The fintech CRM that follows the deal into the integration

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. Selling to banks and credit unions? Add the steps their process runs, like Due diligence and Pilot, so a deal waiting on a vendor questionnaire reads as waiting, not lost. Customer and partnership deals sit side by side, each with its contract amount, so you can see which one you haven’t heard from in nine days, while the proposal itself goes out from your own tools.

When a partner you signed last spring comes back about a second integration, their customer 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.

If your team already uses an AI assistant, connect it 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, so work that has to stay separate goes in its own workspace. Scoped holds the sales and delivery record, not your customers’ account or cardholder data, and it isn’t a compliance or KYC tool. Records are kept in the US, with encrypted storage, two-factor sign-in, and 14-day automated backups. The privacy policy has the details.