The first buyer
They want it. Someone else has to review it. The fintech deal has no next date, so it looks stalled.
Industries · Fintech
A CRM for fintech
when the deal goes quiet.
Fintech sales often have a buyer, a security review, and a long pause. A CRM for fintech is the pipeline that still shows the next meeting, so those quiet weeks do not become a lost lead.
14 days free. No credit card is required to begin.
Who it is for
Fintech sellers
waiting on more than one person.
Use it for the sales team. TotalDeal is not a banking system, a payments product, or a place for customer account data. It is people, deals, and the next step.
The security review
A questionnaire went out. The follow-up is “waiting on them.” Waiting is not a next step.
Weeks of quiet
Procurement, legal, and a champion who went on leave. The pipeline should still say who owns the next call.
Fintech sales pipeline
Buyer, review,
next meeting.
Keep the stage honest. Put a day on the next email or meeting so a fintech lead is not an open deal with nothing scheduled.
Ask
Say the next step in plain English.
- “Which fintech deals have no next step?”
- “Add a meeting with Priya Shah about the security review.”
- “Move the Northstar deal to proposal.”
Ask finds the record and does the work. You review it before anything is sent.
Follow-up
A date on the review.
Call, email, or meet. The next step sits on the deal so “in security review” still has an owner and a day.
Pipeline
Long deals you can see.
Stage, owner, next step. That is the fintech pipeline when a sale takes more than one conversation.
Gmail or Outlook.
The thread with the buyer stays next to the person and the deal.
Switching
Send the file.
We load it.
Send the file of buyers and open deals. During the trial we load your people, companies, and deals, then train the people who will use it. Both are free.
You can also work from ChatGPT if you already use it. A ChatGPT account is optional. Email or Google sign-in is enough.
Open reviews
Four fintech deals. One list.
- Priya Shah
- Northstar · security review · email today
- James Okonkwo
- Harbor · first buyer · book the next call
- Lena Brooks
- Redwood · proposal · follow up Friday
- Chris Patel
- Lumen · legal · confirm the next meeting
Related
Other sales teams with the same problem.
Is TotalDeal a fintech product?
No. It is a CRM for the people selling. It tracks contacts, companies, deals, and the next call. It does not move money, store bank accounts, or run a payments product.
What belongs in a fintech sales pipeline?
The stage, the owner, and the next meeting. A security review or a legal pause still needs a day, or the lead goes quiet.
Can we keep sensitive sales notes out of the cloud?
If the pipeline cannot live in the cloud, call (603) 897-9999 about installing TotalDeal on your own servers.
How do we start?
Start the 14-day trial and send the file. We load your people and open deals and train the team. Both are free. If you pay and you don’t like it, you get your money back.
Try it with your leads
See which fintech deals
need a meeting.
14 days free. We move the data and train the team.