What it does
Gong combines customer conversations, customer relationship management (CRM) records and revenue workflows. Deal boards organize opportunities for pipeline reviews, forecasting and follow-up. Access requires a Gong account, with custom pricing that combines user licences and a platform fee.
A Gong deal board starts in Revenue → Deals. Creating or changing the board requires the appropriate management permissions; team members can adjust their own viewing filters without changing its configuration.
Set the board's CRM date field first. A close-date view for this quarter answers a different question from a renewal-date view. Then add board-wide filters for the intended segment and use tabs for useful groups, such as forecast categories. Those filters apply to every tab, so a tab cannot bring back deals excluded at board level.
Boards allow up to eight tabs. Text and range fields can appear as columns but cannot serve as board filters. If a desired view depends on a numeric range or free-text condition, check that restriction before designing the review around it.
Access and pricing
Request a customized proposal for the required users. Gong charges per-user licences plus a platform fee based on the supported user count. Existing users can sign in with Google, Salesforce, Office 365 or the email-based route; board management still depends on the account’s assigned permissions.
Strengths
- Boards separate shared configuration from a person's viewing choices
- CRM date fields support different sales and renewal review windows
Watch out for
- Deal boards do not support text or range fields as filters
Best for
- Revenue teams reviewing CRM opportunities alongside customer interaction context
Sources
- Gong Revenue AI Pricing (Oct 27, 2026)
- How to create and manage deal boards (Oct 27, 2026)
- FAQs: Deal board (Oct 27, 2026)
- Gong | Welcome (Oct 27, 2026)
- Gong - Revenue AI OS (Oct 26, 2026)