ClipSurface

Ready-made solutions for fast, risk-free transformation

Deploy proven playbooks for revenue, IT, finance, and supply chain teams. Each solution packages best practices, SLAs, and governance so you can launch quickly—and scale confidently.

Solution catalog

RevOps Pipeline Hygiene

Automate lead qualification, enrichment, and routing. Prevent duplicates, ensure timely follow-ups, and keep pipeline stages accurate.

IT Incident & Change

Standardize incident triage and change approvals with dynamic risk scoring and automated stakeholder notifications.

Finance Invoice-to-Pay

Digitize invoice intake, coding, and approvals. Reconcile purchase orders, detect anomalies, and export clean entries to the ledger.

Supply Chain Exceptions

Identify delays, automate escalations, and coordinate vendors. Gain end-to-end visibility to keep orders flowing.

Customer Support Escalations

Route cases by priority and skills, trigger knowledge suggestions, and log every handoff for accountability.

Expected outcomes

  • Faster time-to-value with templates and guardrails
  • Lower operational risk via standardized workflows
  • Higher data quality across systems
  • Measurable ROI through reduced cycle times
  • Auditable execution with clear ownership

Customer stories

“The RevOps solution closed our lead-response gap and increased SQOs by 24% in two months.”

Michael Robson — VP Growth, Melbourne

“Finance now processes invoices 48% faster with fewer errors and full audit logs.”

Emily Foster — Finance Controller, Adelaide

Resources for success

  • Step-by-step implementation guides
  • Playbooks and checklists by role
  • On-demand webinars and deep dives
Explore the Resource Library

Let’s tailor a solution to your goals