Everything for sell, deliver, approve, and collect

Contacts and Companies

Keep people, businesses, and relationship history in one place so your team always has context before reaching out.

Lead and Contact Import

Bring in lists and existing customer data quickly so you can start working from a clean CRM instead of rebuilding everything by hand.

Deal Pipeline

Track opportunities from first touch to closed business with a visual sales process that is easy to update.

Task and Activity Tracking

Store notes, reminders, calls, emails, and follow-ups so nothing slips through the cracks.

Activity Feed

See recent work across your customer records so your team knows what happened and what should happen next.

Calendar View

Keep appointments, due dates, and customer commitments visible in one schedule.

AI Smart Search

Use natural language to find the right leads, contact groups, or target accounts without building manual filters.

AI Deal Doctor

Surface risks, prioritize deals, and get coaching on where to focus when your pipeline needs attention.

Global Command Palette

Jump quickly to records, actions, and workflows so power users can move faster inside the system.

Project Workspace

Manage active customer projects in a dedicated area built for post-sale execution and visibility.

Convert Deal to Project

Move from sales to delivery without re-entering data, helping handoffs stay clean and fast.

Project Tasks and Milestones

Track owners, due dates, and progress so every project has clear accountability.

Project Templates

Standardize repeatable delivery steps so new work starts with a proven structure.

Project Documents

Keep related files attached to the project so your team does not have to hunt across folders and inboxes.

Project Activity View

Review the timeline of updates and actions to understand project health at a glance.

Document Manager

Store proposals, contracts, proofs, invoices, and support files in a central workspace instead of scattered folders.

Documents Library

Reuse existing documents and keep your team working from a shared source of truth.

Document Composer

Create business documents inside the platform with a dedicated editor built for customer workflows.

Templates and Smart Fields

Build repeatable documents that pull in customer data automatically to save time and reduce errors.

Signature and Approval Workflows

Move documents from draft to reviewed and approved with less back-and-forth.

PDF, Image, and Video Viewers

Review multiple asset types directly in the system so your team and clients can stay in one place.

Image Proofing

Collect visual feedback directly on files to speed revisions and make comments easier to understand.

Video Review

Use timestamped feedback to tighten review cycles for video deliverables.

Version History

See what changed over time and restore earlier versions when needed.

Document Comparison

Compare versions more easily so edits and changes do not get missed.

Checkout, Archive, and Retention Tools

Control edits, archive completed work, and keep files organized for long-term record keeping.

ZIP Export and Downloads

Package and deliver document sets quickly when customers or internal teams need complete file bundles.

Secure Client Portal

Give customers one place to access the materials tied to their deal or project.

Portal Invitations

Invite customers into the portal with a guided experience instead of sending confusing manual instructions.

Comments and Discussions

Keep document questions and feedback attached to the work itself so nothing gets buried in email.

Approvals and Review Status

Make it easier to move from draft to decision with visible approval states.

Document Activity Tracking

See whether documents were viewed and interacted with so your follow-up timing gets smarter.

Collaboration and Presence

Support team collaboration on documents with better visibility into who is working where.

Drag-and-Drop Form Builder

Create intake and request forms without needing a separate form platform.

Public Form Pages

Publish forms for customers to submit online and route responses directly into your workflow.

Conditional Form Logic

Show the right questions based on answers so forms feel cleaner and collect better information.

Form-to-CRM Mapping

Push submitted data into the right records automatically to reduce manual entry.

Custom Fields

Track the exact business data your process needs instead of forcing your team into generic fields only.

Custom Data Tables

Support more advanced structured records when a simple contact note is not enough.

Sequences and Workflows

Automate follow-ups and step-based processes so important next actions happen on time.

Power Actions

Give your team quick access to common actions and reduce repetitive clicks.

Command Center

Run the day from a central operations view that highlights what needs attention now.

Email Composer

Write and send emails with customer context already available where you need it.

Email Inbox

Manage conversations from inside the app so your team can stay connected to customer history.

Email Templates and Merge Fields

Reuse proven messaging while still personalizing outreach with contact and company data.

Email Campaigns

Send bulk updates and targeted messages to the right audience segments from your CRM.

Automated Sequences

Keep leads warm and customers informed with scheduled, multi-step communication flows.

Email Assistant

Speed up drafting and response workflows with built-in assistance tools.

