Scoped is CRM with project management built in. The customer record, the pipeline, and the work share one page: when a deal is won, Scoped offers the project with the customer and the deal already attached, so what sales learned comes along. Every piece of work has an owner and a next action, and the assistant you connect reads the same record your team does.
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.
Not when the same team sells the work and delivers it. A CRM holds the relationship and the opportunity: who the customer is, what was discussed, what was quoted, and where the deal stands. A project management tool holds the execution: the phases, the owners, the dates, and what is blocked. Run them as two products and the handoff between them is where the customer’s story gets lost.
Scoped connects those records instead. The won deal becomes the project on the same customer, so the notes, the amount, and the contacts are one link away when delivery opens it. Read when you need both a CRM and project management, then see how to hand a won deal to delivery without a kickoff spent reconstructing it.
Each part shares the same customer history. Move a deal to Won in the pipeline and confirm the offered project to carry its customer and deal links into delivery.
The same record, in your industry’s words: the stages you name, how a job breaks down, and the question your assistant answers first.
Scoped connects the customer record, the opportunity, and the work your team agrees to deliver.
The best fit is a CRM whose won deal becomes the project on the same customer record, so delivery starts with what sales already learned. Scoped is built for teams that sell the work and deliver it: the customer, the pipeline, and the work share one record, with an owner and a next action on every piece of work. A company with a separate sales organization and deep forecasting needs may still want a dedicated CRM beside it.
Workspace members share the customer and work records. Free is for one person; Plus includes 3 people and Pro 10, and either takes more at $9 a month each. Free has 2,000 records, while Plus and Pro have unlimited records. Paid plans are priced per workspace. Compare all limits.
Scoped tracks deal amounts and project work. Use your existing tools to write and send estimates, collect signatures, invoice customers, take payments, and schedule or route service visits. Scoped billing pays for your workspace subscription. See the buying guide for the boundaries to compare.
Your assistant runs in its own tool, such as Claude Code or Codex. Scoped supplies the records and accepts the updates you authorize; it does not host or schedule agent execution. Connecting one is optional. Read how assistant access works.
Start with your current customers and work. Free for one person, with 30 days of Pro on your first workspace and no card.
