Runpoint
Start with discovery

Own the software that runs your company.

Runpoint Foundation includes CRM, staffing, finance and planning without license or seat fees; you pay for discovery, customization and running your system.

Start with two weeks of discoverySee what's in it
Two company leaders talk over a laptop at a high counter, with an open office behind a glass wall.
Foundation · Command center
The Runpoint OS command center: ending cash, booked to billed and delivery margin with their trends, the pipeline of deals by stage, and the week's to-dos. Sample data.
New in Foundation 2.6: Capacity Planner↓

Shown with a sample company's data

Compare the included modules with the work your company needs.

Keep tools that already fit, and adapt these modules where ownership makes sense; the named subscriptions are examples, not feature-for-feature equivalents.

Runpoint · Command center
The command center: ending cash of $241.5K, booked to billed, delivery margin with their trends, the pipeline by stage and this week's to-dos. Sample data.
ReplacesGeckoboardDataboxKlipfolio

Cash, booked to billed, margin, the pipeline and this week's to-dos on one page for the weekly review.

Foundation gets a new release most weeks.

Every build starts from the latest release, and each feature can be adapted to the way your company works.

Latest release: Capacity Planner

Foundation 2.6 · 1:18 film

Capacity Planner shows who has room before you accept the next job. Proposals, signed projects and open roles share one calendar, so you can staff the next job before it is sold.

  • Everyone's week at a glance
  • Open roles wait for a person
  • Drag to change the plan
  • Time and margin follow

Earlier releases

  1. Finance: the year's revenue, expenses and profit, a monthly P&L chart and booked to billed. Sample data.

    Foundation 2.5

    Month-end in six steps

    Close the month with the entries behind every number one click away.

  2. Foundation 2.4

    Papercuts

    Your people say what slowed them down, and two weeks later you have a ranked plan for what to build first.

  3. Runpoint To-Dos on an iPhone: what is overdue, due today and upcoming, filtered by company, clients or personal. Sample data.

    Foundation 2.3

    Mac and iPhone app

    To-dos and the pipeline in your menu bar and on your phone.

  4. Foundation 2.2

    Decisions

    Your leaders click through a working screen, comment on the exact spot and answer within two days.

  5. A client's operating plan in its client view, ready to send. Sample data.

    Foundation 2.1

    Send for signature

    Send a proposal and its contract for signature from the deal.

  6. Claude with Runpoint OS connected, moving an applicant to interview scheduled and drafting replies to three others. Sample data.

    Foundation 2.0

    Ask Claude

    Claude can update deals, plans and the scorecard, with your permissions.

Your copy stays with you, along with the responsibility to maintain it.

You pay for discovery and the build, then budget for hosting, support and changes; we agree who handles those before launch.

your-company.com
The same Runpoint OS command center in a client's own name, dark green colors and serif type. Sample data.

The same system in a client's name, colors and type

  1. 1No Foundation license or seat feesAdding users does not add a Foundation seat charge; hosting and third-party services remain operating costs.
  2. 2Your name, colors and typeIt can look however you want, and you can change it yourself at any time.
  3. 3Your recordsCustomers, contacts, jobs, price lists and their history move over from the tools you use today.

At Runpoint, a client-ready proposal takes one hour instead of two days.

Our own implementation connects client relationships, staffing, projects and finance, with AI helping draft proposals; this is Runpoint's result, not a forecast for yours.

Runpoint OS: how we run our business · 1:46Watch on YouTube

1 hour

from a kickoff call to a client-ready proposal, down from two days

4

connected systems: CRM, staffing, applicant tracking and finance

Built for any company that sells the time of skilled people.

These are the companies we have seen get the most from Foundation.

  • A producer and a designer look over printed layouts at a long studio table.

    Agencies

    Pitches, client accounts and who is staffed on each, so you see an account's margin before you take on the next one.

  • A delivery manager and two engineers talk through a laptop at a desk.

    Consulting and IT services

    Proposals that become contracts, consultants booked across engagements, and the hours that roll into each project's margin.

  • A principal and a project architect study a floor plan beside a white card model.

    Architecture and engineering

    Hours by project phase against the fee, so a principal sees a job running over while there is still time to fix it.

  • A partner talks with a senior accountant at a desk stacked with client binders.

    Accounting and advisory

    Every client's engagements, the partners and staff on them, and a month-end close with the entries behind each number.

  • A field superintendent talks with two technicians beside an open service van.

    Mechanical and electrical contractors

    Customers, jobs and crews on one record, so the start date you promise a customer is one you can keep.

  • A shop manager with a clipboard talks with a welder beside a workbench.

    Fabrication and custom shops

    Quotes, open orders and shop hours together, so you quote a ship date from the hours your shop really has free.

Starting from tested software leaves more time for your workflows.

Runpoint estimates two to three months for a Foundation build, compared with six from scratch; scope, migration and approvals affect timing.

Months from kickoff to a working system

Estimate

Source: Runpoint's build estimates

  1. .01

    Already built and tested

    Sign-in, who can see and change each record, reports and connections to your other tools work before we start.

  2. .02

    Proven every day at our clients

    Our clients run on Foundation, and so do we. Each client build tests it and makes it better for the next one.

  3. .03

    The months go into your work

    So the build time goes into the way your company sells, delivers and gets paid.

Questions owners ask about Foundation.

From owners and operators deciding whether to build.

Discovery and customization, then hosting, maintenance and any third-party services. Foundation has no license or seat fee, and your copy is yours to keep and change.

Every build starts from the latest release. After launch, the person who looks after your system can bring in later releases you want, as part of that work.

Sign-in, permissions, reporting and connections to your other tools. At Runpoint it also runs our CRM, proposals, project plans, recruiting, finances and strategy.

We plan for two weeks of discovery, a two-day review window and two to three months to build. These are estimates; scope, migration and approvals affect the schedule.

Keep it when it fits the work and costs less than building and maintaining a replacement. We can connect useful tools without replacing them.

Customers, contacts, jobs, price lists and their history move into the new system as part of the build, so nobody starts from a blank screen.

We plan the switch around when your contracts end. The last weeks overlap with the tools you run today, so your teams switch once the new system works for them.

Yes. We can build in AI that drafts proposals from a kickoff call, keeps the CRM current from meeting transcripts and answers questions in Slack.

Before we finish we choose one of three ways together: we look after it, we train someone on your team to do it, or we help you hire that person.

Which software would your company stop paying for first?

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

Start with two weeks of discoveryRun your own numbers