Scoped
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The hospitality CRM for venues that answer the inquiry first

Everything around the booking: the inquiry, the site tour, the proposal, the event you sold, and the client who will book again.

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A server in a black suit offers a tray of canapes to an older guest at a daytime event beside tall windows

Scoped is a hospitality CRM for private event and group sales at venues, hotels, restaurants, and caterers. The rooms and tables stay in your booking system; Scoped holds the inquiry, the site tour notes, the proposal, the event it becomes with an owner on each piece, and what you know about the client. When a proposal is won, Scoped offers the event, client attached, for you to confirm. Sales, the kitchen, and your assistant work from the same record.

From the first event inquiry to next year’s rebooking, on one record.

The rooms, the tables, and the dates stay in your reservations or booking system. Scoped is the hospitality CRM for everything around them: the inquiry, the site tour notes, the proposal amount, the event your team delivers, and what you know about the client, from the first email to next year’s rebooking.

Reply to the event inquiry while the planner is still comparing venues

Say a planner emails at 9:40 on a Friday night about a rehearsal dinner for 60 in October. She sent the same note to four other venues. In Scoped, whoever sees it first adds it to the board in under a minute: the client, the date they asked about, the headcount, where they found you. Saturday morning it’s sitting in Inquiry with an owner on it, not in a shared inbox where three people assumed someone else replied.

Name the stages the way your private event sales team already talks: Inquiry, Site tour, Proposal sent, Confirmed, or Tentative and Definite if that’s your house. Each card carries the proposal amount, so you can see there’s $79,300 in proposals out and that the $36,500 wedding weekend has been quiet for eleven days. The proposal, the contract, and the deposit go through the tools you use today. The amount and the history live on the card.

When the company that held its offsite with you last spring calls about a holiday buyout, the client’s page and every past event are one click away: the room block they took, the menu they picked, the note that the founder is allergic to shellfish, how the night went. You answer like you remember them, because the record does.

Next Tuesday. The inquiry from Monday night has an owner before 9, your proposal is out before the other venues reply, and someone has already called about the wedding weekend that went quiet.

See the sales pipeline

Try it: drag the $42,800 card to Confirmed.

Event inquiries and proposals on the board, with the stages named the way a hotel sales team says them.

Run the private event you sold, from contract to final headcount

The $42,800 sales kickoff is contracted on a Tuesday: 45 rooms for two nights, a breakout day, a dinner for 50. The room block goes into your reservations system as it always does. In Scoped, moving the proposal to Won offers the event, filled in with the client, and you confirm it. Break it down the way you already run events: contract and room block, menu tasting, rooming list, banquet event orders, AV and room setup, the event days. Each piece has an owner and a status.

When the client moves six arrivals to Wednesday or adds two vegan guests to the dinner, the change goes on the phase it touches, as a comment the whole team sees. The chef reads it before the BEO goes to the kitchen. The banquet captain opens the event on a phone before the shift and already knows the ballroom splits at two. Nobody is working from a printout that changed on Thursday.

Your Focus view shows only the work assigned to you: the rooming list, the final headcount due three days out, the AV walkthrough. When the last guest checks out, archive the event. The client keeps the history, ready for next year’s kickoff.

Next Tuesday. The kitchen has the final headcount by Monday, the rooming list is in, and the captain knows about the ballroom split before the first guest arrives.

See Projects
A server in a white shirt and apron sets a long banquet table with glassware and flowers while a colleague holds notes
A confirmed sales kickoff broken into phases, each with an owner and a status, with the client linked at the top.

Let your assistant chase the rooming list and the final count

If you use an AI assistant, connect it to your Scoped workspace. It reads the same inquiries, proposals, and events your team does. Ask it which proposals over $10,000 have sat in Proposal sent for more than a week. Ask it whether anything on the Northfield kickoff is still waiting on your team before Friday’s rooming list.

It answers from the real record, and it can post a comment where the team will see it: the rooming list is nine names short and due Friday, and Camille owns the chase. That comment is recorded under your name, with the connection it came through. You approve what it can change, a read-only connection can’t write anything, and you can revoke access whenever you like.

