See how a proposal becomes a signed, paid, kicked-off project
Follow one client through the whole workflow — pipeline, proposal and approval, delivery and portal, then invoicing and payment — to see TotalDeal as one connected system instead of a list of isolated features.
Real product screenshots from the ContraxAware demo workspace (May 2026).
1. Capture the lead and move it through your pipeline
A lead comes in from your website form, lands in your workspace as a new lead, and you move it through your stages — with contacts, activity, and AI-assisted prioritization showing what's warm and what to send next. (Yes, it's a full CRM underneath — it's just not the point.)
Capture leads from your website, then work them through every stage
New website-form submissions become leads automatically. Track opportunities by stage, see next actions, review recent activity, and use AI Smart Search or Deal Doctor to focus attention where it matters — so no lead slips before it ever reaches a proposal.
Deals board
2. Send the proposal, get it approved and signed
When the work becomes client-facing, the platform keeps proposals, files, proofing, revisions, and sign-off in the same flow — so approval doesn't scatter across email.
Keep approvals attached to the actual work
Documents, PDFs, images, and video reviews do not need to drift into separate tools. Comments, revisions, and approval state stay visible.
Annotation and review
3. Keep clients aligned during active delivery
The client portal and project workflow help teams keep visibility, updates, comments, and next steps in one place.
Give clients a cleaner experience
Portal access, project visibility, feedback, and approval flow can all stay connected to the same account and active work.
Project overview
4. Finish with invoices, reminders, and payment collection
Billing should stay connected to the same customer history, delivered work, and approval state.
Keep revenue steps inside the workflow
Create invoices, send pay links, track payment status, and handle reminder follow-up without losing the account and project context.
Invoice composer
Keep exploring
Hub pages that connect to this tour.
Pages that explain the workflow in detail
Useful next stops for buyers comparing the exact parts of the system shown in this tour.
See the product as a connected system, not a disconnected stack
Start the free trial if you want to test the workflow hands-on. Book a live demo if you want a guided walkthrough mapped to your current process.