Scoped
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The manufacturing CRM for job shops, from RFQ to reorder

Every RFQ, quote, and job stays on one record, from the package a buyer sends on Thursday to the boxes on the dock.

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A craftsman in a cap and apron studies a small part in his hands at a cluttered workbench under a large grid window

Scoped is a manufacturing CRM for job shops, fabricators, and contract manufacturers that quote before they cut. It keeps the customer, every RFQ and quote with its amount, the job a PO becomes, and each phase from drawing review to shipping on one record, with an owner on every step. The front office, the floor, and the assistant you connect read the same record, so a reorder starts from the last run, not from scratch.

RFQ tracking that carries through to the loading dock.

Job shops, contract manufacturers, and fabricators all quote before they cut. The request, the job it becomes, and every revision note stay attached to the customer, so the estimator, the person running the part, and your AI assistant read the same page.

Get the quote back before the buyer’s other two shops do

A buyer emails a request for quote at 4:50 on a Thursday: 200 brackets, a drawing, a material callout, and a need-by date at the end of the month. Two other shops got the same package. Whoever opens it puts it on the board in a minute, with the part, the quantity, the need-by date, and who’s estimating it, so Friday morning it’s in your “RFQ in” column, not one estimator’s inbox.

Name the board your way: RFQ in, Estimating, Quote sent, PO received. The quote still goes out from your quoting tool or your spreadsheet, and the amount goes on the card. That’s RFQ tracking you can read at a glance, down to the $38,600 housing quote to Corliss Pump that hasn’t heard back in eight days.

When a repeat customer sends a new revision of a part you ran last year, the customer’s history already has the last quote, the job, who ran it, the note that their receiving dock closes at 2, and the anodize color they rejected once. You requote from what you know, not from scratch, and the buyer can tell.

Next Tuesday. Monday’s RFQ is on the board before the first setup, the quote is back to the buyer by noon, and the mill is cutting to Rev C, not Rev B. Next spring’s reorder starts from this job.

See the sales pipeline

Try it: drag the $38,600 card to PO received.

The quote board, with the stages named the way a job shop says them.

Run the job you quoted, to the revision the customer approved

The PO for the 400 housings arrives on a Tuesday. Mark the quote won and Scoped offers the job, filled in and linked to the customer, and you confirm it. Break it down the way work moves through your shop: drawing review, material and certs, first article, production run, anodize and final QA, pack and ship. Each phase has an owner and a status.

Scoped isn’t an ERP or MRP, so your machine schedule, routings, and inventory stay wherever you keep them now. The job holds who it’s for, what you promised, and who owns the next step. When the customer sends Rev C and the side port moves 2 mm, that goes on drawing review as a comment the whole shop sees, and Dev reads it at the mill before the next setup.

Your Focus view shows only the work assigned to you: sign off the first article, answer the thread-depth question, call the buyer about a partial shipment. When the last box ships, archive the job. The customer keeps the history for the reorder in March.

See Projects
A machinist works the control panel of a CNC machine on a shop floor, seen from behind
A 400-piece housing order broken into phases from drawing review to shipping, each with an owner and a status, with the customer linked at the top.

Ask your AI assistant what could hold up a shipment

If you already use an AI assistant, connect it to your workspace. It reads the same customers, quotes, and jobs your shop does. Ask it which quotes over $20,000 have sat in Quote sent for more than a week, which open jobs haven’t moved in ten days, or what you know about a buyer before the quarterly call.

Before Friday’s pickup, Kara, the owner, asks it to catch her up on the Corliss housings. It reads the phases and comments, finds Ray’s note that the anodizer wants the material cert with the parts, and posts a comment asking Priya to pack a copy. The comment lands under Kara’s name, marked with the connection it came through, so the floor knows who asked.

You choose what it can read and what it can change, from read-only up to the fields you allow, and you can revoke it anytime. It’s your record and your data, and you can export it whenever you like.

