Clarity. Confidence. Progress.

Yopla helps ambitious organisations cut through noise, align people and systems, and unlock growth.

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Trusted where it matters

Our Services

Take Your Team to the Next Level

AI, systems, and leadership that make change land. We design and embed solutions that help your teams work smarter, not harder.

AI, systems, and leadership that make change land. We design and embed solutions that help your teams work smarter, move quicker and achieve more.

All Tasks

Waiting for approval

  • Revenue Forecast Aligned

    Due in 13 days

  • Customer Pipeline Visible

    Realtime updates

  • Hidden Costs Removed

    £250k saved year to date

  • Team Productivity Up

    18.7% this month

  • Payroll Signed Off

    Processed automaticaly

All Tasks

Waiting for approval

  • Revenue Forecast Aligned

    Due in 13 days

  • Customer Pipeline Visible

    Realtime updates

  • Hidden Costs Removed

    £250k saved year to date

  • Team Productivity Up

    18.7% this month

  • Payroll Signed Off

    Processed automaticaly

All Tasks

Waiting for approval

  • Revenue Forecast Aligned

    Due in 13 days

  • Customer Pipeline Visible

    Realtime updates

  • Hidden Costs Removed

    £250k saved year to date

  • Team Productivity Up

    18.7% this month

  • Payroll Signed Off

    Processed automaticaly

Discovery

See the whole picture

Baseline digital maturity, map real workflows, and forecast skills & culture. We surface priorities, risks, and quick wins - so leaders move with confidence and the next step is clear.

Audits, Mapping, Forecasting

Strategy

Launch

Make it real, fast

Configure your CRM as the single source of truth, migrate clean data, and connect finance, projects, comms, and AI. Train champions and go live with board-ready reporting people trust.

CRM

Integrations

Training

What can I help with?

Whether it’s growth, costs, or people, I’ll help you make it clearer.

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Analyse

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Research

What can I help with?

Whether it’s growth, costs, or people, I’ll help you make it clearer.

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Analyse

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Research

What can I help with?

Whether it’s growth, costs, or people, I’ll help you make it clearer.

|

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Analyse

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IT services

Partners

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Schedule

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IT services

Partners

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Schedule

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IT services

Partners

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Schedule

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Thrive

Leadership that compounds

Fractional CTO, without key-person dependency. Governance rhythms (QBR/ABR), continuous improvement via our Plans Portal, and a responsive team matched to your needs - so momentum sticks.

Fractional CTO

Consulting

Innovation

Applied AI

Agents, not gimmicks

Automate the boring and augment the brilliant. Safe, explainable AI for summarising, routing, forecasting, using context and memory across your stack , delivering real gains, not theatre.

AI Agents

Automation

Safety

Hi There!

Here are today's projects & your schedule

On going project :

Customer Support Chatbot

90% Finsihed

Schedule

Mo

Tu

We

Th

Fr

Sa

Su

Discovery call

10:00 am to 10:30 am

Custom automation

06:00 pm to 06:30 pm

Hi There!

Here are today's projects & your schedule

On going project :

Customer Support Chatbot

90% Finsihed

Schedule

Mo

Tu

We

Th

Fr

Sa

Su

Discovery call

10:00 am to 10:30 am

Custom automation

06:00 pm to 06:30 pm

Hi There!

Here are today's projects & your schedule

On going project :

Customer Support Chatbot

90% Finsihed

Schedule

Mo

Tu

We

Th

Fr

Sa

Su

Discovery call

10:00 am to 10:30 am

Custom automation

06:00 pm to 06:30 pm

Our Process

Our Simple, Smart, and Scalable Process

 A simple, scalable process designed for impact.

Step 1

Discovery

We surface the truth: what’s working, what’s stuck, and where to focus first.

Analysing current workflows..

Maturity check

Process check

Skills check

Habit check

Repetative task

Analysing current workflows..

Maturity check

Process check

Skills check

Habit check

Repetative task

Step 2

Mobilisation

We configure systems, connect tools, and get your champions moving.

