Built by an agency, for agencies and service firms
If your deals turn into projects, milestones or retainers, and someone senior still pieces the picture together, OpsUPLOOP was built for a business like yours. Ours. It is the sharpest fit, not the only one.
Four people, one set of records
Each role starts somewhere different. They all work from the same customers, deals and people.
Founder or managing director
See what needs attention across sales, customers and billing, without being the person who connects every system.
Starts with: OpsUPLOOP Billing · OpsUPLOOP Sales
Operations lead or COO
Keep customer commitments, billing and ownership visible in one working hub, with a name against every gap.
Starts with: OpsUPLOOP Delivery · OpsUPLOOP Billing
Sales or growth lead
Turn account research into relevant outreach, and give the team clearer priorities on the leads that arrive.
Starts with: OpsUPLOOP Outreach · OpsUPLOOP Sales
Finance manager
Invoice what was agreed, on time, and follow up with the right context. Never chase a paid invoice.
Starts with: OpsUPLOOP Billing
Won, delivered, invoiced, chased. Four hand-offs, four places to slip.
In an agency, the person who wins the work is rarely the one who delivers it, and neither of them raises the invoice. Every hand-off is a place for something to fall between chairs. OpsUPLOOP puts an owner and a date on each one, and shows you the ones with nobody against them.
What OpsUPLOOP is not
Not a PSA
No timesheets, resourcing or capacity planning. If you need those, keep your PSA; OpsUPLOOP covers the ends it doesn’t reach. CRM, PSA or operations software?
Your CRM, or a layer on top of it
It can hold your leads and deals itself, or sit on top of the CRM you have as a reporting and control layer, joined to billing and ownership.
Not IT operations
It is not an AIOps or monitoring tool. AIOps vs AI for business operations
We already use a CRM and Xero. Why add OpsUPLOOP?
Keep them. OpsUPLOOP connects to them and covers the work between them: the won deal that has not been billed, the promise nobody owns, the lead nobody followed up.
Is OpsUPLOOP agency management software?
It covers part of what that category means: winning work, billing and follow-through. It does not do timesheets, resourcing or project budgets, which is what most agency management tools centre on.
Would our pipeline sit in a competitor’s system?
No. Scorchsoft deploys a separate instance for each customer. Your records live in your instance, not in a shared account alongside other agencies.
What does it ask of our team?
A person who owns the setup on your side, access to the systems we connect, and a few sessions to agree your report types, statuses and rules. Then a regular habit of acting on what it shows.
- You bill by milestone or retainer, and invoices sometimes go out late
- New business depends on a few people remembering to follow up
- Client promises are made in meetings and tracked in someone’s notes
- You already use ChatGPT or Claude, and paste things into it
See it on your own workflow
Tell us which module you would start with: Outreach, Sales, Billing or Delivery. We will show you that part of OpsUPLOOP, set up the way your firm works.
30 minutes, with the people who build it. No slides.