Scope and quote work in minutes. Manage change requests with real-time.

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September 9, 2024

Scopey

Scope management

6,027

5.0(8)5

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Scope and quote work in minutes. Manage change requests with real-time.

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Overview

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Scopey is an AI-powered tool that transforms scope management, helping businesses save up to 15% of their annual revenue. With Scopey, you can create custom project scopes in minutes, effortlessly capture and manage client change requests from emails, and turn hidden opportunities into profitable upsells.

Key Features:

- Capture Hidden Changes: Automatically detect and manage scope changes from client communications, ensuring nothing slips through the cracks.

- Upsell Opportunities: Seamlessly convert new requests into profitable upsell offers, maximizing revenue.

- Adaptive Scopes: Live, evolving documents that keep everyone aligned as project needs change.

- AI-Powered Suggestions: Get smart recommendations for scope creation and upsell opportunities, tailored to your business.

- Quick Approvals: Enhance client collaboration with transparent, fast approvals that keep projects on track.

- Contracts & E-Signatures: Quickly create, share, and sign contracts within Scopey, streamlining approvals and securing agreements in one place.

Scopey integrates smoothly with your existing tools and workflows, offering clients multiple ways to interact—from direct logins to email and PDF approvals. Whether you're a freelancer or part of a larger team, Scopey ensures projects stay within scope while boosting your bottom line.

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Initial release

September 9, 2024

Jenna Farrell

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Initial release of Scopey.

Jenna Farrell

@jennafarrell

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1 tool

Beginner

Joined: September 2024

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Freemium

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$9.94/month

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Monthly

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Scope management Scopey

Scope management

6,027

5.0(8)5

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5.0

Average from 8 ratings.

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Comments(5)

Alena Bacharova

🙏 2 karma

Sep 12, 2024

@ initial release

Rated it

Scopey is a must-have for service-based businesses. It streamlines project scope management, helping avoid confusion and surprise costs. Clients love it because it provides transparency, and businesses benefit from a 15% increase in revenue. Scopey makes the entire process easier, improving both communication and trust between businesses and their clients.

2 Reply Share Delete Report

Gilli Pepper

🙏 6 karma

Sep 9, 2024

@ initial release

Rated it

This is a pretty cool new tool. The AI is used quite thoughtfully - like, this isn't just another SaaS wrapper. I do a lot of similar projects and have been saving so much time sending proposals out by using the template feature. Looking forward to getting the change request capture going. Since it's recently launched I think they're building out their base features, but it's pretty smooth for a new product. If they keep up this quality I'll definitely subscribe (currently using the freemium tier).

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Zvonimir Skorin

🙏 38 karma

Sep 9, 2024

@ initial release

Rated it

As a victim of scope creep myself, I am eager to use this tool for my business. I’ve tried it and really love what I’ve seen so far. I can’t wait to start using it! It’s exciting to be one of the first users of something you just know will become a staple in every major company one day.

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josip prekrat

🙏 3 karma

Sep 9, 2024

@ initial release

Rated it

Scopey is a wonderful and incredibly useful tool for managing scope creep. It saved me a lot of time and trouble by streamlining the process of capturing scope changes and turning them into upsell opportunities. Features like quick approvals, contracts, and e-signatures make client collaboration effortless. For anyone looking to keep projects within scope and boost efficiency, Scopey is a game-changer.

3 Reply Share Delete Report

Gyutae Bae

🙏 3 karma

Sep 9, 2024

@ initial release

Rated it

Great AI-powered tool designed to streamline scope management by quickly creating detailed scopes of work. I really liked thier smart templates and AI suggestions that make it easy to manage change requests and upsell additional services. With seamless workflow integration, Scopey enhances project efficiency while identifying revenue opportunities.

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Pros and Cons

Pros

Manages change requests

Real-time scopes of work

Quick scope creation

Optimizes operations

Smart templates

Detects scope changes

Prevents scope creep

Allows upselling

Workflows integration

Email and PDF interaction

Invoices to project management tools

Detailed scope agreement simplification

Streamlines approval processes

Increases revenue opportunities

Builds scopes with suggestions

Uses existing service library

Catches and manages requests

Shared login for scope review

Beta testing for desktop

Eliminates project derailments

Multiple client interaction methods

Consistent across teams

Captures more upselling opportunities

Transparency in project scopes

Effortlessly increases project success

Improved client relationships

Newsletter updates and tips

A detailed FAQ section

Not overly complicated like project management tools

Avoids business losses from scope creep

Detailed scopes prevent misunderstandings

Product Hunt featured

Crozdesk reviews available

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Cons

Still in beta version

May not prevent all scope creep

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Q&A

What is Scopey?

