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
Payments
2 visible payments · $7,400 collected
OwnerFull access
Payment workflow controls
Revenue, receivables, approvals, clients, automations, and all workspace actions are visible.
Track pipeline, win rate, recurring revenue, and overdue account activity.
Collected
$7,400
Pending
$0
Transactions
2
INV-2026-0152completed
Tech Repair Co
ACH Transfer · 2026-04-28
$4,200
INV-2026-0148completed
Local Print Shop
Check · 2026-04-15
$3,200