Scoped
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Agency project management and CRM, from pitch to launch

The studios winning your pitches aren’t smarter. They’re organized, and they answer first. Scoped keeps the client, the pitch, and the project on one record, so what you sold is what gets built, and your team and your AI assistant both work from it.

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  • Set up in an afternoon
  • Free for 3 people
  • Won pitches become projects
Two colleagues lean over a studio table covered in printed pattern samples, a laptop open between them

From the chemistry call to launch day, on one record.

The pitch, the project it becomes, and every scope change in between stay attached to the client, so the account lead, the producer, the creative team, and your AI assistant all work from the same page.

Reply to the brief while the client is still shortlisting

Every inbound brief goes on the board the day it arrives, in stages you name: Inbound, Chemistry call, Deck sent, Won. The deck goes out from your own design tools; the budget, the chemistry-call notes, and the history live on the card. The board shows $140,500 out and the $16,500 annual report that’s been quiet for eight days, so your follow-up goes out while the client is still deciding who makes the shortlist.

Answering first doesn’t stop at the win. Say a retainer client calls at 4:40 on a Thursday about “that thing from March”: the landing-page variant they asked for, then went quiet on. On a lot of teams that call turns into a search through old chat threads and “let me check and get back to you.”

In Scoped, the client’s page holds the whole history: contacts, every pitch and its budget, notes, and every project you’ve delivered for them, each with its comments. Whoever picks up reads the March note, sees the variant was parked pending the client’s sign-off, and answers on the call. That’s a CRM for agencies that doesn’t stop at the pitch.

See the sales pipeline

Try it: drag the $64,000 card to Won.

The pipeline for a brand studio, with each pitch’s budget on its card and the stages named the way the studio pitches.

Build what you pitched

The Solberg Audio launch is won on a Friday for $64,000. The deck promised a brand film, three social cutdowns, a landing page, and the launch campaign. The client’s brief is a starred note on their page, so it’s the first thing anyone opens.

One click turns the won pitch into the project, with the client attached. The brief, the budget, and the pitch notes stay linked, so the producer breaks it down against what was actually sold: kickoff and brief, brand film, social cutdowns, landing page, launch campaign. Every phase has an owner and a status. On Pro, when a launch outgrows one project, split the web, video, and campaign work into their own projects and group them under one initiative. On Plus and Pro, retainer work can run in cycles: two-week pushes with an owner on every task. The Focus view shows each person what’s waiting on them, which is what project management for marketing agencies mostly comes down to: who owns the next step.

Scope will change. When the client asks for a fourth cutdown, the answer goes on the phase as a comment: agreed as an add-on, outside the original scope. Six weeks later, when someone asks whether it was in the budget, the answer is on the project, not in a PDF nobody opened after kickoff. When the launch ships, archive it, and the client keeps the history for the next brief.

See Projects & initiatives
Two people pin up and point at hand-drawn wireframe sketches taped to a sunlit wall, one holding a coffee mug
A launch project made from a won pitch: the client at the top, an owner and a status on each phase, and the add-on noted where it lands.

Bring your AI assistant to Monday standup

Sunday night. The account lead wants to walk into standup knowing where three client projects actually stand. She asks the assistant she already uses what’s blocking the launch, the retainer, and the rebrand. It reads the same projects the team does and answers with the open phases, who owns each, and the comment that explains the hold-up. Then it posts her standup note on the launch: the cutdowns wait on the client’s music sign-off, and Ade owns the next step.

Connect Claude Code or Codex to the one workspace you pick, and approve what it’s allowed to do. It can search clients, pitches, and projects, pull a client’s history, summarize where work stands, find the pitch that’s gone quiet, post a comment, or update the fields you’ve allowed, like a phase’s status. A read-only connection can’t write at all.

Every change it makes is recorded under the person who authorized it and the connection it came through, so the standup note reads as the account lead’s, via Codex. Revoke the connection anytime and its access stops. Scoped doesn’t run the AI. It’s the shared record the assistant works from, with permissions you control.

See AI assistants
A woman works on a laptop at a table by the window in the evening, lit by string lights and houseplants
A project’s activity: the assistant’s standup note, recorded under the account lead who authorized it and the connection it came through.

The pitch and the production, on the same page.

When new business lives in one tool and delivery in another, the gap between them is where scope goes missing. Scoped closes it, so the account lead who sold the work and the producer who runs it are reading the same brief.

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 Claude Code or Codex 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 three people, and your first workspace gets 30 days of Pro with no card. Paid plans are priced per workspace, not per seat.

What agencies and studios run on Scoped

The same record, set up for the shapes your work comes in: the retainer that runs all year, the new client who needs a clean start, and the launch event with a date that won’t move.

Client retainersEach month’s deliverables owned, and every renewal on one board.Client onboardingThe signed deal becomes the onboarding, with the client attached.Event planningInquiries, proposals, and every event from venue to wrap-up.

How studios like yours run it

A packaging studio, a performance agency, and a web studio: their stages, how a project breaks down, and what they ask their assistant.

Packaging on the printer’s schedule

A nine-person brand and packaging studio

The studio’s packaging work runs on the printer’s dates. Say the printer moves a press check to next Thursday: the new date goes on the packaging phase as a comment, and the designer who owns the dielines reads it on her own phase. Every range the client has printed stays on their page as its own project, ready for the reorder.

  • Stages: Inbound, Chemistry call, Pitch presented, Won
  • Each rebrand runs discovery, concepts, refinement, packaging, guidelines
  • The account lead asks: which packaging phases have a press check this month, and who owns each?

Retainers that run in two-week cycles

A six-person performance marketing agency

The agency keeps each retainer client as one project and plans the month in two-week cycles. Say the monthly client call is at 10. At 9:40, the strategist opens the retainer project from the client’s page and reads what shipped in the last two cycles, who owned it, and the comments where the client pushed back.

  • Stages: Referral, Account audit, Proposal out, Signed
  • Each cycle runs brief, build, launch, and review, one owner each
  • The owner asks: which retainer clients haven’t had a comment this month?

One launch, three teams, one initiative

An eight-person web and digital studio

The studio groups a client’s site rebuild, launch film, and campaign as three projects under one initiative, so the producer sees the whole launch while developers, editors, and the campaign lead each own their strand. Say the client asks where things stand. The producer answers from the initiative instead of calling three leads.

  • Stages: New brief, Chemistry call, Proposal sent, Won
  • Each launch is an initiative: website, launch film, and campaign projects
  • The producer asks: what is waiting on the client across the whole launch?

Works with Claude Code and Codex, whichever your studio already uses.

Two named setup paths for AI assistants, each maintained and tested, plus your whole workspace to export whenever you want it.

Claude CodeAdd Scoped to Claude Code, sign in once, and it works in the one workspace you picked.CodexAdd Scoped from the Codex command line, then approve the connection in your browser.Bring your dataImport projects and issues from a supported CSV export, with a note of anything that didn’t come across.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

Answer the brief first. Ship what the deck promised. Keep the client.

Next Tuesday, the brief that came in Monday night is on the board with a reply out before 10. The retainer client asking about March gets an answer on the first call. The launch you won Friday is already a project with an owner on every phase, and standup starts with the answer instead of the search. Scoped takes an afternoon to set up.

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