The conversation-first CRM

Know the next move.
Close the deal.

TotalDeal turns conversations into contacts, deals, tasks, emails, and documents—then keeps every opportunity moving forward.

Start free for 14 days See how it works
No credit card required Invite your team in minutes Works beautifully on mobile
Ask TotalDealYour workspace, in conversation
Example
Show me what needs my attention today.
You have three priority moves.

Start with the overdue proposal follow-up, then prepare for today’s demo.

1
Follow up on Acme proposalOverdue · $18,500 deal
Try it
2
Prepare Northstar demoToday · 2:30 PM
Try it
3
Email Jordan the contractToday · Ready to send
Try it
Ask anything about your business…
Ask-first CRMNext-action clarityConnected emailDocuments that move deals
THE DIFFERENCE

A CRM that helps you work—not just store data.

Every screen is designed around one question: what should happen next?

Run your CRM through conversation

Create records, update deals, schedule follow-ups, find answers, and draft communications by asking naturally.

“Create a deal for Morgan at Atlas, assign it to me, and remind me to call Friday.”

No next action left behind

TotalDeal surfaces overdue work, missing follow-ups, and the best next move for every relationship.

Email in context

Write, send, receive, and follow up without losing the person, company, or deal behind the conversation.

Documents that stay connected

Create proposals and contracts, use smart fields, attach the exact version, and keep it with the deal.

One shared source of truth

Give every teammate clear ownership, complete context, and a focused daily work queue.

FROM LEAD TO CLOSE

Start with a sentence. End with momentum.

01

Capture

Tell Ask about a new lead. TotalDeal creates and links the right records.

02

Act

Your next task, email, meeting, or document is always visible and ready.

03

Advance

Complete the work and TotalDeal guides you toward the next meaningful move.

Your next deal deserves a better system.

Start a 14-day trial. No credit card required.

Start free trial

Before you get started

Do I need a ChatGPT account?

You can try our new Google sign-in option using a Gmail or Google Workspace account. ChatGPT sign-in is also available. Existing customers should keep using their original sign-in method. Email/password sign-in is not available.

When does my trial start?

When you create your company workspace after signing in. Your trial lasts 14 days. No credit card is collected and automatic billing is not enabled.

Will I see another company’s records?

Your new workspace starts empty. Access to another company requires membership in that company. Invite teammates from Settings → Users & invitations, or ask TotalDeal to prepare an invitation.