The renewal
The contract date is in a sheet. Nobody owns the call a month before it ends.
Industries · IT services
A CRM for IT services
and the renewal call.
Managed service providers and IT firms live on current clients and the next conversation. A CRM for IT services keeps the person, the renewal, and the follow-up together, instead of a spreadsheet beside the ticket queue.
14 days free. No credit card is required to begin.
Who it is for
MSPs and IT firms
that also have to sell.
Use it for prospects, renewals, and the client relationship. TotalDeal is not a ticketing system or a remote-monitoring tool. It is the sales and follow-up side.
A prospect from a ticket
A current client asked about more help. The lead never made it out of the inbox.
Too many clients
Each one needs a next step: a check-in, a proposal, or a renewal call. Otherwise it belongs to nobody.
MSP follow-up
Client, renewal,
next call.
A renewal can be a deal with a stage and a next step. A custom field can hold the date. The call still has to sit on the person.
Ask
Say the next step in plain English.
- “Which clients have no next step?”
- “Add a renewal call with Dana Brooks next month.”
- “Move the Harbor MSP deal to proposal.”
Ask finds the record and does the work. You review it before anything is sent.
Follow-up
The call before the renewal.
Call, email, or meet. It sits on the client so an IT services renewal is not a date in a column.
Pipeline
Open proposals you can see.
New sites and expansions are deals: stage, owner, next step.
After the yes
The project stays with them.
Onboarding and the work after the sale use the same people. You are not starting a second list.
Switching
Send the file.
We load it.
Send the client list and the open renewals. During the trial we load your people, companies, and deals, then train the people who will use it. Both are free.
You can also work from ChatGPT if you already use it. A ChatGPT account is optional. Email or Google sign-in is enough.
Clients this week
Four accounts. One list.
- Dana Brooks
- Harbor · renewal · call today
- Luis Ortega
- North office · asked for more seats · send a quote
- Alicia Nguyen
- Redwood · proposal · follow up Friday
- Owen Clark
- Lakeside · new client · kickoff Thursday
Related
Other sales teams with the same problem.
Is this an MSP tool or a CRM?
It is a CRM. Use it for clients, renewals, and sales follow-up. Keep your ticketing and monitoring tools. TotalDeal is the people, the deals, and the next call.
How do we track a renewal?
Make the renewal a deal with an owner and a next step. A custom field can hold the date. A report can list what is coming up.
Does it work for a small IT firm and a larger MSP?
Yes. A founder can start on a small plan. Pro does not cap the number of people. The follow-up stays the same as you add clients.
How do we get our clients in?
Send the file. We load people, companies, and open deals during the 14-day trial and train the team. Data migration and training are free. If you pay and you don’t like it, you get your money back.
Try it with your leads
See which clients
need a call before renewal.
14 days free. We move the data and train the team.