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
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
2Local Print Shop renewal meeting
Local Print Shop
2026-05-19 · 09:00-09:45
Sales
Office
Tech Repair quarterly review
Tech Repair Co
2026-05-21 · 11:00-12:00
Account Manager
Video Call
In Progress
1Marketing Agency support review
Marketing Agency
2026-05-18 · 14:00-14:30
Support Specialist
Phone
Completed
1Consulting Firm onboarding kickoff
Consulting Firm
2026-05-17 · 10:00-11:00
Account Manager
Video Call