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CRM &
Enquiries

Capture. Nurture. Convert. Grow.

Home/Platform/CRM & Enquiries

01·Platform / CRM & Enquiries

Turn Every Enquiry Into
Organised Revenue.

TedOps AI helps teams capture enquiries, track every opportunity, centralise customer records, automate follow-up and move prospects smoothly from first contact to booked work.

Book a Demo

TEDOpsAI

Search enquiries, customers or ref...New Enquiry

Total Enquiries

248

+24% this month

New This Week

56

+12% vs. last week

Conversion Rate

28%

+6% vs. last month

Avg Response Time

2h 14m

-41% vs. last month

New (43)Contacted (36)Quote Sent (28)Won (18)Lost (12)

Commercial HVAC Check

Greenfield Properties

NewGP

Office Electrical Works

Riverside Offices

ContactedRO

Annual Maintenance

Brighton Retail

Quote SentBR

Boiler Replacement

Maple Homes Ltd

WonMH

Fire Safety Survey

Crestview School

NewCS
02· The Challenge

The cost of
missed enquiries.

Slow follow-up loses leads

Delays in responding can mean valuable opportunities go elsewhere.

Customer information gets scattered

Enquiries, notes and emails are spread across inboxes, spreadsheets and phones.

Manual admin wastes sales time

Time spent on admin is time not spent speaking to customers.

Opportunities fall through the cracks

Without a clear process, promising enquiries get forgotten.

No visibility on pipeline health

It's hard to forecast or understand where revenue is coming from.

Sales and operations stay disconnected

Won enquiries aren't always handed over smoothly to the delivery team.

Faster response times

Respond quickly with AI-prioritised enquiries and automated reminders.

Clearer pipeline visibility

See exactly where every opportunity stands in real time.

Better handover to operations

Convert won enquiries into jobs with all customer details in place.

More consistent customer follow-up

Automated tasks and reminders keep your pipeline moving.

Built for service businesses

Designed around real-world field service and maintenance sales cycles.

03· How It Works

How TedOps turns
leads into live jobs.

1

Capture Enquiries

Collect calls, web forms, emails and walk-ins in one place.

2

Qualify & Assign

Route leads to the right salesperson or team using smart rules.

3

Follow Up & Quote

Track activity, reminders, quotes and next actions.

4

Convert & Handover

Turn won enquiries into customers, jobs and revenue.

TEDOpsAI

Enquiry Details

EL-1042Quote Sent

Greenfield Properties

Commercial HVAC Check
greenfield.co.uk · 01234 567890

ActivityDetailsQuotesFiles

Quote sent

2h ago

Follow-up call due

Tomorrow at 10:00

Initial enquiry

Web form · 2 days ago

Enquiry created

2 days ago

See TedOps in action.

Discover how our CRM and enquiry management tools help you capture more leads, win more work and grow a more profitable business.

04· Built for Every Team

CRM for every team.
Sales. Admin. Operations. Finance.

Lead capture

Capture enquiries from web forms, calls, emails and walk-ins.

Pipeline management

Track and move opportunities through custom stages.

Customer records

Keep all customer details, history and communications in one place.

Follow-up reminders

Automate tasks and get AI suggested next actions.

Quote tracking

Create, send and track quotes directly from the platform.

Opportunity visibility

Real-time pipeline reports and revenue forecasting.

Team assignment

Route enquiries to the right person or team automatically.

Handover to jobs

Convert won enquiries into jobs with all details carried across.

05· Security & Trust

Operational control you can trust.

Role-based access

Control who can view and manage customer data.

Secure customer data

Encrypted data and secure cloud infrastructure.

Tenant isolation

Keep your data isolated and protected.

Audit trail

Track all activity, changes and access history.

06· Ready to grow?

Capture more enquiries.
Convert more business.

Unite your CRM, quoting and operations in one platform so nothing gets missed and every opportunity has a clear path to revenue.

TEDOpsAI

CRM Overview

Last 30 days

248

New Enquiries +24%

76

Quotes Sent +18%

18

Won +29%

£142,800

Revenue +32%

Enquiries by Source

Website98
Phone64
Referral46
Email32
Walk-ins18

Monthly Won Revenue

JanMarJun

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