Scoped
Start free
Start freeLog in

The CRM for manufacturers, from the first RFQ to the reorder

Every RFQ, every quote, and every job in one place, from the drawing a buyer sends on Thursday to the boxes on the dock. Your front office, your floor, and your AI assistant work from the same record.

Start free See the platformTalk to us
  • Set up in an afternoon
  • Free for 3 people
  • Floor leads open jobs on a phone
A craftsman in a cap and apron studies a small part in his hands at a cluttered workbench under a large grid window

From the RFQ to the loading dock, on one record.

The request, the job it becomes, and every revision note in between stay attached to the customer, so the person quoting, the person running the part, and your AI assistant all 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. In Scoped, whoever opens it puts it on the board in a minute: the customer, the part, the quantity, the date the buyer asked for, and who’s estimating it. Friday morning it’s sitting in your “RFQ in” column, not in one estimator’s inbox.

The board is yours to name: RFQ in, Estimating, Quote sent, PO received. The quote still goes out from your quoting tool or your spreadsheet, and you put the amount on the card. So you can see what you have out, and that the $38,600 housing quote to Corliss Pump hasn’t heard back in eight days. That’s the call to make this morning.

When a repeat customer sends a new revision of a part you ran last year, their page 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.

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. One click turns the won quote into the job, with the customer attached and nothing retyped. Break it down the way the 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. Your machine schedule stays wherever you keep it now. The job holds who it’s for, what you promised, and who owns the next step.

Friday afternoon the customer sends Rev C, and the side port moves 2 mm. That goes on the drawing review phase as a comment the whole shop sees, and the old prints come off the floor. Dev reads it on a phone at the mill before the next setup, not after the first twenty parts are in the scrap bin.

Your Focus view shows only what’s waiting on 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 Claude Code or Codex, 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. Ask it which open jobs haven’t had a comment or a status change in ten days. Ask it to pull everything 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 on the job under Kara’s name, marked as coming through Claude Code, 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, like a status or the next step. Scoped doesn’t run the AI and doesn’t meter it. It’s the record your assistant and your shop both answer from. How assistant updates work.

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. Scoped holds the part in between: who asked, what you quoted, what you promised, and who owns the next step.

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 manufacturers 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.

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 like yours run it

A CNC shop, a fab shop, and an injection 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 injection molding shop

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 Claude Code, Codex, and a supported CSV export.

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

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

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. When the reorder comes in next spring, the last job is right there on the customer’s page. Scoped takes an afternoon to set up.

Start free Talk to us

Free for three people. 30 days of Pro on your first workspace, no card.

These choices apply only to scoped.ai. Optional analytics and advertising are off today. We’ll ask again before enabling them.

Privacy notice