One contact per deal doesn't reflect reality
A $40,000 platform deal has a champion, an economic buyer, someone from IT, and often procurement. If the CRM only knows one name, nobody can see who hasn't been engaged yet.
Know which deals to work—and what to do next
TotalDeal is an AI-powered, deal-first CRM for growing B2B sales teams. It connects prospects, buying teams, follow-ups, proposals, signatures, customer onboarding, and billing in one intelligent workspace.
Buying committees
Custom stages
Next-action guidance
Proposals & e-sign
Onboarding handoff
Why a generic CRM struggles with a real B2B deal
Most CRMs were designed to organize contacts. A B2B opportunity is not a contact — it's a group of people making a decision together over weeks or months, with artifacts and commitments piling up along the way.
Stages without next actions are just labels
A deal can sit in "Proposal" for six weeks and look healthy on a board. What matters is whether anyone has a specific commitment to do something about it.
The proposal leaves the system
When the quote is built in a doc tool and signed somewhere else, the team loses the answer to "did they open it?" and "which version did they agree to?"
Closed Won ends the record
Everything the rep learned about stakeholders, requirements, and promises made during the sale gets re-collected by whoever runs onboarding — usually by asking the customer again.
What reps see, and what managers see
The same data, two different jobs. Reps need a queue. Managers need to know what's real.
For the rep: a short list, not a database
Open TotalDeal to what's due, what's overdue, and which of your deals has no next step. Ask "What should I do next?" and get a working queue instead of a report. Log a call in plain language and let Ask file the note, book the follow-up meeting, add the task, and update the deal value in one pass.
For the manager: a pipeline you can defend
See which opportunities moved this week, which have gone quiet, and which are missing a decision maker or a next action. Deal health scores each opportunity 0–100 from real signals and shows the reasoning, so a pipeline review becomes a conversation about specific gaps rather than a status roll-call.
The deal board — every opportunity with an owner, a stage, and a next action.
Everything a B2B opportunity needs to carry
These live on the deal itself, not in a folder somewhere adjacent to it.
Accounts and contacts
Companies, the people inside them, and every deal, task, document, and invoice tied to the relationship.
Buying committee roles
Tag each stakeholder as decision maker, champion, technical evaluator, or another role your team uses.
Custom sales stages
Your own stage names, order, and win probabilities — which the weighted forecast then uses.
Deal ownership
Every opportunity has an owner. Reassign it and the history, tasks, and documents follow.
Next actions
A deal without a next action surfaces on its own, before a manager has to go looking for it.
Discovery and demos
Log meetings against the deal, capture what was discussed, and paste or upload a transcript to summarize it.
Proposals and contracts
Build, send, and e-sign from the deal. Track sent, viewed, commented, and signed.
Deal health
A score from activity gaps, stage stalls, missing decision maker, unsigned proposals, and overdue tasks.
Forecast visibility
Weighted pipeline by month and stage, plus closed revenue by rep.
Ask your CRM what to do next
Ask is a conversational assistant built into the workspace. It reads the data already in your CRM to answer questions, explain why something needs attention, and take the follow-up action. Included on the Pro plan.
Questions reps ask every morning
- What should I do next?
- Who should I call?
- Show my action queue
- Prep me for my call with this deal
Questions managers ask every week
- How's my pipeline?
- Which deals are at risk?
- Which deals have gone quiet?
- Deals over $20,000 missing next action
- Which deals look good to close this month?
- How much closed revenue this month by rep?
What it doesn't do: Ask works from the data in your workspace. It does not research companies on the web, record your calls, or enrich contacts on its own. Deal health is scored from concrete signals rather than a black-box prediction, so you can see why a deal was flagged.
From first conversation to signed customer
The workflow the product is organized around.
1
Capture or import the account
Website form submissions land as leads. Existing accounts import from your current CRM or a spreadsheet.
2
Qualify the opportunity
Record fit, budget, timing, and the compelling reason to act. Ask can suggest qualifying questions if a rep is newer.
