Close more deals.Without the busywork.
One timeline per customer — pipeline, conversations, quotes and post-sale. Powered by an AI coach reps actually open.
Procurement hasn't been looped in. Send the security packet to m.lee@acme.com today — 3× higher close rate when included before negotiation.
Why CRM
A CRM your team will actually use.
AI deal coach
Real-time next-best-actions, risk scores and email drafts personalised to every deal.
Quote-to-cash, native
Quote, contract, invoice and revenue recognition share one engine with TotalOffice ERP.
Built for speed
Sub-100ms search across 10M+ records. Keyboard-first UI your reps will actually love.
From first touch to renewal.
A unified timeline. No more "what did sales promise?" surprises post-sale.
Web forms, ads, chat and outbound — every lead lands enriched and routed in seconds.
Multi-step sequences across email, LinkedIn, SMS and WhatsApp with AI-drafted copy.
AI scoring + BANT/MEDDIC frameworks surface the deals worth your AEs' time.
Quote, redline and e-sign without leaving the deal — synced to ERP for invoicing.
Health scores, renewal playbooks and upsell signals for every customer post-sale.
Everything your revenue team needs.
Turn modules on as you grow. One login, one data model, zero duct tape.
Pipeline & Forecast
Drag-and-drop kanban, weighted forecast, AI-driven commit calls every Monday.
Sequences & Inbox
Native email & calendar sync, AI-drafted multi-step sequences with smart pause.
Dialer & Conversations
Click-to-call, recording, transcription and AI talk-track scoring out of the box.
Quotes & e-Sign
CPQ with bundles, approvals, redlining and built-in legally-binding e-signature.
Omnichannel inbox
Email, WhatsApp, SMS, web chat — one threaded view per contact, always.
Revenue analytics
Funnel, cohort, win-loss, attribution and AE leaderboards — no data team needed.
A workspace your reps will love.
Three pillars. One platform. Built for the people who close the business.
See every deal at a glance
A drag-and-drop kanban with weighted forecasts, slip risk and rep workload — updated as conversations happen, not when reps remember.
- Live weighted forecast vs. quota
- AI slip-risk scoring on every deal
- One-click bulk stage updates
Email, calls and chat — one inbox
Two-way Gmail/Outlook sync, native dialer with recording and transcription, and a unified omnichannel inbox across WhatsApp, SMS and web chat.
- Auto-logged calls with AI talk-track scoring
- Send-later, snooze and AI-drafted replies
- Threading across every channel per contact
Quote, sign and invoice in one flow
CPQ with bundles and approval flows, redline-friendly contracts with built-in e-sign, and instant hand-off to ERP for invoicing — no copy-paste.
- Configurable approval matrices
- Legally-binding e-signature included
- Real-time sync to TotalOffice ERP & Payroll
"Our reps stopped fighting the CRM. Win-rate jumped 34% in two quarters — and forecast accuracy is finally something I trust."
Built for this decade.
- Built for managers, not reps
- Bolt-on AI as a paid add-on
- Quote, contract, invoice in 3 systems
- $300+ per seat at scale
- 12-month implementation
- Designed rep-first, keyboard-driven
- AI deal coach included on every plan
- Quote-to-cash native with ERP
- From $29 / seat — flat
- Live in weeks, not quarters
Trusted, secure, compliant
Common questions
See TotalOffice CRM in action.
A 20-minute walkthrough mapped to your funnel. No obligations.