The demo happened
Someone sat through the product. The notes are in a doc, or nowhere. The next call is not on a person.
Industries · SaaS
A CRM for SaaS companies
after the demo.
SaaS sales CRM work is the quiet part after the demo. The trial started, the champion went back to their job, and nobody wrote down the next call. TotalDeal is lead tracking and pipeline follow-up for that week: the person, the deal, and one next step.
14 days free. No credit card is required to begin.
Who it is for
A SaaS sales team
that loses the week after the demo.
Use it when demos, trials, and proposals are shared across a founder and a few sellers. The same follow-up still works when the team gets larger.
The trial went quiet
They started using it. Then a week passed. The SaaS pipeline still says “trial” and the owner column is blank.
More than one buyer
A champion, a manager, and someone who has to say yes. The deal needs a stage and a follow-up, not another spreadsheet tab.
SaaS sales pipeline
Demo, trial, proposal.
Then the next call.
Stages can match how you sell. The useful part is the next step on the deal, so a SaaS lead does not sit in “trial” with no owner.
Ask
Say the next step in plain English.
- “Who had a demo and has no follow-up?”
- “Add a call with Jordan Lee tomorrow about the trial.”
- “Move the Northstar deal to proposal.”
Ask finds the record and does the work. You review it before anything is sent.
Follow-up
One next step on the trial.
Call, email, or meet. It sits on the person and the deal, so the SaaS follow-up is not a column someone has to remember.
Pipeline
Open deals you can see.
Every SaaS deal has a stage, an owner, and a next step. That is the sales pipeline, without rebuilding the sheet each Monday.
Gmail or Outlook.
Connect the inbox you already use. The reply after the demo stays next to the person and the deal.
Switching
Send the file.
We load it.
Moving a SaaS team into a CRM should not be a project you run yourself. During the 14-day trial we put your people, companies, and open deals into TotalDeal, 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.
A normal Monday
Four SaaS deals. One list.
- Jordan Lee
- Northstar · trial · call today
- Priya Shah
- Harbor · demo done · send pricing
- Alex Morgan
- Redwood · proposal · follow up Friday
- Taylor Kim
- Lumen · champion quiet · confirm it is a fit
Related
Other sales teams with the same problem.
What should a CRM for SaaS companies include?
People, companies, and open deals, plus the next call after the demo or trial. TotalDeal adds Ask, tasks, a sales pipeline, projects, custom fields, and a report writer. Connect Gmail or Outlook so the email stays on the record.
Is this a SaaS pipeline tool or a full CRM?
It is a CRM. The pipeline is the open deals: stage, owner, and next step. You can also keep tasks, projects after the sale, custom fields, and reports in the same place.
Can we bring our current SaaS leads?
Yes. Send the file. We load your people, companies, and open deals during the trial, and we train the people who will use it. Data migration and training are free.
Do we have to use ChatGPT?
No. Email or Google sign-in is enough. If you already use ChatGPT, you can work your SaaS leads from there too. You review anything before it is sent.
Try it with your leads
See which SaaS deals
need a call today.
14 days free. We move the data and train the team.