Scopey - Dynamic Quoting & Scoping—To Build Profitable Agencies & Businesses

Scopey Dynamic Quoting & Scoping—To Build Profitable Agencies & Businesses

What is Scopey?

Scopey revolutionizes project quoting and scope management through its AI-powered pricing engine. The platform enables businesses to create dynamic quotes that adapt in real-time to work changes, ensuring accuracy and profitability throughout the project lifecycle. Its intelligent service library promotes team-wide consistency in pricing and scoping processes.

The solution features automatic change detection, collaborative workflows, and transparent scope definitions that eliminate confusion between teams and clients. By automatically tracking and pricing out-of-scope requests, Scopey helps businesses maintain their profit margins while keeping all stakeholders aligned on project deliverables and costs.

Features

AI-Powered Pricing Engine: Automatically adapts quotes to work changes in real-time
Change Detection: Automatically tracks and logs client requests and scope changes
Team-Wide Pricing Library: Shared repository of services and pricing for consistent quoting
Intelligent Upselling: Suggests relevant add-on services based on project context
Real-Time Tracking: Monitors and prices all out-of-scope requests instantly
Integration Capabilities: Connects with tools like Xero, ClickUp, Asana, Jira, and HubSpot

Use Cases

Creating professional quotes and scope of work contracts
Managing and preventing scope creep in client projects
Standardizing pricing across agency teams
Tracking and billing out-of-scope client requests
Building and maintaining service pricing libraries
Streamlining client approval processes

FAQs

What is scope creep, and how does it impact projects?

Scope creep happens when extra work is added to a project without adjusting the timeline or budget. It leads to missed deadlines, increased costs, and reduced profitability. Scopey helps by automatically tracking out-of-scope changes, ensuring businesses get paid for every change.
Can I use Scopey with my existing project management tools?

Yes! Scopey integrates with tools like Xero, ClickUp, Asana, Jira, and HubSpot to keep everything in sync. You can scope work inside Scopey and push it directly to your project management software.
How does Scopey help agencies make more money?

Most agencies lose up to 15% of revenue due to scope creep. Scopey prevents revenue loss by tracking every out-of-scope request, helping teams quote additional work instantly, and providing historical pricing insights to charge accurately.