The lightweight CRM for small teams
Every enquiry, followed up.
Enquiries land on your board by themselves, the right people hear straight away, and every morning DealJar tells you who's waiting on a reply.
Pipeline · EnquiriesIllustration · fictional dataNew 2
Engaged 2
Proposal 1
Won 1
What it does
The parts of a CRM a small team actually uses.
No forty-tab setup, no add-on store, no training course. Just the things that turn an enquiry into a customer, in one place.
Pipelines you can see
A board for each kind of work, with your own stages. Drag a deal along as it moves from New to Won.
Enquiries in, automatically
Your website form drops each enquiry straight onto the board as a new lead. No copying and pasting.
Contacts and companies
Every lead keeps its contact details, company, notes, calls, attachments and emails. Group by company to see everyone you know there.
Tasks that don't slip
Give any lead a task with a due date. Everything due shows up in one list, and in tomorrow morning's digest.
Send from your own Gmail
Connect Gmail and send from DealJar with reusable templates. Leads move to Replied on their own when someone writes back.
Sequences
Line up a series of follow-up emails for a lead and DealJar sends them on schedule and stops when they reply.
Simple automations
When a deal enters a stage, DealJar can create a task, send a template or email the team. Set it once.
Your own forms
Build enquiry forms with the questions you need, put them on your site, and every answer lands on the lead.
Reports that make sense
Pipeline value by stage, won revenue by month, win rate, average days to win and progress against your monthly goal.
Also: hosted proposal pages, open and click tracking on emails you send, archive, CSV import and export, and sign-in with Google or an emailed code for the people you allow.
How it works
From first enquiry to won, without anything going quiet.
An enquiry comes in
Someone fills in the form on your website. DealJar creates the lead and emails the team.
You get in touch
Reply from your own Gmail with a template. Notes, calls and tasks sit on the lead, so anyone can pick it up.
DealJar keeps watch
A daily digest lists who needs a nudge, follow-up drafts wait in Gmail for you to check, and you get a hot-lead alert the moment someone clicks or replies.
You close it
Send a proposal, move the deal to Won, and watch it show up in your reports.
Lead · Acme LtdIllustration · fictional dataContact
Jane Smith
Operations Manager
Acme Ltd · 50–200 staff
Stage
Engaged
Deal value
$4,800
Next task
Call back · Thu
Timeline
- Replied · "Thursday works for a call"
- Email opened · "Options for Acme"
- Email sent · Template: First reply
- Note · Wants something running before March
- Enquiry · Website form
Every morning
Start the day knowing who's waiting.
Around 7am, DealJar emails a short digest: tasks due, new enquiries, who opened or clicked yesterday, and leads that have gone quiet. Follow-up drafts are already sitting in Gmail, ready to check. DealJar never sends them without you.
Your DealJar digestIllustrationGood morning. Here's today.
Why DealJar
Built by people who've had enquiries slip through the cracks.
We've started and grown our own businesses, and we got tired of paying for big CRMs we only used a tenth of. So we built the part we needed, and we use it every day.
Tested on us
DealJar runs the enquiries and partnerships pipeline in a business we own. If something's annoying, we feel it first and fix it.
No bloat
Every feature is there because we kept needing it. If a small team wouldn't use it this week, it isn't in.
Made in New Zealand
Designed and built by Rebellion Digital, a small studio in Aotearoa. Talk to the people who make it.
Want DealJar for your team?
We're opening DealJar up to more small teams. Register interest and Dan will be in touch.