1
Create your workspace
Add your company, set pipeline stages, and invite your team. No long setup.
The small-business CRM for pipeline, delivery, and getting paid.
Contacts, deals, AI Deal Doctor, tasks, and forecasting—plus projects, documents, approvals, invoicing, and payments in one workspace.
Start Free Trial Book Live Demo
CRM + AI Deal Doctor
Documents, approvals & portal
Invoices & payments
Built for
Freelancers
Consultants
Content Creators
Service Teams
Small Business
Command Center
Product preview
How it works
From workspace to first paid invoice without a long implementation.
2
Add leads and track deals
Import contacts or add them manually. Use AI Deal Doctor to focus on what needs attention.
3
Close deals and get paid
Move won deals to projects, send documents for approval, invoice, and collect payments.
Pipeline, deliverables, and billing in context
Customer records, active work, and client-facing assets stay tied together—fewer handoffs, less searching in email.
Pipeline visibility that feels operational
Track live deals, weighted revenue, overdue follow-up, and stage movement without rebuilding the pipeline in spreadsheets.
Projects stay tied to the deal
Move from won opportunity to active delivery with next steps, project details, and billing context already attached.
Billing lives in the workflow
Compose invoices and client-facing documents inside the same system instead of handing work off to a separate billing tool.
See it before you commit
Tour, screenshots, and workflow pages—so your team knows how it fits.
One workflow from lead to paid
Built for small teams—not enterprise bloat.
What most teams are dealing with
Leads in one app, proposals in another, feedback in email, invoices in a third tool.
Leads in one app, proposals in another, feedback in email, invoices in a third tool.
What the better system looks like
Capture leads, move deals, send documents, get approvals, and collect payments in one place.
Capture leads, move deals, send documents, get approvals, and collect payments in one place.
What teams say
Operators who left spreadsheets and scattered tools behind.
Finally replaced our spreadsheet with something that actually tracks projects and invoices. Setup took an afternoon.
Owner, Design Studio
The AI Deal Doctor helps our team stay on top of what needs attention. We closed more deals this quarter.
Sales Manager, Small Agency
We went from five tools to one. Documents, approvals, and payments all stay connected to the same customer.
Freelance Consultant
Why teams consolidate here
A full client-work system—not a feature checklist.
Lead → delivery, one model
Pipeline, projects, documents, approvals, invoices, and payments share one customer record.
Documents & portal
Proofing, client access, and signoff live in the workflow—not in email threads.
AI where you work
Smart Search and Deal Doctor sit in daily CRM use—practical, not gimmicky.
Room to grow
Start lean; add structure as the business matures—without swapping platforms.
Replace the patchwork stack
When leads, files, delivery, and billing split across apps, context gets lost. TotalDeal keeps them on one customer record.
What teams are usually juggling
CRM tool
Lead tracking and follow-up live alone
Lead tracking and follow-up live alone
Proposal or document app
Approvals and revisions happen elsewhere
Approvals and revisions happen elsewhere
Project board
Delivery gets disconnected after the deal closes
Delivery gets disconnected after the deal closes
Invoice tool
Billing and payment visibility break away from the account
Billing and payment visibility break away from the account
TotalDeal
Core workflows small business teams actually use every day
Focused on the parts of the system that help 1 to 10 sales reps stay on top of leads, follow-up, accountability, and revenue momentum.
Contacts, Deals, and AI Deal Doctor
Track every active opportunity, surface stuck deals, and use AI to focus reps on the opportunities most likely to close.
Reminders, Tasks, Events, and Activity Tracking
Keep every follow-up visible so reps stay accountable and managers can see what is actually moving.
Unlimited Filtering and Custom Views
Let managers view the whole pipeline while individual reps focus only on their own deals, tasks, and next actions.
Forecasting and Reporting
Use forecast reporting, filtered views, and pipeline visibility to understand where the team stands and where deals are slipping.
Go live quickly
A short path to your first real workflow—not a months-long rollout.
Create your workspace
Add company details and set your pipeline stages.
Add company details and set your pipeline stages.
Add your first lead
Import contacts or manually add the first opportunity.
Import contacts or manually add the first opportunity.
Track your first project and invoice
Close the loop from won deal to delivery and payment in one connected process.
Close the loop from won deal to delivery and payment in one connected process.
Common questions
"Will this be too complex?"
No—quick setup, built for daily use by small teams.
"Do we need another tool?"
It replaces separate CRM, document, and billing tools when you use the full workflow.
"Will pricing scale too fast?"
Pro is $199/mo, unlimited users, 100GB included.
"Can we try it first?"
Yes—free trial, no card.
Best for / Not for
Best for
Freelancers, consultants, creators, and small teams that need a connected system for sales, active delivery, client approvals, document workflows, invoicing, and payments.
