Set up the way your business runs.

Scoped is one record for the customer and the work. Here is how it looks at your stage, for the work you need done, and in your industry.

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From the first hire to the whole company.

StartupsYour first customers and pilots, from intro to renewal.Read more EnterprisesUnlimited people and assistants, still one record.Read more

The work you sell, and how it gets delivered.

Each page shows the board, the job it becomes, and what you can ask your AI assistant about it.

EcommerceThe wholesale and custom work your store wasn’t built for.Read more General contractingBids, builds, and every trade on one record.Read more Home servicesEstimates, jobs, and the customers who call back every season.Read more Event planningInquiries, proposals, and every event from venue to wrap-up.Read more Consulting engagementsProposals, workstreams, the Friday status, and the follow-on.Read more Client retainersEach month’s deliverables owned, and every renewal on one board.Read more Property managementOwners, buildings, and every turnover on one record.Read more Wholesale & B2BWin the account, ship the first order, own the reorder.Read more Custom ordersMade-to-order work, from the first sketch to the doorstep.Read more Client onboardingThe signed deal becomes the onboarding, with the client attached.Read more

Same record. Your words.

Each page shows the stages a business like yours names, how a job breaks down, and the one question your AI assistant answers first.

A man takes a phone call at his desk by a bright window, laptop open and a microphone beside it

SoftwareSell the build, ship what you scoped, keep the customer.See the setup

A woman in a plaid blazer on a laptop video call at a long wooden table in a bright office, a flip chart behind her

FintechCustomer and partner deals, and the integrations you deliver.See the setup

A server in a black suit offers a tray of canapes to an older guest at a daytime event beside tall windows

HospitalityAnswer the event inquiry first, then run the night you sold.See the setup

A shop owner in an apron checks her phone at the front counter, framed by leaves and flowers in the doorway

Retail & special ordersEvery promise at the counter, kept.See the setup

A carpenter in a dusty T-shirt grins at his phone and raises a fist among stacked lumber in a wood shop

Construction & tradesQuote before the other bid goes out.See the setup

A craftsman in a cap and apron studies a small part in his hands at a cluttered workbench under a large grid window

ManufacturingEvery RFQ quoted, every job run to the approved revision.See the setup

A woman in a black jumpsuit opens a deep drawer in a bright, minimal kitchen with pale cabinetry

Real estateLeads, listings, and the past clients who come back.See the setup

A consultant sketches a process diagram on a whiteboard while two colleagues watch from a meeting table

Professional servicesRemember week one in week six.See the setup

Two colleagues lean over a studio table covered in printed pattern samples, a laptop open between them

Agencies & studiosBuild what you pitched.See the setup

A photographer in a blush blazer leans in to capture a bride on her phone at a garden wedding as the groom looks on

Creative servicesCatch the inquiry before it scrolls away. Deliver on time.See the setup

Somebody already quoted that job. Make sure it’s you.

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