Module 01
CRM & AI Quote Builder
The commercial engine of EventOps. Account managers produce fully-costed, AI-configured, branded quotes in under 20 minutes — complete with live margin tracking, risk flagging, and a client portal for digital approval. The AI learns from historical project data to improve pricing accuracy and configuration quality over time.
Key Features
AI Equipment Recommendation
Classifies the inbound enquiry by event type using NLP, then generates a complete equipment bundle from your catalogue — based on venue, guest count, and budget. Draft quotes in 2–3 minutes.
Live Margin Indicator
Real-time gross margin % as you build — green (>30%), amber (15–30%), red (<15%). Cost floor enforcement prevents sending below your configurable minimum margin threshold.
Risk Flag Engine
Flags quotes matching historically problematic patterns — high cancellation event types, late-paying clients, frequent last-minute change jobs. Adjust margin before committing to the booking.
Digital Approval Portal
Clients receive a mobile-friendly hosted quote page — no PDF, no account required. Line items are reviewable inline, discussions are logged, and approval is captured with a timestamped digital signature.
Pipeline & Win Analytics
Kanban pipeline across all quote stages with per-AM win rate, average deal value, and days-to-close. AI win/loss attribution identifies which pricing and event-type variables correlate with outcomes.
Automated Follow-Ups
Reminders triggered when a sent quote has no client activity after a configurable period (default 3 days). Delivered as in-app notification and email. Auto-ceases when quote is signed.
Quote Lifecycle
- 1
Enquiry Captured
CRM creates client record
- 2
AI Configures
Event type → equipment bundle
- 3
Margin Reviewed
Live P&L; risk flags checked
- 4
Portal Sent
Branded link to client
- 5
Digitally Signed
Project auto-created