See how TotalDeal moves from lead tracking to delivery, approvals, and paid work
This tour is designed to help buyers understand the product as one connected operating system instead of a list of isolated features.
Real product screenshots from the current demo environment. We will replace these with polished live-system captures next.
1. Start in the CRM and pipeline
Leads, contacts, deals, activity, and AI-assisted prioritization give the team a clear starting point.
Run the front end of the business in one place
Track opportunities, see next actions, review recent activity, and use AI Smart Search or Deal Doctor to focus attention where it matters.
2. Move into documents, proofs, and approvals
When the work becomes client-facing, the platform keeps files, proofing, revisions, and signoff in the same flow.
Keep approvals attached to the actual work
Documents, PDFs, images, and video reviews do not need to drift into separate tools. Comments, revisions, and approval state stay visible.
3. Keep clients aligned during active delivery
The client portal and project workflow help teams keep visibility, updates, comments, and next steps in one place.
Give clients a cleaner experience
Portal access, project visibility, feedback, and approval flow can all stay connected to the same account and active work.
4. Finish with invoices, reminders, and payment collection
Billing should stay connected to the same customer history, delivered work, and approval state.
Keep revenue steps inside the workflow
Create invoices, send pay links, track payment status, and handle reminder follow-up without losing the account and project context.
Keep exploring
Hub pages that connect to this tour.
See the product as a connected system, not a disconnected stack
Start the free trial if you want to test the workflow hands-on. Book a live demo if you want a guided walkthrough mapped to your current process.