New Features
We're constantly releasing new features and improvements.
58 releases 100+ features
v1.0.58 — current
- 🧵 Every interaction, in one place. Notes, emails, calls, and meetings for a deal or lead now live on one beautiful, threaded timeline.
- 💬 One number tells the story. Each card shows a live activity count — notes, calls, emails, and meetings, combined.
- 🔎 Find anything instantly. Hit / or ⌘K from anywhere to jump straight to a deal or lead.
- 🔗 Smarter email matching. One email thread now shows up on every related deal and lead, all on its own.
- ✍️ Cleaner notes everywhere. Rich text, bullet lists, and links render beautifully — and bare URLs tidy themselves up.
- 🗓️ A feed you can actually read. Activity is grouped by day — Today, Yesterday, and back — with who-did-what on every line.
- ⌨️ Keyboard-friendly throughout. Esc to close, Enter to save a note, N to start a new deal.
v1.0.57
- 📬 Gmail & Google Calendar, built in. Your emails and meetings land on the right lead and deal — every interaction, without leaving Dealboard.
- ⚖️ Know who owes whom. Your inbox shows at a glance which leads are waiting on you, and which are waiting on them.
- ✉️ The latest email, right on the deal. Subject and preview, never the full message — your pipeline stays a clean lens, not another inbox.
- 🗓️ Up next, and what already happened. Your next meeting and past meetings surface on the deal and lead automatically.
- 🏷️ Cues on the card. Email and calendar markers show on pipeline cards, and you can filter the board by either.
- 🔌 Connect in two clicks. Pick the mailboxes to sync; read-only, and Dealboard quietly keeps everything fresh.
- 🔒 Read-only by design. Dealboard shows your email and calendar — it never sends, replies, or changes a thing.
v1.0.56
- ❄️ See which deals have gone cold. When an open deal sits untouched past your threshold, its card gets a cold badge — so nothing stalls unnoticed.
- 🧭 Filter to what's slipping. A Cold / Not-Cold filter shows exactly which open deals have gone quiet.
- 📱 Your pipeline on your home screen. A new iPhone widget keeps this month's progress one glance away.
- ↕️ Sort any list, your way — click a column header in the inbox, archive, or any report table.
- 🔬 Drill into any number. Click a report gauge or row to see the exact deals behind it, then open any one in place.
- 📃 Leads that read like a brief. Long inbound messages render as clean paragraphs and bullets, not a wall of text.
- 🔄 It updates the moment you act. Add a note or move a deal and the cold badge clears right away — no reload.
v1.0.53
- 🎙️ Granola, connected. Your call notes drop onto the matching deal within minutes of hanging up — zero copy-paste.
- 🧠 The summary, not the slog. Granola's clean AI summary lands on the deal; the full transcript stays one click away.
- 🔗 Matched for you. Notes attach by attendee email or company, so they always find the right deal.
- ↗ Open in Granola anytime. Every synced note links straight back to the full write-up in Granola.
- ⏳ Cold, on your terms. Choose how many idle days marks an open deal as cold — per board.
v1.0.50
- 🔌 Plug in AI lead qualification. Connect your scoring tool — or your own model — and every inbound comes back scored, researched, and enriched, with the findings flowing onto the deal when you promote it.
- 🎯 Scores you can scan. A color-coded fit score and verdict sit right in your inbox.
- 🖼️ A screenshot on every lead. Enrichment can attach an image for each lead — like the company's homepage — so you can size it up at a glance.
- 📝 Qualification write-ups that read well. Recommendations, bullet points, and links render cleanly on the lead.
- 🔭 Find any deal fast. Search and filter your whole pipeline by owner, value, or keyword.
- 🔁 Promote carries everything. The enriched contact — LinkedIn and all — lands on the new deal automatically.
- ↩️ Triage without fear. Junked or promoted by mistake? One click puts the lead right back.
- 📥 A fast, focused lead inbox. Triage inbound leads and promote the good ones into deals in a couple of clicks.
v1.0.48
- ⚡ Built for great performance. Speed improvements throughout keep everything snappy.
- 🪟 Thousands of deals, still instant. Big lanes are virtualized so the board never bogs down.
- 🗄️ Search your whole history. The archive handles tens of thousands of leads — paginated, virtualized, fully searchable.
- 📲 Leads, made for your phone. A clean stacked list with no awkward horizontal scrolling.
- 👥 Work together, live. Teammates' changes appear in real time, with presence avatars showing who's on the board.
v1.0.38
- ✨ Run Dealboard from Claude & ChatGPT. Ask for your weighted pipeline, log a call, or move a deal — your AI assistant does it for you.
- 🧰 A real toolset for AI. Fifteen tools let an assistant read and update your whole pipeline — deals, leads, notes, and reports.
- 🖼️ Reports, right in the chat. Ask about this month or deals won and your assistant renders the Dealboard card inline.