  • class ChangeReadiness:
    def __init__(self, threshold):
    self.threshold = threshold
    self.status = "unready"
    def check_readiness(self, value):
    if value > self.threshold:
    self.status = "ready"
    return "Organisation can mobilise!"
    else:
    return "More preparation needed."
    def get_status(self):
    return f"Status: {self.status}"
  • class ChangeReadiness:
    def __init__(self, threshold):
    self.threshold = threshold
    self.status = "unready"
    def check_readiness(self, value):
    if value > self.threshold:
    self.status = "ready"
    return "Organisation can mobilise!"
    else:
    return "More preparation needed."
    def get_status(self):
    return f"Status: {self.status}"
  • class ChangeReadiness:
    def __init__(self, threshold):
    self.threshold = threshold
    self.status = "unready"
    def check_readiness(self, value):
    if value > self.threshold:
    self.status = "ready"
    return "Organisation can mobilise!"
    else:
    return "More preparation needed."
    def get_status(self):
    return f"Status: {self.status}"
  • class ChangeReadiness:
    def __init__(self, threshold):
    self.threshold = threshold
    self.status = "unready"
    def check_readiness(self, value):
    if value > self.threshold:
    self.status = "ready"
    return "Organisation can mobilise!"
    else:
    return "More preparation needed."
    def get_status(self):
    return f"Status: {self.status}"

Step 3

CRM

Your CRM becomes the hub. Clean data, clear flows, and AI layered in safely.

Our solution

Your stack

Our solution

Your stack

Step 4

Continuous Improvement

Regular reviews and refinements keep progress compounding over time.

Chatbot system

Efficiency will increase by 20%

Workflow system

Update available..

Sales system

Up to date

Chatbot system

Efficiency will increase by 20%

Workflow system

Update available..

Sales system

Up to date

Case Studies

Our Impact

 Real stories of clients who cut noise, aligned systems, and grew faster.

DRAG TO EXPLORE

DRAG TO EXPLORE

"From leads to live projects"

Metron replaced manual juggling with connected systems that link finance, forecasting, and CRM. Projects flow from pipeline to delivery with clarity, boosting efficiency by nearly 20%.

Impact :

Faster deal cycles

18.7% productivity gain

Forecasts leaders trust

Projects delivered faster

"From leads to live projects"

Metron replaced manual juggling with connected systems that link finance, forecasting, and CRM. Projects flow from pipeline to delivery with clarity, boosting efficiency by nearly 20%.

Impact :

Faster deal cycles

18.7% productivity gain

Forecasts leaders trust

Projects delivered faster

"One system, one mission"

By connecting funders, members, and volunteers with operations, Ulster Wildlife now runs as one. With AI-powered knowledge and automation, the team spends less time on admin and 25% more time on their mission.

Impact :

25% productivity uplift

Admin cut, time gained

Stronger supporter ties

More impact delivered

"One system, one mission"

By connecting funders, members, and volunteers with operations, Ulster Wildlife now runs as one. With AI-powered knowledge and automation, the team spends less time on admin and 25% more time on their mission.

Impact :

25% productivity uplift

Admin cut, time gained

Stronger supporter ties

More impact delivered

"Built to grow, ready to sell"

With Yopla’s automation and CRM at the core, UHY moved from firefighting to clarity. Sharper reporting, stronger systems, and time back for leadership helped prepare the business for successful sale.

Impact :

Growth-ready systems

Trusted board reports

AI-driven efficiency

Exit value unlocked

"Built to grow, ready to sell"

With Yopla’s automation and CRM at the core, UHY moved from firefighting to clarity. Sharper reporting, stronger systems, and time back for leadership helped prepare the business for successful sale.

Impact :

Growth-ready systems

Trusted board reports

AI-driven efficiency

Exit value unlocked

"Transformation at every level"

From HR to finance, projects to knowledge, Aberdeen Foyer stepped into the future. AI and automation streamlined complex processes, cut costs, and freed people to focus on supporting communities.

