Sales & CRM

Close more deals.
Build lasting relationships.

Pipeline management, contact intelligence, sales analytics, and activity tracking — everything your team needs to win deals and grow revenue.

42%
Higher Win Rate
Faster Follow-Up
18-month
Average Customer LTV
Real-time
Pipeline Visibility
Pipeline Management

Every deal, every stage, at a glance

Visual kanban pipeline with customisable stages, weighted deal values, and one-click progression — so your team always knows exactly where to focus.

  • Drag-and-drop deal cards across Prospect, Qualified, Proposal, and Won/Lost stages
  • Weighted pipeline value with close-probability scoring per stage
  • Stale deal alerts when no activity logged within your SLA window
  • Multi-pipeline support for different products, regions, or teams
Open CRM Pipeline
totalapp.app/crm/pipeline
🤝 Sales Pipeline $1.24M total · Q2 2026
Prospect 6
Meridian Tech
$28,500
Acme Corp10%
Solaris Group
$14,200
SaaS · SMB10%
Vertex Holdings
$52,000
Enterprise10%
Qualified 4
BlueSky Systems
$76,000
Mid-Market30%
Nexus Dynamics
$41,000
SaaS · SMB30%
Proposal 3
Apex Financial
$120,000
Enterprise65%
Titan Logistics
$88,000
Logistics65%
Won 5
Orion Software
$95,000
AnnualWon
Prism Analytics
$63,500
AnnualWon
Deals & Quotes

From quote to close, in one flat list

Every quote and deal in a single sortable table — track stage, amount, and contact without leaving the list view, then convert an accepted quote to a deal in one click.

  • Draft → Quote Sent → Negotiation → Closed Won/Lost stage tracking
  • Quote/Deal kind badge distinguishes proposals from active deals at a glance
  • One-click "Convert Quote to Deal" drops an accepted quote into the pipeline's first stage
  • Every row links back to its contact and company record
Open Deals & Quotes
totalapp.app/crm/deals
📝 Deals & Quotes
Name Kind Amount Stage Action
Apex Financial — Enterprise
Quote
$120,000
Negotiation
Convert
BlueSky Systems
Deal
$76,000
Closed Won
Titan Logistics — Renewal
Quote
$88,000
Quote Sent
Convert
Nexus Dynamics
Deal
$41,000
Draft
Orion Software — Upsell
Quote
$63,500
Closed Lost
Contact Management

Know every contact, every conversation

Unified contact database with company linkage, lead scoring, and full interaction history — so every rep walks into every call prepared.

  • Unified profile linking contacts to companies, deals, and activities
  • AI-powered lead scoring based on engagement and firmographic signals
  • Timeline view of every email, call, meeting, and note per contact
  • Segment contacts into dynamic lists for targeted outreach campaigns
Open Contacts
totalapp.app/crm/contacts
👤 Contacts
Name / Email Company Last Contact Lead Score
Sarah Mitchell
s.mitchell@apex.com
Apex Financial
Today, 9:14 AM
94
James Park
j.park@bluesky.io
BlueSky Systems
Yesterday
78
Priya Nair
p.nair@titan-log.com
Titan Logistics
Jun 6
61
Leo Hartmann
l.hartmann@nexus.de
Nexus Dynamics
Jun 3
45
Mei-Ling Chen
m.chen@orion.sg
Orion Software
Jun 1
32
Sales Analytics

Revenue intelligence, not just reports

Live revenue charts, conversion funnel breakdowns, and win-rate KPIs — built for sales leaders who need answers in seconds, not spreadsheets.

  • Monthly revenue bar charts with MoM trend and forecast overlay
  • Conversion funnel from lead to close with drop-off percentages
  • Win rate, average deal size, and cycle time KPI cards
  • Rep leaderboard with quota attainment and activity scores
Open Sales Analytics
totalapp.app/crm/analytics
📊 Sales Analytics
Monthly Revenue — Q2 2026
Apr
May
Jun
Jul▸
Aug▸
Conversion Funnel
Leads
100%
Qualified
62%
Proposal
38%
Closed
22%
42%
Win Rate
$48.2K
Avg Deal Size
24d
Avg Cycle
Cohort Analysis

See who sticks around — and who doesn't

Group customers by acquisition month, quarter, or year and watch retention decay across a heatmap — spot churn patterns before they hit revenue.

  • Cohort rows grouped by acquisition month, quarter, or year
  • Retention heatmap columns for Month 0 through Month 3+
  • Cell opacity scales with retention percentage for instant pattern-spotting
  • Cohort size shown alongside each row for context
Open Cohort Analysis
totalapp.app/crm/cohort-analysis
🗓 Cohort Retention
M0
M1
M2
M3
Jan 202642 customers
100%
78%
61%
52%
Feb 202655 customers
100%
82%
65%
Mar 202661 customers
100%
88%
Apr 202648 customers
100%
Activity & Tasks

Never miss a follow-up again

Automatic activity logging for calls, emails, and meetings — linked directly to contacts and deals so every interaction is captured without manual entry.

  • Auto-log inbound and outbound emails via inbox sync
  • Call notes and recording links attached to contact timelines
  • Follow-up tasks with due dates, reminders, and rep assignment
  • Daily activity digest so managers see rep engagement at a glance
Open Activity Feed
totalapp.app/crm/activity
⚡ Activity Feed
All Calls Emails Meetings Tasks
📞
Sarah Mitchell — Apex Financial
Discovery call · 24 min · "Very interested in enterprise plan, needs Q3 budget approval"
Today, 9:14 AM · Alex R.
Call
✉️
James Park — BlueSky Systems
Sent proposal PDF + pricing sheet. Follow-up scheduled for Jun 12.
Today, 8:45 AM · Maya T.
Email
📅
Priya Nair — Titan Logistics
Demo meeting · 45 min · Showed warehouse module. Decision by end of month.
Yesterday, 3:00 PM · Alex R.
Meeting
Leo Hartmann — Nexus Dynamics
Task: Send NDA and legal review docs before Jun 15.
Jun 7 · Maya T. · Due Jun 15
Task
📞
Mei-Ling Chen — Orion Software
Onboarding check-in · 18 min · All good, expanding to 2nd team next quarter.
Jun 6 · Sam K.
Call

Everything your sales team needs to win

From first outreach to signed contract — TotalApp connects every step of your revenue process in one platform.

🤝

Visual Pipeline

Drag-and-drop kanban pipeline with customisable stages, weighted deal values, and real-time total tracking across all reps.

👤

Contact Intelligence

Unified contact profiles with company linkage, AI lead scoring, and a full interaction timeline across all channels.

📊

Revenue Analytics

Live revenue charts, conversion funnel breakdowns, win-rate KPIs, and rep leaderboards with quota attainment.

Activity Logging

Automatic call, email, and meeting capture with follow-up task creation and daily activity digests for managers.

📧

Email Sequences

Multi-step outreach sequences with open and click tracking, reply detection, and automatic step advancement.

🔔

Smart Reminders

Stale deal alerts, overdue follow-up notifications, and SLA breach warnings pushed to reps before deals go cold.

🗂

Quotes & Proposals

Track every quote alongside your deals in one flat list, with stage badges from Draft to Closed Won, and convert an accepted quote to a deal in a single click.

🔗

Two-Way Integrations

Native sync with email, calendar, invoicing, and eCommerce — data flows in automatically so reps focus on selling.

📈

Cohort Analysis

Group customers by acquisition month, quarter, or year and track retention decay on a heatmap — spot churn patterns before they hit revenue.

Ready to close more deals?

Join thousands of sales teams using TotalApp to build stronger pipelines and grow revenue faster.