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
Estimates
3 visible estimates · $19,800 total value
OwnerFull access
Estimate workflow controls
Revenue, receivables, approvals, clients, automations, and all workspace actions are visible.
Track pipeline, win rate, recurring revenue, and overdue account activity.
$8,500
Expires 2026-06-13
$4,500
Expires 2026-06-02
$6,800
Expires 2026-06-16