What the demo covers
We can walk through lead ownership, manager visibility, sales pipeline setup, project handoff, document workflows, client approvals, invoicing, payment collection, and the best rollout path for your team.
Book a live walkthrough
We’ll map your sales, delivery, documents, and billing flow to TotalDeal—small-team CRM without the enterprise overhead.
Who should book a demo
Book a demo if you want help mapping your current process, replacing multiple tools, or deciding whether TotalDeal is the right CRM for your small business before you start the trial.
Before the call: Product tour · Features · Pricing · CRM for small business · Compare workflows
Need rollout clarity first?
Read Onboarding and Implementation to see how small teams usually get live.
Comparing options?
Start with Best CRM for Small Business and Small Business CRM Comparison before the call.
Want more context before the call?
Prefer self-serve first?
If you already know the fit is close, skip the call and start the free trial.
Prefer self-serve? Start the free trial anytime—book a demo later if you want help.