For Agencies & professional services

Client & revenue operations

Run the full commercial lifecycle in one account-centric workspace.

Manage pipeline, proposals, SOWs, projects, time tracking, invoicing, and client access from a single operational system.

Plotr Ops

How it works

Capture opportunity

Build & send proposal

Sign SOW

Track project & time

Invoice & collect

Proposal management

Rich, versioned proposals with PDF export and client approval flows.

Client portal

A branded self-serve portal for proposal review, invoice payment, and account details.

Retainer billing

Manage recurring retainers tied to projects with Stripe-powered payment links.

Pipeline visibility

Full opportunity pipeline linked to accounts, contacts, and delivery context.

Tell us about your current stack and constraints. We'll reach out with a tailored walkthrough.