Scoped
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Ecommerce CRM for the orders your checkout can’t take

Your store handles the cart and the payment. Scoped holds the work around it: the wholesale account, the quote’s amount and history, and the run that delivers it. Your team and your AI assistant work from the same record.

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  • Your store stays as it is
  • Free for 3 people
  • Set up in an afternoon
Someone ties up a cardboard parcel on a white worktable in a bright studio, kraft paper and tape beside it and a laptop behind

From the wholesale inquiry to the reorder.

Your checkout was built for a buyer who picks from your listed prices. The café that wants its logo on 360 mugs, the boutique asking for your line sheet, and the brand pitching a collaboration don’t fit that. Scoped is an ecommerce CRM for that work: the account, the quote, and the delivery on one record, beside the store that takes your everyday orders.

Catch the Sunday-night wholesale inquiry before it goes cold

The inquiry arrives through your contact form on a Sunday night. A boutique wants your line sheet. A café wants mugs with its logo. A company asks about 120 gift boxes for its team. None of it fits a checkout page, so it ends up scattered across an inbox, a DM thread, and the founder’s memory. In Scoped, whoever reads it first puts it on the board in a minute: the account, what they want, how many, and who is following up.

Name the stages the way your team already talks: New inquiry, Samples out, Quote sent, Confirmed. Each card carries the quote amount, so you can see what’s out and what it adds up to. The $9,360 mug run for a four-café coffee company that hasn’t replied in eight days is sitting right there, with the sample feedback on the card when you follow up.

The quote itself still goes out from wherever you write quotes today. Scoped holds the amount, the notes, and the history, so the follow-up doesn’t depend on who remembers the thread.

Next Tuesday. The Sunday wholesale inquiry got an answer before 10 on Monday, and the mug quote that went quiet has a follow-up on it before lunch.

See the sales pipeline

Try it: drag the $9,360 card to Confirmed.

Wholesale and custom inquiries on the board, with the stages named the way a small online brand says them.

Turn the confirmed quote into the run, from glaze sign-off to shipping

When the café says yes, one click turns the quote into the project with the account attached. The invoice goes out and the payment comes in the way they do now, through your store or your accounting software. Scoped holds the work in between: logo and glaze approval, sample sign-off, production, quality check, packing and shipping to each location, the reorder check-in. Each step has an owner and a status.

A change goes on the step it touches, as a comment the whole team sees. When the café asks for 40 mugs at its Elm Street location first, the note lands on the shipping step, and the person packing boxes reads it before the labels print, not after the boxes go out.

The same shape fits the rest of the work your store doesn’t handle: a wholesale opening order, a bulk gift run with custom inserts, a collaboration with a launch date to hit. On Plus and Pro, a cycle groups a launch week’s push. The Focus view shows each person only what’s waiting on them.

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A potter’s hand etches a pattern into one of a row of handmade clay bowls on a studio workbench
A confirmed mug run broken into steps, each with an owner and a status, with the account linked at the top.

Remember every run, and be first in line when holiday buying opens

Every step, comment, and change stays on the project. When the café asks in March which glaze you used and where the logo sat, the answer is one click away, not an inbox search. Archive the run once it ships, and nothing on it is lost: it stays on Bluefin’s page with the quote it came from.

Your store knows a shipping address. The account’s page holds everything else: the buyer’s name and how they like to be reached, every quote and every run you delivered, the starred note that Sparrow Market sells out of the small bowls first. So when you call about the holiday line, you start from what you know, before they go looking for another maker.

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A barista works at the back counter of a small café beneath open wooden shelves stacked with white cups and mugs
A custom run’s activity: every change recorded with who made it, including an assistant’s update under the person who asked for it.

The café’s whole account, one question away.

Connect Claude Code or Codex to your workspace and ask it about the work your store never sees: the wholesale quotes that are out, the custom runs in production, the buyer you’re about to call.

  1. Where does the Bluefin mug run stand? Tell Priya they need 40 at the Elm Street café by Oct 10.It reads the run’s steps, tells you production is underway, and posts a comment asking Priya to split the shipment, recorded under your name.
  2. Which custom and wholesale quotes are still waiting on a yes, and how much is out in total?It reads the board and lists each open quote with the account, the amount, and the owner, then totals what’s out.
  3. Pull everything on Sparrow Market before I call their buyer about the holiday line.It pulls the account’s history, from past quotes and runs to the starred notes, and summarizes it before your call.

You approve the connection for one workspace and can revoke it whenever you like. The assistant works on what’s in Scoped; your store and its orders stay where they are. How assistant updates work.

The assistant’s update is recorded under the person who asked for it, with the connection it came through.

Built for the buyers who keep coming back.

The café on its third reorder and the boutique that restocks every season are accounts, not carts. They need a record your team and your assistant both work from.

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.

Your store stays put. Connect Claude Code or Codex beside it.

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.
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A café wants its logo on something this fall. Get it on your mug.

Next Tuesday, the Sunday inquiry is on your board with a quote on its way, the Elm Street split is on the packing step before the labels print, and the boutique that stocked you last spring hears from you before holiday buying starts. Your store keeps taking the orders. Scoped takes an afternoon to set up.

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Free for three people. 30 days of Pro on your first workspace, no card.

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