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Small B2B Companies demo

Full revenue, workload, and automation view

Sales Pipeline: $84K pipelineProposals: 42% win rateRecurring Billing: $18K MRR

Client Portal Preview

Approvals, payments, documents, and work status from the client role.

Client Account Portal

Local Print Shop

Secure link

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

completed

2026-05-17 · Video Call