Best Deal Desk Software in 2026
Updated
In short: ClickUp is ranked #1 of 40 as of 8 October 2026, ahead of Budibase and Smartsheet. 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 helps organize the approvals and discount decisions involved in sales offers. Compare approval levels and workflows with the audit trail each system provides, and check how CRM synchronization and discount controls fit your process. Free plans, paid-from pricing and pricing guidance offer useful cost context. ClickUp, Budibase and Zapier are among the entries to consider. The right comparison depends on how your team handles reviews, which discount boundaries it needs to manage, and how much connection to your CRM matters. Use the listed capabilities and pricing details to assess which tools suit those needs.
40 deal desk software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
Deal Desk Software, ranked on how quickly a newcomer can get going. 18 of the 25 on this page can be tried for free.
- 1 ClickUpPaid from $9/mo
- Free to practise on: yes
- Free trial: yes
- Well documented: yes
- Runs where you work: yes
- 2 BudibasePaid from $19/mo
- Free to practise on: yes
- Free trial: yes
- Well documented: yes
- Runs where you work: not on record
- 3 SmartsheetPaid from $9/mo
- Free to practise on: not on record
- Free trial: yes
- Well documented: yes
- Runs where you work: yes
- 4 PipefyFree plan
- Free to practise on: yes
- Free trial: not on record
- Well documented: yes
- Runs where you work: yes
- 5 ZapierPaid from $19.99/mo
- Free to practise on: yes
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 6 AI Rule EnginePaid from $49/mo
- Free to practise on: yes
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 7 AirstridePaid from £833.33/mo
- Free to practise on: yes
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 8 DockPaid from $350/mo
- Free to practise on: yes
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 9 DUEXFree plan
- Free to practise on: yes
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 10 PricekeelFree plan
- Free to practise on: yes
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 11 Sanka FlowFree plan
- Free to practise on: yes
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 12 VetoPaid from $299/mo
- Free to practise on: yes
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 13 Workato Agent StudioPaid from $75/mo
- Free to practise on: yes
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 14 Nintex Automation CE
- Free to practise on: not on record
- Free trial: yes
- Well documented: yes
- Runs where you work: yes
- 15 RecercPaid from $30/mo
- Free to practise on: not on record
- Free trial: yes
- Well documented: yes
- Runs where you work: yes
- 16 TallyfyPaid from $8.33/mo
- Free to practise on: not on record
- Free trial: yes
- Well documented: yes
- Runs where you work: yes
- 17 airSlate WorkFlow (now altaFlow)Free plan
- Free to practise on: yes
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 18 Decisions
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: yes
- 19 Microsoft Power AutomatePaid from $15/mo
- Free to practise on: not on record
- Free trial: yes
- Well documented: yes
- Runs where you work: not on record
- 20 Dealops
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 21 Zilliant Deal Manager
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: yes
- 22 Nue
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 23 Put It Forward Revenue Intelligence
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 24 DealCloser
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 25 DiscountFlowPaid from $9/mo
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
Compare all 25 in a table
| # | Platform | 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 | Budibase | 7.7 | Free plan | $19/mo | Yes | — | — | — |
| 3 | Smartsheet | 7.3 | No | $9/mo | No | — | — | — |
| 4 | Pipefy | 7.2 | Free plan | Free | Yes | — | — | — |
| 5 | Zapier | 7.1 | Free plan | $19.99/mo | Yes | — | — | — |
| 6 | AI Rule Engine | 7.0 | Free plan | $49/mo | Yes | — | Yes | Yes |
| 7 | Airstride | 7.0 | Free plan | £833.33/mo | Yes | — | Yes | Yes |
| 8 | Dock | 7.0 | Free plan | $350/mo | Yes | — | — | — |
| 9 | DUEX | 7.0 | Free plan | Free | — | — | Yes | Yes |
| 10 | Pricekeel | 7.0 | Free plan | Free | No | — | Yes | Yes |
| 11 | Sanka Flow | 7.0 | Free plan | Free | Yes | — | Yes | Yes |
| 12 | Veto | 7.0 | Free plan | $299/mo | Yes | — | Yes | Yes |
| 13 | Workato Agent Studio | 7.0 | Free plan | $75/mo | Yes | — | — | — |
| 14 | Nintex Automation CE | 6.9 | No | — | — | — | Yes | — |
| 15 | Recerc | 6.9 | No | $30/mo | No | 30 /user/mo | Yes | Yes |
| 16 | Tallyfy | 6.9 | No | $8.33/mo | No | — | Yes | — |
| 17 | airSlate WorkFlow (now altaFlow) | 6.7 | Free plan | Free | Yes | — | Yes | — |
| 18 | Decisions | 6.7 | No | — | — | — | Yes | — |
| 19 | Microsoft Power Automate | 6.7 | No | $15/mo | Yes | 15 /user/mo | — | — |
| 20 | Dealops | 6.5 | No | — | — | — | Yes | Yes |
| 21 | Zilliant Deal Manager | 6.5 | No | — | — | — | Yes | Yes |
| 22 | Nue | 6.3 | No | — | — | — | — | — |
| 23 | Put It Forward Revenue Intelligence | 6.3 | No | — | — | — | Yes | Yes |
| 24 | DealCloser | 6.2 | No | — | — | — | — | — |
| 25 | DiscountFlow | 6.2 | No | $9/mo | No | — | Yes | Yes |
Is your platform 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 The Geeks Club?
ClickUp is ranked #1 of 40 with a score of 8.0. Budibase is second and Smartsheet 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 how quickly a newcomer can get going: documentation depth, a free tier or trial, and the platforms it runs on.