Built for the work you actually do.
Operato works for agencies, freelancers, consultants and small businesses, anyone managing clients, projects and ongoing work that needs to stay connected.
Run multiple clients without losing visibility.
Managing a portfolio of clients means tracking dozens of moving parts simultaneously: campaign performance, delivery, client health, team workload and profitability. Operato connects these into one operating view so your leadership team can see what is on track and what needs attention, without pulling reports from five different places.
- →Client health scores across your full portfolio
- →Churn risk signals before a client relationship deteriorates
- →Campaign performance from Google Ads and Meta in context
- →Team workload and capacity alongside delivery status
- →Client profitability and retainer margin
- →AI-assisted actions with approval before execution
Keep your client work organised without the overhead.
Running client work as a freelancer means wearing every hat at once. Operato gives you a clear picture of where every client and project stands, what is coming up, and where you need to follow up, without building a complicated software stack around yourself.
- →See all active clients and projects in one view
- →Track task progress and upcoming deliverables
- →Monitor campaign performance without switching tabs
- →Know which client relationships need attention
- →Keep reporting and communication in context
Keep multiple engagements clear and moving.
Consultants often manage several complex engagements at once, each with its own stakeholders, deliverables and timeline. Operato gives you one place to track work status, client health, communications and follow-ups across all of them.
- →Projects and tasks tied to each engagement
- →Client health indicators per relationship
- →Notes and context alongside delivery data
- →Task and follow-up management
- →Financial visibility per engagement
The operational clarity of a larger team, without the overhead.
Small businesses and owner-operators often have the same operational complexity as larger organisations, including clients, projects, performance targets and financial tracking, but without a dedicated operations or analytics team. Operato surfaces what matters so you can make decisions without spending hours gathering information.
- →One view of clients, projects and performance
- →Financial health and margin visibility
- →AI-assisted insights without needing a data analyst
- →Integrations with the tools you already use
- →Clean reporting without manual spreadsheets
Built around the problems you are solving.
Operato is built around operational problems, not product categories.
Reduce client churn
Surface relationship risk signals before clients decide to leave. Churn risk and health scores give you time to act.
Understand client profitability
See which client relationships are profitable and which are consuming margin. Make informed decisions about your portfolio.
Automate reporting
Stop spending Fridays building reports manually. Pull campaign and business data together and generate reports without the manual work.
Manage campaign performance
Bring Google Ads and Meta Ads performance into the same view as client health and delivery, so underperformance does not get missed.
Keep client work on track
Projects and tasks connected to each client relationship, with delivery status visible alongside health and performance.
See team capacity
Know where your team is stretched before someone burns out or a deadline slips. Make resourcing decisions based on real workload.
Centralise client information
One place for everything related to a client: health, projects, performance, financials, notes and actions.
Use AI with human review
Let Operato analyse connected context and prepare recommended actions for your team to review.