Command Center
Daily cockpit for pipeline health, forecast, and next actions.
Everything a B2B deal needs, from first conversation to invoice
Deals with buying-team roles, AI next-action guidance, proposals and e-signature, customer onboarding, a client portal, and optional invoicing — working as one system rather than a stack you stitch together.
Pro: $249/mo · Unlimited users
Work the right dealsCustom stages, buying-team roles, next actions, and deal health on every opportunity.
Ask what to do nextA conversational assistant over your own CRM data that can take the follow-up action.
Propose & signBuild proposals and agreements from the deal, then track viewed and signed.
Onboard & billConvert a won deal into implementation, then invoice what you sold.
Deals + AIPipeline, stakeholders, Ask, coaching
OnboardingImplementation, handoff, delivery
DocumentsComposer, viewers, proofing, portal
Forms + AutomationCapture, workflows, sequences
Email + CommunicationInbox, campaigns, templates
Invoices + PaymentsInvoices, pay links, Stripe
Reporting + AdminAnalytics, reports, team setup
Proposal WorkflowsGo deeper into approvals and handoff
Product TourSee the system stitched together
Screenshot LibraryBrowse the visual proof layer
Client Room
Branded portal for proposals, uploads, and client messaging.
Invoice composer
Create invoices and pay links where the signed work already lives.
Work the deals that matter, with everything the opportunity needs on it
A B2B opportunity is a group of people making a decision. TotalDeal holds all of it on the deal: the buying committee and their roles, the stage and probability, the next action, every meeting and note, and the documents the deal produced.
Deal Pipeline and Custom Stages
Define your own stage names, order, and win probabilities, then move opportunities across a visual board with drag-and-drop.
Buying Team and Stakeholder Roles
Put every stakeholder on the deal with a role — decision maker, champion, technical evaluator — so you can see which seat is still empty.
Deal Health Scoring
A 0–100 score built from activity gaps, stage stalls, a missing decision maker, unsigned proposals, and overdue tasks, with the reasoning shown.
Next Actions and Follow-Up
Tasks, reminders, and next-step nudges on every deal, so an opportunity with nothing scheduled against it surfaces instead of sitting still.
Accounts and Contacts
Companies, the people inside them, and the full relationship history in one place, so a rep has context before reaching out.
Discovery and Meeting Records
Log meetings against the deal, capture requirements and objections, and paste or upload a transcript to summarize it.
Forecast and Pipeline Reporting
Weighted pipeline by month and stage, closed revenue by rep, and pipeline value by stage without exporting to a spreadsheet.
Website Lead Capture and Import
Publish or embed a form so submissions land as leads automatically, and import existing accounts from a spreadsheet or your previous CRM.
Task and Activity Tracking
Notes, calls, emails, meetings, and follow-ups stay attached to the opportunity so the deal reads as one story.
Calendar View
Demos, follow-up tasks, and onboarding milestones on one schedule.
Deal Ownership and Assignment
Every opportunity has an owner, and reassigning it carries the history, tasks, and documents along with it.
Global Command Palette
Jump straight to records, actions, and workflows so experienced users move faster.
Ask your CRM what to do next, in plain English
Ask is a conversational assistant built into the workspace. It reads the data already in your CRM to answer questions, explain why something needs attention, and take the follow-up action — then shows you each change before it saves.
Ask — questions and answers
“What should I do next?” · “Which deals have gone quiet?” · “Why is this deal stuck?” · “Deals over $20,000 missing next action” · “How's my pipeline?”
Ask — actions, not just answers
Create tasks and notes, log a meeting, move a stage, update a deal value, draft a follow-up email, or file a whole call recap in one pass.
Deal Doctor
A pipeline coach that surfaces stalled deals, missing next actions, unengaged decision makers, and unsigned proposals — with rescue suggestions.
AI Smart Search
Describe the list you want in plain language and get the filters applied, with an explanation of what the resulting segment actually contains.
Meeting preparation
“Prep me for my call with this deal” assembles the objective, agenda, and risks from the deal and contact history already in the CRM.
Reports in plain language
“Show pipeline summary table” · “How much closed revenue this month by rep?” · “Overdue AR report” — answered as tables you can act on.
What the AI does not do: it works from the data in your workspace. It does not research companies on the web, record your calls, or enrich contacts on its own. Deal health is a deterministic score from concrete signals, not a machine-learning close prediction. Ask, Deal Doctor, and AI Smart Search are included on the Pro plan and are not available on Free or Starter.
How the workflow looks for your kind of company
Deeper pages for the audiences TotalDeal is built for, plus the buyer questions teams research before booking a demo.
CRM for B2B Sales Teams
Buying committees, custom stages, next-action guidance, and forecast visibility.
CRM for SaaS Companies
Sales-assisted software deals through security review, order form, and implementation.
CRM for AI Companies
Pilots, proofs of concept, data-access commitments, and integration work.
