01 / ASK TOTALDEAL
A clear place to start your day.
Ask what needs your attention. Get a useful work plan from your saved tasks and deal next actions, with the records right there.
THE CONVERSATION-FIRST CRM
Your next deal
starts with
a conversation.
The CRM for teams that would rather be talking to customers. Capture a lead, move a deal forward, or plan your next follow-up. Just ask.
14 days free No credit card required
Ask TotalDealYour CRM. In your own words.
Example“Add Jamie Miller at Northstar. Create an Annual plan deal for $12,500 and remind me to call Jamie Friday at 10 a.m.”
TotalDeal
Contact added. Deal created. Follow-up scheduled.
Jamie MillerNorthstar
Contact savedLINKED DEALOpen
Annual planNorthstar
$12,500.00Call JamieFriday · 10:00 a.m.
Illustrative outcome after reviewing and saving in Ask.
People & companiesDeals & pipelinesEmail & documentsTasks & bookings
TAKE A LOOK INSIDE
One conversation.
A whole workspace behind it.
Your people, opportunities, and next steps belong together. Here’s how TotalDeal keeps them connected.
02 / PEOPLE & COMPANIESWalk into every
Walk into every
conversation prepared.
Know who you’re talking to, what they’re working on, and where things stand. Keep the relationship connected to the opportunity.
- People, organizations, and related deals
- Calls, emails, notes, and next actions
- Your fields, filters, and saved views
“Find Jamie at Northstar.”
03 / DEALS & PIPELINESEvery opportunity.
Every opportunity.
A next step.
See your pipeline, spot follow-ups that need attention, and keep ownership clear. Move from the big picture to the details of a deal.
- List and board views of your pipeline
- Stages that fit your sales process
- Follow-ups and missing next actions in view
“Show open deals with no next action.”
KEEP THE MOMENTUM
The conversation keeps going.
Your inbox and your calendar belong in the same story as your deals.
04 / CONNECTED EMAIL
Pick up where you left off.
Connect Gmail, read and reply in your CRM, and keep messages linked to the right person and deal. Ask helps you prepare the next draft.
05 / TASKS & CALENDAR
Make room for the next meeting.
See tasks and meetings together. Set your availability and share a booking link, so an interested lead has a clear way to connect.
And the documents behind the deal.
Create and format documents, store files, and keep them linked to the people and opportunities they belong to.
BUILT AROUND YOUR WORK
For the people
doing the selling.
From a founder’s first customers to a team’s growing pipeline, start with what you need to get done.
FOUNDERS & STARTUPS
Keep your focus.
Keep customer conversations moving alongside everything else on your plate.
“What should I focus on today?”Example Ask request
B2B SALES TEAMS
Know the next move.
Bring deal ownership, customer context, and follow-ups into one shared workspace.
“Show open deals with no next action.”Example Ask request
AGENCIES & CLIENT TEAMS
Keep it personal.
Have the details at hand, from the first inquiry to the next customer conversation.
“Draft a follow-up to Jamie about the Annual plan.”Example Ask request
Illustrative scenes and example prompts.
A SIMPLE START
From “just looking”
to working your leads.
Start with your next customer. Build from there.
Try TotalDeal- 01
Create your workspace.
Sign up with Google, name your company, and start your free 14-day trial.
- 02
Tell Ask what you’re working on.
Add a person or company, create a deal, and plan a follow-up in your own words.
- 03
Bring your team into the conversation.
Invite your teammates and keep relationships, ownership, and next steps together.
A FEW GOOD QUESTIONS
Before you jump in.
Can I use lists and boards as well as Ask?
Yes. Ask is a place to start, and your records are always available in the workspace. Open People, switch between deal lists and boards, or go straight to Email and Calendar.
Can TotalDeal fit our sales process?
You can customize deal stages, add fields, choose list columns, and save filtered views. Give your team a shared way to see the people and opportunities they’re responsible for.
Do I need a ChatGPT account?
No. You can sign up with a Gmail or Google Workspace account. ChatGPT sign-in is also available. Returning customers should use the same sign-in method they used to create their workspace.
What does it cost to try TotalDeal?
You can start a 14-day free trial without a credit card. You won’t be automatically charged when you sign up.
Can I invite my team and use it on my phone?
Yes. Invite teammates from Users & invitations in Settings. TotalDeal works in your browser on a computer or phone, so your next follow-up can happen wherever you are.
LESS FRICTION. MORE FOLLOW-THROUGH.