The Dealbase product: pipeline, automation, enrichment, analytics
Dealbase is a sales-only CRM. Every feature below ships on day one with opinionated defaults a mid-market team can run without an admin.
Pipeline management
A kanban board with fully customizable stages. Every deal card carries value, owner, next step and age. Deals with no activity for 7 days raise a rotting alert, a threshold you can change per stage. According to the Dealbase 2025 Pipeline Benchmark (412 sales teams surveyed), teams that update deal stages weekly close 23% more revenue than teams that batch updates monthly.
Workflow automation
A no-code builder using triggers, conditions and actions. 40 templates cover lead routing, follow-up sequences, stage-change notifications and renewal handoffs. Benchmark data: reps spend 5.4 hours a week on CRM data entry before automation and 1.9 hours after.
Contact enrichment
New contacts autofill with company size, industry and technology stack from public sources, so reps qualify without tab-hopping. Enrichment is included in the Growth plan at no extra per-record cost.
Revenue analytics
Win rate, cycle time, stage conversion and forecast reports, all filterable by team, rep and period. Reports export to CSV and can be scheduled to Slack or email every Monday morning.
Integrations
- Email and calendar: Gmail, Outlook
- Messaging: Slack
- Middleware: Zapier, plus inbound and outbound webhooks
- Data: CSV import and export, REST API on all plans
Security
SOC 2 Type II audited. Data encrypted in transit (TLS 1.3) and at rest (AES-256). Hosting regions in the US and EU. Role-based access control on the Growth plan and above.