Speed with templates
Start from seeded or workspace templates, merge CRM fields, and ship a polished packet without rebuilding the same sections every time.
Keep customer records, documents, approvals, and payments in one CRM
TotalDeal combines CRM, document management, proofing, approvals, project tracking, invoicing, and client payments so your team can work from one connected workflow.
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Document manager built in
PDF, image, and video workflows
Approvals + portal included
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screenshot.png is available.Documents that sell the “one workspace” story
TotalDeal is built for a portal-first client experience: you personalize in the composer, save to the client portal, and send a link from the deal or contact record. Email carries the link; the portal renders layout and fields consistently.
Client experience in the portal
Recipients open a secure fill view without a login. When they view the link, your workspace records first and last open timestamps on the public link for lightweight engagement visibility.
Operational glue
Documents stay tied to deals, contacts, and projects so Deal Motion, Contact Documents, and the library reflect the same truth after each save.
Why teams search for a CRM with document management
When files live in one tool, feedback lives in email, and customer history lives somewhere else, small teams lose momentum. They need customer context and document workflows tied together.
One record for customer and file history
Keep documents attached to the same contact, deal, or project instead of scattering them across folders and inboxes.
Approvals and review in context
Collect feedback, revisions, and final approvals without losing the connection to the underlying customer record.
Better project handoff
Move from sold work into delivery with all supporting files already connected to the project.
Cleaner lead-to-payment workflow
Documents, invoices, and payment follow-up stay tied to the same workflow instead of being spread across separate apps.
What TotalDeal includes for document-heavy teams
Document manager
Store proposals, agreements, proofs, support files, and invoice-related documents in one workspace.
Document composer
Create and manage business documents inside the platform with templates and smart fields.
PDF, image, and video review
Use built-in viewers and proofing workflows so feedback is easier to organize and act on.
Client portal and approvals
Share files securely, collect comments, track review status, and move work toward approval faster.
CRM with document management FAQs
What does document management inside a CRM actually help with?
It helps teams keep proposals, approvals, project files, and customer communication connected to the same record, which reduces handoff errors and lost context.
Can TotalDeal handle client-facing document workflows?
Yes. TotalDeal includes document sharing, approvals, proofing, version visibility, and a client portal so external review can happen in a cleaner process.
Does TotalDeal connect documents to projects and payments?
Yes. Documents can stay tied to leads, deals, projects, invoices, and payment-related workflows so your team sees the full customer path in one system.
Related resources
Small Business CRM Features
See the complete feature list across documents, projects, CRM, and payments.
Small Business CRM with Invoicing
Explore the billing-focused side of the platform.
CRM for Service Businesses
See how service teams can manage approvals, projects, and payments.
Document Workflow Guide
Read the practical guide to creation, proofing, approvals, version visibility, and delivery.
Book Live Demo
See the document workflow live with your own use case in mind.
Bring customer records and documents into one workflow
Start free and prove the document process with a live client workflow.