Voice Notes

Capture spoken notes quickly and keep those details attached to customer records and workflows.

Calls, SMS, and Notes Logging

Track more than just email so your activity history reflects the full customer relationship.

Team-Friendly Communication History

Make customer communication easier to understand when multiple people work the same account.

Invoice Management

Create and manage invoices in a dedicated billing workspace without leaving the platform.

Quotes and Invoice Drafting

Build billing documents faster so approved work turns into revenue sooner.

Line Item Builder

Add detailed line items, package structures, and pricing data with more control than a basic invoice form.

Payment Schedules

Break work into staged payments so larger projects are easier to bill and collect.

Online Invoice Pages

Share public invoice links so clients can review and pay without extra friction.

Pay Links

Request payment with a simple link when you do not need a full invoice flow.

Stripe Payment Flow

Let clients pay online using a trusted checkout experience tied to your billing workflow.

Invoice PDFs

Generate shareable invoice documents for formal sending, downloading, or record keeping.

Invoice Email Templates and Reminders

Standardize payment-related communication so clients know what is due and when.

Payment Tracking

Monitor invoice status, due dates, and paid progress in one place.

QuickBooks Integration and Export

Sync or export invoice data when you need accounting handoff outside the CRM.

Public Payment Pages

Give customers a direct route to complete payment from a browser-friendly page.

Analytics Dashboard

See key trends and business activity in a simpler view than stitching together reports manually.

Custom Reports

Build reports around the metrics and workflow data your business actually cares about.

Report Templates

Start from reusable report structures to get answers faster.

CSV Export

Export data when you need to share, analyze, or back up operational information.

Team Invites and Member Management

Add teammates, manage workspace access, and keep collaboration centralized.

Settings and Preferences

Control workspace behavior, company info, billing setup, and user preferences from inside the app.

Onboarding Wizard

Help new workspaces get set up faster so teams reach value without a long implementation cycle.

Theme and UI Options

Support different working styles while keeping the system consistent for the team.

Unified Workspace Model

Keep CRM, projects, documents, email, and billing connected so your data stays useful across the full customer lifecycle.

CRM for Small Business

See the main buyer page focused on small business CRM needs.

Small Business CRM with Invoicing

Explore the billing-focused workflow for teams that need CRM and invoicing together.

CRM with Document Management

See how documents, approvals, proofing, and customer history can stay connected.

CRM with Client Portal

Explore the secure portal workflow for approvals, communication, and client visibility.

CRM with Project Management

See how sales handoff and project delivery can stay in one system.

Document Management for Small Business

See the small-business angle on document workflows, approvals, and file organization.

How to Track Leads to Payment

Read the practical guide for connecting follow-up, delivery, invoicing, and payment.

Lead-to-Payment Workflow

Read the operating model behind the full customer workflow.

CRM for Service Businesses

Explore the service-business version of the same platform.

CRM for Freelancers

See the freelancer workflow for proposals, approvals, and payments.

CRM for Content Creators

See the creator workflow for revisions, approvals, project tracking, and payments.

Client Approval Software

Explore the approval-first workflow for signoff, proofs, and revision tracking.

CRM for Consultants

See how consulting teams can run sales, delivery, and billing in one system.

Proposal Software

See how proposals, approvals, delivery, and billing can stay in one workflow.

Consulting Project Tracking

Explore milestone visibility, delivery workflows, invoicing, and payments for consulting teams.

Client Onboarding Workflow

See how signed work can move into kickoff, setup, delivery, and payment follow-through.

CRM with Proposals and Invoices

See the lead-to-proposal-to-billing workflow in one connected CRM.

Project Approval Workflow

Explore signoff, revisions, delivery visibility, and billing follow-through.

Client Portal Software

See the client-facing portal workflow for files, approvals, updates, and payments.

Client Communication Software

Explore a more connected workflow for updates, approvals, documents, and billing.

Proof Approval Software

See how proof reviews, signoff, delivery, and payments can stay connected.

Quote and Invoice Software

Compare quoting, approvals, invoicing, and payment collection in one system.

Project Client Portal

See the client-facing project portal workflow for status, files, approvals, and billing handoff.

Invoice Reminder Software

Explore billing follow-up with CRM context, payment visibility, and pay links.

Client Feedback Software

Compare comments, revisions, approvals, and project context in one workflow.

