01
CRM for SaaS companies
After the demo.
The trial started, then nobody wrote down the next call. The deal needs an owner, a stage, and a follow-up while the buyer is still in the product.
Ten industries
The same follow-up.
A different sales week.
These are B2B fields with a lot of young companies. TotalDeal is the same CRM in each one: people, deals, one next step, and the email you already use. It is not a different product for each industry.
02
CRM for AI companies
Outbound that does not die in a sheet.
A lot of first meetings, a lot of “send the deck,” and a pipeline that goes quiet. Ask can list who to call. The next step stays on the person.
03
CRM for service businesses
The quote, then the job.
A proposal goes out. The follow-up is the sale. When they say yes, the project stays with the same people instead of moving to another tool.
04
CRM for agencies
Many clients, one next step each.
Pitches, retainers, and the work after the yes. Each client has an owner. Today’s list is the calls and the deliverables, not a second spreadsheet.
05
CRM for fintech
More than one person on the deal.
A buyer, a security review, and a long pause. The deal keeps its stage and its next meeting so the quiet weeks do not become a lost lead.
06
CRM for cybersecurity companies
The demo, then the review.
The first call is easy. The security questionnaire is where deals stall. The next step is the review, with a day on it, not a note that says “waiting.”
07
CRM for energy companies
Site visit, proposal, then weeks.
Commercial solar, storage, efficiency, charging, and energy software. The sale is a visit, a proposal, and a follow-up that is easy to miss. TotalDeal keeps that call on the deal.
08
CRM for health and pharma sales
Selling to clinics and buyers.
This is the sales team, not the clinic and not the lab. Contacts, the buying committee, and the next meeting. TotalDeal does not store patient records or run a clinical system.
09
CRM for defense companies
Programs, primes, and the next call.
A long pursuit: the program office, the prime, the proposal, then silence. Track the opportunity and the next step. TotalDeal is not a classified system and is not a substitute for your security program. If the pipeline cannot live in the cloud, call us about installing it on your own servers.
10
CRM for IT services
The renewal, then the next call.
Managed service and IT firms live on renewals and the next conversation with a current client. The person, the renewal, and the follow-up stay together.
Same trial for every industry
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