The complete deal management platform with AI Deal Doctor, Document Generation, Professional Proofing Tools, Form Builder, Email Campaigns, and Client Portal. Everything you need to manage relationships and close deals faster.
CRM + Document Tool + Form Builder + Email Marketing + Proofing Software = $1,500-2,000/month and endless integrations that break.
Everything you need to manage relationships, create documents, and close deals faster.
Your secret weapon for closing more deals. Analyzes every deal with health scores (0-100), automatic risk detection, and specific action plans. Know exactly which deals need attention TODAY.
Create contracts, proposals, and agreements with smart fields, line items, and e-signatures. Merge contact data automatically. Templates for every use case. PDF & Word export.
Image review tool with 12+ professional features: annotations, text overlays, shapes, blur/redaction, color picker, filters, measurements. Rival Frame.io quality.
Frame.io-like video feedback with timeline markers, timestamp comments, approve/reject workflows. Click any comment to jump to that moment. Perfect for client approvals.
Build beautiful forms in minutes with 17+ field types. Auto-create CRM contacts from submissions. 7 pre-built templates. Custom themes, conditional logic, webhooks.
Send bulk emails with merge fields, schedule campaigns, create multi-step drip sequences. Deliverability scoring (0-100). Track sends, opens, and responses.
Send clients to secure portal where they can view documents, leave comments, approve/reject, and review videos. Beautiful branded experience with email invitations.
Manage post-sale projects linked to deals. Tasks, documents, timelines, and deliverables all in one place. Keep clients updated on progress.
Link contacts to companies and deals. Search "ABC Company" and find everyone who works there. Automatic context on every interaction.
Customizable homepage with priority deals, overdue tasks, new leads, pipeline overview, and quick actions. See what matters most first.
Visual calendar with overdue highlights. Kanban pipeline view. List view with filters. Switch between perspectives instantly.
Assign deals, share documents, task queues, SLA tracking. See who owns what and what's overdue. Built for teams of 1-20 people.
Bulk updates, advanced filters, email templates, CSV import/export. Do in seconds what used to take hours. Built for productivity.
Pipeline value, win rates, forecasts, velocity tracking, deal momentum. See what's working and what needs attention.
A+ rated design system with perfect spacing, professional typography, and smooth interactions. Looks like a $500/month enterprise tool.
Gmail-inspired interface. Keyboard shortcuts. Command palette. Global search. Start being productive in 5 minutes, not weeks.
The capabilities that set us apart from basic CRMs
Your AI sales manager that never sleeps. Analyzes every deal and tells you exactly what to do next.
1. Generate: Smart fields, line items, e-signatures
2. Review: Professional image/video proofing tools
3. Approve: Client portal with feedback & approvals
4. Close: Signed, approved, ready to go
Let clients review and approve images and videos with professional annotation tools. No external subscriptions needed.
Build forms, publish to your website, and watch leads flow into your CRM. Follow up with automated email campaigns.
See how we stack up against Salesforce, HubSpot, and Monday.com
Other CRMs: $65/user (HubSpot) × 20 = $1,300/month + $99 (Frame.io) + $299 (Typeform) + $149 (Mailchimp) = $1,847/month
TotalDeal: $99/month flat
Save $20,976 per year. Same features. Better experience.
Here's what people are saying
Just two options. Free forever or $99/month for your entire team. That's it.
Start your 14-day free trial or contact us for a personalized demo.
Stop paying $1,500+ per month for separate CRM, document, form, campaign, and proofing tools that don't talk to each other. Get everything integrated in TotalDeal for just $99/month.
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