Impact :

Costs down, impact up

AI in daily workflows

Sensitive data secured

Teams more effective

"Transformation at every level"

From HR to finance, projects to knowledge, Aberdeen Foyer stepped into the future. AI and automation streamlined complex processes, cut costs, and freed people to focus on supporting communities.

Impact :

Costs down, impact up

AI in daily workflows

Sensitive data secured

Teams more effective

Benefits

Yopla for Your Business Growth

Discover how insights, AI, automation and CRM enhance efficiency, reduces costs, and drives business growth with smarter, faster processes.

Sharper Productivity

Impactful reports and applied AI cut noise, freeing teams to focus on growth.

Sharper Productivity

Impactful reports and applied AI cut noise, freeing teams to focus on growth.

Sharper Productivity

Impactful reports and applied AI cut noise, freeing teams to focus on growth.

Better Customer Experience

HubSpot mastery streamlines journeys, boosting engagement, trust, and satisfaction.

Better Customer Experience

HubSpot mastery streamlines journeys, boosting engagement, trust, and satisfaction.

Better Customer Experience

HubSpot mastery streamlines journeys, boosting engagement, trust, and satisfaction.

24/7 Intelligence

AI never sleeps, capturing insights, driving actions, and keeping momentum alive.

24/7 Intelligence

AI never sleeps, capturing insights, driving actions, and keeping momentum alive.

24/7 Intelligence

AI never sleeps, capturing insights, driving actions, and keeping momentum alive.

Cost Reduction

Automation removes inefficiencies and hidden costs, boosting margins and freeing value.

Cost Reduction

Automation removes inefficiencies and hidden costs, boosting margins and freeing value.

Cost Reduction

Automation removes inefficiencies and hidden costs, boosting margins and freeing value.

Data-Driven Insights

Reports and AI turn complexity into clarity, powering sharper, faster decisions.

Data-Driven Insights

Reports and AI turn complexity into clarity, powering sharper, faster decisions.

Data-Driven Insights

Reports and AI turn complexity into clarity, powering sharper, faster decisions.

Scalability & Growth

CRM and AI scale smoothly, removing bottlenecks and compounding long-term performance.

Scalability & Growth

CRM and AI scale smoothly, removing bottlenecks and compounding long-term performance.

Scalability & Growth

CRM and AI scale smoothly, removing bottlenecks and compounding long-term performance.

Pricing

Three Flavours, All Amazing

 Simple plans designed around the outcomes you need.

Monthly

Secured

Audit & Mobilisation

£2750/month

Find the truth that drives smarter growth decisions

Choose this plan

Choose this plan

What's Included:

Income risks and blockers revealed

Operational blind spots surfaced

Skills and capacity gaps surfaced

Smarter tech, fewer tools

Board-ready clarity reports

Launch

Popular

£100/per user per month

Helicopter in a ready-to-go stack for sales, ops & finance.

Choose this plan

Choose this plan

What's Included:

CRM core, built for impact

Integrations wired end-to-end

Revenue pipeline accelerated

AI in the flow, admin reduced

Simple and credible outcome reports

Thrive

£165/per user per month

Transform at scale with AI, CRM and leadership that sticks.

Schedule a call

Schedule a call

What's Included:

Everything from Launch, elevated

CRM as single source of truth

Automation across every workflow

Cultural change and behaviour shift

Change and adoption that lasts

Monthly

Secured

Audit & Mobilisation

£2750/month

Find the truth that drives smarter growth decisions

Choose this plan

Choose this plan

What's Included:

Teams aligned and engaged

Growth blockers revealed

Skills and capacity gaps surfaced

Smarter tech, fewer tools

Board-ready clarity reports

Launch

Popular

£100/per user per month

Helicopter in a ready-to-go stack for sales, ops & finance.

Choose this plan

Choose this plan

What's Included:

CRM core, built for impact

Integrations wired end-to-end

Revenue pipeline accelerated

AI in the flow, admin reduced

Simple and credible outcome reports

Thrive

£165/per user per month

Transform at scale with AI, CRM and leadership that sticks.

