DealBuddy
DealBuddy is a lightweight, private deal tracking app built for individual sales reps, account executives, and contractors.
It is designed for speed after calls, with a focus on capturing notes, tracking next steps, and understanding commission at a glance.
What DealBuddy Does
- Track deals through a simple pipeline
- Capture notes quickly after calls
- Add and manage next steps with due dates
- Get reminders so follow-ups are never missed
- See open and expected commission clearly
- Export your data when needed
Built for Individuals
DealBuddy is a personal tool.
It is not a replacement for corporate CRM systems.
SwiftData on your device remains the primary data store, and no manual account login is required.
Privacy First
- CRM data is stored locally first on your device
- Optional cloud backup synchronises structured CRM records when configured
- Agent chat sends the context needed for your request to DealBuddy’s AI service
- Voice transcription uses Apple system services
- Payments are handled by Apple via StoreKit
You can read the full privacy policy below.
Links
For support or questions, contact:
pat@dealbuddy.network