Small B2B Companies demo
Owner viewFull revenue, workload, and automation view
Sales Pipeline: $84K pipelineProposals: 42% win rateRecurring Billing: $18K MRR
Tasks / Projects
Break work into assigned tasks, project stages, and client-visible progress.
Open Tasks
3
Blocked
0
Projects
3
Budget
$19,800
Assigned
2Resolve Marketing Agency support ticket
highMarketing Agency
Support Specialist
Due 2026-05-18
Follow up on Local Print Shop renewal
mediumLocal Print Shop
Sales
Due 2026-05-19
Accepted
0No tasks.
In Progress
1Onboard Consulting Firm
highConsulting Firm
Account Manager
Due 2026-05-20
Blocked
0No tasks.
Completed
1Complete data migration for Tech Repair
mediumTech Repair Co
Support Specialist
Due 2026-05-15
Approved
0No tasks.
Sales Pipeline
Move leads from inquiry through proposal, contract, project, and invoice.
4 proposals out
2 contracts waiting
1 closed won today
Proposals
Quote scope, collect e-signature, and convert accepted work into projects.
SOW viewed
E-sign reminder sent
Project template ready
Recurring Billing
Manage subscription-like retainers and repeat service invoices.
6 recurring invoices
1 card failed
Renewal email queued