Quote-to-Cash, Unfragmented
One system for sales, delivery, and finance — so context, money, and timing stay aligned.
Comprehensive Capabilities
From first opportunity to paid invoice, Plotr Ops covers every link in the chain.
CRM & Delivery
- Accounts with logo, team, documents, activity
- Contacts scoped to accounts
- Pipeline with stage-based kanban views
- Projects linked to opportunities
- Time entries attached to projects
Commercial & Billing
- Rich proposal editor with pricing tables
- SOW generation from proposal lifecycle
- PDF export for every document
- Invoice states aligned to Stripe
- Public /pay payment pages
Portal & Platform
- Client portal (proposals, invoices, account)
- Deep-link email notifications
- Activity feeds on every entity
- AI assistant for internal workflows
- Auditable webhooks with replay
CRM & Delivery
Accounts, contacts, pipeline, projects, time
- Logo, branding, team, documents, activity
- Scoped navigation into child entities
- Account-level team assignment
- Activity streams on every record
- Linked proposals, projects, and invoices
- Account-scoped contact directory
- Relationship context for outreach
- Portal-user link for external access
- Activity logging and notes
- Email signature utility
- Account-associated pipeline
- Stage-based kanban + list views
- Handoff to proposals without re-entry
- Owner assignment and forecasting
- Activity and document panels
Run the Commercial Lifecycle in One Place
See how agencies and professional services teams consolidate their stack on Plotr Ops.
Win more deals without duct tape
Progress opportunities through pipeline, generate proposals with pricing and scope, and capture client approvals in one flow.
Key Benefits
- Account-centric pipeline visibility
- One-click proposal from opportunity
- Rich pricing tables + PDF export
- Send-for-approval with portal view
- Signed status + SOW generation
Fewer handoffs, faster cash
Invoice against time, projects, and retainers; accept payments through Stripe; reconcile through webhooks with zero drift.
Key Benefits
- Stripe-aligned invoice lifecycle
- Public payment links (/pay)
- Retainer burn tracked against time
- Idempotent webhook reconciliation
- GL export for finance
Credible self-service for your customers
Give clients a polished surface to review proposals, pay invoices, and see their account — without exposing internal tooling.
Key Benefits
- RBAC-enforced scope separation
- Mobile-friendly payment flows
- Proposal review & approval
- Invoice history and payment
- Email deep-link safety
Delivery truth tied to commercial reality
Track projects and time against the same accounts and opportunities you sell on — and see margin conversations without re-entry.
Key Benefits
- Project ↔ opportunity linkage
- Time entries with billing flags
- Retainer burn visibility
- Account-level margin views (roadmap)
- Milestone billing (roadmap)
Proposals and SOWs that ship
Rich, versioned, branded commercial documents your clients actually want to read — with structured data underneath.
Key Benefits
- Rich editor with structured blocks
- Versioning and change history
- PDF export for every document
- Client approval tracking
- Reused pricing across proposal + SOW
Your CRM, orchestrated
Trigger Polygraph workflows from Ops events — kickoff tasks, notifications, onboarding — so operations doesn't stop when a deal closes.
Key Benefits
- Opportunity-won / invoice-paid triggers
- Cross-product orchestration
- Human-in-the-loop approvals
- Auditable automation runs
- Webhook outputs (roadmap)
What Our Customers Say
Hear from teams running their operations on Plotr Ops
“We replaced HubSpot, PandaDoc, and a brittle zap-stack with Plotr Ops. The client portal alone won us three retainers.”
Priya Anand
Managing Partner, Threadline Agency
“Our proposal-to-invoice cycle dropped from weeks to days. Stripe reconciliation just... works.”
Marcus Ortiz
Director of Operations, Keelpath Consulting
“Scope-separated portal and internal console mean I can give clients access without worrying about leakage.”
Hannah Levi
Founder, Brightmatter Studio