Scoped
Start free
Start freeLog in

Answer first at any size: CRM with unlimited users

Enterprise CRM and project management for firms with more than ten people. Sales, delivery, and everyone’s AI assistant work from the same customers and projects, in every office.

Contact sales Start a 30-day pilot
  • Unlimited people
  • Unlimited records and assistants
  • Terms agreed with you

One recordEvery customer, deal, and project

Past ten people, still one record.

At fifteen people, the handoff from sales to delivery is a conversation across a desk. At sixty, it’s three teams, two offices, and a spreadsheet nobody owns. Enterprise keeps every account, proposal, and project on one record, for everyone.

Add the second office to the same board, not a new tool

The new account leads in the second office start Monday. You add them. There’s no cap on people to hit, and no one deciding which estimator gets access this quarter. Pro covers up to ten people; past ten, Enterprise covers unlimited people, records, and connected assistants, on terms agreed with you.

They land on the same pipeline as everyone else, with the stages named the way your firm already talks: Inquiry, Site survey, Proposal out, Contract signed. Each card carries its amount and its owner, so the operations director opens Proposal out and sees the $364,000 office refit and the $486,000 bank retrofit, the account lead on each, and that the bank job has been quiet for eleven days, without asking anyone for a spreadsheet.

When a client that has worked with one office calls the other, their page already holds every contact, every proposal, and every project either office ran. Nobody starts from scratch because the account lived in someone else’s tool.

Next Tuesday. The new account lead opens the board on her second morning and sees the three proposals she’s inheriting, with the site survey notes one click away on each client’s page.

See the sales pipeline

Try it: drag the $486,000 card to Contract signed.

Inquiries, surveys, and proposals from every account lead on one board, with the stages named the way a multi-office facilities firm says them.

Hand the won contract to delivery with nothing retyped

Meridian Savings Bank signs the $486,000 HVAC replacement across twelve branches. One click turns the won proposal into the project, with the client attached. The account lead who sold it doesn’t write a handoff memo, and the delivery team doesn’t re-key the scope from an email thread.

Break it down the way your teams split the work: site surveys, equipment and permits, the North region installs, the South region installs, commissioning, handover. Each phase has an owner from the team that runs it and a status everyone can see. When a branch manager asks for no rooftop work during opening hours, it goes on the phase as a comment, and both regional crews read it on their phones before they drive out.

When one client’s work spans several projects, initiatives group them, so the bank’s branch retrofit, its maintenance contract, and its new-branch fit-out read as one program. Focus view shows each person only what’s waiting on them, whether they run one phase or twelve.

See Projects
A man in a hard hat and hi-vis vest walks across a commercial rooftop past a row of large air-conditioning units
A twelve-branch retrofit broken into phases, each with an owner from the team that runs it and a status, with the client linked at the top.

Know who changed what, including the assistants

Past a certain size, the question stops being what changed and becomes who changed it. Every move, comment, and status change on a project is recorded in its activity under the person who made it. When an update comes from someone’s AI assistant, it’s recorded under the person who authorized it, with the connection it came through. Nobody has to guess whether a person or a tool made the change.

Access is simple on purpose. Everyone in a workspace sees all of its records; that’s what makes it one record. Work that has to stay walled off, like a confidential client or a separate business line, goes in its own workspace. Customers don’t get logins. People sign in with a passkey or with Google, Microsoft, or Slack, and can add two-factor. The security page covers the rest in plain words.

When someone leaves, an owner or admin removes them from the workspace. Scoped checks membership on every request, so their assistant’s access ends with theirs, and everything they did stays in the history under their name.

See how access works
Three colleagues stand at a standing desk by a tall window, going over a printed report next to a large monitor
A project’s activity: an update from a connected assistant, recorded under the person who authorized it and the connection it came through, beside the team’s own changes.

Bringing a second office or a new team onto one record?

Contact sales

Every assistant works inside the access you approve.

Each person connects their own assistant to the workspace and approves what it can do. Try it: set a connection’s access, then ask its assistant to post an update.

