v1.0 · Marketing Operations
Sales & Marketing
Lead capture, review management, template library and campaign planning — all the tools the team needs to convert enquiries into instructed jobs and turn happy clients into repeat business.
Lead Generation & Sales Tools
8 tools
#1
● Active
Pricing Calculator
Generate Schedule of Rates documents and Simple Quotes for clients — fully client-side, no Apps Script delay.
- Schedule of Rates (DOCX)
- Simple Quote letters
- Per-product pricing matrix
#2
● Active
Contract Check
AI contract analyser pre-loaded with our negotiation rules. Use before signing client framework agreements or sub-contracts.
- Risk flags
- Negotiation prompts
- Clause comparison
#3
● Active
Marketing Radar
Unified scanner for tenders & events, awards worth applying for, and timely social content angles. Provide your sources + keywords and triage results in an inbox-style workflow.
- 3 modes — Opportunities · Awards · Content
- Source-driven (you control the URLs)
- AI fit-scored to Crawford & Co
- Approve / decline triage workflow
#4
● Active
Tender Finder
Pulls live UK public sector opportunities straight from the official Contracts Finder API, then AI-scores each one for relevance to our surveying and retrofit services. Save the ones worth pursuing into a shared shortlist.
- Live Contracts Finder OCDS feed
- Keyword + SME filtering
- AI relevance scoring
- Shared shortlist (KV)
#5
● Active
Google Ads Performance
CSV-driven analytics with AI-powered recommendations — money waster alerts, negative keyword suggestions, scaling opportunities and a board-ready summary. Drop in your weekly Google Ads exports.
- 17-report CSV ingest
- 8 AI optimisation panels
- Mgmt weekly + Ops daily views
- Charts & sortable tables
#6
● Active
Sales & Comms Library
All your approved wording in one place — email/SMS templates for customer comms (enquiries, quotes, chasers, follow-ups), plus pitch snippets and company boilerplate for proposals and social posts. Edit inline before copying.
- 10 categories, 20+ items
- Email · SMS · Pitch · Boilerplate
- Inline editing with placeholders
- Saves customisations to KV
#7
● Active
Campaign & Content Calendar
Plan campaigns, social posts, trade shows and seasonal pushes across the next few months. Shared across the team — anyone can add, edit or remove events.
- Month-grouped view
- Campaign · Social · Event · Seasonal
- Shared with team via KV
- Stats by type & upcoming
#8
● Admin
Library Admin
Password-protected admin tool to add, edit and delete shared library items — templates, pitch snippets and boilerplate all in one place. Changes flow through to the team's tools immediately.
- Add / edit / delete / duplicate
- Search across all items
- Export & import JSON backups
- Shared via KV to whole team