Best Deal Desk Software in 2026
Updated
In short: ClickUp is ranked #1 of 40 as of 8 October 2026, ahead of Smartsheet and Budibase. The best-ranked option with a free plan is Budibase. The lowest first paid tier on this page is Tallyfy at $8.33/mo.
Deal desk software supports the review and approval steps around sales deals. Compare approval levels and workflows, and look at whether approval audit trails and discount controls match the oversight your process calls for. CRM synchronization and pricing guidance offer further points to assess. Free-plan availability and paid-from pricing help frame the cost comparison. ClickUp, Budibase, and Decisions are among the options, alongside Nintex Automation CE and Recerc. Consider the approvals your team needs to structure and how closely deal decisions should connect with CRM, then weigh those needs against the listed controls and pricing information.
40 deal desk software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
40ranked
13free plans on this page
$8.33/molowest paid tier
8 Oct 2026last checked
Input list Deal Desk Software 25 channels on this page · 83 of 200 spec lines stated by the makers
Ch Tool Free planPaid fromApproval workflowsDiscount controlsPricing guidanceApproval levelsCRM synchronizationApproval audit trail Spec sheet Score
01 ClickUp Free planYesPaid from7/user/moApproval workflowsnot statedDiscount controlsnot statedPricing guidancenot statedApproval levelsnot statedCRM synchronizationnot statedApproval audit trailnot stated 2/8spec lines stated 8.0
02 Smartsheet Free planNoPaid fromnot statedApproval workflowsnot statedDiscount controlsnot statedPricing guidancenot statedApproval levelsnot statedCRM synchronizationnot statedApproval audit trailnot stated 1/8spec lines stated 7.7
03 Budibase Free planYesPaid fromnot statedApproval workflowsnot statedDiscount controlsnot statedPricing guidancenot statedApproval levelsnot statedCRM synchronizationnot statedApproval audit trailnot stated 1/8spec lines stated 7.4
04 Pipefy Free planYesPaid fromnot statedApproval workflowsnot statedDiscount controlsnot statedPricing guidancenot statedApproval levelsnot statedCRM synchronizationnot statedApproval audit trailnot stated 1/8spec lines stated 7.3
05 Decisions Free plannot statedPaid fromnot statedApproval workflowsYesDiscount controlsnot statedPricing guidancenot statedApproval levelsnot statedCRM synchronizationnot statedApproval audit trailnot stated 1/8spec lines stated 7.1
06 Nintex Automation CE Free plannot statedPaid fromnot statedApproval workflowsYesDiscount controlsnot statedPricing guidancenot statedApproval levelsnot statedCRM synchronizationnot statedApproval audit trailnot stated 1/8spec lines stated 7.1
07 Recerc Free planNoPaid from30/user/moApproval workflowsYesDiscount controlsYesPricing guidanceYesApproval levelsmulti-stageCRM synchronizationYesApproval audit trailYes 8/8spec lines stated 7.1
08 Tallyfy Free planNoPaid fromnot statedApproval workflowsYesDiscount controlsnot statedPricing guidancenot statedApproval levelsnot statedCRM synchronizationnot statedApproval audit trailnot stated 2/8spec lines stated 7.1
09 Workato Agent Studio Free planYesPaid fromnot statedApproval workflowsnot statedDiscount controlsnot statedPricing guidancenot statedApproval levelsnot statedCRM synchronizationnot statedApproval audit trailnot stated 1/8spec lines stated 7.0
10 Zapier Free planYesPaid fromnot statedApproval workflowsnot statedDiscount controlsnot statedPricing guidancenot statedApproval levelsnot statedCRM synchronizationnot statedApproval audit trailnot stated 1/8spec lines stated 7.0
11 AI Rule Engine Free planYesPaid fromnot statedApproval workflowsYesDiscount controlsYesPricing guidancenot statedApproval levelsnot statedCRM synchronizationnot statedApproval audit trailYes 4/8spec lines stated 6.9
12 Airstride Free planYesPaid fromnot statedApproval workflowsYesDiscount controlsYesPricing guidanceYesApproval levelscustomCRM synchronizationYesApproval audit trailYes 7/8spec lines stated 6.9
13 Dock Free planYesPaid fromnot statedApproval workflowsnot statedDiscount controlsnot statedPricing guidancenot statedApproval levelsnot statedCRM synchronizationnot statedApproval audit trailnot stated 1/8spec lines stated 6.9
14 DUEX Free plannot statedPaid fromnot statedApproval workflowsYesDiscount controlsYesPricing guidanceYesApproval levelscustomCRM synchronizationnot statedApproval audit trailYes 5/8spec lines stated 6.9
15 Pricekeel Free planNoPaid fromnot statedApproval workflowsYesDiscount controlsYesPricing guidanceYesApproval levelsnot statedCRM synchronizationYesApproval audit trailYes 6/8spec lines stated 6.9
16 Sanka Flow Free planYesPaid fromnot statedApproval workflowsYesDiscount controlsYesPricing guidanceYesApproval levelsmulti-stageCRM synchronizationYesApproval audit trailYes 7/8spec lines stated 6.9
