| Overview (Long Description / Intro) |
Scopey AI is an intelligent quoting and scope-management platform built for agencies, consultancies, and service firms. It replaces static proposals with dynamic, evolving scopes of work that adapt to client requests, automatically detect out-of-scope changes, and prompt upsells. Teams can build a componentized service library, standardize pricing, collaborate transparently with clients, and ensure no value is left on the table. Along the way, Scopey helps reduce admin overhead, prevent scope creep, and improve profitability. |
| Key Features & Benefits |
- AI-Powered Pricing & Suggestions: automatically propose pricing and optional services based on past data and project context.
- Live Change Tracking: detect when client requests fall outside original scope and prompt for approval.
- Service Component Library: build reusable building blocks of work to simplify quoting and maintain consistency.
- E-Signature Contracts: clients can approve scopes and changes with legally binding signatures.
- Client Transparency & Collaboration: clients see exactly what’s in scope and out, reducing disputes.
- Upsell Automation: surface value-adding add-ons at the right time, without aggressive sales.
- Integration-Friendly: connects to project management, accounting, and communication tools.
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| Use Cases & Applications |
- Creating client proposals and scopes of work in minutes.
- Managing and approving change requests mid-project.
- Upselling additional services naturally during project life.
- Standardizing pricing across teams and projects.
- Reducing revenue loss from unbilled out-of-scope tasks.
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| Who uses it? |
- Digital agencies (design, marketing, development)
- Consultants and advisory firms
- Service businesses with evolving projects (e.g. product development, operations)
- Small to medium teams who need better control over scoping and billing
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| Pricing |
- Free / Freemium: basic access available.
- Pro: US$19 / month (1-2 team members, includes AI suggestions & change capture)
- Team: US$99 / month (3-9 members, more eSignature contracts, priority support)
- Medium / Enterprise level: US$399 / month (10-20 members with more features)
- Optional custom onboarding & service library setup available for larger teams.
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| Tags |
#quoting #scope_management #AI_pricing #agency_software #service_business #upsell_automation |
| App Available? |
Yes — web app / SaaS. |