Scoped
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The fintech CRM that follows the deal into the integration

Partner deals, business customers, and the implementations you deliver for them, all on one record. Your sales lead, your engineers, and your AI assistant answer from the same account history.

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  • 30 days of Pro, no card
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

From the conference follow-up to the first payout run, on one record.

The account, the deal, and the implementation it becomes stay attached to each other, so the person who sold it and the engineer building it read the same history.

Get the prospect’s reply on the board before your call ends

Say the operations lead at a tutoring network replies to your conference follow-up on a Wednesday, asking whether your API can pay their tutors the day a session ends. You’re on a call with another prospect. In Scoped, whoever sees it first adds the deal to the board: the company, who asked, what they want, the note from the booth. By the time you’re off the call, it’s sitting in Intro call with an owner, not starred in someone’s inbox.

Name the stages the way your team talks: Intro call, Technical scoping, Proposal out, Signed. Customer deals and partnership deals sit side by side, each with its contract amount, so you can see what you have out and which one you haven’t heard from in nine days. The proposal itself goes out from your own tools. The amount, the scoping notes, and the history live on the card.

When a partner you signed last spring comes back about a second integration, their page holds the whole account: every contact, the notes from the scoping calls, the proposal amount and its history, the implementation and who ran each phase, the note about their developer’s preferred test window. You start the call where the last one ended, not with a discovery call you already had.

Next Tuesday. The Marlow Freight proposal that’s been quiet for nine days has a follow-up out before lunch, with the scoping notes open beside it.

See the sales pipeline

Try it: drag the $42,000 card to Signed.

The pipeline, with customer and partner deals in the stages a small fintech team uses.

Turn the signed deal into the implementation you scoped

Marlow Freight signs on a Thursday. One click turns the won deal into the implementation, with the customer attached. Break it down the way you already run it: kickoff and scoping, sandbox setup, data mapping, integration build, joint testing, go-live. Each phase has an owner and a status. The notes from three sales calls are already on the customer, so the engineer building it reads what the customer asked for, not a summary of a summary.

Changes land on the phase they touch. When Marlow’s finance lead decides on weekly payout batches instead of daily, the comment goes on the integration build, and Owen reads it before he builds the scheduler, not after. Whoever takes Marlow’s next call sees the same comment and answers without walking over to engineering.

Your Focus view shows only what’s waiting on you across every implementation: the webhook question Sunita logged after a call with Marlow’s developer, the go-live date to confirm, the joint-testing sign-off. On Plus and Pro, cycles plan a two-week push across implementations. On Pro, initiatives group the projects in a larger partner rollout. When an integration is live, archive it. The customer keeps the history for the next one.

See Projects
Two women at a shared office desk review a screen together, one pointing at it with a pen
A customer implementation broken into phases, each with an owner and a status, with the customer and contract amount at the top.

Have your assistant find the build that’s waiting on you

If your engineers already use Claude Code or Codex, connect one to your Scoped workspace and it reads the same customers, deals, and implementations your team does. Ask which proposals over $30,000 have sat in Proposal out for more than a week. Ask it to pull a partner’s whole history before the quarterly call.

Ask it what’s blocking the Marlow Freight integration before Thursday’s testing call, and it reads the phases and comments, finds the build waiting on your own webhook fix, and, if you allowed it to comment, posts a note for Owen. That comment is recorded under your name and the connection it came through. A read-only connection can’t change anything, and you can revoke access anytime. Scoped doesn’t run the AI and doesn’t meter its calls.

Everyone in a workspace sees all its records, and your customers get no logins. Work that has to stay separate goes in its own workspace. Scoped is hosted on AWS in the US, with encrypted database storage, HTTPS, passkeys, two-factor sign-in, and 14-day automated backups. The security page has the details.

See AI assistants
A woman types on a laptop at a wooden table by glass doors, a coffee cup and glasses beside it in soft early light
An implementation’s activity: an update from a connected assistant, recorded under the person who authorized it and the connection it came through.

Your partners remember every call. Now your whole team does too.

When sales keeps one set of notes and engineering keeps another, the handover is where promises go missing. In Scoped, the engineer on the build and the person on the customer’s next call start from the same scoping notes.

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 fintech teams run on Scoped

The same record, set up for the way you sell and deliver.

Client onboardingThe signed deal becomes the onboarding, with the client attached.Wholesale & B2BWin the account, ship the first order, own the reorder.Consulting engagementsProposals, workstreams, the Friday status, and the follow-on.

How fintech teams like yours run it

A payouts company, a consultancy, and a spend-management startup: their stages, how an implementation breaks down, and what they ask their assistant.

The quiet proposal, and the build it becomes

A seven-person payouts API company

The founder puts every conference follow-up and partner intro on the board the same day. Say one of those proposals goes quiet: the card says so, and someone follows up. When the deal is signed, it becomes the implementation that afternoon, with the scoping notes already attached for the engineer who builds it.

  • Stages: Intro call, Technical scoping, Proposal out, Signed
  • Each implementation runs kickoff, sandbox, data mapping, build, joint testing, go-live
  • The founder asks: which implementations have a phase waiting on us?

Every client integration, with the last one attached

A five-person fintech consultancy

The consultancy helps software companies add payments to their products, and each engagement becomes a project on the client’s page. Say a client comes back for a second integration. The team opens the first one and sees who ran each phase, how the client’s developers liked to test, and what was parked for later.

  • Stages: Referral, Scoping call, Proposal sent, Engaged
  • Each engagement runs discovery, integration plan, build support, testing, handover
  • The lead partner asks: which past clients have gone quiet since handover?

Business customers onboarded by someone, not everyone

A six-person spend-management startup

Say a growing business signs on a Tuesday. Sales hands it over without writing a handover note, because the notes were on the customer all along. Onboarding runs as a project, with an owner on every step, the customer’s finance contact on the client page, and each change posted as a comment on the step it touches.

  • Stages: Demo booked, Trial, Pricing sent, Signed
  • Each onboarding runs kickoff, account setup, card rollout, first month-end review
  • The head of sales asks: which signed customers haven’t finished onboarding?

Works with Claude Code and Codex, the two assistants your engineers can connect.

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

Another vendor is on that shortlist too. Answer first.

Next Tuesday, the partner who emailed Monday night already has an owner and a reply. The engineer on the integration build knows the customer wants weekly batches. Before standup, you ask your assistant what’s waiting on you, and it points to the build blocked on your webhook fix. Scoped takes an afternoon to set up.

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