Scoped
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The hospitality CRM for the events and groups you sell

Every inquiry, proposal, and private event on one record, with the client attached. Your sales team, your kitchen, and your AI assistant work from the same page, so your reply goes out first and the night runs the way you sold it.

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  • Set up in an afternoon
  • Free for 3 people
  • Keep your booking system as it is
A server in a black suit offers a tray of canapes to an older guest at a daytime event beside tall windows

From the first inquiry to the last guest out, on one record.

The rooms and the dates stay in your reservations or booking system. The inquiry, the proposal amount, the event your team delivers, and everything you know about the client live in Scoped, on the client’s page, from the first email to next year’s rebooking.

Reply 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 sales team already talks: Inquiry, Site tour, Proposal sent, Confirmed. 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 itself goes out from the tool you already use for it. 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, their page is one click away: the note on the room block they took, the menu they picked, the note that the founder is allergic to shellfish, the event you delivered. You answer like you remember them, because the record does.

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 event you sold, not the one the kitchen heard about

The $42,800 sales kickoff is confirmed 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, one click turns the won proposal into the event, with the client attached. 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 order goes in. 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 what’s waiting on you: the rooming list, the final headcount, 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 count 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

If you use Claude Code or Codex, 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 are held. Scoped holds the rest: who asked, what you proposed, how the night went, and what the client booked last time.

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 hospitality teams run on Scoped

The same record, set up for the events, orders, and 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 it

A country inn, a restaurant group, and a caterer: 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 proposal amount and the tour notes live on the card, and the confirmed weekend becomes an event the kitchen and the front desk both open, with the couple attached.

  • Stages: Inquiry, Site tour, Tentative, Definite
  • Each wedding runs contract, tasting, rooming list, timeline, setup, 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. It breaks down into menu, wine pairing, floor plan, 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, 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 confirmed contract becomes an event with the client attached, broken down from final menu to load-out. Say a company calls about next year’s gala. Its page shows last year’s menu, the headcount, and the note about the venue’s narrow loading dock.

  • Stages: Inquiry, Tasting, Proposal sent, Contracted
  • Each event runs final menu, 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 Claude Code or Codex, and export every event whenever you like.

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

The planner books the venue that answers. Answer tonight.

Next Tuesday, the inquiry that came in 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. Scoped takes an afternoon to set up.

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