TOD-OPS now runs the whole back office in one place: clients, pipeline, projects, tickets, tenders, documents, invoicing, compliance and the team calendar.
In this first release:
- Clients and Pipeline. Every client, contact and deal in one place, with a six-stage pipeline and follow-up reminders so nothing goes cold.
- Projects and tasks. Health flags, milestones, sprints and a Kanban board, so you know what is on track and what is going red.
- Invoicing and Cashflow. Auto-numbered, branded invoice PDFs, recurring retainers, aged debtors and a cashflow view. Services can bill as a monthly retainer, ad hoc by the hour, or as a pot of money drawn down as work is done.
- Tenders and Grants, with AI drafting. A pipeline for opportunities with deadlines and documents, and responses drafted from your own company profile and the tender documents themselves, with citations back to the source.
- Documents and e-signatures. One library, brand-styled PDFs, signatures captured with a full audit trail, and a record of every document you email out: who it went to, who sent it, and when.
- Support with real SLAs. A full ticket lifecycle with business-hours response and resolution clocks, hours tracked against each client's allowance, and period closing that bills what went over, once, honestly.
- Compliance and key dates. Policy reviews on a cadence, audit packs in one click, and insurance, tax and Companies House dates on one calendar with reminders before they bite.
- Reviews and scorecards. Score how a client or supplier relationship is going, in your own words, from their own record.
Pricing is by package, not a pick-and-mix: Starter, Professional and Continuity. Everything in a package is included and nothing is sold separately - see the pricing page for what each one covers.
Questions or problems: support@tod-ops.co.uk. We reply within 2 business days.