Your business brain,
outside your head.

Products, pricing rules, project workflows — captured in one system that builds itself through use.

30-second rules — add logic when you need it
Customer self-serve — website calculators from day one
Quote → Project → Profit — one thread, full visibility
Quote Calculator
Live on website
Stone Countertop Calculator
Countertop SlabSolid Black · 20mm · 2 slabs
$1,000
Delivery & InstallationInside City
$500
Total$1,500.00
SQ_FT × PRICE_PER_SQFT × MATERIAL_MULT + EDGE_COST
Kitchen Cabinets — Johnson
New Materials Cutting Assembly Delivery
N
Njáll Customer confirmed Oak instead of Maple.
M
Mike Checking on the timeline?
S
Steve -$234 Hardware — Home Depot
N
Njáll Task Assemble frames → Steve
Hi, just checking on the timeline for the cabinets?
On track — ready by the 25th. Steve's cutting panels today.
Perfect, see you on the 25th!
Messages sync bidirectionally into project thread
One truth, many interfaces
Website Calculator
Self-serve quotes, captured as leads
B2B Customer Portal
Customers buy with your pricing
Distribution Partners
Dealers quote with your rules
Same products · Same formulas · Different access levels
Plan vs. Reality
$13,250
Revenue
$2,084
Costs
$11,166
Profit
QBQuickBooks · Invoice #4821 · Paid
XXero · Bill matched · Reconciled
Margin: +4.2% vs quoted  |  Materials: -$120 under budget
Brain
QB
X
S

Your business logic lives in the wrong places

Right now, your pricing rules are in spreadsheets. Your project process is in someone's head. Your approval logic is "ask the boss." That works until it doesn't.

📊

The Spreadsheet of Doom

Your senior estimator has a spreadsheet only they understand. Formulas reference other tabs that reference other files. They go on holiday and quoting stops.

Cost: £2K+ per week in slow quotes
🧠

The Founder's Memory

"What margin did we promise them?" "Do we still do that product?" "What's the rule for orders over 50 units?" All stored in one person's head.

Cost: decisions waiting on one person
🕳️

The Project Black Hole

Quote goes out. Gets approved. Then... WhatsApp threads, forgotten tasks, missed material orders. Nobody has the full picture.

Cost: margin erosion on every project

Dump your business brain into a system that never forgets

SureLoop captures your products, pricing, rules, and workflows in one place — then makes them available everywhere you need them.

1

Configure your products

Formulas, variables, conditional logic. "Granite is £X per m², but add 15% for curved edges." Set it once.

base_price × area
+ IF curved_edge THEN × 1.15
+ IF area > 3 THEN × 1.10
2

Quote from anywhere

Your website. Your sales team. Your partners. Everyone quotes from the same configured truth — correct pricing, every time.

Website → customer self-serve
Internal → estimator + approvals
Partner portal → dealer quoting
3

Run the project

Quote approved? The project thread opens. Tasks, costs, bookings, WhatsApp — one timeline with real-time profitability.

Revenue: £12,400
Costs: £7,210
Profit: £5,190 (41.9%)

Don't plan your setup. Build it when it hurts.

No 18-month implementation. No consultants. Add rules in the moment of need — 30 seconds each. After 6 months, your entire business logic exists in the system.

Pain
Bad quote at 3% margin slips through
30-sec fix

Add rule: "Require approval when margin under 10%"

Never happens again
Pain
Someone forgets to order materials
30-sec fix

Add automation: "Order Materials stage → create task for procurement"

Automatic from now on
Pain
Customer complains about radio silence
30-sec fix

Add WhatsApp notification on stage change: "Your order is being processed"

Customers stop chasing
Pain
Cabinet jobs always need frame assembly
30-sec fix

Product rule: "Quote contains Cabinet → create task: Assemble frames"

Linked to the product forever
Your business brain after 6 months
Rules configured in the moment of need
Pricing rules18 rules
Approval thresholds6 rules
Stage automations12 rules
Product-based tasks14 rules
50+ rules, automations, and workflows
This is your moat. Not documented anywhere else. Not in anyone's head. Ripping it out means losing 6 months of business knowledge.

Your project is a conversation, not a Gantt chart

Messages, tasks, costs, bookings, approvals — one timeline. WhatsApp integrated. Real-time profitability in the header. No more switching between six apps.

Kitchen Renovation — Williams

Revenue£12,400
Costs£7,210
Profit£5,190 (41.9%)
Stage
Moved to: Installation

→ WhatsApp sent to client: "Your installation is scheduled"

8:45am
WhatsApp
Mrs Williams

Can we add an extra shelf to the island unit? Happy to pay extra.

