Small B2B Companies demo
Owner viewFull 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
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