Not for
Teams looking for a basic contact database only, or companies that want a large enterprise rollout before they can launch the first useful workflow.
Choose the workflow closest to your business
CRM for Service Businesses
Manage delivery, approvals, revisions, and invoices from one place.
CRM for Freelancers and Content Creators
Run client work, approvals, revisions, and invoices without process chaos.
CRM for Content Creators
Track creator leads, approvals, revisions, and payments in one workflow.
CRM for Consultants
Manage consulting leads, scoped work, delivery, invoices, and follow-through.
CRM for Small Business
Give owners, managers, and reps a clearer system for leads, follow-up, custom views, and forecasting.
Best CRM for Small Business
Use a practical comparison framework for setup speed, visibility, pricing clarity, and workflow depth.
Affordable CRM for Small Business
Compare what affordable should really mean for a growing team with multiple workflows.
Lead-to-Payment Workflow
See the step-by-step operational model and implement it fast.
Small Business CRM with Invoicing
See how billing, payment follow-up, and CRM can work together.
CRM with Document Management
See how documents, approvals, proofing, and CRM stay connected.
Client Approval Software
See the approval-focused workflow for proofs, signoff, and revision tracking.
Proposal Software
See how proposals, approvals, documents, and follow-through can live in one workflow.
Consulting Project Tracking
See how consulting delivery, milestones, invoices, and client work stay connected.
Client Onboarding Workflow
See the handoff from signed work to kickoff, delivery, and payment collection.
CRM with Proposals and Invoices
Track the path from lead to proposal, invoice, and paid work in one system.
Project Approval Workflow
See how signoff, revisions, delivery, and billing fit together.
Client Portal Software
Give clients one place to review work, stay aligned, and move toward payment.
Client Communication Software
Keep customer communication, updates, approvals, and billing tied to the same workflow.
Proof Approval Software
See how proof reviews, signoff, and payment follow-through can stay connected.
Quote and Invoice Software
Manage quotes, invoices, and payment collection without breaking the workflow.
Project Client Portal
Give clients a live portal for project status, files, approvals, and billing handoff.
Invoice Reminder Software
Follow up on unpaid invoices with CRM context and payment visibility attached.
Client Feedback Software
Keep comments, revisions, approvals, and next steps tied to the actual work.
Resources & trust
Rollout, security, support, and education—in one place.
Resources Hub
Browse buyer guides, workflow articles, rollout pages, and glossary content in one place.
Blog
Browse published articles, keyword pages, practical workflows, and educational content.
Small Business CRM Comparison
Compare the buying factors that matter before you get lost in big feature grids.
Small Business CRM ROI
See where ROI usually shows up first for small teams: follow-up, visibility, and fewer disconnected tools.
Pricing
See clear plan framing for Free vs Pro, storage, team access, and buying intent.
Why TotalDeal
Read the crisp product case for why teams consolidate around one client-work system.
Replace Your Stack
See the tool-stack replacement story for CRM, approvals, projects, portal, and billing.
Compare Workflows
Jump into the workflow closest to the exact buying angle your team is researching.
Product Tour
See the platform as a connected operating system instead of a feature checklist.
Screenshot Library
Browse the visual proof layer for workspace, approvals, delivery, and payment context.
Onboarding and Implementation
See how a small team can go live without a long, expensive setup project.
Security Overview
Review how TotalDeal handles portal access, cloud storage, permissions, and operational controls.
Support and Help
See how teams get help with setup, rollout, workflow mapping, and day-to-day questions.
CRM and Client-Work Glossary
Read plain-English definitions for the workflow terms buyers and operators actually use.
About TotalDeal
Read the positioning, operating philosophy, and product point of view behind the platform.
Pricing
Start free. Upgrade when you need the full client-work stack.
Free
$0
- Up to 100 contacts
- 1 user
- Basic CRM and activity tracking
- Email support
Pro
$199
per month
- Unlimited users
- 100GB file storage included
- CRM, document management, projects, invoices, and payments
- Additional storage: $15 per 10GB/month
- Priority support
FAQ
Straight answers on fit and scope.
What makes a good small business CRM?
A good small business CRM should help you capture leads, track follow-up, keep customer history organized, and support the next step after the sale. For many small teams, that also means project tracking, document management, invoicing, and payments in the same workflow.
Is TotalDeal only for sales teams?
No. TotalDeal is a CRM first, but it also supports project tracking, document workflows, approvals, and payment collection so sales, operations, and delivery can work from the same system.
Can I use TotalDeal instead of separate document and invoicing tools?
Yes. TotalDeal includes document management, proofing, approvals, invoices, pay links, and online payments, which can reduce the need for multiple disconnected apps.
Is TotalDeal a fit for freelancers, creators, and small teams?
Yes. The platform is built for freelancers, content creators, and small teams that need a practical workflow from lead to payment without enterprise-level complexity.