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 dev agency already talks: Discovery call, Scoping, SOW sent, Signed. Selling a SaaS 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. The pipeline guide walks through naming them.

When last year’s client comes back for phase two, their customer page has the discovery notes, the SOW amount 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 team already works with an AI assistant, connect it to your Scoped workspace and it can answer questions about the work you sold. Ask where the Wickhollow portal stands and what’s waiting on the client. Ask 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 what was promised at implementation and what’s still open. The assistant 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, a read-only connection can’t write at all, and you can revoke access anytime. Scoped doesn’t run the AI or meter its calls, and your record stays yours: export it anytime.