Replace Spreadsheets for Client Work

See how connected workflows beat spreadsheet-heavy operations.

Client Status Update Workflow

Learn how to reduce status-chasing with stronger client-facing visibility.

Document Approval Checklist

Use a practical checklist to improve review, revision, and signoff flow.

Service Business CRM Setup

See how service teams should structure stages, approvals, delivery, and billing.

CRM for Small Business

For owners, managers, and reps who need lead visibility, reminders, custom views, and forecasting.

Best CRM for Small Business

For buyers comparing setup speed, usability, pricing clarity, and workflow depth.

Affordable CRM for Small Business

For teams comparing cost, rollout speed, and how many other tools they still need.

CRM for Small Business With 5 Employees

For very small teams where sales, operations, and delivery often overlap.

Proposal Software

For teams that want accepted work to flow into delivery and billing.

Proposal Approval Workflow

For teams tightening review, revision control, signoff, and handoff.

Client Approval Software

For teams that need proofs, revisions, and clearer signoff.

Client Onboarding Workflow

For businesses tightening the handoff from signed work to kickoff.

Client Onboarding Checklist

For teams that want a practical checklist for kickoff, setup, and billing readiness.

CRM for Consultants

For consulting teams unifying lead tracking, delivery, and billing.

Consulting Project Tracking

For firms that need milestones, documents, and payments tied together.

CRM with Document Management

For teams that want files, approvals, and customer records in one place.

CRM with Proposals and Invoices

For teams that want the full path from lead to proposal to paid invoice in one CRM.

Client Portal Software

For businesses that want a cleaner, more professional client-facing workflow.

Customer Document Portal

For teams that want clients to review files, approve work, and stay aligned in one place.

Project Approval Workflow

For teams that need a clearer path from draft to signoff to payment.

Client Communication Software

For teams that want customer communication tied to the actual work and billing.

Proof Approval Software

For teams that need a stronger workflow around reviews, revisions, and approvals.

Quote and Invoice Software

For teams tightening the path from quote approval to invoice and payment.

Project Client Portal

For teams that want clients to see project status, files, approvals, and next steps in one portal.

Invoice Reminder Software

For businesses that want billing follow-up tied to CRM context and payment visibility.

Invoice Collection Workflow

For teams that want a cleaner process for collections, reminders, and payment tracking.

Client Feedback Software

For teams that want comments, revisions, and approvals connected to the actual work.

Small Business CRM ROI

For teams that want to understand the real gains from better follow-up and workflow continuity.

Small Business CRM Trends 2026

For buyers researching where the category is moving this year.

Small Business Sales CRM

For teams that need rep focus, manager visibility, and better forecast discipline.

Lead Management Software

For teams that want cleaner ownership, prioritization, and next-step control.

Sales Pipeline Software

For teams that need stages, activity, and forecast views to stay aligned.

Contact Management for Small Business

For teams that want shared context around customer history, tasks, and deals.

Switch From Spreadsheets to CRM

For teams replacing manual tracking with a clearer operating system.

Replace HubSpot for Small Team

For buyers looking for a lighter system with clearer execution.

Replace Pipedrive for Small Business

For teams that need more workflow depth after the sale.

Replace Notion and Spreadsheets for Sales

For teams moving from flexible notes into structured ownership and follow-up.

Sales Activity Tracking Software

For teams that want visible calls, notes, reminders, and real pipeline motion.

Deal Tracking Software

For teams that need clear owner, stage, next step, and forecast-ready deal context.

CRM With Forecast Reporting

For managers that need more believable projections and better weekly review visibility.

Follow-Up Reminder Software

For teams that want overdue follow-up and next actions to stay visible.

Best Sales CRM for Small Teams

For buyers comparing rep usability, manager visibility, and workflow depth.

Small Business CRM Buying Guide

For buyers that want a practical framework before choosing a system.

Replace Airtable for Sales CRM

For teams moving from flexible tables into a more structured sales workflow.

Replace HoneyBook With CRM

For businesses that need stronger CRM depth before work is won.

Lead Follow-Up Best Practices

For teams that want practical guidance on better follow-through.

Weekly Pipeline Review Template

For managers that want a repeatable review rhythm for the sales pipeline.

Sales Dashboard for Small Business

For teams that need clearer manager visibility across pipeline, owners, and risks.

Sales Management Software

For teams that want coaching, reviews, and forecast support inside one workflow.

