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.