About Dealbase

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.

The company

Milestones

Why sales-only

Most CRM platforms grew into suites. Dealbase stayed a sales product on purpose: one team, one pipeline, one price. The trade-off is explicit, and it is the reason setup takes days rather than quarters.

Press and analyst inquiries: hello@dealbase.com

The company in numbers

How these figures are measured

Benchmark figures come from the annual Dealbase survey of 412 B2B sales teams, run each January across company sizes from 10 to 200 seats and weighted so no industry dominates the sample. Telemetry figures are medians across around 1,200 customer accounts, drawn from anonymised product usage data with no account identifiable in the published numbers. Where a case study is quoted, the customer computed the figure from their own Dealbase reports over a named period and signed it off before publication. Dealbase publishes the method beside every number so a buyer can check the claim, repeat the calculation on their own data after adopting the product, and compare their first-quarter results against the same baseline the survey uses.

Why Priya Nair and Marcus Feld built Dealbase

Priya Nair ran mid-market sales teams for a decade and kept rebuilding the same spreadsheet: deals, stages, next steps, and a weekly argument about which number was right. Marcus Feld built revenue tooling and kept watching CRM projects fail at adoption. Dealbase is their answer: a CRM narrow enough that reps keep it current, with the reporting a revenue leader needs built in rather than bolted on. The company is bootstrapped, based on Cedar Bend Drive in Austin, and publishes its pipeline research every January.

What the team ships

Product and engineering ship weekly. The customer team runs onboarding calls for every Growth account, and the founders still read every piece of product feedback that comes through the app.

Tools and standards Dealbase works with

Email and calendar sync covers Google Workspace and Microsoft Outlook, including shared inboxes and Google Calendar scheduling. Notifications post to Slack channels and Microsoft Teams. Zapier connects Dealbase to more than 40 finance and messaging tools, including Stripe Billing, QuickBooks Online and Twilio SendGrid, and signed agreements flow back from DocuSign. Recordings from Zoom Meetings attach to the deal timeline. The REST API and webhooks run on OAuth 2.0, data is encrypted with TLS 1.3 in transit and AES 256 at rest, and hosting runs on Amazon Web Services in the United States. Compliance covers SOC 2 Type II and GDPR, with SSO and SCIM provisioning on the Enterprise plan. Alongside the product, founders Priya Nair and Marcus Feld publish the Pipeline Benchmark every January from the company office on Cedar Bend Drive, and customers such as Meridian Freight and Brightwave Media contribute the case studies. Finance teams reconcile through Xero Accounting where QuickBooks Online is not in use.