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
Costs
Expenses, vendors, bills, and payroll tied back to work and profitability.
Vendor Balance
$3,584
Expenses
$1,024
Payroll
$687
Exceptions
2
Vendors / Bills
Open AP and vendor review queue.
Expenses
Receipts linked to jobs, clients, or projects.
Payroll Runs
Approved time converts to payroll-ready runs.