SCOPEY AI

SCOPEY AI

(4.3)
Freemium
Web
Best for: Quoting & Scope Management
SCOPEY AI preview
300 upvotes
270 bookmarks
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Our Verdict

Scopey AI offers a robust solution for project management, tackling scope creep with AI-driven automation. Its comprehensive features enhance transparency and collaboration, making it an invaluable asset for various industries seeking efficiency and profitability in their projects.

About SCOPEY AI

Scopey AI is an innovative web-based platform designed to revolutionize project management by addressing scope creep. It automates quoting, provides real-time change tracking, and ensures businesses maximize revenue. Ideal for projects ranging from freelance gigs to large agency endeavors, Scopey clarifies expectations and identifies hidden tasks. Its intuitive dashboard, pricing intelligence, and e-signature tools enhance client collaboration and transparency, marking a significant advancement in project clarity.

Review Summary

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
Rating
4.3/5
Features 4.3
Accessibility 4.4
Compatibility 4.4
User Friendliness 4.3

Who Is This Tool Best For?

  • 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.

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)

Pricing Plans

Pro Plan

$19/month
  • Built for solo users or duos
  • Unlimited quotes and scopes
  • 10 eSignature PDFs/month
  • Smart suggestions
  • 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

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

Frequently Asked Questions

Scopey integrates with tools like Asana, Jira, ClickUp, and Xero to help streamline project execution and billing
Yes. Clients can review, sign, and request changes using ePDFs or through a secure online dashboard.
No. Scopey is web-based only. However, Scopey Onsite—designed for field use—is currently in beta and being tested by select users.
Scopey automatically detects scope edits or additions, logs them, and helps you turn those changes into billable opportunities.
Yes. You can build your own service library with descriptions, pricing, and templates to standardize future scopes.

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