Stop being the glue between your systems.
OpsUPLOOP joins up winning work, delivering it and getting paid, with AI that works on your own records within each person’s permissions. It’s the platform Scorchsoft runs on, deployed as your own instance.
30 minutes, with the people who build it. No slides.
- Runs Scorchsoft every day: sales, delivery, billing and team.
- Your own instance: the fit of a custom system, without the blank page.
- AI shows its reasons and works within each person’s permissions.
Start with the part you need
Two modules win the work and two deliver it and get it paid. Each works on its own, on your own instance. Add the others when they help.
- A campaign agent that builds the target list
- Letters drafted, reviewed, then posted
- LinkedIn follow-up and outcomes
- Research on every enquiry: the company, its website and the person
- Green, amber, red: each with its next step
- Call reports against what good looks like
- Billables raised on the milestone date, automatically if you choose
- Invoice access and chasing by customer owner
- Templates for complex invoices
- An ownership map, with what good looks like for each area
- Customer feedback asked for automatically, tracked over time
- Handovers, objectives and team structure
Start with any one module. The others use the same records when you add them.
Your CRM knows the deal. Your accounts know the invoice. Nobody knows the gap.
Each system does its job. None was built to notice that a deal won six weeks ago has billed nothing, or that a promise made in a meeting has nobody against it. Right now someone fills that gap by asking around.
Records the deal
Won: Meridian Health, portal rebuild, £32,000.
Records the invoices
One invoice raised: £8,000, phase 1.
Notices the rest
Phase 2 finished three weeks ago. Not invoiced. Nobody against it.
A bigger suite, more glue, or a build
Ask around, or ask an AI assistant, and these are the answers. Each is sensible, and each solves part of it.
A bigger suite
HubSpot, Zoho One
Strong at sales and marketing. Delivery and billing bend to its shape, and the gap moves inside one bill instead of closing.
Glue between your tools
Zapier, Make
Moves a record from one system to another. It doesn’t notice that phase 2 finished three weeks ago and nobody invoiced it. Noticing needs an owner, not a trigger.
Dashboards
Power BI and the like
Makes the numbers visible. Shows the gap after month end. Someone still has to act on it.
A chatbot on your data
a custom GPT
Answers questions quickly. It forgets, can’t tell who may see what, and owns nothing afterwards.
A consultant or a custom build
a dev shop
Gets the fit right. You start from a blank page, wait for it, and own the maintenance.
OpsUPLOOP
by Scorchsoft
Starts from software that already runs a business, ours. Deployed as your own instance, joined to the systems you have, and extended as you need more. The fit of a custom system, without the blank page.
Sometimes the simplest fix is a setting in a tool you already own. If that’s your answer, we’ll say so.
As it comes, connected, or made to measure
Every route starts from the platform Scorchsoft runs its own business on, deployed as your own instance. Most firms configure it. Some have Scorchsoft extend it into the hub their whole operation runs on, hosted by us or in their own environment.
AI-assisted development has made changing software far quicker than it used to be, so it can work the way your firm does, not the other way round. You still see the working product first.
Not sure which is yours? Scorchsoft’s Managed AI & Automation Improvement Programme starts from where your time and money leak, not from our product.
- As it comes
The modules you choose, licensed on your own instance, with your settings.
- Connected and configured
Joined to your CRM, accounts and suppliers, so one set of records covers the business.
- Made to measure
Your own version, extended with the workflows, screens and connectors your firm needs, hosted by Scorchsoft or in your own environment.
AI does the legwork. Your people make the call.
OpsUPLOOP’s AI researches, scores and drafts from your own records, and every suggestion carries its reason. Connect Claude or ChatGPT and ask about the business in plain English: it answers as you, with your access, and says what it left out.
- Letters are reviewed before they are posted
- Chasers stop the moment an invoice is paid
- An assistant can never raise an invoice or post a letter
AI that does the work, not just a chatbot
Most “AI features” are a chat box. OpsUPLOOP has that, over MCP, and agents that run in the background on real work, all ring-fenced inside your instance.
- Read the enquiryKestrel Engineering, via your website form
- Looked up Companies HouseActive since 2011 · 3 directors · accounts on time
- Read their website6 pages · precision machining, 2 sites
- Checked your CRMNo previous contact · not a customer
- Scored it against your rubric58 · amber, with a reason for each factor
- Drafted the follow-up emailAsks about timing and budget
- Waiting for youSend, edit or dismiss the draftReview
Your AI, connected
Claude or ChatGPT, on your desktop or phone, connects over MCP and answers from your records, as you, within your permissions. You ask; it answers and can take supported actions.
Agents that work in the background
Hosted agents are given a job and get on with it: the nightly campaign agent, research and scoring as each enquiry lands, call analysis, customer profiles. Several steps, real tools, nobody asking.
Ring-fenced and guardrailed
Every agent and assistant runs inside your instance and each person’s permissions. Work that reaches a customer or touches money stops in a review queue; some things AI can never do.
Where is your organisation with AI today?
Choose the closest description. OpsUPLOOP is built to move a firm up these steps, one at a time, on its own records.
