When CRM and project management belong together
CRM holds the customer relationship and sales opportunity. Project management holds the delivery plan, owners, decisions, and progress. Putting them together is useful when the people selling work need to pass their context to the people doing it.
Scoped is CRM and project management for service businesses that want customers, deals, and delivery in a shared workspace. It suits teams whose main gap is losing context between a conversation and a job.
If the main problem is dispatching technicians, optimizing routes, sending estimates for signature, or collecting payments, make those requirements part of the selection first. You may need a dedicated field-service, estimating, or invoicing tool alongside your customer and project record.
Seven questions to answer before you choose
Ask a vendor to demonstrate these details with a sample engagement from your business. Check the result yourself; a feature name rarely explains its limits.
| Requirement | What to check | How Scoped fits |
|---|---|---|
| Customer history | Can the next person find the contacts, agreed scope, notes, and earlier jobs without asking the owner? | Company and contact records connect notes, deals, and projects. Start from the customer to find related work. |
| Sales handoff | What happens when a deal is won? Check which details carry forward and which still need a decision. | Moving a deal to Won offers project creation. You review and confirm the project, retaining the customer and deal links. |
| Team access | Who can see the records? Does delivery need shared access, private client spaces, or separate customer logins? | Workspace members share visibility of workspace records. Client guest access and private project spaces are not included. |
| Pricing basis | Compare total cost for your team, billing interval, record limits, and any separately paid tools. | Cloud plans are priced per workspace, with included people and plan limits. External assistant charges are separate. |
| Estimates and invoices | Do you need to generate an estimate, send it for signature, invoice the customer, or collect payment? | Scoped records deals and quoted amounts. Keep an estimating or invoicing tool for documents, signatures, invoices, and payments. |
| Scheduling and dispatch | Is a project date enough, or must the tool book appointments, assign field visits, and plan routes? | Scoped tracks project work, owners, and dates. Use a dedicated scheduling or field-service tool when dispatch and routing are essential. |
| Data export | Can you download a usable export? Review what it includes and what you must retain elsewhere. | A workspace owner can download a portable JSON export. Authentication, agent permissions, and externally hosted file contents are not included. |
See how client records, the sales pipeline, and projects connect. For the exact handoff steps, read the won-deal guide.
Count the workspace and the tools around it
Compare the price for the people who need access today and after your next hire. A per-person price and a workspace price can look similar until the team grows. Then check record limits and the cost of tools you still need.
- Free: $0 USD per workspace per month, with up to 3 people and 2,000 active records. No payment method is required.
- Plus: $15 USD per workspace per month, with up to 3 people and unlimited active records. Annual billing is $144 USD per year, equivalent to $12 per month.
- Pro: $49 USD per workspace per month, with up to 10 people and unlimited active records. Annual billing is $492 USD per year, equivalent to $41 per month.
An account’s first Cloud workspace gets a 30-day Pro trial without a card; later workspaces start on Free. At the end of the trial, the workspace moves to Free and existing work stays readable and editable. Limits apply to new records, people, assistants, and paid feature creation. Review current plan features and terms before choosing.
Scoped subscription billing pays for Scoped. It does not invoice your customers. A connected AI assistant runs in its own tool, and its model or execution costs are separate. You can use Scoped without connecting an assistant.
Test one complete handoff with your team
- Prepare a sample engagement. Use fictional customer details and an agreed scope, quoted amount, and promised date. Keep real customer data out of an evaluation workspace until you have decided how access will work.
- Record the relationship and opportunity. Add the customer and contacts, then a deal. Have someone other than the person who entered it find the scope and latest promise.
- Hand it to delivery. Move the deal to Won and review the offered project form. Confirm creation, check the links, and assign the first pieces of work. Use the handoff checklist to find omissions.
- Check access and ownership. Invite a teammate and confirm they can find the same records. Make sure shared workspace visibility fits the information you plan to keep there.
- Try leaving with the data. Download an export using the owner account and review its omissions. Check that you can retain the files and documents hosted in other tools too.
You have a useful result when the delivery owner can explain what was sold, who owns the next action, and what would stop the work from starting. If those answers still depend on a separate conversation, adjust the workflow before adding more projects.
Sources and next steps
Prepared by the Scoped editorial team. Product details were reviewed against the following guides and published terms on September 25, 2026. Use the Help Center for current operating instructions.
- Manage companies, contacts, and notes
- Turn a won deal into a project
- Scoped Cloud pricing and limits
- Export your data
Read next: A sales-to-project handoff checklist.