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The CRM built for mid-market B2B sales teams

Dealbase is a customer relationship management (CRM) platform for B2B sales teams of 10 to 200 seats. It combines pipeline management, workflow automation, contact enrichment and revenue analytics in a single product. Founded in Austin, Texas in 2019, Dealbase serves around 1,200 companies across logistics, media, healthcare and professional services.

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Animated Dealbase pipeline board showing a Meridian Freight deal worth $86,000 moving from Discovery through Evaluation and Proposal to Closing

What the data says

23%

more closed-won revenue for teams that update deal stages weekly

Source: Dealbase 2025 Pipeline Benchmark (412 sales teams surveyed)

5.4 hrs

average weekly CRM data entry per rep before automation, 1.9 hours after

Source: Dealbase 2025 Pipeline Benchmark (412 sales teams surveyed)

31%

faster deal cycles at Meridian Freight within two quarters of adopting Dealbase

Source: Meridian Freight case study

What Dealbase does

Dealbase pipeline board with Discovery, Evaluation and Closing columns holding deal cards with values and next steps

Pipeline management

A kanban pipeline with customizable stages, deal rotting alerts and next-step tracking on every card. See the product.

Dealbase automation stepping through a trigger (new deal created), a condition (value over $50k) and an action (notify Slack)

Workflow automation

A no-code builder with triggers, conditions and actions, plus 40 ready-made templates for routing, follow-ups and handoffs.

Dealbase analytics tiles and bar chart animating up: 31% win rate, 34-day deal cycle, 22% closed-won growth

Revenue analytics

Win rate, cycle time and forecast reports that answer the questions your Monday pipeline review actually asks.

"We replaced two tools and a wall of spreadsheets with Dealbase. Deal cycles dropped 31% in two quarters and my forecast calls stopped being guesswork." Maya Krishnan, VP Sales, Meridian Freight

Product demo, 90 seconds

Read the video transcript

The demo opens on the Dealbase pipeline board. Deals sit in three stages: Discovery, Evaluation and Closing. A deal card for Meridian Freight, worth $86,000, moves from Discovery through Evaluation to Closing as the rep updates the next step. The final scene shows the quarter results dashboard: closed-won revenue by month from January through June, with win rate up 4 points this quarter. Every chart in the demo is a live report available on the Growth plan.

How Dealbase compares to other CRM categories

Enterprise CRM suites offer the deepest customization on the market, and that depth usually needs a dedicated admin. Dealbase ships opinionated defaults so a 10 to 200 seat team is live in days without one. All-in-one platforms bundle marketing, content and service tools into one suite; Dealbase is sales-only, which keeps the product and the price focused on pipeline work. Full details in the FAQ.

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