dealpad

Dealpad is a B2B software company that provides a buyer enablement and "customer orchestration" platform used by sales and customer success teams to run complex sales and onboarding processes jointly with their customers. The core product is a shared digital workspace in which a seller and a buying committee centralize communications, materials, stakeholders and a mutual action plan for a given deal, replacing fragmented email threads and manually maintained close plans.

Functionality described on the company's site includes collaborative mutual action plans with assignable tasks, due dates and notifications for both sides; a conversation feed that is bi-directionally synced with email; file sharing supporting 30-plus common formats attached to specific tasks; engagement tracking showing which stakeholders viewed or downloaded content and for how long; stakeholder mapping with org charts and influence/engagement attributes; templating of plans for reuse; a dashboard view across accounts; and personalized invitations with custom branding and subdomains. Access management, secure authentication, SSL transfer and AWS hosting are cited as security features.

A separate module, SalesMind AI, scores deals by likelihood to close using CRM signals, in-deal buyer engagement data and seller behavior, generates recommendations drawn from patterns in previously won deals, and offers a generative AI co-pilot for querying deal and pipeline data. The platform integrates with Salesforce, HubSpot and Zoho CRMs and imports assets from Google Drive.

Founding story

According to the company, co-founder Adam Baker was working as an account executive and later as a sales manager when he struggled with orchestrating internal support, forecasting close dates and chasing buyer approvals; he was dismissed after repeated poor forecasting and slipped deals. He subsequently used Excel-based close plans and account planning with his teams, but found the process manual, cumbersome and one-way, with no visibility for the buyer. He then met Kim di Centa and the two built software to address the problem, which became Dealpad.

Business model

Dealpad sells a subscription software platform to B2B sales and customer success teams. The site advertises published pricing, a 14-day free trial and demo requests, with self-serve sign-up alongside a sales-led motion; paid plans support multiple users, admin controls, custom branding and subdomains, and CRM integrations.

Recurring software subscription revenue from sales, account executive and customer success teams, with tiered pricing and multi-user accounts; a 14-day free trial is offered as an entry point.

Traction

The company states that hundreds of software customer teams use Dealpad and cites customer-reported outcomes including a 24% increase in closed-won rate, sales cycles 60 days faster, onboarding and pre-sales tasks 78% less likely to slip, over 1,000 team hours returned annually, and access to up to 6x more stakeholders. A third-party directory estimates annual revenue in the $1M–$10M range and approximately 6 employees as of August 2026.