TotalDeal CRM

Live capture from your workspace · April 2026

Command Center

What to do first — pipeline, risk, and tasks at a glance

• Open with “here’s your day in one screen.”
• Point to overdue tasks and deals missing a next step.
• Tease Deal Doctor for stalled pipeline.

Contacts & companies

People and accounts in one list with next actions

• All / People / Companies — same record model.
• Priority strip: overdue, today, this week.
• Deals and tasks visible from the list.

Deals & pipeline

Kanban by stage — real opportunities from your data

• Totals, weighted value, stale deals.
• Drag between stages (mention if live in demo).
• List / grouped / graph for different audiences.

Calendar

Tasks, events, and customer meetings together

• Month / week / day / agenda.
• Booking link and availability for inbound scheduling.
• Same activities tied to deals and contacts.

Document library

Files wired into deals, email, and delivery

• Categories, search, grid or list.
• Upload and reuse across proposals and comms.
• Pair with composer / templates in the live demo.

Leads & forms

Form submissions → review → convert to contacts

• Pick a form; show new vs converted.
• Export and refresh for marketing handoff.
• If empty: switch form or uncheck “show only new” live.

Projects

Delivery after the deal — value, risk, and timeline

• Roll-up: count, total value, at risk.
• Linked client and deal for context.
• Priority bar matches tasks/calendar language.

Reports

Templates + custom reports for managers

• Meeting prep: at-risk, closing this week, pipeline.
• Custom “+” for ad-hoc slices.
• Pick one template and show the chart in the app.

Questions?

Priorities → relationships → pipeline → follow-through → documents → reporting