Demo Mode

Switch Industry

Small B2B Companies demo

Full revenue, workload, and automation view

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

CRM Pipeline

Personalized lead-to-cash flow before estimates and invoices.

Pipeline

$17,574

Proposal Value

$9,072

Won Value

$0

Active Deals

4

New

1

Local Print Shop

New

orders@localprint.com

$4,410

Account Manager

Website form

Qualify need

Qualified

1

Tech Repair Co

Qualified

billing@techrepair.com

$4,092

Support Specialist

Website

Schedule walkthrough

Proposal

1

Marketing Agency

Proposal

finance@marketag.com

$8,112

Sales

Renewal

Send proposal

Approved

1

Consulting Firm

Approved

admin@consultfirm.com

$960

Account Manager

Outbound

Collect approval

Won

0

No 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