The CRM for software companies that ship what they sold

Say a founder emails on Monday night: they need a mobile app MVP live before their spring launch, and you’re one of three studios they wrote to. By 9 on Tuesday someone has added them to your board in Discovery call, with what they need, who referred them, and who is replying. The reply goes out before standup, not after the other two.

Name the stages the way your team already talks: Discovery call, Scoping, SOW sent, Signed. Selling a product through demos? Make it Demo, Technical review, Order form out, Closed won. Each deal carries its amount, so the board shows what you have out and that the $38,500 data migration has gone quiet for eleven days.

When last year’s client comes back for phase two, their page has the discovery notes, the deal you signed and what it covered, the project you shipped, and the starred note about who actually signs off. You scope the next build from what you know, not from a blank doc.

If your engineers already spend the day in Claude Code or Codex, connect it to your Scoped workspace and the same assistant can answer questions about the work you sold. Ask it where the Wickhollow portal stands and what’s waiting on the client. Ask it which signed deals haven’t had a kickoff, or which builds have gone a week without a comment.

Before a renewal call, your account lead asks it what was promised at implementation and what’s still open. It pulls the customer’s history, the deal, and the project’s phases, and answers from the record instead of from someone’s memory of the kickoff.

It can post a comment or update the fields you allow, like a phase’s status or the next step. Each change is recorded under the person who authorized it and the connection it came through, and a read-only connection can’t write at all. Scoped doesn’t run the AI or meter its calls. How assistant updates work.