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
Team / Employees
Role-aware workforce view with assignments, time, permissions, and payroll readiness.
Active Team
3
Assigned Tasks
4
Logged Hours
6.5
Payroll Ready
$358
AM
activeAccount Manager
Account Manager · Sales
1
Tasks
2
Schedule
1
Hours
Day capacity13%
SS
activeSupport Specialist
Support Specialist · Support
2
Tasks
1
Schedule
4.5
Hours
Day capacity56%
S
activeSales
Sales Rep · Sales
1
Tasks
1
Schedule
1
Hours
Day capacity13%