Scopey is a web-based AI tool that helps businesses streamline project quoting and scope management. Instead of building scopes of work manually with spreadsheets or word processors, users can generate accurate, professional quotes in minutes.
Scopey�s Smart Suggestions help teams upsell services, track changes automatically, and avoid misalignment with clients. The platform supports real-time collaboration, version control, and integrations with accounting and project management systems. Whether you�re in consulting, digital services, or construction, Scopey helps convert chaos into clarity, ensuring that each project runs smoothly�and profitably�from quote to close.
Performance Score
A
Content/Output Quality
Highly Relevant
Interface
Intuitive & User-Friendly
AI Technology
- NLP
- Machine Learning
- Automation Algorithms
Purpose of Tool
Streamline quoting and scope management processes
Compatibility
Web-Based Application
Pricing
Freemium model; paid plans start at $19/month
Who is Best for Using Scopey?
- Project Managers: Create detailed scopes in minutes, track all edits and additions, and ensure client accountability throughout the process.
- Consulting Firms: Standardize pricing and offerings while maintaining flexibility, making it easier to pitch, win, and execute work.
- Freelancers: Build professional-looking quotes and protect against unpaid changes by clearly communicating scope and cost.
- Agencies: Prevent margin loss with accurate quoting, scope change logging, and upselling prompts built into the scoping flow.
- Construction Teams: Use field-ready tools (Scopey Onsite) to log changes on the go and track accountability from crew to client.
AI-Powered Quoting & Scoping
Real-Time Change Tracking
Dynamic Pricing Engine
Intelligent Upselling Suggestions
Comprehensive Service Library
Client Collaboration Tools
E-Signature Integration
Project Management & Accounting Integrations
Optional Services Management
Scopey Onsite (Beta for Field Teams)
Is Scopey Free?
Yes, Scopey offers a freemium model. Users can start with basic quoting and scope-building features at no cost. For teams that need advanced collaboration, e-signature capacity, and full service libraries, paid plans are available:
Scopey Pricing Plans
- Pro Plan � $19/month: Built for solo users or duos, unlimited quotes and scopes, 10 eSignature PDFs/month, smart suggestions, and scope change capture.
- Small Team Plan � $99/month: For 3�9 users, 20 eSignature PDFs/month, advanced collaboration and scope management.
- Medium Team Plan � $399/month: For 10�20 users, unlimited quotes and scopes, full team permissions and project visibility, priority support.
- Enterprise Plan � Custom Pricing: Scalable solutions for large orgs, dedicated onboarding and custom service setup, enterprise-grade support and integrations.
Scopey Pros & Cons
Streamlines quoting and scope management in one place
Tracks all project changes in real time
Enhances transparency with clients
Integrates with key business tools
Smart upselling increases potential revenue
Some features limited to higher-tier plans
Scopey Onsite is currently in invite-only beta
No mobile app or offline mode
