CRM first
Contacts, deals, follow-up, reminders, and forecasting stay at the center of the platform.
TotalDeal CRM is built for small teams that need one system from lead tracking to delivery, approvals, invoicing, and payments. Use this page as a quick overview for press, partners, and evaluators.
TotalDeal CRM helps small businesses, freelancers, consultants, creators, and service teams run a connected workflow across CRM, projects, documents, approvals, billing, and payments.
Contacts, deals, follow-up, reminders, and forecasting stay at the center of the platform.
Projects, documents, approvals, portal workflows, invoices, and payments stay attached to the same record.
John D'Amelio leads TotalDeal CRM with a focus on building a practical operating system for small teams that sell, deliver, approve, and get paid.