Business performance software
See the business context behind a deal.
Bring client work and financial reporting into the same platform. Review which deals need attention alongside the numbers that shape your business decisions.
A 30-minute conversation about your goals and current systems.
Sales and financial visibility
Keep the review and the follow-through connected.
The pipeline shows an open proposal. The account notes explain the relationship. Your financial reports show a different part of the business. Owners need that context to choose a useful next move.
A workflow your team can run.
- 01
Review the client context
Keep the deal stage, customer history, and next follow-up available to the person responsible for the account.
- 02
Bring the numbers into view
Use the banking, accounting, and reporting areas to review cash, profitability, and invoices. We discuss the connections your team needs during setup.
- 03
Choose an accountable next move
Review the opportunity, assign the follow-up, and record what changes. Financial reports provide context; an open deal is still a potential outcome.
Guided implementation
Software and support around your business.
We map your goals, KPIs, and team structure, then configure the workflows in Covision Performance. Training and consulting support help your team put the software to work.
See how implementation worksStart with a useful review
Try the Owner's Weekly Scorecard.
Choose the measures, assign owners, and record the next actions in an editable template.
Get the free templateQuestions before we talk?
What can owners review in Covision?
The platform brings pipeline, clients, invoices, banking, accounting, and reports into one place. We help determine which workflows and connections your team needs.
Does pipeline value mean we have earned that revenue?
No. An open opportunity is a potential result. Review the pipeline separately from your recorded revenue, payments, and profitability.
How do we start?
Schedule a 30-minute conversation about your goals, team, and current systems. We will discuss the software and the implementation support that fits your business.
Explore the work around this decision.
Your goals and your team
Review where work gets stuck.
Bring your current workflow. We will discuss how the software and implementation support could fit.