes. You can download reports as PNG or CSV. PNG export is useful for presentations, documents, and quick updates.

Dealboard adds up the amount for every deal with a wonAt date in that quarter.

For each open deal: deal amount × stage probability, then summed across the dealboard.

Update goals in settings. The report gauges update immediately without changing deal history.

Go to Settings → Members → Invite. Add email addresses, choose permissions, and send invites. Teammates receive magic links.

Not on Free because Free includes one team member. On Plus, each active member is a billable seat: $29 per user per month, or $295 per user per year.

Owners manage members, update settings, manage billing, and delete dealboards. Members use the product day to day: add deals, edit deals, leave notes, move deals, attach files, and view reports.

Yes. Dealboard supports real-time collaboration. If two people edit the same field simultaneously, the most recent change wins.

Yes. Notes and system events show the author and time. The activity feed shows what changed, who changed it, and when.

Yes. Each deal has an Owner field that can be changed from the deal screen.

Yes. The Plus plan supports unlimited dealboards. Each dealboard has its own goals, integrations, team visibility, and reporting, while keeping the same format and familiar tooling.

Dealboard has two plans: Free at $0, with one dealboard and up to 20 active deals; and Plus at $29 per user per month, or $295 per user per year.

Any deal from New Lead through Contract Redlines Received counts as active. Won and Dead deals remain in history but do not count toward the limit.

Go to Settings → Billing → Upgrade. Stripe handles checkout and you get access immediately.

Go to Settings → Billing → Manage Billing. You can use Plus through the end of your paid period before switching to Free.

Your data stays in Dealboard. Deals, notes, files, and history are not deleted. If you have more than 20 active deals, you will need to reduce that number or upgrade to edit them.

Yes. Your data is yours. Export your deals, notes, activity history, and file manifest anytime from Settings → Account → Export. Dealboard creates a ZIP file with CSVs you can open in Excel or Google Sheets.

Stripe handles billing automatically with prorated charges and credits.

Dealboard uses reputable cloud infrastructure providers to store customer data and files. Data and files are encrypted at rest.

Only workspace members can see deals. Workspaces are isolated from each other. Dealboard staff does not access deals unless needed for support.

No. Dealboard does not sell customer data. Dealboard makes money from paid subscriptions.

Yes. Go to Settings → Account → Delete Account. Your data is scheduled for permanent deletion 30 days later, and you can cancel during that window.

Dealboard runs nightly off-site backups and performs weekly restore checks.

Dealboard supports Google sign-in and magic-link login.

Yes. Dealboard integrates with Slack, Microsoft Teams, and Discord. Configure which events post and to which channels.

Yes. Dealboard includes a generic webhook integration that sends a signed JSON POST to the URL you provide.

Self-serve import is not available yet. Export to CSV and contact support@getdealboard.com for migration assistance.

Yes. Supported shortcuts include N for New Deal, / for search, Esc to close modals, and Enter to save a note. More shortcuts are planned.

Yes. Dealboard has a REST API at app.getdealboard.com/v1/*. The OpenAPI 3.1 spec is at app.getdealboard.com/openapi.json. API access uses bearer-token authentication and is included on Plus.

The API can list, create, update, and move deals. It can also add notes and pull dealboard summaries. Webhooks can notify your systems when important deal events happen.

Yes. Dealboard provides @dealboard/mcp on npm. AI tools can use actions like list_deals, get_deal, create_deal, update_deal, move_deal, add_note, search_deals, and get_pipeline_summary.

API keys are SHA-256 hashed in the database. GitHub secret scanning can revoke leaked keys. Rate limits are 600 requests per minute per key. Webhooks use HMAC signatures.

Yes. API keys can be revoked anytime from Account Settings → API Keys. Once revoked, that key can no longer access your workspace.

Developer docs are available at getdealboard.com/developers.