  • Each person approves their own connection, for one workspace, on a consent screen.
  • Scoped checks the grant, the person’s membership, the workspace, and the permission on every request.
  • A read-only connection can’t write, whatever it is asked.
  • Revoke a connection and access through it stops at once. What it already did stays in the history.

Want to walk through access for your teams?

Contact sales Read how access works
Tollbridge Facilities GroupAssistant connections

Set an access level, then ask. Scoped checks it on every request.

Everyone’s assistant, on one record, under their own name.

At your size it isn’t one assistant. The account leads use Claude Code, a project manager prefers Codex, and operations uses both. Each person connects their own to the one workspace and approves its permissions, from read-only to the updates you allow. Enterprise doesn’t cap how many, and Scoped doesn’t run the AI or meter its calls.

  1. Catch me up on the Meridian retrofit and ask Rafa to confirm branch access before South starts.It reads the phases and comments, tells you North installs wrap on the 3rd with South next, and posts the note for Rafa on the project under your name.
  2. Which proposals over $100,000 have gone quiet for a week or more, and whose are they?It reads the board across every account lead and lists each quiet proposal with its client, amount, and owner.
  3. Which phases on the Meridian retrofit are waiting on someone, and who owns each one?It reads the phases, owners, and comments and lists what’s waiting and on whom.

Each person approves their own connection and can revoke it at any time; a read-only connection can’t change anything. How assistant updates work.

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

Works with Claude Code and Codex, whichever your teams use.

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

From one team’s pilot to the whole company, on your terms.

Most firms start with one team on a trial, then bring the rest over once the terms are agreed.

  1. Pilot on Pro

    Your first workspace gets 30 days of Pro with no card, with room for ten people. Put one team’s real accounts and projects on it.

  2. Agree terms

    Talk to us about the rest of the company. Enterprise covers unlimited people, records, and connected assistants, on terms agreed with you.

  3. Bring every team over

    Invite each team to the same workspace, name the stages the way your firm talks, and bring projects and issues over from a supported CSV export.

  4. Connect assistants

    Each person connects Claude Code or Codex and approves its access. Owners and admins manage who is in the workspace.

Plan the rollout with us: which team goes first, and the terms for the rest.

Contact sales Start a 30-day pilot

Past ten people, Enterprise takes over.

Both keep sales, delivery, and every assistant on one record. The difference is how many people, and whose terms.

ProEnterprise
PeopleUp to 10Unlimited
Active recordsUnlimitedUnlimited
Connected assistantsUnlimitedUnlimited
TermsMonthly or annual, per workspaceAgreed with you
SupportHelp Center and emailAgreed with your terms
Price$49 a month, or $41 a month billed annuallyTalk to us
Compare every plan Contact sales

What larger firms ask

Contact sales
How many people can use Scoped on Enterprise?

As many as you need. Pro covers up to ten people per workspace. Enterprise covers unlimited people, records, and connected assistants, on terms agreed with you.

Can we try Scoped before we agree terms?

Yes. Your first workspace gets 30 days of Pro with no card, with room for ten people. Talk to us during the trial about the rest of the team.

Can different teams see different customers?

Everyone in a workspace sees all of its records. That is what makes it one record. Work that has to stay separate, like a confidential client, goes in its own workspace. Customers do not get logins.

How do people sign in?

With a passkey, or with Google, Microsoft, or Slack, and anyone can add two-factor authentication. Owners and admins manage who is in each workspace.

What happens to an assistant’s access when someone leaves?

Remove them from the workspace and their assistant’s access ends too, because Scoped checks membership on every request. Anything they or their assistant already did stays in the history under their name.

Where is our data kept?

Scoped Cloud runs on Amazon Web Services in the United States, in Northern Virginia, with encrypted database storage and automated backups kept for 14 days.

Bigger firms answer slower. Yours doesn’t have to.

Next Tuesday, the new account leads are on the same board as everyone else, the won contract is already broken down by region, and every assistant update carries a person’s name. Nobody hit a limit on people. Talk to us about terms for your team.

Contact sales Start a 30-day pilot

Terms agreed with you. Pilot on 30 days of Pro, no card.

These choices apply only to scoped.ai. Optional analytics and advertising are off today. We’ll ask again before enabling them.

Privacy notice