Goal: Set up your Dealfront account, select relevant modules (e.g., Sales Intelligence, Web Visitor Identification, DataCare, etc.), and configure user access.
Activities: User provisioning, permission settings, module activation.
Duration: 1–3 days
3. CRM & Tool Integrations
Goal: Connect Dealfront to your existing CRM (e.g., Salesforce, HubSpot) and other sales/marketing tools.
Activities: API integrations, data mapping, workflow automation setup.
Duration: 2–5 days (may vary based on complexity)
4. Data Import, Cleansing & Enrichment
Goal: Import existing company/contact data, clean up duplicates, and enrich records using Dealfront’s database.
Activities: Data upload, deduplication, enrichment, quality checks.
Duration: 2–7 days (depends on data volume)
5. User Training & Enablement
Goal: Train your team on Dealfront’s features, best practices, and compliance (GDPR, etc.).
Activities: Live or recorded training sessions, documentation, Q&A.
Duration: 1–3 days
6. Go-Live & Hypercare
Goal: Launch Dealfront for daily use. Provide immediate support for questions or issues.
Dealfront offers extensive customization of the data sent to your CRM system, including popular platforms like Salesforce, HubSpot, Pipedrive, Zoho, and Microsoft Dynamics.
You can customize which entities—such as Accounts/Companies, Contacts, Leads, and Opportunities—and which specific fields are synced to your CRM. This includes the ability to map Dealfront data fields to custom CRM fields.
It is possible to set default or fixed values for CRM fields when Dealfront does not have data available, helping to meet CRM validation rules.
You can enable or disable syncing of individual fields at any time.
Note that these customizations apply only to newly created entities; existing CRM records are not updated or deleted retroactively.
Salesforce-Specific Customization
Dealfront supports adding custom fields like "View in Leadfeeder" and "Latest Leadfeeder Visit" to Salesforce objects such as Accounts, Leads, and Opportunities.
You can customize Salesforce page layouts to include these fields and related lists in both Lightning and Classic interfaces.
The integration allows control over what Dealfront data is shared with Salesforce, including syncing key account attributes like account name, domain, and owner, with data stored securely.
Custom Feeds and Segmentation
The software allows creation of custom feeds to segment website visitors based on behavior, demographics, and other criteria, enabling targeted marketing and sales efforts.
Multi-Account and Integration Flexibility
Dealfront supports managing multiple accounts or companies under one subscription or across separate subscriptions, which is useful for agencies or businesses with multiple brands.
It integrates with a wide range of CRMs and marketing automation tools, allowing you to tailor workflows and data synchronization to your specific business processes.
Additional Costs
There is no publicly available information specifying fixed setup fees, maintenance charges, or support costs for Dealfront.
As a cloud-based SaaS platform, regular maintenance and software updates are typically included in the subscription fee.
Setup and onboarding support are usually part of the service offering, but complex integrations or advanced customizations may incur additional professional services fees.
Different support tiers, such as standard versus premium support or dedicated consulting services, may be available at extra cost, though specific pricing details are not publicly disclosed.
For multi-account or agency scenarios, billing is per subscription or account, which may increase overall costs depending on scale and usage.
Training
Dealfront provides comprehensive onboarding and training to new users, typically including live or recorded training sessions tailored to your team’s needs.
Training covers platform features, best practices for sales intelligence, data handling, and compliance requirements.
Ongoing support is available through customer service channels to assist with technical questions, integration help, and troubleshooting.
Users also have access to documentation and resources for self-learning.
Security awareness training is provided internally for Dealfront staff at onboarding and annually, ensuring knowledgeable support personnel.
Security Measures
Dealfront adheres to the highest security standards, including ISO 27001 and ISO 27701 certifications, ensuring robust information security and privacy management.
Data is encrypted both in transit and at rest using enterprise-grade AES-256 encryption.
Infrastructure is hosted on AWS servers located within the EU/EEA, following the AWS Well-Architected Framework.
Automated backups with defined Recovery Time Objectives (RTO) and Recovery Point Objectives (RPO) are in place to ensure data availability and integrity.
Secure development practices include formal policies, peer reviews, and automated testing during deployment.
Runtime security is maintained through 24/7 monitoring, Web Application Firewall (WAF), Distributed Denial of Service (DDoS) protection, Intrusion Detection and Prevention Systems (IDS/IPS).
Separate environments are used for testing, staging, and production; customer personal data is never used in testing.
Vulnerability management includes automated network and infrastructure scans and a private bug bounty program with ethical hackers.
