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Small B2B Companies demo

Track 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