A CRM the whole team can use
Your leads are in a spreadsheet, on paper, or in a CRM the team barely uses. TotalDeal shows who to follow up with today, who owns each lead, and which deals are moving or getting forgotten.
14 days free. No credit card is required to begin.
If you later choose a paid plan and don’t like it, you get the money you’ve paid back.
Free to get started. We review what you use now, help import the records we support, and walk your team through TotalDeal.
| A | B | C | D | E | |
|---|---|---|---|---|---|
| 1 | Name | Company | Next step | Owner | Value |
| 2 | Jordan Lee | Acme Industrial | Call Thursday | $18,500 | |
| 3 | Priya Shah | Northstar Systems | Send proposal | $32,000 | |
| 4 | Taylor Kim | Redwood Components | Are they a fit? | $11,900 | |
| 5 | Alex Morgan | Harbor Supply | Review terms | $12,400 |
No owner. Thursday’s call is easy to miss.
Same leads, now in TotalDeal
An ordinary working day
The pictures below are examples of that day. The names are sample leads, not a customer account, and they are not a recording of the live product.
Ask is a plain-English helper. You can ask who to follow up with, and you review the result before anything is sent. See more of the workspace
After you sign up
Free during the trial, with no separate setup fee. We import people, companies, and open deals from a spreadsheet, a list, or an export.
Tell us whether the leads are in a spreadsheet, on paper, or in a CRM the team barely uses.
We put in the people, companies, and open deals we can take from what you send.
The people who will use it see today’s follow-ups, owners, and deal stages.
They track the leads and the next action. You can see what is moving and what is being forgotten.
Who helps you start
John helps you get started. He reviews what you use now, helps bring in the people, companies, and open deals we can import, and walks the team through follow-up.
This is who helps you set up. It is not a customer story, a rating, or a count of customers.
Same leads, with an owner
These are the same four sample leads from the spreadsheet above. Jordan Lee at Acme is $18,500. Sam Rivera owns it. The next step is to follow up today.
An example of the same sample leads, drawn on this page. It is not a screenshot.
Also included
Follow-up, ownership, and deal stages come first. Reports, projects, and email are there when you need them. ChatGPT is optional if you already use it.
Ask
Ask finds the record, updates it, and drafts the email. You review it before anything is sent.
Tasks
Call, email, or meet. The next action sits on the person, the deal, and today’s list, so the Thursday call is not stuck in a notebook.
Deals and pipelines
Every open deal has a stage, an owner, and a next step. You can see the whole pipeline without rebuilding a spreadsheet.
Projects
When the deal is won, the project stays with the same people. You are not starting over in another tool.
Reports
Custom reports, grouped and totaled, then exported. Add custom fields when your spreadsheet has a column the form does not.
Connect the inbox you already use. Jordan’s reply stays next to the Acme deal, the owner, and the next step.
ChatGPT
If you already use ChatGPT, you can work your leads from there. TotalDeal also stands on its own. Email or Google sign-in is enough. A ChatGPT account is optional.
Pricing
A user is someone who can sign in. Contacts you store are not counted against that limit. Starter includes 3 users. Growth includes 10. Pro includes unlimited users. The 14-day trial does not require a credit card.
A founder and one or two other people
A 4th user needs Growth.
Start free trialChoose Starter after the trial.
When a few more people need a login
An 11th user needs Pro.
Start free trialChoose Growth after the trial.
As many users as you need
Need it on your own servers? Call.
Start free trialChoose Pro after the trial.
Pro is $249/month with unlimited users. For enterprise pricing, or to install TotalDeal on your own servers, call (603) 897-9999.
The trial lasts 14 days. No credit card is required to begin. When it ends, you choose Starter, Growth, or Pro, or you stop. You aren’t billed unless you choose a plan.
If you pay and don’t like it, you get the money you’ve paid back. Tell us. The trial itself is free, so this is about money you’ve actually paid.
Before you start
If yours isn’t here, call us. We’ll tell you what to send.
(603) 897-9999Tell us what you use now: a spreadsheet, paper, a list, or an export from a CRM. We review it, help import the people, companies, and open deals we support, and walk your team through TotalDeal. Then the team starts tracking leads and following up.
Yes. Reviewing what you use, importing the supported records, and walking the team through TotalDeal are included with the trial and with every plan. There is no setup fee on top of the monthly price.
A user is someone who can sign in. Contacts you store are not counted against the plan. Starter includes 3 users and Growth includes 10. Pro includes unlimited users. You don’t pay per extra user inside the plan. When you outgrow Starter or Growth, you choose the next plan.
You pick Starter, Growth, or Pro, or you stop. No card is required to start, and you aren’t billed unless you choose a plan.
You get your money back. Tell us. The trial is free, so this is about money you’ve actually paid.
Ask works in plain English. Find who to call, add a follow-up, update a deal, or draft an email. You review the result before it is sent. You can do that in TotalDeal, or from ChatGPT if you already use it. The board, the inbox, and reports are there when you want them.
Yes, if you already use ChatGPT. You can ask for the next call, update a deal, or draft a follow-up from there. You can also stay in TotalDeal and sign in with email or Google. A ChatGPT account is not required.
Yes. Connect the inbox you already use. The message stays with the person and the deal, next to the owner and the next step.
Yes. Custom fields and a report writer are included on every plan. Group a report, total it, and export it. The everyday screen stays simple.
Yes. Call (603) 897-9999. Enterprise pricing is a conversation. So is a version that runs on your own servers.
With email or Google. Use the same method when you come back. Log in
Two ways to start
14 days free. No credit card to begin. We help import the records we support and walk your team through TotalDeal.
Personal demo
We’ll walk through your lead tracking, follow-up, and how your team gets started. Name and email are required. Phone is optional. You can describe what you use now in the message.
Have a question instead of a demo? Use the same form, or email us, or call.