- 0 Step zero No formal AI adoption
People use personal tools without agreed safeguards. Start with one approved way in, on your own records.
- 1 Approved AI access Little regular use
Claude or ChatGPT connected over MCP, each person within their permissions.
- 2 Informal professional use Useful, but personal
Assistants that answer from your real records, not guesses or copied spreadsheets.
- 3 Shared best practice Role-based training
Your criteria written once and used by everyone: rubrics, report types, definitions of good.
- 4 Reusable agents Connected tools
Agents that run on their own: research, scoring, drafting, call analysis, campaigns.
- 5 Embedded workflows Measured value
Agents inside the daily work, with outcomes tracked: scores, letters, billing, ownership.
- 6 AI-first strategy Mastery across culture and strategy
OpsUPLOOP made to measure as the hub of your operations and your data strategy.
Adviser support to help you implement. Moving from step 3 to 4 and beyond is where most firms want help. Scorchsoft’s Managed AI & Automation Improvement Programme works through it with you.
Joined up, the whole is worth more than the parts
Each module works on its own. Together they share one set of records, so what one learns, the others use: your customers shape who you prospect, won work shapes the forecast, and ownership reaches all the way to getting paid.
Connect Claude or ChatGPT over MCP and it can answer questions that cross sales, billing and delivery, from one set of records, as the person asking.
A prospect you wrote to becomes a lead, researched and scored on the same records.
A won deal becomes planned billing, so the revenue forecast counts what is secured as well as what might close.
Whoever owns the customer owns their billing and chasing, within one permissions hierarchy.
Your customers, profiled by sector and size, show Outreach where to look next: the same pond as your best work.
Strongest where sales hands work to delivery
A good fit
- Your pipeline is in one system, delivery in another and the money in a third
- Deals turn into projects, milestones or recurring work you have to bill
- You want AI working on your own records, within each person’s permissions
Especially strong for agencies, consultancies and service firms, where milestone billing and account-based outreach are tuned in.
Probably not
- You need timesheets and resource planning. That’s a PSA.
- You’re looking for IT monitoring and incident AI. That’s AIOps.
- You need stock control, ERP or field scheduling.
- You need something built from scratch. That’s a custom build, which Scorchsoft also does.
Find your role:
One platform for the ops work that runs a firm
Revenue, sales, marketing, customer success, billing and the business itself each have their own “-Ops” label, and usually their own tool. OpsUPLOOP brings them onto one set of records, with AI working in each.
Every kind of ops, on one set of records
AI in each, within permissions- RevOpsThe whole loop, from won to paid
- GTM OpsOutreach and sales as one motion
- Marketing OpsABM, enrichment and suppression
- Sales OpsScoring, research and pipeline
- Order-to-cashPlanned, invoiced, collected
- CS OpsFeedback, health and owners
- BizOpsGoals, owners, 90-day plans
- Agency OpsRetainers, milestones, delivery
- FinOpsCloud costs matched to billing
What runs our business, set up to run yours
Scorchsoft is a UK software company. We built OpsUPLOOP to run our own sales, outreach, billing, customer work and team, and we use it every day. It is new as a product, so you work directly with the people who build it.
Scorchsoft’s own use is where OpsUPLOOP comes from. It is not a customer reference, and we won’t present it as one.
Is this a custom build?
It doesn’t start as one. Every route begins from the same working product, deployed as your own instance. Most firms only need configuration; where yours needs more, Scorchsoft makes it to measure, and it keeps the platform’s records, permissions and safeguards.
Is OpsUPLOOP only for agencies?
No. It suits any business whose sales hand work to a delivery team, and which wants AI working on its own records. Agencies and service firms are the sharpest fit, because some features are tuned to milestone and retainer billing.
Is OpsUPLOOP a CRM?
It can be either. OpsUPLOOP can be your CRM, holding your leads, deals and customers itself. Or it can sit on top of the CRM you already run, connected through its API, as a reporting and control layer that extends what your CRM does and joins it to billing, delivery and ownership.
Why not HubSpot plus Zapier?
That works for moving records between systems. What it doesn’t do is give each gap an owner: the won deal nobody billed, the promise nobody kept. OpsUPLOOP sits across those systems and puts a name against what is open.
3 more questions
How does OpsUPLOOP relate to Scorchsoft’s managed programme?
Some customers come to OpsUPLOOP directly. Others arrive through Scorchsoft’s Managed AI & Automation Improvement Programme, which finds where time and money leak and delivers the simplest fix that works. Often that is OpsUPLOOP. Sometimes it is something simpler.
Where does our data live?
In your own instance, hosted by Scorchsoft or deployed into your own environment. It is not a shared account on someone else’s platform.
Is OpsUPLOOP an AIOps tool?
No. AIOps means AI for IT operations: incident detection, event correlation and monitoring. OpsUPLOOP is operations software for the business side: sales, delivery, billing and people.
See one workflow on your own records
Tell us where your systems don’t meet: winning the work, billing for it or following it through. We’ll show you that part of OpsUPLOOP, set up the way you work.
30 minutes, with the people who build it. No slides.