Scoped doesn’t run the AI or count your questions. It’s the record your assistant works from, so the answer is about your events and your clients, not a guess.

See AI assistants
A man in a navy blazer works on a laptop at a window counter, a carafe of coffee beside the keyboard
An event’s activity: an update from a connected assistant, recorded under the person who authorized it and the connection it came through.

Sold by the sales team, run by the whole house.

Your booking system knows which rooms and tables are held. A hospitality CRM holds the rest: who asked, what you proposed, how the night went, and what the client booked last time. The sales-to-event handoff checklist covers what to carry from the signed contract to the BEO.

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 hospitality sales teams run on Scoped

The same record, set up as a venue CRM for booked events, custom orders, and the properties you look after.

Event planningInquiries, proposals, and every event from venue to wrap-up.Custom ordersMade-to-order work, from the first sketch to the doorstep.Property managementOwners, buildings, and every turnover on one record.

How hotels, restaurants, and caterers run private event sales

A country inn, a restaurant group, and a caterer using it as a catering CRM: their stages, how an event breaks down, and what they ask their assistant.

Every wedding inquiry has an owner by morning

A 32-room country inn with an event barn

Say a wedding inquiry lands on a Saturday night while the barn is full. Whoever takes it puts it on the board that night, and by morning the two-person sales team has an owner on it. The tour notes and the proposal amount live on the card, and the definite weekend becomes an event the kitchen and the front desk both open, with the couple attached and the BEO due date on it.

  • Stages: Inquiry, Site tour, Tentative, Definite
  • Each wedding runs contract, tasting, rooming list, BEO, final headcount, the weekend
  • The owner asks: which tentative weddings haven’t heard from us in a week?

Private dining and buyouts across three rooms, on one board

A three-restaurant group with one events manager

The group runs one workspace for all three restaurants, so the events manager sees every private dining request and buyout together, with the restaurant in each card’s title. Say a buyout is confirmed for next month with a food and beverage minimum. It breaks down into menu, wine pairing, floor plan, final headcount, and service briefing, and that restaurant’s chef finds it among the events booked into their room.

  • Stages: Inquiry, Menu sent, Proposal out, Confirmed
  • Each event runs menu, wine pairing, floor plan, final headcount, service briefing, the night
  • The events manager asks: which buyouts next month still have no final headcount?

The gala client who calls back a year later

A nine-person catering company

The caterer sells office lunches, galas, and weddings at other people’s venues, and each contracted event has the client attached, broken down from final menu and BEO to load-out. Say a company calls about next year’s gala. Its page shows last year’s menu, the final headcount, and the note about the venue’s narrow loading dock.

  • Stages: Inquiry, Tasting, Proposal sent, Contracted
  • Each event runs final menu, BEO, rentals, prep, load-in, service, load-out
  • The owner asks: which clients held a gala with us last fall and haven’t asked about this year?

Connect your assistant, and export every event whenever you like.

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 for your events office.

Three questions hotel, restaurant, and venue sales teams ask before they move their event inquiries.

Can a hospitality CRM replace our booking or reservations system?

No. Scoped doesn’t hold room inventory, table reservations, or a booking calendar, and it doesn’t send contracts or take deposits. Keep your reservations or property system for availability and payments. Scoped holds what sits around them: the event inquiry, the proposal amount, the event your team delivers, and the client’s history. The CRM and project management buying guide helps you map which tool does what.

How does a confirmed private event become a plan the kitchen can follow?

Move the proposal to Won on the pipeline and Scoped offers an event with the client and amount filled in; you review it and confirm. Then break it into the pieces you already run, like menu tasting, BEO, final headcount, and room setup, each with an owner and a status. Changes go in comments the whole team sees. The deal-to-project guide walks through it.

Can a catering or venue CRM keep the history for repeat corporate clients?

Yes. Each company gets a client page with its contacts, notes, past events, and open proposals, so a call about next year’s gala starts from last year’s menu and final headcount. A caterer working at other people’s venues and a venue hosting its own events set it up the same way. See how client pages work and compare plans.

The planner books the venue that answers. Answer tonight.

Start a workspace with tonight’s inquiry and the event you contracted last week, then add each inquiry as it lands.

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