The local-first, AI-powered CRM built for dealmakers
Convert more deals
DealConverter helps you organize your outreach projects, handle documentation, and retrieve information so you can stay closer to your clients and close more deals.
Designed for solopreneurs and small teams
DealConverter is not built for giant sales orgs with layers of admin. It is for founders, brokers, consultants, and lean teams who personally drive outreach every day — and need a lightweight CRM that keeps up with real execution.
Cold calling
Email outreach
Messaging & DMs
From first contact to follow-up — in six steps
Each outreach project becomes your command center. Everything you log — calls, emails, notes, tasks — stays tied to the right company and contact.
Create an outreach project
Start a project for each campaign, client engagement, or deal you are pushing. Name it, set context, and use it as the hub for every company and contact involved.
Build your target list
Add companies and contacts one by one, bulk-select from your company directory, or import a CSV/XLSX spreadsheet. AI maps messy columns — in any language — into structured records automatically.
Run your outreach
Make cold calls, send emails, and follow up on messages. Log call notes, meeting notes, and touchpoints as you go so nothing lives only in your head or a random doc.
Centralize communications
Incoming emails are matched to contacts and linked to the right project. Manual notes inherit company context automatically — one timeline per relationship, not five tabs.
Track pipeline & tasks
Move targets through stages, filter by owner or status, and assign follow-up tasks with due dates. Your dashboard shows active projects and what needs attention today.
Search documents with AI
Upload proposals, contracts, and background files to the project vault. Use AI to find answers inside documents without re-reading everything before every call.
Everything you need to manage your outreach projects and close more deals
Company and contact records
Keep your clients, prospects, and key contacts organized with structured profiles designed for outreach-driven workflows.
Outreach pipeline
Visualize your outreach projects across every stage, track progress at a glance, and move opportunities forward with clarity.
AI Document Intelligence
Use AI to organize, search, and extract key information from contracts, proposals, financials, and other project documents in one place.
Project dashboard
See documents, communications, tasks, and progress for each outreach project without jumping between disconnected tools.
Tasks and follow-ups
Never lose track of a conversation with reminders, suggested follow-ups, and action items connected to the right project and contact.
Email Centralization
Centralize your team’s emails, attachments, and key files so critical information never gets buried.
Manage all your prospects in one place
Organize your clients, prospects, and key relationships in a structured workspace designed for real outreach execution.
Store business details, context, notes, and status in a format your team can actually work with.
Track outreach, interest, and next steps for each project without mixing up conversations.
Close more deals, faster and smarter
Keep communications, documents, and follow-ups connected to each project so your process stays organized as activity grows.
Purpose-built for M&A advisors and business brokers
DealConverter includes a specialized version designed specifically for M&A workflows. Run it locally or on your own server — your data stays with you. Manage mandates, track buy-side and sell-side deals, and optionally connect with other advisors through the DealConverter Ecosystem.
Dedicated dashboards, documents, and deal stages built for advisory work.
Optionally publish your mandates to the DealConverter network and surface matching opportunities with AI-powered deal matching.
Handle CIMs, NDAs, teasers, and financials with AI-powered extraction.
Simple, transparent pricing
Get started with DealConverter today. No subscriptions, no hidden fees.
Cloud
For individuals and small teams who want to get started right away.
One-time payment. Includes all future updates.
- All CRM features included
- AI Document Intelligence
- Email centralization
- Outreach pipeline & project dashboard
- Free updates forever
Self-hosted (VPS)
For teams that need full control, privacy, and custom deployment on their own infrastructure.
Tailored pricing based on team size and requirements.
- Deploy on your own VPS or server
- Full data ownership & privacy
- Unlimited team members
- Custom onboarding & support
- All Cloud features included