Command Center
A daily operating view for pipeline health, weighted revenue, leads, calendar, and next actions.
A visual library of the workspace, client assets, and workflow context around TotalDeal
These are real screenshots from the current demo environment. The data is still sample data, but the product surfaces are real and show the workflow breadth more clearly than placeholder visuals.
CRM and execution layer
The front-end system for pipeline visibility, focus, forecasting, and weekly action.
Deals board
Track opportunities, weighted revenue, overdue follow-up, and stage movement in one pipeline view.
Priority deals
Surface at-risk and high-value opportunities with clearer next-step guidance and deal-level focus.
Projects, documents, and active work
This is where TotalDeal starts to feel different from a basic CRM.
Project overview
Move from won deal into execution with project detail, next-step guidance, and billing context already attached.
Deal workspace and documents
Keep account-level documents, project context, and action controls tied to the same customer record.
Document library
Organize proposals, contracts, invoices, forms, marketing assets, and shared files in one operational library.
Client-facing workflows and billing
Portal, document composition, review, and payment steps live close to the rest of the workflow.
Client portal proposal
Turn a proposal into a guided client destination instead of emailing static files back and forth.
Invoice composer
Create and configure invoices inside the same system instead of handing work off to another app.
Annotation and approval
Review, comment, approve, or request changes in a client-facing proof workflow with a visible audit trail.
Use visuals, tours, and guides together
Browse the screenshot library, then use the product tour or book a live demo to see the workflow in more detail.