- 📤 Export a report as an image straight from your AI chat, ready to drop into a message.
- 🔐 Connect securely. Industry-standard OAuth, with a dashboard to see and revoke every connected app.
- 📊 Weighted pipeline forecast — your probability-weighted number, in the app or your assistant.
Claude
ChatGPT v1.0.30
- 🎨 A customizable lead form. Configure the fields and set your brand color so it blends right into your site.
- 🌐 Put it anywhere. Paste a two-line embed on your site, or share a standalone form page in your bio or email.
- 📧 A special lead email address. Forward your sales inbox and every email becomes a lead, automatically.
- 🧲 Know where every lead came from. UTM tags and ad click IDs are captured on every submission.
- 🛡️ Spam stays out. Built-in bot protection keeps your inbox clean.
- 🧩 WordPress & Gravity Forms plug-in. It pipes your form entries straight into Dealboard — no code.
- 🔔 Never miss a lead. Get pinged the moment one lands — by email or right in Slack and Teams.
v1.0.23
- 🎛️ Make the pipeline yours. Rename, reorder, add, or remove stages so the board speaks your language.
- 📊 Tune your odds. Set a win probability on each stage to power your weighted forecast.
- ⭐ Mark the moment it gets real. The anchor stage flags when a deal commits — and your reports follow it.
- 🎨 Give every board its own color. A custom background makes each board instantly recognizable.
- ↔️ Glide across wide boards. Click-and-drag to scroll long pipelines on desktop.
- 🗂️ As many boards as you need. Run a separate pipeline for each team or motion — each with its own stages, goals, and color (Plus).
v1.0.19
- 🛠️ A full REST API. Build anything on top of your pipeline — deals, leads, notes, reports, and more.
- 📡 Alerts where you work. Signed webhooks plus native Slack, Microsoft Teams, and Discord notifications.
- 🔗 Zapier, no code. Connect thousands of apps to your pipeline in minutes.
- 🔑 API keys you control. Create, name, and revoke keys whenever you need.
- 🧱 An MCP server too. Drop Dealboard into Claude, Cursor, and other tools with one package.
- 📘 Real developer docs. A full OpenAPI spec and an interactive reference to try every endpoint.
v1.0.0
- 🗂️ A beautiful visual pipeline. Drag deals through ready-made stages — better than a spreadsheet, simpler than a CRM.
- 📝 Notes in seconds. Click a deal, type, hit Enter — it's timestamped and saved without closing the deal.
- 🎤 Or just dictate it. Tap the mic and speak your note right after the meeting.
- 📎 Proposals & contracts on the deal. Drop the files where they belong, in dedicated slots.
- 👁️ Preview without downloading. Open PDFs and images right inside the deal.
- 📇 A primary contact on every deal. Name, title, email, phone, and LinkedIn, all in one place.
- 📋 Capture the key terms. Jot the economics and next steps so the whole team's on the same page.
- 📈 Reports everyone understands. Deal Progress, Value of Deals Won, and velocity — no spreadsheet required.
- 🎯 Goals with live pace. See ahead / on-track / behind against your monthly targets, updated daily.
- 🔗 Share a report in one click. Drop a clean chart into Slack, a deck, or an email.
- 💱 Track deals in any currency. Seven currencies, formatted correctly across the whole board.
- 🎨 Make each board your own. Custom background colors keep teams oriented at a glance.
- 🤝 Invite your whole team. Free on every plan — add as many teammates as you want.
- ✉️ One-click magic-link sign-in. No passwords — or sign in with Google.
- 🏗️ Close with intention. Moving a deal to Proposal, Won, or Dead prompts for the file or reason that matters — so your history stays honest.
- ⬇️ Export anytime. Download your pipeline or any report as a PNG or CSV in one click.
- 🎉 Up and running in seconds. New workspaces come pre-loaded with example deals you can clear in one click.
- 🆓 Free to start. One board, 30 active deals, unlimited teammates, and the full API — no credit card.
- 💳 Upgrade when you're ready. Plus unlocks unlimited boards, deals, and storage.
- 💰 Monthly or annual. Pay month-to-month, or save with annual billing.
- 🧾 Billing you control. Update cards, see invoices, and manage your plan in the Stripe portal.
- 👤 Roles that fit your team. Admins manage the workspace, members run deals, and read-only viewers can follow along.
- 🚩 Flag what matters. Tag deals Good fit, Bad fit, or Influencer so the board tells you who's who at a glance.
- 🗑️ A 30-day undo. Delete a deal, a note, or even your whole account and you've got 30 days to bring it back.
- 📦 Your data is yours. Export every deal, note, and file as a ZIP anytime — no lock-in.
- 🔐 Private by default. Every workspace is isolated, and your data and files are encrypted at rest.
- 🖼️ Make it yours. Upload a profile photo and name your workspace.
- 📱 Works everywhere. No install — Dealboard runs in any browser on Mac, Windows, iPhone, and Android.
