Open a customer and see the whole relationship
Open a customer to see activity, contacts, deals, projects, and notes together. Pick up the relationship without digging through texts, voicemail, and a notebook.
Customer CRM connected to the work you deliver
Scoped is customer CRM for service businesses: companies, contacts, notes, deal amounts, and linked jobs in one shared workspace. Open a customer before you call back and start from the history, not from memory.
- Every customer, one page
- Notes, quotes, and jobs
- Free for one person
The whole relationship, one page away.
A customer’s page is where the quotes, the jobs, and the details you’d otherwise keep in your head live together, so anyone on the team can pick up the phone ready.
See the pipeline
Remember the details that win the next job
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.
Keep the work tied to the customer
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.
Ask your assistant about a customer before you call.
Connect Claude Code or Codex to your workspace and it reads the same customer page you do. It answers from the history, and anything it posts is recorded under your name.
Note on the kitchen remodel that Marisol wants the patio quoted before spring.
It posts the comment on the kitchen remodel, recorded under your name, so whoever calls Marisol next sees it with the job.What have we done for Harbor Street Cafe, and what’s still open?
It reads the customer’s projects and quotes and answers with the jobs you’ve finished, the kitchen remodel under way, and the cooler repair quote still waiting.Before I call Marisol back, what did she ask for on the last job?
It reads the kitchen remodel’s comments and the customer’s notes and tells you about the backsplash tile swap and the front of house staying open.
Each person approves their own connection and can revoke it at any time; a read-only connection can’t change anything. How assistant updates work.
Be ready for the next call.
Say Harbor Street Cafe calls in the spring about the patio. The customer’s page carries you from the first quote to the repeat job.
Create Harbor Street Cafe and add your contact, Marisol.
Keep the walkthrough notes and the kitchen quote with the company.
Open the same page months later to check the last job before you quote the patio.
A customer record your team can work from.
Use Clients to carry the relationship from the first conversation through each project and the next sale.
What belongs on a customer record?
Add the company and its contacts, then keep useful notes, linked deals, and projects together. A returning customer uses the same record, so the next owner can find earlier work and decisions. The Clients guide explains how to create and maintain that history.
Who can see customer information?
Customer and work records are shared with all members of the workspace. Free is for one person; Plus includes 3 people and Pro 10, and either takes more at $9 a month each. A team assignment does not make a customer private from other workspace members. Review team access and plan limits before inviting people.
How does the customer stay linked to delivery?
Link the deal to its company. Changing it to Won in the pipeline or All deals table offers project creation; confirm the project to carry the customer and deal links into delivery. You can follow those links from Projects back to the original relationship. Read the deal-to-project guide.
A customer history the whole team shares.
Scoped is where the customer and the work live together, so everyone, including your AI assistant, answers from the same history.
One record from first call to finished jobCustomers, quotes, and jobs live together. The won quote becomes the job with the customer attached, so nothing is retyped between the sale and the work.Your AI assistant, on the real workConnect the assistant you already use to the one workspace you pick. Every change it makes is recorded under the person who authorized it, and you can revoke it at any time.Your records stay yoursExport your whole workspace whenever you want it, with no ticket and no waiting. What an export contains, and what it leaves out, is documented.Priced for the business you runFree for one person, and your first workspace gets 30 days of Pro with no card. Paid plans are priced per workspace with people included; more join for $9 a month each.
Works with the assistant you already use, and your data comes with you.
Connect ChatGPT, Claude, Grok, or Gemini to the one workspace you pick, and it works from the same customers and projects your team does. Bring your work over, and take it with you whenever you want.
“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.
Bring your dataMoving from another tool? We’ll help you bring projects and issues over from a CSV export.Export anytimeYour whole workspace, whenever you want it, with documented boundaries.Scoped ConnectComing soon: the desktop app that keeps your records on a database you control.
All integrations Next spring, they call back. You start from the history.
Free for one person. 30 days of Pro on your first workspace, no card.