Features That Make Scopey the Easiest Way to Scope Work

At Scopey, we believe quoting and scoping work should be simple, transparent, and fast. Our intelligent tools help agencies and businesses stay ahead of scope creep, save time, and protect profit margins—all while working seamlessly with your existing tools and workflows.

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Why Scopey?

Scopey isn’t just another tool—it’s a new category. Combining sales, quoting, and scoping into a single, client-facing solution, Scopey transforms how agencies collaborate with clients and manage projects.

Here’s why agencies and their clients love Scopey:

Focused on Scoping and Quoting: Purpose-built for creating, managing, and updating scopes of work and client quotes.

‍Client-Facing: Ensure clients stay aligned with professional, transparent tools designed to simplify collaboration.

‍Simple UI Design: Half the problem with software is the overload of features and steep learning curves. Scopey is simple to use and easy to learn.

Revenue-Boosting Features for Agencies: AI Scoping, Smart Quoting, and More

AI-Powered Scope Creation Create detailed scopes of work in minutes, not hours with AI-driven tools that save time and eliminate guesswork.
Smart Quoting Generate accurate quotes quickly, with built-in tools for optional services and real-time adjustments.
Real-Time Change Tracking Automatically track change updates from emails, and ensure unapproved requirements aren't causing scope creep and profit loss.
Service Library Build a library of services to ensure consistent pricing and team-wide pricing knowledge (your sales team will love this!).
Digital Signatures Secure approvals faster with built-in digital signature functionality.
Seamless Integrations
Works effortlessly with tools you already use, including:
- Xero
- ClickUp
- Linear
- Asana
- Jira
- HubSpot
- Salesforce
- Zoho
- More coming soon!

"Scopey has proven to be an invaluable tool for managing scope creep on our web design projects"

Rob - Rob & Paul Digital

"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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