Small B2B Companies demo
Owner viewTrack pipeline, win rate, recurring revenue, and overdue account activity.
Pipeline health
Proposal pipeline
$84K
Recurring billing
$18K
Welcome to your Small B2B Companies workspace
Financial, operational, and automation activity across the business.
Owner command view dashboard
Revenue, receivables, approvals, clients, automations, and all workspace actions are visible.
Receivables control
$8,600
Can send reminders, record payments, and void invoices.
Approval queue
1
Estimate approvals convert into invoices, jobs, and tasks.
Automation health
3
Active rules update dashboards and notification trails.
Industry command center
Pipeline health
Track pipeline, win rate, recurring revenue, and overdue account activity.
$84K
4 proposals and 2 contracts open
$84K
Open opportunities are moving through proposal and contract.
$18K
One failed card needs follow-up before renewal.
6 today
Sales tasks are queued for owner and manager review.
Proof packet
Required records before handoff, billing, or client approval.
Revenue YTD
$7,400
Outstanding A/R
$8,600
Active Clients
3
Open Estimates
3
Active Jobs
3
Workflow Pipeline
1
Leads
2
Estimates
2
Invoices
2
Payments
Quick Actions
Recent Activity
Invoice INV-2026-0155 sent to Local Print Shop - $3,200
1 hour ago
Tech Repair Co paid project closeout - $4,200
Yesterday
Marketing Agency viewed invoice INV-2026-0156
2 days ago
New lead created for Consulting Firm
3 days ago
Interactive Runbook
0/64 proposals and 2 contracts open
Role View
Track pipeline, win rate, recurring revenue, and overdue account activity.