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Small B2B Companies demo

Full revenue, workload, and automation view

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

Schedule / Dispatch

Plan work, assign teams, and preview field updates by role.

Scheduled

2

In Progress

1

Completed

1

Field Steps

5

Filter crew

Scheduled

2

Local Print Shop renewal meeting

Local Print Shop

scheduled

2026-05-19 · 09:00-09:45

Sales

Office

Tech Repair quarterly review

Tech Repair Co

scheduled

2026-05-21 · 11:00-12:00

Account Manager

Video Call

In Progress

1

Marketing Agency support review

Marketing Agency

in progress

2026-05-18 · 14:00-14:30

Support Specialist

Phone

Completed

1

Consulting Firm onboarding kickoff

Consulting Firm

completed

2026-05-17 · 10:00-11:00

Account Manager

Video Call