Customer Follow-Up Software

For businesses that need ongoing reminders and relationship visibility after the sale.

CRM for Owner-Led Sales Teams

For founders and owners that still drive much of the pipeline themselves.

CRM for Startup Sales Teams

For early teams that need fast setup and clean growth into more structure.

CRM Software Comparison

For buyers that want a more useful framework than feature-count inflation.

When to Upgrade From Spreadsheets

For teams deciding when manual tracking has started costing too much.

CRM Implementation Cost

For buyers comparing setup, migration effort, training, and adoption cost.

Sales Manager Dashboard Guide

For managers building better review habits and more useful dashboard views.

Forecasting Guide

For teams that want more believable forecasting without heavy enterprise tooling.

Replace Zoho for Small Sales Team

For teams looking for a lighter CRM with clearer daily execution.

Replace Shared Inbox and Spreadsheets

For teams moving out of patchwork inbox and spreadsheet workflows.

Move From Manual Follow-Up to CRM

For teams replacing memory-based sales discipline with visible next steps.

CRM for B2B Service Businesses

For teams that need sales, delivery, documents, and billing continuity.

CRM for Agencies

For agencies that want pipeline, approvals, project context, and invoicing connected.

CRM for Small Consulting Firms

For consultants that need stronger flow from lead to paid engagement.

CRM for Home Service Businesses

For teams that need estimate follow-up, customer context, and billing visibility.

CRM Setup for Small Sales Teams

For teams that want the fastest path to a useful small-team CRM setup.

Small-Business Sales Process Guide

For teams building a simple, repeatable process around stages and follow-up.

Stop Leads From Falling Through the Cracks

For teams tightening ownership, reminders, and activity visibility.

Replace Monday for Client Work

For teams moving from project-only tooling into a fuller client-work operating system.

Replace ClickUp for Client Work

For teams that want lead, delivery, documents, and billing context closer together.

Switch From Contact List to CRM

For teams turning a basic contact list into an actionable sales workflow.

CRM for Creative Agencies

For teams that need proofs, revisions, approvals, and billing continuity.

How to Organize Sales Contacts

For teams that want ownership, views, and activity history around contacts.

Data Migration

For teams planning a practical migration of active contacts, deals, and owners.

Training and Adoption

For teams that want stronger usage habits after the CRM goes live.

Permissions and Team Visibility

For teams balancing rep focus, manager oversight, and shared visibility.

Implementation Timeline

For teams that want a staged timeline from setup through first value.

CRM Rollout Checklist

For teams that want a simple rollout checklist for launch and adoption.

All-in-One Client Work Software

For teams that want CRM, projects, documents, approvals, and billing in one system.

CRM for Client-Based Businesses

For businesses that need the workflow after the sale to stay connected.

Service Business CRM Comparison

For buyers comparing service-business CRM options on workflow depth.

Why Small Teams Switch CRM

For buyers researching the real reasons teams leave their current CRM.

CRM Buying Mistakes

For buyers that want to avoid overbuying complexity or underbuying headroom.

Product Tour

Walk through the CRM, projects, documents, portal workflows, invoices, and payments as one system.

Screenshot Library

Browse the visual library of workspace, proofs, deliverables, and client-work context.

Pricing

See the plan structure for teams replacing a disconnected stack with one system.

Book Live Demo

Use a guided walkthrough if you want the product mapped to your exact workflow.

Resources Hub

Browse guides, workflow articles, trust pages, and supporting content in one place.

Why TotalDeal

Read the concise product case for why teams buy a more complete client-work system.

Replace Your Stack

See the stack-replacement story across CRM, portal, approvals, projects, and billing.

Compare Workflows

Use the compare hub to jump into the closest buying angle.

CRM Setup Guide

See how small teams can configure the first useful workflow without overbuilding the system.

Onboarding and Implementation

See the rollout path for teams that want to get value quickly without a complex implementation.

Security Overview

Review portal access, storage, permissions, and practical security expectations.

Support and Help

See how new customers get answers, guidance, and workflow help after signup.

CRM and Client-Work Glossary

Learn the key terms behind approvals, portals, invoicing, and client-work operations.

About TotalDeal

Read the product point of view and why the platform is built around client-work operations.

Replace Spreadsheets for Client Work

Compare a connected system against spreadsheet-heavy operations.