For businesses that win work, deliver it and bill for it
OpsUPLOOP suits any business where the people who win the work hand it to the people who deliver it, and someone has to make sure it’s billed. Each role starts somewhere different. They all work from the same customers, deals and people.
Start from the part of the business you answer for
See the whole business without asking around
See what needs attention across sales, delivery and billing, without being the person who connects every system.
- A forecast that starts from what’s secured
- Ownership you can watch improve
Every gap with an owner and a next step
Keep customer commitments, billing and ownership visible in one place, with an owner and a next step on every gap.
- The ownership map, at a glance
- See exactly what they owned, and hand it on
Work the right accounts and keep every conversation moving
Turn account research into relevant outreach, and give the team clearer priorities on the leads that arrive.
- Green, amber and red, each with its next step
- Every call sharpens the picture
Invoice what was agreed, on time, and chase it properly
Invoice what was agreed, on time, and chase with the right context. Never chase a paid invoice.
- The people who know the customer raise and chase
- Chased by the person the customer knows
Give colleagues AI that knows the business, and knows its limits
Give colleagues AI that works on real business records, with the same access they have, and nothing pasted in.
- A job, several steps, a person to check
- One customer, seen the right way by each person
Most people wear more than one hat
Tell us what you answer for, and we’ll show you the part of OpsUPLOOP that would change your week first.
Ask us →Examples, not a boundary
What matters is the pattern: deals that turn into projects, milestones or recurring work, across systems that don’t talk to each other. These are the businesses where we see it most.
Agencies and studios
Digital, creative and marketing agencies whose deals become projects and retainers. The sharpest fit: OpsUPLOOP was built in one.
Consultancies and professional services
Firms that sell expertise and bill by milestone, phase or retainer: consultancies, advisers and specialist practices.
Software and IT services
Development teams, IT providers and software businesses with a sales pipeline and project or recurring billing.
B2B firms with project teams
Businesses that win contracts and deliver them as projects, such as engineering, installation or training providers.
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
Probably not
- You need timesheets and resource planning. That’s a PSA.
- You sell to consumers, or need stock control, ERP or field scheduling.
- You want a free contact database or a CRM on its own. A CRM is the right buy.
- You need something built from scratch. That’s a custom build, which Scorchsoft also does.
Not sure you fit?
Tell us how work moves from sale to invoice in your business. We’ll tell you plainly whether OpsUPLOOP suits it, and where it doesn’t.
30 minutes, with the people who build it. No slides.