runpoint.

Foundation by Runpoint

Your own version of Runpoint OS, live in two to three months.

Runpoint OS is the system we run our own firm on, so pipeline, staffing, project plans and margin are built and tested before we start.

We replaced our own paid CRM and project tracker with it.

Watch how we run Runpoint on it
An agency's managing partner and operations director talk over a laptop at a high counter, with the studio behind a glass wall.
02What it runs

Pipeline, project margin and the leadership meeting run on one system your agency owns.

Click through the screens your partners, delivery leads and finance team would use every day.

Runpoint OS command center for a sample mechanical contractor: ending cash of $1.9M, booked to billed of 1.10 times and delivery margin of 29.7 percent with their trends, the company's to-dos, and the pipeline by stage.
03Built before

We run Runpoint on it, so most of your system exists before we start.

So the months go into the way your agency sells, staffs and delivers its work.

Starting from software we have already built cuts a six-month build to two or three
Starting from software we have already built cuts a six-month build to two or three
Built from scratchBuilt on Foundation
Time to a working systemAbout 6 months2 to 3 months
Runpoint's build estimates.

Runpoint OS already runs our CRM, proposals, project plans, recruiting, finances and the weekly leadership meeting.

For your agency, we can also build in AI that drafts proposals from a kickoff call, keeps the CRM current from meeting transcripts and answers questions in Slack.

How we replaced our own CRM and project tracker
04Switching

Moving off rented software is planned around your contract dates and your client records.

The last weeks overlap with the tools you run today, so your teams switch only once the new system works for them.

  • Your records come with you

    Clients, contacts, projects, rate cards and their history move into the new system as part of the build.

  • Timed to your renewal date

    We plan the switch around when your contracts end, so you aren't paying for two systems longer than you have to.

  • Your people try it before it goes live

    Your partners, delivery leads and finance team test it before launch and help us refine it.

An operations manager at her desk going through a short stack of printed contracts, pen in hand
05Where it fits

Foundation is where the building happens, after we listen and you approve the plan.

Every system we build for an agency or consulting firm goes through the same four steps.

  1. 01 · Papercuts

    Find what to fix

    About two weeks

    We listen to your people and rank what slows them down.

    Papercuts

  2. 02 · Decisions

    Approve the plan

    Answers within two days

    Your leaders click through working screens and tell us what to change.

    Decisions

  3. 03 · Foundation

    Build the system

    Two to three months

    We build your system on software we have already built and tested.

  4. 04 · After launch

    Keep it running

    Ongoing

    We look after it, or we train someone on your team to do it.

    After launch

06Watch

Watch how we run our own firm on Runpoint OS.

Matthew Hall shows how client relationships, staffing, projects and finance connect, and where AI helps with proposals and onboarding.

Runpoint OS · 1:46Watch on YouTube
07Contact

Which software would your agency stop paying for first?

Tell us what you run today, from CRM to resourcing and time tracking, and two weeks of discovery will show what replacing it would take and save.

Start with two weeks of discovery