Schedule a call

Schedule a call

What's Included:

Everything from Launch, elevated

CRM as single source of truth

Automation across every workflow

Cultural change and behaviour shift

Change and adoption that lasts

Monthly

Secured

Audit & Mobilisation

£2750/month

Find the truth that drives smarter growth decisions

Choose this plan

Choose this plan

What's Included:

Teams aligned and engaged

Growth blockers revealed

Skills and capacity gaps surfaced

Smarter tech, fewer tools

Board-ready clarity reports

Launch

Popular

£100/per user per month

Helicopter in a ready-to-go stack for sales, ops & finance.

Choose this plan

Choose this plan

What's Included:

CRM core, built for impact

Integrations wired end-to-end

Revenue pipeline accelerated

AI in the flow, admin reduced

Simple and credible outcome reports

Thrive

£165/per user per month

Transform at scale with AI, CRM and leadership that sticks.

Schedule a call

Schedule a call

What's Included:

Everything from Launch, elevated

CRM as single source of truth

Automation across every workflow

Cultural change and behaviour shift

Change and adoption that lasts

*Nonprofit pricing available, see details

*Nonprofit pricing available, see details

Testimonials

Why Businesses Love Yopla

Real businesses, real results with AI automation.

“Before, we relied on heroics to keep things running. With Yopla, our team is aligned, processes are consistent, and customers can see the difference.”

Matt Hamlin

CEO at Metron Group

“Before, we relied on heroics to keep things running. With Yopla, our team is aligned, processes are consistent, and customers can see the difference.”

Matt Hamlin

CEO at Metron Group

“The discovery audit was a turning point. It showed us the risks, the quick wins, and helped us see that transformation is about culture as much as systems.”

Dawn Miskelly

CEO at Ulster Wildlife

“The discovery audit was a turning point. It showed us the risks, the quick wins, and helped us see that transformation is about culture as much as systems.”

Dawn Miskelly

CEO at Ulster Wildlife

“Our old systems were a patchwork of tools that slowed us down. Yopla gave us a way to an integrated platform that freed time, cut waste, and let us focus on growth.”

Mike Bull

Operations Director at Ashville Asset Management

“Our old systems were a patchwork of tools that slowed us down. Yopla gave us a way to an integrated platform that freed time, cut waste, and let us focus on growth.”

Mike Bull

Operations Director at Ashville Asset Management

“Yopla's approach gave us clarity and momentum. For the first time, we can see the bigger picture and know exactly how to move forward.”

Leona McDermid

CEO at Aberdeen Foyer

“Yopla's approach gave us clarity and momentum. For the first time, we can see the bigger picture and know exactly how to move forward.”

Leona McDermid

CEO at Aberdeen Foyer

“Working with Yopla sparked new conversations. They gave us the structure and drive we needed to stop talking and start making progress.”

Gemma Mitchell

Indepdenent Consultant & Integrated Systems Curator at PE

“Working with Yopla sparked new conversations. They gave us the structure and drive we needed to stop talking and start making progress.”

Gemma Mitchell

Indepdenent Consultant & Integrated Systems Curator at PE

“AI stopped being theatre. With Yopla, it’s embedded in our workflows, from forecasting to training, and it actually drives results.”

Dave Kendrick

CEO at UHY Manchester

“AI stopped being theatre. With Yopla, it’s embedded in our workflows, from forecasting to training, and it actually drives results.”

Dave Kendrick

CEO at UHY Manchester

FAQs

We’ve Got the Answers You’re Looking For

Quick answers to your AI automation questions.

How will Yopla help my business grow?

Why is HubSpot at the heart of what you do?

What difference does AI really make?

Isn’t change messy and disruptive?

What kind of support do I get with Yopla?

How will Yopla help my business grow?

Why is HubSpot at the heart of what you do?

What difference does AI really make?

Isn’t change messy and disruptive?

What kind of support do I get with Yopla?

Let AI, Automation And CRM Do The Work, So You Can Scale Faster

Book a Call Today and Start Automating

Book a free call

Book a free call