TotalDeal connects pipeline, proposals, e-signatures, client handoffs, and payments to every opportunity. Built for growing B2B sales teams and service businesses that need more than a contact list.
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CRM for small business · Lead to payment · Features
Lead to payment — proposals, signatures, and invoicing on the same deal
One connected path from first conversation to signed scope, delivery handoff, and getting paid.
Give reps and managers one deal workspace for pipeline, follow-up, buying teams, proposals, and forecast visibility.
Agencies, consultants, and contractors that sell scoped work and need proposals, approvals, delivery, and billing connected.
If follow-up, stakeholders, and proposals live in different places, deals stall—and managers find out late.
Some opportunities get a next step. Others don't. There's no clear view of what's due today or going cold.
It's hard to tell which opportunities are real, which are stalled, and which need a decision-maker before forecast reviews.
Notes in email, prices in a spreadsheet, stakeholders in a chat thread—the full story never lives in one place.
Stakeholders, communication, and sign-off drift apart—so “Did they approve the latest version?” becomes a scavenger hunt.
Keep every conversation, stakeholder, task, document, decision, and next step connected to the opportunity.
Capture the opportunity
Confirm fit and intent
Map needs and buyers
Scope, price, and send
Align and decide
Sign and lock the deal
Start delivery cleanly
Give every opportunity one workspace for contacts, buying roles, communication, meetings, tasks, proposals, pricing, competitors, documents, activity, and AI guidance.
Build proposals from deal information, collect signatures, track client activity, and keep final documents connected to the opportunity.
Hand the customer into delivery without rebuilding contacts, scope, pricing, documents, or commitments in another system. Most CRMs stop when the deal closes. TotalDeal keeps the customer moving.
When billing lives where the deal and delivery already live, invoices go out on time and payment status stays visible to the team.
TotalDeal analyzes activity, follow-up, contacts, stages, tasks, and deal history to help reps focus on the right opportunities and alert managers when something important is missing.
Flag deals losing momentum, overdue follow-ups, and opportunities likely to close.
Proposals and files stay tied to the opportunity—not scattered across tools.
Meetings and tasks connected to the deals they belong to.
A complete workspace for each deal—plus AI guidance, proposals and signatures on the opportunity, visibility into stalled deals, and a continued workflow after Closed Won:
Excellent at contacts and pipeline. Moving a deal forward often means separate tools for proposals, signatures, and what happens after Closed Won.
Great for organizing stages. TotalDeal keeps stakeholders, proposals, AI risk signals, and handoff on the same opportunity—so nothing falls out when the deal advances.
Spreadsheets don't flag overdue follow-ups, track buying roles, or keep proposals and next steps on a shared deal record.
Book a live walkthrough—we'll cover your pipeline, proposals, handoff, and billing path, and recommend the right plan.
Free forever for solo eval. Starter for growing sales teams. Pro is recommended for the full platform with unlimited users.
Try the pipeline and deal workspace before inviting the team.
For growing teams building a consistent sales process.
For teams that want the full deal workspace—plus handoff and billing.
Full plan comparison · Free plan forever · Starter $99/mo · Pro $199/mo unlimited users
TotalDeal is a deal-first CRM that connects pipeline, proposals, e-signatures, client handoffs, and payments in one workspace—from first conversation through closed-won and billing.
TotalDeal fits growing B2B sales teams (typically 3–15 reps) and service businesses such as agencies, consultants, and contractors. Both need one workspace for pipeline, follow-up, proposals, signatures, delivery handoff, and optional billing.
HubSpot and Pipedrive are strong CRMs for contacts and pipeline. TotalDeal is built as a complete deal workspace with AI guidance, proposals and signatures on the opportunity, visibility into stalled deals, and a continued workflow after Closed Won—so sales and delivery stay connected.
TotalDeal has a permanent Free plan (1 user, up to 100 contacts). Starter is $99 per month for up to 5 users. Pro is $199 per month with unlimited users and the full platform including documents, client portal, AI Deal Doctor, and invoicing. See full pricing.
We'll map your pipeline, proposals, handoff, and billing path—and show you exactly how TotalDeal fits your team.
Specific buyer pages for the exact use case you're researching.
Contacts, deals, follow-up, manager visibility, and forecasting.
Practical comparison for buyers evaluating fit and workflow depth.
Lead-to-payment workflow when billing is central to delivery.
Client-facing approvals, updates, and payment visibility.
Delivery, approvals, revisions, and invoices from one place.
Run client work without process chaos or tool sprawl.
Leads, scoped work, delivery, invoices, and follow-through.
Connect selling, approvals, delivery, and billing.
Billing, payment follow-up, and CRM together.
Step-by-step operating model from first inquiry to paid.
Owner clarity, stage visibility, and active follow-through.
Shared history, owners, tasks, and deal context connected.
Quotes, signatures, deposits, delivery, and final billing connected.
Review, sign-off, and billing without email chains.
Get paid faster with reminders and overdue visibility.
Capture website leads and follow up before they go cold.
What small teams actually pay—and what to skip.
Honest comparisons for buyers coming from familiar tools.
Less setup weight, more usable post-sale workflow.
Pipeline + delivery + billing connected after the close.
Faster time to value and clearer rep execution.
One system for CRM, approvals, projects, portal, and billing.
Rollout, security, education, and deep-dive workflow guides.
End-to-end: pipeline → delivery → approvals → billing.
Complete capability map across every workflow layer.
Free vs Pro breakdown with storage and team access details.
Articles and guides on CRM, client work, and operations.
Guides, rollout, glossary, and trust content.
Portal access, storage, permissions, and operational controls.
The product case for consolidating around one client-work system.