TotalDeal.

The workspace

Ask does the work.
The pipeline stays in sight.

Easy on the surface. Under it: tasks, deals, pipelines, projects, custom fields, and a report writer. Connect Gmail or Outlook. Use it from ChatGPT if you already do. These pictures use sample leads. Your trial uses yours, after we move them in and train the team.

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Today

Who to call.

  1. Follow up with Jordan Lee Acme Industrial · Proposal · $18,500 · Sam Rivera
  2. Send the Northstar proposal Priya Shah · Qualified · $32,000 · Sam Rivera
  3. Review Harbor’s terms Alex Morgan · Proposal · $12,400 · Alex Chen
  4. Confirm Redwood is a fit Taylor Kim · Lead · $11,900 · Alex Chen

Customer

Jordan Lee

Acme Industrial · Proposal

Deal
$18,500
Owner
Sam Rivera
Next step
Follow up today
Last note
Call Thursday was sitting in the sheet with no owner.

Ask

Tell it what to do.

Ask doesn’t only answer. It updates the deal, sets the task, and drafts the email. You review it before anything is sent. The same thing works from ChatGPT if you already use it. Gmail or Outlook, projects, and reports use the same people.

T Ask TotalDeal
Your leads
You say
“Add a follow-up for Jordan Lee tomorrow and draft a check-in about the proposal.”
T
Follow-up set for tomorrow. Draft is ready for you to review.Jordan Lee · Acme Industrial · Proposal · $18,500 · Sam Rivera
You say
“How much is still open?”
T
$74,800 across four deals.Reports can group that by stage or owner and export it.

These pictures are examples with sample leads. They are not a recording of a customer account.

Example Ask, in plain English. You review it before anything is sent.
Example Deals and pipelines.
Example Tasks for today.
Example Gmail or Outlook, next to the deal.

Your leads, not these

Start the trial.
Or ask us first.

14 days free. No credit card to begin. We help import the records we support and walk your team through TotalDeal.

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