Small B2B Companies demo
Owner viewTrack pipeline, win rate, recurring revenue, and overdue account activity.
Pipeline health
Proposal pipeline
$84K
Recurring billing
$18K
CRM Pipeline
Personalized lead-to-cash flow before estimates and invoices.
Role-aware CRM pipeline
Revenue, receivables, approvals, clients, automations, and all workspace actions are visible.
Pipeline
$17,574
Proposal Value
$9,072
Won Value
$0
Active Deals
4
New
1Local Print Shop
Neworders@localprint.com
$4,410
Account Manager
Website form
Qualify need
Qualified
1Tech Repair Co
Qualifiedbilling@techrepair.com
$4,092
Support Specialist
Website
Schedule walkthrough
Proposal
1Marketing Agency
Proposalfinance@marketag.com
$8,112
Sales
Renewal
Send proposal
Approved
1Consulting Firm
Approvedadmin@consultfirm.com
$960
Account Manager
Outbound
Collect approval
Won
0No deals.
Sales Pipeline
Move leads from inquiry through proposal, contract, project, and invoice.
$84K pipeline
Proposals
Quote scope, collect e-signature, and convert accepted work into projects.
42% win rate
Recurring Billing
Manage subscription-like retainers and repeat service invoices.
$18K MRR