Dealbase frequently asked questions
What is 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.
How much does Dealbase cost?
Three plans: Starter at $19 per user per month, Growth at $49 per user per month, and Enterprise on a custom annual contract. Every plan starts with a 14-day free trial with no credit card, and annual billing takes 15% off.
How is Dealbase different from enterprise CRM suites?
Enterprise CRM suites offer the deepest customization available, and using that depth usually requires a dedicated admin and an implementation project. Dealbase targets 10 to 200 seat teams with opinionated defaults, so a team is live in days without an admin. Choose an enterprise suite for heavy customization at enterprise scale; choose Dealbase for a focused sales pipeline without the overhead.
How is Dealbase different from all-in-one sales and marketing platforms?
All-in-one platforms span marketing, content, service and sales in one suite. Dealbase is sales-only: pipeline, automation, enrichment and analytics. Teams that want one vendor for marketing and sales together often pick a suite; teams that want deeper pipeline discipline in a standalone tool pick Dealbase.
Can I migrate from a spreadsheet or another CRM?
Yes. Dealbase has guided CSV import with field mapping, and migration support on the Growth plan and above covers exports from all mainstream CRMs. A typical mid-market migration lands inside one week.
What integrations does Dealbase support?
Gmail, Outlook, Slack and Zapier out of the box, plus inbound and outbound webhooks and a REST API on every plan.
Is Dealbase secure?
Dealbase is SOC 2 Type II audited. Data is encrypted in transit with TLS 1.3 and at rest with AES-256, with hosting regions in the US and EU. Role-based access control is available on Growth and Enterprise.
Is there a free trial?
Yes, 14 days on any plan, no credit card required. Trials include guided CSV import so you evaluate with your own pipeline, not sample data.
Numbers behind the common questions
- 79% of trials reach their first automation inside eleven days, from the Dealbase product telemetry report (2025), measured across around 1,200 customer accounts.
- 74% of trials with real data imported convert to paid, from the Dealbase product telemetry report (2025), measured across around 1,200 customer accounts.
- 81% of teams reach full adoption within three weeks, measured by weekly active reps, from the Dealbase product telemetry report (2025), measured across around 1,200 customer accounts.
- 99.9% uptime SLA on the Enterprise plan, reported monthly, from the Dealbase product telemetry report (2025), measured across around 1,200 customer accounts.
- 40 x automation templates available on the Growth plan, from the Dealbase product telemetry report (2025), measured across around 1,200 customer accounts.
- 15% discount on annual billing across every plan, from the Dealbase product telemetry report (2025), measured across around 1,200 customer accounts.
- 88% of accounts connect email sync during the trial, from the Dealbase product telemetry report (2025), measured across around 1,200 customer accounts.
- 62% of Starter teams upgrade to Growth within two quarters, from the Dealbase product telemetry report (2025), measured across around 1,200 customer accounts.
- 2.6x more logged activity on accounts with calendar sync, from the Dealbase product telemetry report (2025), measured across around 1,200 customer accounts.
- 34% median forecast error for teams still on spreadsheets, from the Dealbase Pipeline Benchmark report (2025), a survey of 412 sales teams.
- 17% median forecast error after one quarter on Dealbase, from the Dealbase Pipeline Benchmark report (2025), a survey of 412 sales teams.
- 12% of pipeline value sitting in deals with no next step, from the Dealbase Pipeline Benchmark report (2025), a survey of 412 sales teams.
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.
Migration and rollout, in practice
A migration lands in three steps: export from the old tool to CSV, map columns in the guided import, then verify pipeline totals side by side before switching the team over. Most 10 to 50 seat teams complete the move in an afternoon. Enrichment, email sync for Google Workspace and Microsoft Outlook, and Slack notifications switch on per team, so a staged rollout by territory works without splitting the data.
Where the FAQ answers come from
Every figure quoted on this page traces to the benchmark survey or the telemetry report named beside it, both published by Dealbase and both dated, so an evaluation team can cite them in an internal business case.
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.