Scoped
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The real estate CRM that keeps the client after closing

Buyer and seller leads on one board, every listing run as a project from prep to closing, and every past client’s history one click away. Your agents, your coordinator, and your AI assistant work from the same record.

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  • Set up in an afternoon
  • Free for 3 people
  • Open it on your phone between showings
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From the first inquiry to closing day, and the call years later.

The lead, the listing it becomes, and every note in between stay attached to the client, so your agents, your coordinator, and your AI assistant all work from the same page.

Call the lead back before the next agent does

Say a seller fills out the contact form on your website at 9:40 on a Sunday night, and a buyer from the open house texts one of your agents about the split-level on Birch Street. Whoever sees it first adds them to the board in under a minute: the name, the address or the price range, the timeline, where they came from, and who is calling back. By Monday’s team meeting both are sitting in New lead with an owner. Nothing lives in a text thread or on the back of a sign-in sheet.

Name the stages the way your team talks: New lead, Appointment set, Agreement out, Signed. Buyers and sellers share one board, and each card carries a price, the list price for a seller or the top of the budget for a buyer, so you can see what’s out and which agreements have gone quiet.

When the couple you helped buy a starter home in 2021 calls about moving up, their page is one click away: the house they bought and what they paid, the notes from every showing, the inspector they liked, the street they wished they’d held out for. You pick up the conversation where you left it. The next agent they interview starts from zero.

See the sales pipeline

Try it: drag the $489,000 card to Signed.

The pipeline, with buyer and seller leads on one board and the stages named the way an agent team says them.

Run the listing you pitched at the kitchen table

The Hollis listing agreement comes back signed on a Thursday. One click turns the won card into the project, with Maya and Tom attached and the price carried over. Break it down the way your team already runs a listing: prep and staging, photos and going live, showings and the open house, offers, under contract, closing. Each phase has an owner and a status, so the plan you pitched becomes work somebody owns.

The listing goes live where it always has. What Scoped holds is everything around it: who owns the next step, what the sellers were told, and the feedback from every showing. A signed buyer runs the same way, as a search with its own phases, so the offer terms that mattered and the house they lost out on are on the record when the next one comes up.

Your coordinator opens the Focus view and sees only what’s waiting on them: the inspection response, the appraiser’s question, the final walkthrough the other agent asked about. When the keys change hands, archive the project. The client keeps the history for the day they call about the next house.

See Projects
A woman sets up a camera on a tripod beside a stacked-log fireplace and sheer curtains in a calm living room
A listing broken into phases from prep to closing, each with an owner and a status, with the sellers linked at the top.

Ask your AI assistant where every deal stands

If you already use Claude Code or Codex, connect it to your team’s workspace. It reads the same clients, deals, and listings your agents do. Ask it which seller agreements have sat in Agreement out for more than a week. Ask it which past clients bought five or more years ago and have no note since spring. Ask it for everything you know about a seller before the listing appointment.

It can leave the note, too. Ask it to catch you up on the Hollis listing before Saturday’s open house, and it summarizes where each phase stands and comments on whatever is still waiting, like the feedback from Tuesday’s showings that Marco hasn’t added yet. Marco sees the question the next time he opens the listing, on his phone or at his desk.

You approve its permissions for one workspace, and a read-only connection can’t change anything. Every change it makes is recorded under the person who authorized it and the connection it came through, and you can revoke access anytime.

See AI assistants
A small team meets in a sunlit office, one woman presenting from a notebook while another takes notes on a tablet
A listing’s activity: an update from a connected assistant, recorded under the person who authorized it and the connection it came through.

For the team that answers first and remembers longest.

Your business runs on relationships that outlast any one deal. Scoped keeps the lead, the listing, and the client’s whole history together, so every agent, and your assistant, picks up where the last conversation ended.

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 real estate teams run on Scoped

The same record, set up for the work that sits next to a sale.

Property managementOwners, buildings, and every turnover on one record.Home servicesEstimates, jobs, and the customers who call back every season.Client onboardingThe signed deal becomes the onboarding, with the client attached.

How teams like yours run it

An agent team, a small-town brokerage, and a boutique brokerage: their stages, how a listing or a search breaks down, and what they ask their assistant.

Referrals that know who sent them

A five-person agent team

Most of the team’s business comes from past clients and the friends they send, and every closed client stays in Scoped with the house and the price. Say a past client’s neighbor calls about selling. The referral goes on the board with a note naming who sent it, so the agent who calls back knows whose friend they’re talking to and whom to thank after closing.

  • Stages: New lead, Consultation, Agreement out, Signed
  • Each listing runs prep, photos, showings, offers, under contract, closing
  • The team lead asks: which new leads this month came from a past client, and who sent each one?

Buyers who never have to repeat themselves

A two-agent brokerage in a small town

The two agents cover for each other on weekends, and every buyer search is a project with the notes from each tour on its touring phase. Say the buyers call on Saturday while their agent is off. Whoever answers knows which houses they liked and which one had the wet basement.

  • Stages: Inquiry, Consult set, Agreement out, Signed on
  • Each search runs consult, touring, offers, under contract, closing
  • The broker asks: which buyers toured this week and have no next step on their search?

One coordinator, every deal under contract

A nine-person boutique brokerage

The coordinator owns the under-contract and closing phases on every deal the agents sign. Say an offer is accepted on Monday: that day, the contingency dates go on the under-contract phase as a comment. When the buyer’s lender calls, the listing agent, the coordinator, and the team’s AI assistant all work from the same dates.

  • Stages: New lead, Listing appointment, Agreement out, Listing signed
  • Each deal runs prep, going live, showings, offers, under contract, closing
  • The broker asks: which deals under contract have gone a week without a comment?

Works with the assistant you already use, and your records come out whenever you want them.

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 seller is interviewing agents this week. Walk in knowing the house.

Next Tuesday, Sunday’s open-house leads went on the board Sunday night, each with an owner and a note on what they’re looking for. Every listing’s showing feedback is on the phase before the seller asks. And when a client from 2021 calls about selling, you have their page open before the second ring. Scoped takes an afternoon to set up.

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