Scopey Review – AI-Powered Quoting & Scope Management

Name: Scopey AI
Price: 19 USD
Rating: 4.3 (4 reviews)
Author: AIChief

AIChief Verdict

AIChief Rating

(4.4)

Visit Scopey AI

Scopey is making waves in project management by solving one of the industry’s oldest problems: scope creep. This AI-powered platform automates quoting, tracks changes in real time, and ensures that businesses no longer leave revenue on the table. From small freelance jobs to large agency projects, Scopey helps clarify expectations and catch hidden work. Its intuitive dashboard, pricing intelligence, and e-signature tools make collaboration with clients easier and more transparent. At AIChief, we consider Scopey a bold new approach to project clarity—finally, a tool that treats quoting and scoping with the strategic importance it deserves.

Features

(4.3)

Accessibility

(4.4)

Compatibility

(4.4)

User Friendliness

(4.3)

Updated October 14, 2025

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

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.

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.

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Editorial Staff

The Editorial Staff at AIChief is a team of Professional Content writers with extensive experience in the field of AI and Marketing. AIChief was Founded in 2023, AIChief has quickly grown to become the largest free AI resource hub in the industry. Stay connected with them on Facebook, Instagram and X for the latest updates.

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