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A fast, accurate, scalable scoping tool for
service businesses

Take the pain out of pricing and quoting on spreadsheets and Word with the SCOPE™ CPQ.

Solution

Replace spreadsheets and  Word documents for SCOPE

-an accurate and fast scoping tool.

Our Clients

Our markets

Media
We used to be in a world where we made money in media commissions. Now it’s based on fee, and possibly in future it will be project also. SCOPE helps your teams to build scope fast and in a more managed and controlled way using simple drag and drop functionality.

Scope can connect your time system to show plan to actual in real time.
Marketing Agencies
The ability to easily create recurring scope types with just a few clicks, speeds up the process for your user which in turn drives team efficiencies.

With a flexible pricing stack, and the ability to create custom SOW documentation, your team can make the change from spreadsheets and word to a system – SCOPE swiftly.

Our time-back feature provides the ability to review what was scoped to actual time spent, so that you can continually review and improve your scopes – generating a better margin. And, with the ability to connect with the rest of your tech-stack, finally, you can now include the scoping flow as part of your end-to-end technical eco-system from CRM to invoicing.

Our clever time-back feature provides the ability to review what was scoped to actual time spent so that you can continually review and improve your scopes - generating a better margin.
Legal
With Alternative fee arrangements becoming more common, along with the requirement for more fixed price and value pricing for legal firms.   SCOPE Matters helps legal teams to price for these both faster and more consistently. SCOPE Matters helps with better control and management on pricing and engagement documentation.
Management Consulting
We give you the ability to create consistent proposals and scopes of work and send these to your clients in just a few clicks. SCOPE helps consultancies to speed up the whole proposal process, allowing you to be consistent in language and style and getting it out quicker. We help with reporting and connect to your other systems for removal of manual errors.
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The value of SCOPE

Margin gains

Establish and control pricing and relative cost base.

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FASTER

Reduce wasted time in collating and formatting SOWs.

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AUTOMATION

Removing the manual process of scoping into an automated, managed process.

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COLLABORATION

Maximize sales opportunities across the Group.

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INTEGRATED

Connect SCOPE to your tech stack.

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The value of SCOPE

MARGIN GAINS

● Service Book’ ensures up-to-date pricing is used​
● Eliminate errors in financial calculations​
● Visibility - see predicted margin on projects​
● Approval process - eliminate rogue discounting​
● Feedback loop - sold v actual* to optimise price​
● Lock terms - less input needed from legal​

The value of SCOPE

Faster

Use templated scopes and auto-generate SOW documents to remove hours of manual work in consolidating and formatting information.

The value of SCOPE

AUTOMATION

Providing relevant permissions, firewalls and access to suit your needs.

The value of SCOPE

COLLABORATION

● Maximise sales opportunities across the Group​
● Ability to collaborate in real time on any SOW​
● Easy to invite team members​
● Visibility of scopes, taxonomy and SOW structure​

The value of SCOPE

INTEGRATED

Sync SCOPE with your other systems, CRM, ERP, Resource Management and more. No more information only saved on individual hard drives. Accuracy of rate-card versions. No erroneous manual re-entry. ​

I found SCOPE to be incredibly user-friendly, the UX is very intuitive and does not leave you struggling to figure out how to do what.

Adam, Method 1 (previously XenoPsi)

Outcome

Fast accurate quoting, approval and document generation.
Dashboards and reporting of your quotes and estimates, provides real time reporting on value of work pending by status and most frequently sold items.

Our integrations and partners