Scoped
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Win the pitch. Run the project. Keep the client on one record.

The client, the pitch, the signed SOW, and the project it becomes, on one record, with nothing retyped between the win and the kickoff.

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  • Start with your current clients
  • Free for one person
  • Confirm a project from a won pitch
Two colleagues lean over a studio table covered in printed pattern samples, a laptop open between them

Scoped is CRM and project management for small agencies and studios. The client, every pitch and its budget, the signed SOW, the project it becomes, and the next action with its owner sit on one record. When a pitch is won, Scoped offers the project with the client and scope attached, and a person confirms it. The account lead, the producer, the creative team, and your assistant read the same page.

From the first brief to launch day, every client in one place.

The pitch, the statement of work, the project it becomes, and every change request in between stay attached to the client. That is agency client management done right: the account lead, the producer, the creative team, and your AI assistant all read the same page, and agency project management runs with the CRM record beside it instead of in a second tool.

Reply to the brief or RFP while the client is still shortlisting

Every inbound brief and RFP goes on the board the day it arrives, in pipeline stages you name: Inbound, Chemistry call, Deck sent, Won. The credentials deck and the proposal go 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 an agency CRM that doesn’t stop at the pitch.

Next Tuesday. The brief from 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, and Friday’s win is a project with an owner on every phase.

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 the SOW promised, one review round at a time

The Solberg Audio launch is won on a Friday for $64,000. The SOW promised a brand film, three social cutdowns, a landing page, and the launch campaign, with two rounds of review on each. The creative brief is a starred note on the client’s page, so it’s the first thing anyone opens at kickoff.

Move the pitch to Won once the SOW is signed, review the project Scoped offers, and confirm it 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 creative brief, brand film, social cutdowns, landing page, launch campaign. Every phase has an owner and a status, and the Focus view shows each person the work assigned to them, which is most of what agency project management software has to get right.

Scope will change. When the client asks for a fourth cutdown in the second review round, the answer goes on the phase as a comment: agreed as an add-on, outside the SOW. 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. On Pro, a launch that outgrows one project splits into web, video, and campaign projects under one initiative; on Plus and Pro, retainer work runs in two-week cycles.

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 your assistant 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, with the connection beside her name. Revoke the connection anytime and its access stops. Scoped doesn’t run the AI. It’s your record and your data, the one 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. Agency operations software should close it: the sales-to-project handoff happens on the client’s page, so the account lead who sold the work and the producer who runs it read the same brief, and agency client onboarding starts from what was actually sold. Still deciding whether you need a CRM, a project tool, or both? Start there.

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.

What marketing agencies and studios run on Scoped

Client project management for agencies has to hold the shapes the work comes in: retainer management for the account that runs all year, client onboarding for the new logo that 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 agencies and studios like yours run it

A packaging studio, a performance marketing agency, and a web studio: their pipeline stages, how agency project management runs once the SOW is signed, 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: Brief in, Chemistry call, Pitch presented, Won
  • Each rebrand runs discovery, concepts, two refinement rounds, 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 on a campaign brief.

  • Stages: Referral, Account audit, Proposal out, Signed
  • Each cycle runs brief, build, launch, and reporting, 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 the second round of review stands. The producer answers from the initiative instead of calling three leads.

  • Stages: RFP in, Chemistry call, Proposal sent, SOW signed
  • Each launch is an initiative: website, launch film, and campaign projects
  • The producer asks: what is waiting on client sign-off across the whole launch?

Works with whichever assistant your studio already uses.

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.

Scoped

“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

Check the fit before the next pitch.

What changes for your account leads and producers, and what stays in the tools your agency already uses.

What software combines CRM and project management for agencies?

Scoped combines CRM and project management for agencies on one record. The client page holds contacts, every pitch with its budget, notes, and every project delivered. When a pitch is won, Scoped offers a project with the client and amount filled in; you confirm it, then add phases, owners, and dates against the SOW. The account lead and the producer read the same brief, with no retyping between tools.

Does Scoped include a client portal for agency clients?

No. Scoped is an internal workspace for your team: everyone you invite can see its clients, pitches, and projects, and there is no portal that limits a client to their own project. Share progress through the email, decks, or review links you already use, and keep the decisions on the project. Check plans and workspace access before inviting anyone.

Which agency tools does Scoped not replace?

Proposals, credentials decks, and SOWs still go out from the tools you use today, and so do signatures, time tracking, and client payments. Scoped holds the client, the pitch and its amount, the delivery project, and the review discussion. Cycles come with Plus and Pro, and initiatives with Pro. The buying guide helps you compare the full workflow.

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

Set up a workspace with one client, an open pitch, and the launch you won last week; the rest fills in as briefs arrive.

Start free Book a 15-min walkthrough

Free for one person. 30 days of Pro on your first workspace, no card.

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