Features That Simplify Scoping, Quoting, and Sales
At Scopey, we understand how crucial it is to stay on top of shifting requirements, unplanned changes, and the need for clear, accurate communication with clients. Scopey is designed to make these processes seamless, saving you time and protecting your bottom line.
Why Scopey?
Scopey is more than a tool—it’s a smarter way to simplify pricing, quoting, sales, scope, and approvals. By combining these key processes in one client-facing platform, Scopey helps teams deliver work with confidence, clarity, and efficiency.
Key Features
- AI-Powered Scope Creation
Quickly create detailed scopes of work in minutes. Scopey’s AI helps you get the details right, ensuring nothing is missed while cutting down the time it takes to draft scopes manually. - Smart Quoting
Generate precise quotes with options for additional services and real-time adjustments. Whether it’s materials, labour, or optional add-ons, Scopey makes quoting simple and transparent. - Real-Time Change Tracking
Track variations as they happen. Scopey automatically captures requests from emails and conversations, ensuring every change is documented, priced, and approved before work begins. - Service Library
Build a reusable library of services and tasks with standardised pricing, making it easy to create consistent quotes across your team. This also helps to streamline onboarding and ensure every job is scoped accurately. - Digital Signatures
Get approvals faster with secure e-signatures. Scopey makes it easy for clients to review, approve, and sign scopes or quotes, speeding up the decision-making process. - Effortless Integrations
Use Scopey alongside the tools you already rely on, including:- Xero
- ClickUp
- Linear
- Asana
- Jira
- HubSpot
- Salesforce
- Zoho
- We can also build custom integrations tailored to your needs for an additional fee.
"We cut the time it takes to quote in half, and our clients love how transparent the process is now"
Ben, Operations Lead
"Scopey has been great, it didn’t just help us to bill more, it also meant we had a clearer original scope that took half the time"
Ben - Blitzm Design
The Effortless Way to Quote & Scope Work to Increase Profit Margin
Getting started is easy—one of our team can walk you through everything. Start for free today and see how Scopey can revolutionise the way you handle client work..
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