CRM for B2B Service Businesses
Scoped engagements sold on expertise and delivered as projects.
Sales Pipeline Software
Stage quality, forecast confidence, and rep-manager alignment.
CRM with Client Portal
Documents, approvals, portal access, and payment handoff in one system.
Pages for teams replacing other CRMs
These comparison pages help buyers coming from familiar systems find the right TotalDeal angle faster.
Replace HubSpot for Small Team
For teams that want less setup weight and clearer daily execution.
Replace Pipedrive for Small Business
For teams that need the workflow after the sale to stay connected.
Replace Zoho for Small Sales Team
For teams that want faster time to value and easier rep adoption.
CRM with Proposals and Invoices
For buyers evaluating the lead-to-payment workflow, not just the pipeline.
Automation from signed agreement to collected payment
Sequences, the client portal, and billing are connected, so deposits and milestone invoices don't depend on someone remembering to click send.
Sequence billing
Invoice steps, overdue triggers, and importable deposit, milestone, and reminder presets.
Approve, sign, and pay together
Customers approve scope, sign, and pay the deposit from one card in the portal.
Portal next steps
An ordered checklist for the customer: review, approve, sign, pay, upload — no guessing what you need from them.
Document and portal activity
See views and payment-page opens on the deal before a customer goes quiet — including proposals viewed but not yet signed.
Deal Doctor coaching
Suggestions for deals losing momentum and for outstanding invoices, with sequences you can start in one click.
Margin and receivables
Margin visibility, progress billing, and overdue-collections widgets on the dashboard.
Closed Won shouldn't mean starting over
Turn a signed deal into customer onboarding or implementation without rebuilding the stakeholders, requirements, documents, pricing, tasks, and commitments collected during the sale. This is the part most CRMs hand off to a different product.
Convert Deal to Onboarding Plan
A won deal becomes an implementation plan that inherits the account, contacts, owner, and value, and stays linked to the opportunity that created it.
Onboarding Workspace
Run active customer work in a dedicated area built for post-sale execution — setup, migration, configuration, pilots, and rollout.
Tasks and Milestones
Owners, due dates, and progress on both sides, so implementation has the same accountability the sale did.
Reusable Templates
Standardize a repeatable onboarding sequence so every new customer starts from a proven structure instead of a blank page.
Documents on the Plan
Requirements, configuration notes, and delivery files attached to the work rather than scattered across folders and inboxes.
Activity Timeline
The full record of updates and actions, so anyone picking up the account can see what happened and what was promised.
Common uses: SaaS onboarding, AI implementation, data migration, system configuration, training, pilot programs, custom integrations, and professional-services delivery. More on onboarding and implementation →
Manage documents, proofing, approvals, and client access in one system
This is one of TotalDeal’s biggest differentiators. You can create, store, share, review, approve, and track documents without forcing clients or staff into separate tools.
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.
Give customers a cleaner, more professional portal experience
Instead of sending clients to a patchwork of email threads and file links, TotalDeal gives them a secure place to view documents, respond, approve, and stay aligned.
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.
Capture structured data and automate repeatable work
From lead capture to process automation, these features help you standardize how information enters the system and how follow-up happens next.
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.
Send one-to-one email, campaigns, and follow-up sequences from your CRM data
Communication tools are built into the platform so you can move from customer data to outreach without exporting lists or switching apps.
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 what came out of the sale, and collect it online
Annual agreements, implementation and setup fees, consulting and professional services, deposits, and milestones — billed from the deal or the onboarding plan, with payment collected through Stripe. TotalDeal is not a subscription-billing platform or an accounting system, and doesn't try to replace one: keep Stripe Billing and QuickBooks where they belong.
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.
Measure performance and keep the workspace organized
These features help a growing team understand performance, control setup, and keep the workspace usable as more sellers come on.
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.
Explore specific CRM workflows
These pages go deeper into the specific use cases teams research when they need a closer fit — including the client-services workflows the platform has always supported.
CRM for B2B Sales Teams
The primary buyer page: buying committees, custom stages, next actions, and forecast.
CRM for SaaS Companies
Sales-assisted software deals through security review and implementation.
CRM for AI Companies
Pilots, proofs of concept, data-access commitments, and integration work.
CRM for Small Business
See the 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.
Start with the buying angle closest to your need
These are the highest-intent paths for teams comparing tools, researching workflows, or looking for a more complete client-work system.
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.
See the product before you commit to a live walkthrough
These pages help buyers understand the product visually and operationally, which is one of the fastest ways to make the website feel more established.
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.
Go deeper on rollout, support, security, and website credibility
These pages help the site feel more established by showing how the platform is explained, supported, and implemented beyond the core feature list.
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.
One workspace for deals, onboarding, documents, and billing
TotalDeal replaces a stack of disconnected tools with one system that helps a B2B team decide what to do next, close the deal, and carry everything promised during the sale into onboarding and billing.