Strict access controls and mandatory Non-Disclosure Agreements (NDAs) are enforced for all Dealfront employees.
Cyber insurance covers data breaches, crisis management, and liability.
Dealfront maintains a public status page for transparency on service availability.
Updates
Dealfront continuously improves its platform through regular updates managed via automated deployment pipelines.
Updates undergo automated testing and peer reviews before production release to ensure stability and security.
Separate environments for testing and staging prevent disruptions to live services.
Customers benefit from seamless updates without needing manual intervention, as Dealfront is a cloud-based SaaS platform.
Security patches and feature enhancements are rolled out promptly to maintain compliance with industry standards and customer expectations.
Data Ownership and Portability
Data Ownership: Customers maintain full ownership and control over their personal and business data processed through Dealfront. Dealfront acts as a data processor, handling data on behalf of its customers, who remain the data controllers responsible for compliance with applicable data protection laws such as GDPR.
Data Processing and Sharing: Dealfront collects publicly available data and customer-provided data to deliver its services. Personal data is processed and stored only as long as necessary to fulfill contractual and legal obligations. Data may be shared within the Dealfront group or with authorized service providers under strict data processing agreements, always respecting privacy and security standards.
Data Portability and Deletion: Customers have rights to access, modify, or request deletion of their data. Dealfront supports these rights and provides mechanisms to facilitate data subject requests. Upon contract termination or when data is no longer needed, data is regularly deleted unless retention is required by law or legitimate interest.
Change of Ownership: In events such as mergers or acquisitions, Dealfront may transfer personal data to new owners, ensuring that data protection commitments continue to apply.
Scaling Up / Down
Flexible Subscription Model: Dealfront’s cloud-based platform allows customers to easily scale their subscription plans by adding or removing user licenses, modules, or accounts as business needs evolve.
Multi-Account and Agency Support: The system supports multiple accounts or companies under one or multiple subscriptions, enabling agencies or multi-brand businesses to manage and scale usage per client or brand.
Billing and Contract Adjustments: Usage changes are reflected in billing adjustments. Specific terms related to scaling, such as minimum commitments or notice periods for downsizing, depend on the individual contract negotiated with Dealfront.
No Public Fixed Terms: Detailed policies regarding setup fees, penalties, or conditions for scaling are not publicly disclosed and are typically handled on a case-by-case basis through Dealfront’s sales or customer success teams.
The terms & conditions for contract renewal and cancellation
Contract Term and Renewal: The initial contract term and any renewal periods are defined in the order agreement. Contracts lasting one year or longer automatically renew for the same duration unless the customer provides cancellation notice within the specified timeframe.
Cancellation Notice: For contracts of one year or more, customers must notify Dealfront at least 30 days before the end of the current term to prevent automatic renewal. Without timely notice, the contract renews automatically for another full term.
Termination Rights: Customers may terminate the contract only at the end of each term. Termination for cause or extraordinary termination rights remain unaffected by these terms.
Payment Terms: Fees are generally invoiced annually in advance, with payment due within 14 days of invoice issuance. Payment terms and schedules are outlined in the contract.
Price Adjustments: Price increases upon renewal are capped at a maximum of 5% per year, with prior notification provided to customers.
Access Suspension for Non-Payment: If payments are overdue, Dealfront may restrict or suspend access after providing at least one week’s prior notice. Suspension does not alter the contract duration or payment obligations.
Self-Service Cancellation: Customers using self-service accounts and paying by credit card can cancel subscriptions directly through their account settings. Those invoiced or managed by account representatives must contact support or their representative to cancel.
Cancellation Process: Upon cancellation, Dealfront may confirm the request and reach out to understand the reasons and explore possible solutions.
Customer Obligations: Customers must provide accurate and up-to-date legal and billing information and notify Dealfront promptly of any changes.
Compliance
ISO Certifications: Dealfront complies with ISO 27001 for information security management and ISO 27701 for privacy information management.
GDPR Compliance: The software adheres to the European Union’s General Data Protection Regulation, ensuring lawful data processing and protection of data subject rights.
Data Encryption: Data is encrypted both in transit and at rest using strong encryption standards.
Hosting and Infrastructure: Dealfront’s infrastructure is hosted on secure servers within the EU/EEA, following best practices for security and reliability.
Security Practices: The company employs secure development processes, automated testing, continuous monitoring, vulnerability management, and strict access controls.
Data Privacy and Handling: Personal data is processed only as necessary, with mechanisms to support data subject rights such as access, correction, and deletion.
Incident Response and Insurance: Dealfront maintains cyber insurance to cover data breaches and supports crisis management efforts.
