Small B2B Companies demo
Owner viewFull revenue, workload, and automation view
Sales Pipeline: $84K pipelineProposals: 42% win rateRecurring Billing: $18K MRR
Welcome to your Small B2B Companies workspace
Financial, operational, and automation activity across the business.
Revenue YTD
$7,400
+18%vs last period
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
Guided Workflow
0/6Role View
Sales Pipeline: $84K pipeline
Proposals: 42% win rate
Recurring Billing: $18K MRR