3
Identify the buying committee
Add each stakeholder with a role. Deal health flags an opportunity with no decision maker identified.
4
Run discovery and the demo
Log the meeting against the deal, capture requirements and objections, and set the next commitment before the call ends.
5
Send the proposal or agreement
Build it from what the deal already knows, send for review, and watch it move from sent to viewed to signed.
6
Close and hand off
Mark it Closed Won and convert it into a customer onboarding or implementation plan that inherits the account, contacts, owner, and value.
Closed Won shouldn't mean starting over
Turn a signed deal into customer onboarding or implementation without rebuilding the stakeholders, requirements, documents, pricing, tasks, and commitments collected during the sale.
The handoff carries context
A won deal converts into an onboarding plan linked back to the opportunity that created it. Whoever runs implementation can read what was promised instead of asking the customer to repeat themselves.
The customer gets one place to work with you
A client portal for reviewing documents, approving deliverables, uploading what you need from them, and paying invoices — replacing a thread of attachments.
Onboarding, implementation, migration, training
Setup, configuration, data migration, integrations, pilots, training, and professional-services delivery all run as plans with tasks, milestones, and owners.
Bill what you sold, if you want to
Implementation fees, annual agreements, deposits, milestones, and services invoice from the deal or the onboarding plan and collect through Stripe. Or keep QuickBooks — invoicing is optional.
A won deal, converted into an onboarding plan with its context intact.
Pricing that doesn't punish a growing team
Most CRMs charge per seat, so every new rep raises the bill and someone starts rationing licenses. TotalDeal Pro is one flat price for unlimited users.
Free
$0 forever, 1 user, up to 100 contacts. Enough to evaluate the pipeline and deal workspace on your own.
Starter — $99/mo
Up to 5 users. The core sales workflow: contacts, deals, custom stages, onboarding plans, email campaigns and sequences.
Pro — $199/mo
Unlimited users. The complete deal-to-onboarding workflow: Ask AI, Deal Doctor, AI Smart Search, documents and approvals, client portal, and invoicing.
AI features are part of Pro. See the full plan comparison →
Questions B2B sales leaders ask
What size B2B sales team is TotalDeal built for?
The strongest fit is roughly 3 to 15 sales reps. That's the range where a shared pipeline, deal ownership, and manager visibility start to matter, but a long CRM implementation isn't realistic. Pro is one flat price for unlimited users, so adding sellers doesn't change the bill.
Can we define our own sales stages?
Yes. Pipeline stages are configured per workspace with your own names, order, and win probabilities. The weighted forecast uses those probabilities, so reporting reflects how your team actually sells.
How does TotalDeal handle buying committees?
A deal can hold multiple contacts, each tagged with a role such as decision maker, champion, or technical stakeholder. Deal health checks whether a decision maker has been identified, so an opportunity with only one contact on it gets flagged before it stalls.
What does the AI actually do for a sales rep?
Ask answers questions about your own CRM data in plain English and can take the follow-up action — creating a task, logging a note, moving a stage, drafting a follow-up email. It does not research companies on the web, record calls, or enrich contacts on its own. AI features are included on the Pro plan.
Do we have to use TotalDeal for invoicing?
No. Invoicing is optional. Teams that want implementation fees, annual agreements, deposits, and services billed from the deal can do that and collect through Stripe. Teams that keep QuickBooks can sync invoices to QuickBooks Online or export for QuickBooks Desktop. TotalDeal is not a subscription-billing platform or an accounting system.
Who is TotalDeal not a good fit for?
Self-service products that close without a human conversation, and teams looking for a marketing automation platform. TotalDeal is built for deals that involve multiple conversations, several stakeholders, and work to deliver after the signature.
Related pages
Industry-specific workflows and the parts of the product covered above.
See your sales process mapped to TotalDeal
A 30-minute walkthrough covering your stages, buying committees, proposals, onboarding handoff, and billing path.