Scoped is CRM and project management for teams that sell the work and deliver it, from agencies and consultancies to contractors and remodelers. Win the quote or proposal and Scoped offers the project with the customer already attached, for your team and any AI assistant you connect.
Pick your business. Follow a lead to Won, the project you confirm with the customer attached, and an update from a connected AI assistant.
Choose your business
Agencies & studios, illustrated: a new lead lands on the board, the product launch deal moves to Won, Scoped creates the project with the customer and amount attached, and an AI assistant posts an update recorded under the person who authorized it.
Each tool you use knows one piece of the work, and none of them talk to each other. So someone on the team becomes the connection, retyping the same customer and carrying the rest in their head.
The lead came in by text or email. The quoted amount lives in a spreadsheet only one person updates.
The lead is a card on your pipeline with the customer and the quoted amount on it, so anyone on your team can see what’s out and what’s gone quiet.
The customer says yes. Someone retypes it into another app, and the notes from the walkthrough or the discovery call stay in one person’s notebook.
Move the quote or proposal to Won and Scoped offers the project with the customer and amount linked. Give every phase an owner, and log the change order or add-on on the phase it touches.
A year later they call about the next job or phase two. The history is somewhere in old texts, email threads, and last year’s spreadsheet.
Open their page: the notes you starred, every quote or proposal, every project, and the activity in order. Finished work is archived, not deleted.
Clients, the pipeline, projects, and your AI assistant share the same customer history, so nothing is retyped between them.
Same record, your words: quote and job for a contractor, proposal and engagement for a consultancy, pitch and launch for an agency. Pick yours to see its stages, how the work breaks down, and the question your assistant answers first.
Connect the assistant you already use. It reads the customer, what was agreed, and where each phase stands, then posts the updates you allow, recorded under the person who authorized it. Ask it to brief Monday’s standup or flag what’s waiting before the site meeting. Revoke its access in Settings.
An example: before standup, Maya asks an assistant to catch up on the Solberg product launch. The assistant reads SOL-24, finds the social cutdowns waiting on the client’s music sign-off, and posts the next steps to Scoped under Maya’s authorization. Ade sees the update in the issue’s activity and takes the follow-up.
In your browser, on any device, on a managed database. Nothing for you to run.
The desktop app that keeps your records on a database you control. Free, with unlimited records and assistants. Coming soon.
Your whole workspace, whenever you want it. No ticket, no waiting on anyone.
Import projects, issues, and cycles from a supported CSV export when you start, with a note of anything that didn’t come across.
Connect ChatGPT, Claude, Grok, or Gemini to your workspace. You approve what it can see and change, every update is recorded under the person who connected it, and you can switch assistants without moving a single record.
How connecting works
“Which quotes over $10K have gone quiet for more than a week?”
ChatGPT read the pipeline and left a follow-up note on two deals.
A native Mac app for the same customers, quotes or proposals, and projects, made for the keyboard.
The whole record in one window, made for the keyboard.
Requires macOS 26 or later.
Download for MacA shared customer record is useful when the people selling the work also need to see it delivered.
Create a Cloud workspace, invite your team, add a customer, and record a live opportunity on the pipeline. Then add the work you are delivering. You can start in your browser and connect an assistant later. Follow the workspace setup guide.
Changing a deal to Won in the pipeline or All deals table offers a project with details filled in. You review and confirm its creation, then add the work and owners. The project keeps its customer and deal links. Use the sales-to-project handoff checklist to carry the promises into delivery.
Start with the handoff your business needs: customer history, sales follow-up, delivery ownership, and team access. Compare those needs with your estimating, invoicing, and scheduling tools in our CRM and project management buying guide, then check the workspace plans.
The person who called. The detail that shaped the quote. The job that followed. Keep all of it on one page.
The person who called. The detail that shaped the quote. The job that followed.
Open a customer to see activity, contacts, deals, projects, and notes together. Pick up the relationship without digging through texts, inboxes, and a notebook.
Capture notes against a customer and link them to a project when useful. Favorite the details you come back to, from the gate code to the quote they asked about last spring.
Projects show their company and deal. Move a deal to a different company and its linked projects follow, so the record stays right when plans change.
Deal to project
A relationship with Harbor Street Cafe, from the first quote to a repeat customer.
Create Harbor Street Cafe and add your contact, Marisol.
Keep the walkthrough notes and the lighting quote with the company.
Open the same page months later to check the last job before quoting the patio.
Scoped is intentionally focused. Here is exactly what it does today, and what it leaves to the tools you already have.
Visit the Help CenterNo. If you can drag a card across a board, you can run Scoped. Connecting an AI assistant is optional, and the setup is guided when you decide you want one.
Yes. Every company and contact gets a page with notes, deals, projects, and a dated activity feed. Quotes and proposals move across a board with stages you name, and when you win one, Scoped offers to start the project with the customer’s details already filled in. The project stays linked to the customer and the deal it came from.
No. Scoped does not run your agents. You bring the assistant you already use; it runs in its own tool and works from your Scoped record under the permissions you grant. Every change it makes is recorded with the authorizing person and connection source, and you can revoke its access at any time.
Scoped Cloud keeps it for you in the United States, so there is nothing for you to run. Scoped Connect, the desktop app that keeps your records on a database you control, is coming soon. When you connect an outside assistant, the information it retrieves may also be processed by that assistant’s model provider.
Yes. Export your whole workspace whenever you want it. Finished work is archived rather than deleted, so the history is still there when a customer calls back, and we can help you bring existing projects and issues over from a CSV export when you start.
No. Scoped tracks your customers, the amounts you’ve quoted or proposed, and the work you deliver. It does not write or send quotes or proposals, collect signatures, track time, invoice customers, or take payments. Keep your estimating, proposal, or invoicing tool, and use Scoped as the customer and project record.
You don’t have to move everything on day one. Start with the customers you’re working with now and the quotes or proposals that are out. The rest can follow.
Free for one person. Your first workspace gets 30 days of Pro, no card.
For standup: the cutdowns wait on the client’s music sign-off. Ade owns the next step.
Posted by the assistant, recorded under Maya Brooks