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.
| Scopey Review Summary | |
| Performance Score | A |
| Content/Output Quality | Highly Relevant |
| Interface | Intuitive & User-Friendly |
| AI Technology |
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| 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.
Scopey Key Features
| 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
Pros
- 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
Cons
- Some features limited to higher-tier plans
- Scopey Onsite is currently in invite-only beta
- No mobile app or offline mode
FAQs
What integrations does Scopey support?
Scopey integrates with tools like Asana, Jira, ClickUp, and Xero to help streamline project execution and billing
Can clients interact with quotes or scopes?
Yes. Clients can review, sign, and request changes using ePDFs or through a secure online dashboard.
Is there a mobile app for Scopey?
No. Scopey is web-based only. However, Scopey Onsite—designed for field use—is currently in beta and being tested by select users.
How does Scopey handle scope changes?
Scopey automatically detects scope edits or additions, logs them, and helps you turn those changes into billable opportunities.
Can I customize my services in Scopey?
Yes. You can build your own service library with descriptions, pricing, and templates to standardize future scopes.