9:14am
Comment
Dave (Sales)

No problem — adding £200 change order for the shelf. Flagged for approval.

9:22am
Cost
Steve (Install)

£40 screws + fittings at Screwfix · Receipt attached 📎

11:05am
Task
Auto-created by stage rule

Order additional shelf materials → Assigned to Procurement

11:30am
Booking
Steve — Final installation day

Thursday 13 Feb, 8am–4pm · Synced to Google Calendar

2:15pm

Chat to quote, update, configure — or park it for later

Send a quote. Log a cost. Create a rule. If it's simple, the system does it immediately. If it's complex, it goes to your config backlog — nothing gets lost, nothing blocks you.

Kitchen Renovation — Williams
Send Mrs Williams the quote for the extra shelf — £200 plus VAT
Done Quote sent via WhatsApp to Mrs Williams.
✓ Quote #1042-A · £200 + VAT
✓ WhatsApp delivered · 9:23am
Just bought £40 of screws at Screwfix
Done Cost logged to this project.
✓ £40.00 · Screwfix · Attach receipt?
We need a rule: if any quote includes granite and the area is over 5m², flag it for my approval before sending
Config Backlog That's a product-level conditional approval rule — a bit complex to set up inline. I've added it to your config backlog so you can set it up properly.
→ Backlog #18 · Priority: High
"Granite + area > 5m² → require approval"

Instant actions

Simple things happen immediately. No forms, no clicking through menus. Just say what you need.

"Send the quote to John"
"Mark installation as complete"
"Book Steve for Thursday morning"
"Add £80 cost for paint"

Quick rules

Simple automations get configured right there in the chat. 30 seconds, done.

"Notify me when margin drops below 15%"
"Auto-create a QC task when we hit Assembly"
"Send client a WhatsApp when we ship"

Config backlog

Complex rules don't block you. They go to a backlog you can tackle when you have 10 minutes — not in the middle of a job.

High Granite + area > 5m² → require approval
Med Tiered pricing: 10% off orders over £5K
Low Auto-assign install tasks by postcode region

Configure once. Access everywhere.

Your products and rules are configured once. Customers, your team, and your partners all access the same truth through the interface that fits them.

Website Calculator

For your customers

Embed on your site. Customers get instant quotes. You capture leads.

Quote Editor

For your sales team

Internal calculators plus manual line items. Approval levels built in.

Project Thread

For your whole team

Quote-to-completion in one timeline. Tasks, costs, bookings, WhatsApp.

B2B Portal

For repeat buyers

Business customers order complex products correctly, every time.

Partner Portal

For dealers & distributors

Partners quote on your behalf. Their logo, your rules. Always correct.

Marketplace

For new businesses

Clone an industry configuration. Skip the blank canvas.


I couldn't be bothered keeping all the details in my head. That's not a weakness — it's the product requirement. The system remembers so the founder doesn't have to.
— The insight that started SureLoop

Companies too big for small tools, too small for SAP

The 50–500 person dead zone. Complex products, multi-step projects, and pricing logic that lives in spreadsheets.

Creative & Marketing Agencies

Complex scoping, variable pricing, project-based work. Every client is different but the process should be the same.

"We spend 3 hours scoping every proposal"

Custom Manufacturers

Configurable products with formulas. Material costs that change. Quotes that need technical accuracy and speed.

"Only two people can quote, and one's retiring"

Events & Production

Multi-day builds, subcontractor coordination, equipment allocation. Every event has a hundred moving parts.

"We track everything in WhatsApp and hope"

Trade & Fabrication

Material-based pricing, cut sheets, installation scheduling. The original problem SureLoop was built to solve.

"My spreadsheet has 47 tabs and I'm scared of it"

What costs enterprises millions, for hundreds a month

Enterprise Stack

£millions · years · consultants
SAP Master Data
Salesforce / Oracle CPQ
SAP Project Systems
IBM / FICO Rules Engine
SAP B2B Commerce
Salesforce Partner Portal
Accenture implementation

SureLoop

£hundreds/month · hours · self-serve
Product configuration
Quote editor + approval rights
Project thread + stages
Stage automations + rules
B2B customer portal
Distribution partner portal
Self-building configuration

Your business brain shouldn't live in a spreadsheet

Configure your products. Quote from anywhere. Run your projects. Build the system your company has been missing — 30 seconds at a time.