Lead to invoice continuity
Keep customer history, scope, and next steps tied to the same record from deal stage to billing.
Track leads, manage jobs, and send invoices in one small business CRM
TotalDeal helps small teams move from first inquiry to paid invoice with lead tracking, project visibility, documents, pay links, and online payments in one platform.
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CRM + invoices together
Project tracking included
Payments in one workflow
Product screenshot will appear here once
screenshot.png is available.Why small businesses want a CRM with invoicing
When sales and billing live in separate tools, follow-up gets messy. Small teams need visibility from open opportunity to collected revenue.
Project handoff clarity
Move won deals into active work without re-entering information into a separate project or invoice app.
Invoice status visibility
See sent, viewed, overdue, and paid status so your team knows when to follow up.
Fewer disconnected tools
Reduce app sprawl by combining CRM, documents, project tracking, invoices, and payments in one platform.
What TotalDeal includes
CRM and pipeline
Track leads, contacts, deals, activities, and follow-up priorities in one place.
Project tracking
Manage delivery after the sale with project views, tasks, milestones, and ownership.
Document workflows
Send proposals, manage approvals, and keep customer-facing files organized in one workspace.
Invoices and payments
Create invoices, share pay links, track payment status, and collect money online.
Small business CRM with invoicing FAQs
Should a small business use one tool for CRM and invoicing?
For many teams, yes. It reduces context switching and makes it easier to connect lead tracking, scope, project delivery, invoice follow-up, and payment collection.
Can TotalDeal handle more than billing?
Yes. TotalDeal includes CRM, project tracking, document management, approvals, and payments, not just invoicing.
Does TotalDeal support online payments?
Yes. You can send pay links, track invoice status, and collect payments online through Stripe.
Best for / Not for
Best for
Small teams that want CRM, project context, approvals, invoicing, and payment collection working together in one system.
Not for
Teams that only need a standalone invoice tool or basic accounting handoff without CRM, projects, or customer workflow attached.
Related resources
CRM for Small Business
See the main commercial page for small business CRM buyers.
CRM with Document Management
Explore the document-heavy workflow side of TotalDeal.
Small Business CRM Features
Review the full feature list across CRM, projects, documents, and payments.
Lead-to-Payment Workflow
See the operating model behind the platform.
Get CRM, invoicing, and payments working together
Start free and prove the workflow with a real customer before full rollout.