Demonstration account — all information shown is fictional.
PortalCRM

CRM & sales pipeline

Every company, contact and opportunity, with the marketing that created them still attached.

Open pipeline

£1,284,000

+12.4%vs previous period
Weighted forecast

£498,150

Adjusted for the chance of each deal closing
Win rate

44%

+6%Average sales cycle 47 days
Average opportunity

£76,100

4 have no next action booked
New enquiry3 · £152,000
Contact attempted3 · £203,000
Discovery arranged2 · £163,500
Qualified2 · £154,500
Site visit2 · £221,000
Quote in preparation2 · £123,500
Quote sent2 · £153,500
Negotiation2 · £113,000
Won4 · £284,000
Lost5 · £469,000
Nurture3 · £246,000

See how this could work for your business

Essential Marketer builds the website, runs the marketing and connects it to your sales

  • Design and manage your website
  • Deliver SEO that earns enquiries
  • Manage Google Ads properly
  • Produce content your buyers trust
  • Configure the CRM around how you sell
  • Connect marketing spend to won work
  • Expand into a full Business Operations System