Cleaner handoffs
Move from won deal to active project without re-entering customer and scope information.
Track leads and manage customer projects in one CRM
TotalDeal helps small teams close work, hand it off into active delivery, manage documents, send invoices, and collect payments without switching systems.
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Deal-to-project handoffTasks and milestonesProjects + billing together
Product screenshot will appear here once
screenshot.png is available.Why teams want CRM and project management together
The handoff from sale to delivery is where context usually breaks. Teams need the customer record, scope, documents, and next steps to move directly into project execution.
Better accountability
Track owners, milestones, tasks, and project status while keeping the customer relationship visible.
Documents stay attached
Keep proposals, support files, approvals, and updates tied to the same customer workflow.
Billing stays connected
Project work, invoices, payment milestones, and collection all stay in one operational path.
What TotalDeal includes
CRM and pipeline
Track leads, contacts, deals, activities, and follow-up from the first inquiry.
Project tracking
Manage delivery, milestones, ownership, and progress after the sale.
Document workflows
Keep proposals, approvals, files, and supporting materials attached to the project and customer record.
Invoices and payments
Move from project completion or payment milestone to invoice and collected revenue in one workflow.
CRM with project management FAQs
Why combine CRM and project management?
It helps teams keep customer context, scope, next steps, and delivery status connected instead of splitting work between separate systems.
Can TotalDeal move a deal into a project?
Yes. TotalDeal supports the handoff from sales into project tracking so the team can keep momentum after the deal closes.
Does TotalDeal connect project work to billing?
Yes. Projects can stay tied to documents, invoices, pay links, and payments so delivery and revenue stay aligned.
Related resources
CRM for Small Business
See the main buyer page for small business CRM searches.
Small Business CRM with Invoicing
Explore the billing-focused workflow.
CRM with Document Management
See how files, approvals, and projects stay connected.
Lead-to-Payment Workflow
Read the full operational model behind the system.
Keep sales and delivery in one workflow
Start free and prove the handoff from lead to project to payment.