17 Veto Free planYesPaid fromnot statedApproval workflowsYesDiscount controlsYesPricing guidancenot statedApproval levelsnot statedCRM synchronizationnot statedApproval audit trailYes 4/8spec lines stated 6.9
18 Zilliant Deal Manager Free plannot statedPaid fromnot statedApproval workflowsYesDiscount controlsYesPricing guidanceYesApproval levelsmulti-stageCRM synchronizationnot statedApproval audit trailYes 5/8spec lines stated 6.8
19 airSlate WorkFlow (now altaFlow) Free planYesPaid fromnot statedApproval workflowsYesDiscount controlsnot statedPricing guidancenot statedApproval levelsnot statedCRM synchronizationYesApproval audit trailYes 4/8spec lines stated 6.6
20 Dealops Free plannot statedPaid fromnot statedApproval workflowsYesDiscount controlsYesPricing guidanceYesApproval levelsmulti-stageCRM synchronizationYesApproval audit trailYes 6/8spec lines stated 6.6
21 Moxo Free planNoPaid fromnot statedApproval workflowsnot statedDiscount controlsnot statedPricing guidancenot statedApproval levelsnot statedCRM synchronizationnot statedApproval audit trailnot stated 1/8spec lines stated 6.6
22 Microsoft Power Automate Free planYesPaid from15/user/moApproval workflowsnot statedDiscount controlsnot statedPricing guidancenot statedApproval levelsnot statedCRM synchronizationnot statedApproval audit trailnot stated 2/8spec lines stated 6.5
23 Put It Forward Revenue Intelligence Free plannot statedPaid fromnot statedApproval workflowsYesDiscount controlsYesPricing guidanceYesApproval levelscustomCRM synchronizationYesApproval audit trailYes 6/8spec lines stated 6.5
24 DealCloser Free plannot statedPaid fromnot statedApproval workflowsnot statedDiscount controlsnot statedPricing guidancenot statedApproval levelsnot statedCRM synchronizationnot statedApproval audit trailnot stated 0/8spec lines stated 6.4
25 DiscountFlow Free planNoPaid fromnot statedApproval workflowsYesDiscount controlsYesPricing guidancenot statedApproval levelscustomCRM synchronizationYesApproval audit trailYes 6/8spec lines stated 6.4
Compare all 25 in a table
| # | Tool | Score | Free plan | From | Free plan | Paid from | Approval workflows | Discount controls |
|---|---|---|---|---|---|---|---|---|
| 1 | ClickUp | 8.0 | Free plan | $9/mo | Yes | 7 /user/mo | — | — |
| 2 | Smartsheet | 7.7 | No | $9/mo | No | — | — | — |
| 3 | Budibase | 7.4 | Free plan | $19/mo | Yes | — | — | — |
| 4 | Pipefy | 7.3 | Free plan | Free | Yes | — | — | — |
| 5 | Decisions | 7.1 | No | — | — | — | Yes | — |
| 6 | Nintex Automation CE | 7.1 | No | — | — | — | Yes | — |
| 7 | Recerc | 7.1 | No | $30/mo | No | 30 /user/mo | Yes | Yes |
| 8 | Tallyfy | 7.1 | No | $8.33/mo | No | — | Yes | — |
| 9 | Workato Agent Studio | 7.0 | Free plan | $75/mo | Yes | — | — | — |
| 10 | Zapier | 7.0 | Free plan | $19.99/mo | Yes | — | — | — |
| 11 | AI Rule Engine | 6.9 | Free plan | $49/mo | Yes | — | Yes | Yes |
| 12 | Airstride | 6.9 | Free plan | £833.33/mo | Yes | — | Yes | Yes |
| 13 | Dock | 6.9 | Free plan | $350/mo | Yes | — | — | — |
| 14 | DUEX | 6.9 | Free plan | Free | — | — | Yes | Yes |
| 15 | Pricekeel | 6.9 | Free plan | Free | No | — | Yes | Yes |
| 16 | Sanka Flow | 6.9 | Free plan | Free | Yes | — | Yes | Yes |
| 17 | Veto | 6.9 | Free plan | $299/mo | Yes | — | Yes | Yes |
| 18 | Zilliant Deal Manager | 6.8 | No | — | — | — | Yes | Yes |
| 19 | airSlate WorkFlow (now altaFlow) | 6.6 | Free plan | Free | Yes | — | Yes | — |
| 20 | Dealops | 6.6 | No | — | — | — | Yes | Yes |
| 21 | Moxo | 6.6 | No | $416.67/mo | No | — | — | — |
| 22 | Microsoft Power Automate | 6.5 | No | $15/mo | Yes | 15 /user/mo | — | — |
| 23 | Put It Forward Revenue Intelligence | 6.5 | No | — | — | — | Yes | Yes |
| 24 | DealCloser | 6.4 | No | — | — | — | — | — |
| 25 | DiscountFlow | 6.4 | No | $9/mo | No | — | Yes | Yes |
Is your tool on this list?
Numbered spots on this list can be sponsored, and a sponsored row is labelled as paid.
Questions about this list
Which deal desk software is ranked first on Specifiction?
ClickUp is ranked #1 of 40 with a score of 8.0. Smartsheet is second and Budibase third.
How many of these have a free plan?
13 of the 25 on this page publish a free plan on their own pricing pages.
Which is the cheapest paid option?
On this page, Tallyfy has the lowest first paid tier we found: $8.33/mo.
How is this list ranked?
Ranked on what each maker publishes, the fullest spec sheet first: how deeply the product is documented, the platforms it runs on, a free tier or trial to test it, and its standing.
More in Sales & CRM
All sales & CRM listsReal Estate CRM Software 249CRM Software 242Proposal Software 134Product Configurator Software 112Contract Management Software 106Membership Management Software 106Bid Management Software 95B2B Contact Data Providers 77WhatsApp Marketing Software 72Lead Capture Software 70Sales Engagement Software 69Sales Prospecting Software 46