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Dealboard.io

An easier way to display and interact with CRM data.

  • Display active deals without clicking through several CRM screens, list views, or records
     

  • Connect to Salesforce or Dynamics 365 to lookup Account, Contact, and Title

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  • Assign buying / opportunity role

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  • Easily move won or lost deals to a different bucket

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Dealboard.io is a collaboration between CRM Northwest Inc. and Brook Trout Partners, LLC. 

© CRM Northwest Inc. 

All Rights Reserved, various trademarks held by their respective owners.

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