Dealbook

Free while in beta

Know exactly who to chase today.

Dealbook keeps every prospect, follow-up and project in one place, from the first WhatsApp message to the last payment. Built for freelancers and small agencies.

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No credit card. Set up in two minutes.

Animated example of the pipeline board: a deal card moves from Contacted through Replied, Demo and Proposal to Won, while a follow-up gets ticked off.

Everything between the first message and the last payment.

Built for the way small teams actually sell: a lot of messages, a few meetings, one proposal that matters, and a project to deliver after it.

  • Follow-ups, not forgetting

    Every deal has a next follow-up date. One screen shows what's overdue and what's due today, with email, call and WhatsApp one tap away.

  • A pipeline that knows its odds

    Set a win probability per stage and see weighted value and stage-to-stage conversion, computed from what actually happened.

  • A timeline for every deal

    Log calls, visits, emails and WhatsApp messages. Stage changes are recorded on their own, so the story is always complete.

  • Companies and the people in them

    Owner, manager, receptionist — kept together under the company, each with one-tap actions.

  • Projects and payments after the win

    Winning a deal opens its project. Tick off milestones, log each payment, and always see what's left to collect.

  • Works anywhere

    Any currency, any time zone, English and Arabic with real right-to-left. Invite teammates as owner, admin or member.

New

Update Dealbook from Claude or ChatGPT.

Connect the AI assistant you already use. Tell it who you reached out to, and it adds the prospect, logs the message and sets the follow-up, the same way you would in the app.

  • You approve access once, and can revoke it any time.
  • Changes made by an assistant are marked in the deal's timeline.
  • Assistants can add and update records. They can't delete anything.
Works withClaudeChatGPTAny MCP client
Example: you tell your assistant you messaged Dr. Sara at Northside Dental about a booking system and to remind you Thursday. It adds the company and contact, creates the deal in Contacted, logs the WhatsApp message and sets the follow-up.

Three habits, one tool.

  1. Add who you're talking to

    Create the company and its contacts the moment you reach out — even before they reply.

  2. Move deals as things happen

    Drag a deal to the next stage and log what you did. It takes seconds and builds your funnel numbers.

  3. Open Follow-ups every morning

    Chase what's overdue, log the outcome, set the next date. Nothing slips.

Start with the deal you're most likely to forget.

Create a workspace, add one company, set a follow-up date. You'll see the point tomorrow morning.

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