See AI assistants
A woman in a blue work uniform goes through ledgers at a desk on a factory floor surrounded by machinery
The housing job’s activity: the assistant’s comment about the material cert, recorded under the owner who authorized it and the connection it came through.

Built for shops where the customer, the quote, and the print have to agree.

Your machines are scheduled somewhere else, and your books live in your accounting software. A manufacturing CRM holds the part in between: who asked, what you quoted, what you promised, and who owns the next step. Our guide to choosing a CRM and project tool shows what to compare first.

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 manufacturers and job shops run on Scoped

The same record, set up for the way your orders come in: one-off builds, standing accounts, and parts you sell online. The sales-to-project handoff checklist covers what to carry from the PO to the floor.

Custom ordersMade-to-order work, from the first sketch to the doorstep.Wholesale & B2BWin the account, ship the first order, own the reorder.EcommerceThe wholesale and custom work your store wasn’t built for.

How job shops and fabricators run it

A CNC shop, a sheet metal fabricator, and a contract molder: their stages, how a job breaks down, and what the owner asks the assistant.

Every RFQ on the board the morning it arrives

A nine-person CNC machine shop

Say a request for quote on 200 brackets lands overnight. The office manager gives it a card first thing, with the drawing revision and the buyer’s need-by date noted on it. When the PO comes in, the quote becomes the job that day, and first article sign-off is its own phase with an owner, so production never starts on a guess.

  • Stages: RFQ in, Estimating, Quote sent, PO received
  • Each job runs drawing review, material, first article, production, QA, ship
  • The owner asks: which of this week’s RFQs is nobody estimating yet?

Every weldment owned from cut to fit check

A six-person sheet metal and welding shop

The shop builds railings, brackets, and enclosures to a customer’s drawing, and each job is split into cut, form, weld, powder coat, and fit check, with an owner on each. Say the powder coater moves its pickup to Thursday. The new day goes on the powder coat phase as a comment the whole shop can read.

  • Stages: Inquiry, Drawings reviewed, Quote out, Approved
  • Each job runs cut, form, weld, powder coat, fit check, delivery
  • The owner asks: which jobs go to the powder coater this week, and who owns each?

The reorder that starts from the last run

An eight-person contract injection molder

The shop molds caps, clips, and housings for a handful of equipment makers who reorder every quarter. Say a buyer sends this quarter’s reorder with a resin change. It goes on the board as its own quote and becomes its own job, the notes from the last run are on the customer’s page, and the resin change goes on the material phase where the press lead will read it.

  • Stages: Inquiry, Tooling review, Quote out, PO in
  • Each job runs tool check, material, first shot, molding run, pack, ship
  • The owner asks: which standing customers haven’t reordered in 90 days?

Works with your assistant and a supported CSV export.

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 front office and floor.

Plain answers on RFQs, revisions, and what stays in your ERP or spreadsheet.

Is a manufacturing CRM the same as an ERP or MRP system?

No. Scoped holds the customer, every RFQ and quoted amount, and each job’s phases, owners, and comments, from drawing review to pack and ship. It does not handle inventory, material planning, machine scheduling, routings, or job costing, and it does not send quotes. Keep your ERP or spreadsheet for those. The buying guide helps you compare what each tool covers.

How can a job shop keep track of every RFQ and quote follow-up?

Put each RFQ on the board the day it arrives, with the customer, part, quantity, need-by date, and the estimator who owns it. Name the stages your way, such as RFQ in, Estimating, Quote sent, and PO received, and add the amount once the quote goes out. You can then see what’s open and which buyers have gone quiet. The pipeline guide shows how.

Can a CRM for manufacturers keep drawing revisions in front of the shop floor?

Yes, as comments on the job. When the PO comes in, Scoped offers a job linked to the customer and the quote, and you confirm it and add phases like drawing review, first article, and production run. A new revision goes on the right phase, where floor leads read it in a phone browser before the next setup. Read the deal-to-project guide.

Three shops got that RFQ. Make sure yours answers first.

Start with this week’s RFQs and the last PO you ran; the board fills in as the next package lands.

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