◆ Built by an agency, for agencies

Your whole studio,
one platform.

RocketOps runs sales, delivery, and money in a single AI-first system. Retire Harvest, ClickUp, and a pile of spreadsheets, and finally see margin while the work is still happening.

Get early access See how it works ↓
Runs on your own Cloudflare. · Your data, your infra.
Replaces Harvest ClickUp Google Sheets Docs & PDFs a generic CRM
The problem

Five tools. None of them talk.

Sales sits in a CRM. Time in Harvest. Work in ClickUp. Proposals and invoices in Docs and Sheets. Nothing reconciles, context lives in people's heads, and profit is a guess until the project is already over.

CRM
Harvest
ClickUp
Sheets
Docs
Slack
Xero
The shift

One system, from first call to final invoice.

RocketOps follows the actual shape of agency work. Every stage feeds the next on one data model, so nothing gets re-keyed and nothing gets lost.

  1. 01

    Sell

    Pipeline, companies, contacts, and nurture cadences that tell you who to call next.

  2. 02

    Staff

    Plan who works on what, week by week. See capacity and headroom before you overcommit.

  3. 03

    Deliver

    Projects with real phases, epics tied to the deal, and time flowing in from Harvest.

  4. 04

    Invoice

    Live margin on a real rate card. Invoice and push straight to Xero.

Everything in one place

The modules that run your business.

◔

CRM & Pipeline

Deals, companies, contacts, and a kanban pipeline. Follow-up cadences surface the relationships going cold.

✎

Proposals & Contracts

AI-drafted proposals your clients accept online. Contracts with MSAs, SOWs, change orders, and e-signatures.

▦

Resourcing & Capacity

Allocate people across weeks. Utilization, planned versus actual, and headroom at a glance.

◈

Delivery & Projects

Real delivery phases, portfolio WIP, and epics linked directly to the deal that sold them.

◷

Time & Approvals

Time flows in from Harvest. Approve, override billable, and keep every timesheet clean.

$

Margin & Invoicing

Live margin per project on a cascading rate card. Invoice and sync to Xero in a click.

✦

AI-first

Claude drafts proposals and contracts for you. The whole platform is shaped in code, not buried in config screens.

⇄

Integrations

Harvest, ClickUp, GitHub, Slack, Xero, Employment Hero. Read-only, always in sync, never overwriting your data.

Consolidate

One subscription instead of five.

Before
  • A CRM for the pipeline
  • Harvest for time and forecasting
  • ClickUp for the work
  • Sheets for budgets and margin
  • Docs and PDFs for proposals
  • Xero, glued on by hand

Five logins. Nothing reconciles.

After

One platform. One source of truth. Sales, delivery, and money connected end to end, with AI doing the busywork.

Get early access
Who it's for

Built for people who bill for their time.

If you scope work, staff a team, track hours, and send invoices, RocketOps was built for the way you already operate.

Software studiosDev shops shipping client builds.
Design agenciesCreative teams billing projects and retainers.
Marketing agenciesCampaigns, sprints, and monthly retainers.
ConsultanciesAnyone selling expertise by the hour or the outcome.

Stop running your business across five tabs.

Move sales, delivery, and billing into one AI-first platform that runs on your own Cloudflare.

Get early access Book a demo