Demonstration account — all information shown is fictional.
PortalProjects

Projects

Won work becomes a project automatically. This is where the CRM starts to become a full business operations system.

Active projects

7

3 need attention
Projected revenue

£511,500

Value of live projects
Estimated gross margin

£147,165

29% of project value
Open tasks

20

4 customer approvals required

All projects

Open any project for milestones, tasks, risks, costs and change requests.

ReferenceProjectManagerValueMarginProgressCompletionStatus
PRJ-820

Brindley Legal LLP — Office Fit-Out

72 Bull Street, Redditch B988 4FR

Ian Prescott£96,00032%
62%
30 Oct 2026
On track
PRJ-821

Vantage Logistics UK — Office Fit-Out

39 Broad Street, Walsall WS18 7TG

Dawn Ackroyd£84,00029%
35%
7 Nov 2026
On track
PRJ-822

Cobalt Digital Systems — Office Refurbishment

81 Bull Street, Bromsgrove B605 8VZ

Marcus Leeson£58,00026%
48%
15 Nov 2026
At risk
PRJ-823

Waterfield Insurance Brokers — Office Partitions

4 Broad Street, Coventry CV12 8DE

Ian Prescott£46,00023%
15%
23 Nov 2026
On track
PRJ-824

Blackthorn Manufacturing — Office Fit-Out

50 Colmore Row, Redditch B989 2CH

Dawn Ackroyd£132,00032%
71%
1 Dec 2026
Delayed
PRJ-825

Lumen Energy Solutions — Office Fit-Out

54 Bull Street, Tamworth B793 9BA

Marcus Leeson£38,50029%
100%
9 Dec 2026
Complete
PRJ-826

Silverline Fabrications — Office Refurbishment

85 Temple Street, Wolverhampton WV15 7VU

Ian Prescott£74,00026%
88%
17 Dec 2026
On track
PRJ-827

Cranmore Technologies — Office Partitions

26 Hagley Road, Coventry CV18 7UA

Dawn Ackroyd£21,50023%
24%
25 Dec 2026
At risk

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