Scopey is an AI-powered tool designated for managing change requests and for upselling with real-time scopes of work. It is designed primarily as a scope management software to optimize operations and scale up with smart templates and change detection AI.

How does Scopey's AI-powered tool manage change requests?

Scopey's AI tool manages change requests by swiftly capturing and processing any new requests with its AI copilot. It ensures that none of the requests gets lost and is presented as a quoted optional service to maintain the integrity and original scope of the project.

What are the key features of Scopey?

Key features of Scopey include building detailed scopes of work using smart suggestions and templates, or from an existing service library, instantaneous capture of new requests and managing change, seamless integration with your team or client workflows, and identifying upsell opportunities by enabling clients to add optional services.

How does Scopey help with creating detailed scopes of work?

Scopey uses smart suggestions and templates to rapidly build detailed scopes of work in a matter of minutes. The tool also allows for optional additions from an existing service library. It thus streamlines the process of scope creation and simplifies request and budget approvals for additional work.

Does Scopey only work with certain project management tools or can it be integrated with any?

While specific integrations are not listed, it is clear that Scopey does have a feature to seamlessly integrate with your team or client workflows. It is developed to be compatible with multiple workflow patterns and should be flexible enough to work with various project management tools.

What is the AI copilot feature in Scopey?

The AI copilot feature of Scopey is designed to catch and manage new requests instantly. This ensures that even small requests that could potentially cause major changes are caught and managed, allowing them to be presented as quoted optional services maintaining the project's integrity.

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How can Scopey help to identify upselling opportunities?

Scopey helps identify upselling opportunities by allowing clients to add optional services. By offering these options and presenting any out-of-scope work as quoted optional services, there is an increased possibility of upselling and therefore an increase in revenue.

In what ways can clients interact with Scopey?

Clients can interact with Scopey in multiple ways. They can log in to the shared scope, or also via email and PDF. Scopey thus facilitates various communication channels supporting the diverse needs of clients.

Can Scopey work in real-time?

Yes, Scopey works in real-time. It manages change requests and helps with upselling using real-time scopes of work, and it is also equipped to identify changes in real-time to prevent scope creep.

How does Scopey prevent scope creep?

Scopey prevents scope creep by establishing detailed scope agreements that everyone agrees to, thus defining clear boundaries of the work. It facilitates the ease of additional request and budget approvals so that any additional work is factored into the original agreement.

Can Scopey identify changes in real-time to stop scope creep?

Yes, Scopey can identify changes in real-time to stop scope creep. It uses change detection AI to swiftly capture new requests and changes, thus ensuring that the project stays within the initially agreed scope.

Is Scopey suitable for both team and client workflows?

Yes, Scopey is suitable for both team and client workflows. The software has a feature that ensures seamless integration with your team or client workflows, hence supporting diverse patterns of work arrangement.

Could you describe Scopey's change management feature?

Scopey's change management feature allows rapid adjustment to new requests and changes. With the help of change detection AI, it can swiftly capture and manage change requests to maintain the integrity and agreement of the original project scope.

Can Scopey help to increase a company's revenue?

Scopey can indeed help increase a company's revenue. It identifies upselling opportunities by allowing clients to add optional services, and through presenting any out-of-scope work as additional, quoted services.

Is there a way to use Scopey to streamline my approval process?

Yes, Scopey can help streamline your approval process. It offers easy request and budget approval methods for additional work, eliminating the need for lengthy negotiations or misunderstandings over the scope of work.

Does Scopey have a service library or does it create new scopes from scratch?

Scopey does have a service library. The software allows for building detailed scopes of work using smart suggestions and templates, or from an existing service library. This implies that it does not necessarily create new scopes from scratch.

Can I control the details of the scopes of work created by Scopey?

Yes, Scopey allows you to control the details of the scopes of work being created. You have the freedom to add details using the smart suggestions, templates, or from your existing service library to suit your requirement.

How does Scopey help manage requests and budget approvals for additional work?

Scopey manages requests and budget approvals for additional work by creating a detailed scope of agreement. By this method, it ensures everyone's clear comprehension and agreement on the addition of more work and the corresponding adjustments in the budget.

Can Scopey create scopes that are sent to my invoicing tools?

Yes, Scopey has the capability to create scopes of work that can be sent to your invoicing tools. By integrating with your existing invoicing tools, Scopey can streamline the management of project scopes and assist in smooth financial tracking.

What is the smart suggestions feature of Scopey?

The smart suggestions feature of Scopey aids in the effortless creation of detailed scopes of work. It provides intelligent suggestions, hence making it quicker and easier to define the scope of a project while reducing the chances of overlooking important aspects.

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