Small B2B Companies demo
Owner viewTrack pipeline, win rate, recurring revenue, and overdue account activity.
Pipeline health
$84K2 watch
Proposal pipeline
$84K
Recurring billing
$18K
Sales Pipeline: $84K pipelineProposals: 42% win rateRecurring Billing: $18K MRRSigned SOWClient noteRenewal datePayment method
Client Portal Preview
A preview of what clients see after work moves through the SprintLedger workflow.
OwnerFull access
Client portal preview for internal roles
Revenue, receivables, approvals, clients, automations, and all workspace actions are visible.
Track pipeline, win rate, recurring revenue, and overdue account activity.
Client Account Portal
Local Print Shop
Open approvals
1
Balance due
2
Documents
3
Progress
24%
Approval
Managed Services Onboarding
EST-2026-0041 · Consulting Firm
$8,500
Payment
Monthly Subscription - May
INV-2026-0155
$3,200
Work Status
Consulting Firm onboarding kickoff
2026-05-17 · Video Call