The spreadsheet
Names, companies, and “call Thursday” live in a sheet. The owner column is blank, so the follow-up belongs to nobody.
CRM for small business
A simple CRM
the team will open.
Most small business CRMs get bought, then ignored. The leads stay in a spreadsheet, on paper, or in a system the team stopped liking. TotalDeal is lead tracking and follow-up first: who to call, which deal is open, and what happens next.
14 days free. No credit card is required to begin.
Who it is for
A small sales team,
or the owner who sells.
Use it when a few people share the leads. It also fits a larger company that wants the same simple follow-up. You do not have to outgrow it to keep using it.
The CRM you stopped opening
The last sales CRM had too many screens. People went back to email and a notebook. The pipeline and the real work split apart.
One next step
In TotalDeal each person has a status that updates itself, and one next call, email, or meeting. The same step shows on the deal.
Small business CRM
Lead tracking,
then the rest of the job.
Start with who needs you. The sales pipeline, tasks, projects, and reports are there when the deal moves.
Ask
Say it in plain English.
- “Who should I call today?”
- “Add a follow-up for Jordan Lee tomorrow.”
- “Move the Acme deal to proposal.”
Ask finds the record and does the work. You review it before anything is sent.
Follow-up
Tasks with one next step.
Call, email, or meet. It sits on the person, the deal, and today’s list, so a small team does not lose the lead between them.
Pipeline
Deals you can see.
Every open deal has a stage, an owner, and a next step. That is the sales pipeline, without rebuilding the spreadsheet each Monday.
Gmail or Outlook.
Connect the inbox you already use. The reply stays next to the person and the deal.
After the sale
Projects stay with the customer.
When the deal is won, the project uses the same people. You are not starting a second system.
Reports
A report writer.
Custom fields and custom reports, grouped and totaled, then exported. Your sheet’s extra column can become a field.
Switching
Send the file.
We load it.
Moving into a CRM for a small business should not be a project you run yourself. During the trial we put your current 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 leads. One list.
- Jordan Lee
- Acme · $18,500 · follow up today
- Priya Shah
- Northstar · $32,000 · send the proposal
- Alex Morgan
- Harbor · $12,400 · review terms
- Taylor Kim
- Redwood · $11,900 · confirm it is a fit
What should a CRM for a small business include?
People, companies, and open deals, plus the next call, email, or meeting. TotalDeal adds Ask, tasks, pipelines, projects, custom fields, and a report writer. Connect Gmail or Outlook so the email stays on the record.
Is this only for a tiny team?
No. A founder can start on Starter. A small team fits Growth. Pro includes unlimited users. A user is someone who can sign in, not a contact you store. For a version you install on your own servers, call (603) 897-9999.
How do we get our current leads in?
Send the file. We load your people, companies, and open deals during the 14-day trial, and we train the people who will use it. Data migration and training are free.
What if we don’t like it?
The trial is free and does not need a card. If you pay and you don’t like it, you get your money back.
Try it with your leads
See who needs you
on the first day.
14 days free. We move the data and train the team.