Four modules, one set of records
Two modules help you win the work and two help you deliver it and get paid. Start with the one that hurts most. Each works on its own, and every module you add builds on the same customers, deals and people.
- Win the work: Outreach, Sales
- Bill for it: Billing
- Follow it through: Delivery
Pick a module to see what’s inside
- A campaign agent that builds the target list
- Letters drafted, reviewed, then posted
- LinkedIn follow-up and outcomes
- Lead briefings and scores with reasons
- Call analysis that feeds the score
- Drafted follow-ups and a clear pipeline
- Planned billables with owners and health checks
- Invoices raised through your accounting system
- Chasing with paid-status checks
- Customer records, commitments and feedback
- Ownership map, objectives and 90-day plans
- Check-ins that show drift early
Start with any one module. The others use the same records when you add them.
Each module hands on to the next
This is why they belong in one product. The hand-offs between them are where work usually falls between chairs.
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.
The OpsUPLOOP platform
Your own instance, one set of records, each person’s permissions, and AI assistants that work within them.
Which milestones slip this month, and who owns them?
Two are past their date:
Stock sync (Bluepeak): no owner
Phase 3 build (Meridian): Rhian
Invoice values left out: your role can’t see finance.
Not sure which module to start with?
Most firms start where the pain is loudest: accounts nobody is writing to, leads that wait, billing that slips, or promises nobody owns. Tell us which, and we’ll show you that module.
30 minutes, with the people who build it. No slides.