A revenue-operations and customer-success workforce that joins your CRM, billing, support and product data into one source of truth — and acts on it.
A revenue-operations fleet that recovers failed payments behind a send gate, fuses usage, support and billing into an early churn read, triages support into clean Jira issues and reviews order forms and DPAs — built on the live platform's revenue-operations spine.
The work lives in the seams
A SaaS business keeps its truth in pieces — pipeline in the CRM, money in billing, tickets in the help desk, roadmap in the tracker, health scores half-synced — so renewals get missed, dunning leaks, and churn risk shows in product usage weeks before the CRM notices.
Your stack today
Real software, wrapped as tools your agents can use — no rip-and-replace. Any system not listed is wrapped to order.
From your systems to your agents
We wrap each system as a clean, named tool at the MCP boundary — so a specialist sees tools, not vendor APIs, and one system breaking never cascades into the rest.
The specialists for technology & saas
Named agents for this sector — each a transferable function, grounded on a specialist already running live in the fleet.
Dunning & Failed-Payment Controller
Watches for failed charges and ageing invoices, sequences escalating recovery outreach in the company voice, updates CRM and ledger as payments land and escalates stuck accounts, all behind a send gate.
Modelled on Sarah · Credit Control Specialist (Legacie)
Renewal & Churn-Risk Analyst
Fuses product usage, support history, billing status and CRM signal into a health read per account, surfaces renewals at risk ahead of the date and hands the success owner a briefed account with the open tickets.
Modelled on Georgia · Business Intelligence (WH Scott)
Support Triage & Engineering Hand-off
Classifies inbound tickets, drafts grounded first replies from docs and account context and converts genuine defects into well-formed Jira issues — treating every inbound as untrusted, never holding a send button as the classifier.
Modelled on Henry · Blocks Support Agent (Legacie)
Pipeline & Forecast Analyst
Keeps the CRM honest — flags stale deals, missing next steps and slipping close dates — enriches opportunities from call intelligence and assembles a board-grade forecast read on a standing schedule.
Modelled on Georgia · Business Intelligence (WH Scott)
Contract & Document Reviewer
Reviews inbound order forms, MSAs and DPAs against standard positions, flags non-standard liability, term and data clauses for legal and keeps a clean contract register with versions and approval trail.
Modelled on Hugo · Construction Support Manager (Legacie)
What the fleet does
A governed specialist for each job — each allowed exactly one role, each gated, attributed and audited. We never put judgement and a send button in the same box.
Failed-payment and dunning recovery
Credit ControllerWatches for failed charges and ageing invoices, sequences polite, escalating recovery outreach in the company voice, updates the CRM and ledger as payments land, and escalates the genuinely stuck accounts with the history attached — all behind an approval gate on external sends.
Outcome. Involuntary churn and dunning leakage recovered systematically instead of slipping through between billing and sales.
Renewal and churn-risk early warning
Business AnalystFuses product usage, support history, billing status and CRM signal into a single health read per account, surfaces renewals at risk ahead of the date, and hands the success owner a briefed account with the reasons and the open tickets.
Outcome. At-risk renewals flagged early with the evidence, not discovered the week the contract lapses.
Support triage and engineering hand-off
Support ConciergeClassifies inbound tickets, drafts grounded first replies from docs and account context, and converts genuine defects into well-formed Jira issues with reproduction detail — treating every inbound message as untrusted and never letting the classifier hold a send button.
Outcome. Faster, accurate first responses and clean, deduplicated bug reports reaching engineering instead of raw ticket noise.
Pipeline hygiene and forecast intelligence
Business AnalystKeeps the CRM honest — flags stale deals, missing next steps and slipping close dates — enriches opportunities from call intelligence, and assembles a board-grade pipeline and forecast read on a standing schedule.
Outcome. A forecast the leadership team can trust, built from a CRM that stays clean without manual nagging.
Order form, MSA and DPA review
Contract & Document ControlReviews inbound order forms, MSAs and DPAs against your standard positions, flags non-standard liability, term and data clauses for legal, and keeps a clean contract register with versions and approval trail.
Outcome. Deals move faster with the risky redlines surfaced early and nothing slipping through unreviewed.
No client named here — only what we’d build
Built on the live platform's revenue-operations spine — credit control, cross-system BI and contract review that Usermode runs in production for Legacie and WH Scott Group. The SaaS stack is a swap of integrations (Stripe, Salesforce, Zendesk, Jira) onto the same governed, audited fleet.
Every agent above is grounded on a specialist already running live in the fleet — the same patterns, wrapped onto your systems.
Give us a job description. You get a tested agent.
Brief it like you would a new hire. We build it, test it against your reality until the evals are green, ship it in 14 days — then keep adding features so your agents always stay ahead.
- Role
- Dunning & Failed-Payment Controller
- Owns
- Watches for failed charges and ageing invoices
- Good looks like
- Its one job done every day, to a standard we test before it ships.
- Never
- Send or commit anything external without a human approval.
- 1Build
Systems wrapped as MCP tools. One job, one gate.
- 2Test
Golden traces + shadow mode behind a reply whitelist.
- 3Ship
Live on your channels in 14 days — governed and audited.
- 4Iterate
Monthly evals + new features, so it stays ahead.
Sarah
Dunning & Failed-Payment Controller
- Golden traces passing
- Approval gate on every external send
- Attributed + audited
“An agent you cannot test is not a product. It is a rumour with API access.”
See how we workPut your technology & saas operation on autopilot
Start with a £2,500 AI Readiness Audit on your stack — a ranked map of where the integration tax costs you most, fully credited against any engagement.