The Scoped platform
A quote sits for three days.
The customer books someone else.
Scoped holds every customer, quote, and job in one place: what you promised, what it is worth, and who is on it tomorrow. Nothing waits on someone remembering. This is how businesses like yours run now.
Create a workspaceClients CRM
Keep companies, contacts, deals, and notes beside the jobs you run. Scoped gives a small business one shared history of every customer relationship.
02Sales pipeline
Track every quote on a drag-and-drop board, rename the stages to match how you work, and turn a won job into a project with the customer already linked.
03Projects & initiatives
Organize issues, ownership, projects, and initiatives in Scoped. Keep the customer and the won quote in view while your crew plans and finishes the work.
04AI agents
Give the AI assistants you use authorized access to Scoped through MCP. They read your customers and current work, and bring attributable updates back.
MCP connections
Connect the AI tools you already use to Scoped, so they work from your real customers and jobs — with access you grant and can revoke.
02Codex
Connect Codex to Scoped through MCP and OAuth. Give coding work project context, retrieve recent activity, and return progress to the shared plan.
Contractors
Painters, electricians, and general contractors keep every call, quote, and job in one workspace. Scoped connects the callback you owe to the work your crew is running.
02Retail shops
Small shops keep custom orders, supplier follow-through, and regulars in one workspace. Scoped holds every promise made at the counter where the whole shop can see it.
03Photographers
Keep inquiries, bookings, shoots, and delivery in one workspace. Scoped connects the message you nearly missed to the gallery you send and the client who books again.
04Sales to delivery
Carry a won quote straight into the work with Scoped. Keep the company, deal, notes, and project connected so nobody starts the customer record over.
05Freelancers
Manage freelance inquiries, client notes, and delivery in one workspace. Scoped connects the work you sell to the work you finish.
06Agencies
Keep an agency’s client relationships, open opportunities, and live projects connected. Give every teammate the same context and a clear owner for each next step.
07Consultancies
Carry what you learned in the first meetings into the engagement. Scoped connects client notes, deals, projects, and initiatives across the whole relationship.
A clear place to begin.
Find practical guidance for the next step in the Help Center.
- Getting started
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