OpsUPLOOP is the platform Scorchsoft runs its own business on, deployed as your own instance. Take it as it comes, connect it to the systems you run, or have it made to measure. Whichever route you take, you see the working product first.
Every route starts from the platform that already runs a business, never from a blank page. Most firms take the first two. Some go further.
The modules you choose, licensed on your own instance, with your settings.
Just want Outreach? Some modules, starting with Outreach, are also available as a hosted subscription: Scorchsoft runs it and your team signs in. A minimum commitment applies. Ask which modules are available this way.
Joined to your CRM, accounts and suppliers, so one set of records covers the business.
Your own version, extended with the workflows, screens and connectors your firm needs, hosted by Scorchsoft or in your own environment.
Made to measure means starting from a proven pattern and altering it to fit you, not starting from a blank page. AI-assisted development has made changing software far quicker than it used to be, so software can work the way your firm does, not the other way round. You still see the standard product working first, in the demo, before anything is extended.
Scorchsoft’s Managed AI & Automation Improvement Programme starts from your business, not from our product. It finds where time and money leak and recommends the simplest fix. Often that is OpsUPLOOP, as it comes or made to measure as the foundation for your operations. Sometimes it is something simpler.
Starting with one workflow keeps the first weeks focused on something your team will use every week, rather than a big launch nobody adopts.
One workflow with a clear purpose: qualifying leads, planned billing, outreach or ownership. We agree what “working” looks like.
Your CRM, accounting system and any suppliers that workflow needs, using your own accounts. Or hold leads and deals in OpsUPLOOP itself.
Your report types, statuses, chase schedule, approval rules and who sees what. Settings in the product, not custom code.
Actions that reach customers or money run against test records and supplier test modes before anything live is switched on.
The first workflow runs on your real records, with a named owner on your side.
When the first one is a habit, add the next module, or have your version made to measure. Either way it builds on the records already there.
Scorchsoft deploys a separate OpsUPLOOP instance for your firm, hosted by Scorchsoft or in your own environment. Your records are not stored alongside other customers’.
Scoring, statuses, approvals and permissions are settings, so they change as your firm does. Where settings aren’t enough, your version is extended on the same platform.
Every workflow has an owner on your side. Software shows the gap; a person closes it.
It starts as the product, not a build. Most firms configure it. Where yours needs more, Scorchsoft extends your version on the same platform, and you see the working product before anything is built.
Made to measure means starting from a proven pattern and altering it to fit you, not starting from a blank page. OpsUPLOOP made to measure keeps the platform’s records, permissions and safeguards, and adds what your firm needs on top.
Yes. Scorchsoft hosts each instance by default, and can deploy it into your own environment instead. We agree what that involves, including who runs it and how updates reach it, before you commit.
AI-assisted development has made changing software far quicker than it used to be. That is what lets Scorchsoft extend a working platform around how your firm runs, rather than asking you to work around it.
A person who owns the setup on your side, access to the systems being connected, and time to agree your rules. Software cannot decide what your reports should look for or how your chase schedule should run; your team does.
No. Research and drafting can start early. Anything that reaches customers or money is switched on after it has been rehearsed, and only for the workflow you started with.
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.
