Compare Scopey

About Scopey

Quote and Scope Work in Minutes, Not Hours: Scopey streamlines the creation of detailed project scopes with a suite of intelligent tools designed for efficiency and accuracy. By leveraging industry-specific data, Scopey provides bespoke suggestions to populate your service library and assists in constructing phased project scopes.

Customisable and Intelligent Project Building: Utilise Scopey’s smart prompts to automatically generate comprehensive project scopes or create from scratch using intuitive suggestions. Scopey adapts to your workflow, offering the flexibility to build entirely automated scopes or enhance manual entries with smart recommendations, including upsell opportunities.

Seamless Integration and Reusability: Every project scope you create can be directly sent to Xero for invoicing, and with our forthcoming Asana integration, scopes can be seamlessly converted into actionable project plans. Store any project scope as a reusable template, optimising future project setups and maintaining consistency across your services.

Enhanced Client Interaction and Control: Clients can actively participate by logging in to approve scopes, add optional services, or comment directly on project details. Alternatively, scopes can be shared as PDFs for signature-based approvals. Real-time project expenditure is visible to clients, empowering them with control over additional spending and ensuring transparency.

AI-Powered Communication and Request Management: Scopey’s unique AI copilot feature monitors all project-related communications. By cc'ing Scopey’s project-specific email in your discussions, the AI captures any new or changed requests and displays them on your project dashboard. This allows you to swiftly address client needs, whether by adjusting the scope or proposing new billable items.

Stay on Top of Project Changes Without Hassle: Scopey ensures you never miss a client request. New demands can also be emailed directly to the Scopey copilot, making it easier for clients to communicate changes without needing additional ticketing software.

Features

• 2-Factor Authentication
• API
• Batch Permissions & Access
• Budgeting
• Calendar Management
• Contact Management
• Contact Sharing
• Customer Management
• Dashboard
• Data Export
• Data Import
• Data Visualization
• Email Integration
• Expense Tracking
• External Integrations
• Gantt Charts
• Google Apps Integration
• Multi-User
• Notifications
• Project Management
• Scheduling
• Task Scheduling/Tracking
• Third-Party Plugins/Add-Ons
• Travel Management
• Resource Management

Summary

• Rapid Scope Creation: Generate detailed project scopes in minutes using AI-driven prompts.

• Customizable Service Library: Populate your service library based on industry-specific data and previous projects.

• Smart Upsell Suggestions: Automatically suggests upsell opportunities to enhance project revenue.

• Template Reusability: Save any project scope as a template for future use, ensuring consistency and efficiency.

• Xero Integration: Directly send project scopes to Xero for streamlined invoicing.

• Asana Integration: Seamlessly transition approved scopes into Asana for project management and execution.

• Client Collaboration: Clients can approve scopes, add services, and comment directly within the platform.

• Real-Time Financial Transparency: Provides clients with real-time visibility into project spend and control over additional expenses.

• AI-Powered Email Copilot: Monitors project communication, capturing new requests and changes for easy management.

Pricing

FAQs

What is this service generally used for?

• Scopey is primarily used for efficiently scoping and quoting project work, ensuring accuracy and manageability. It enables businesses to adjust and manage project costs dynamically as specifications change. The platform supports the creation of detailed project scopes, aiding agencies and service businesses in forecasting costs and setting clear expectations. Uniquely, Scopey emphasizes collaborative and transparent client interactions, allowing clients to actively participate in scope approvals, add services, and view real-time updates on project costs. This level of involvement helps prevent scope creep and fosters a transparent relationship by keeping all parties informed and engaged throughout the project lifecycle.

What are some applications this service is commonly used in tandem with?

• Scopey is commonly used alongside several key applications to enhance project management and financial operations. These include:

  • Asana: For project tracking and task management, ensuring that the scopes defined in Scopey are directly translated into actionable tasks.
  • Xero: Integrates with Scopey for seamless invoicing and financial tracking, allowing scopes and billing to align effortlessly.
  • Email: Essential for communication; Scopey's AI features work with email to capture any scope changes discussed, updating projects in real time.
  • Deltek Maconomy (In progress): Used by professional service firms for deeper project accounting and financial management, complementing Scopey's scope management features.
What platforms does this service support?

• Scopey is designed to be highly accessible and supports multiple platforms to ensure it fits seamlessly into various business environments. The service is available on web browsers, making it accessible on any device with internet connectivity, including computers, tablets, and smartphones. This cross-platform compatibility ensures that users can manage project scopes and interact with the software from virtually anywhere, enhancing flexibility and productivity.

Does this service offer guides, tutorials and or customer support?

• Yes, Scopey provides comprehensive customer support and onboarding. We offer a range of resources including detailed guides, interactive tutorials, and dedicated support to ensure users can maximize the benefits of our platform efficiently. Our goal is to ensure a seamless user experience from day one, with clear instructions and responsive assistance whenever needed.

Who are the main user groups of this service?

• The main user groups of Scopey are professional service businesses and agencies that require dynamic and efficient scope management. This includes digital marketing firms, web development companies, consultancy services, and any agency that deals with client projects necessitating clear, adaptable scope outlines. Our platform is designed to facilitate seamless collaboration, ensuring that project scopes are easily adjustable and transparent to all stakeholders involved.

Does this service integrate with any other apps?

• Yes, Scopey currently integrates with Xero and Asana, enhancing invoicing and project management capabilities, respectively. These integrations enable seamless transitions from project scoping to financial and task management, streamlining workflow and communication within teams. We are continually working to expand our integration capabilities, with plans to introduce more integrations soon to further support our users' needs and improve their workflow efficiency.

Does this service offer multi-user capability (e.g. teams)?

• Yes, Scopey currently supports multi-user capabilities, allowing teams to collaboratively manage project scopes. We are actively working on enhancing this feature with multi-level permissions, which will allow for more granular control over who can view, edit, or approve aspects of the project scopes. This upcoming feature aims to provide tailored access based on individual roles within the team, enhancing workflow efficiency and security.

Does this service offer an API?

• Currently, Scopey does not offer a public API for external integration. However, we are committed to enhancing user experience and actively work on adding popular integrations. For businesses with specific integration needs, we offer custom integration services at an additional charge, tailored to your unique requirements.

Vendor Information

Other

• Freelance
• Startups
• SMEs
• Agencies

• Web App