Introduction
Welcome to Scopes — chat-first CRM for customers, quotes, orders, and projects.
Scopes is a chat-first CRM that lets your team manage customers, products, quotes, orders, invoices, and projects through natural language.
Instead of clicking through menus, you tell Scopes what you need — create a quote, find a customer, open an order — and it runs the action or opens the right screen for you.
What you can do
- Chat actions — Create and update CRM records from plain-language requests.
- Smart search — Find records by number, name, or keyword with inline results.
- Record drawers — Preview and edit records without leaving the conversation.
- Quote to cash — Convert accepted quotes into orders and invoices automatically.
Getting help
Try the demo chat on the landing page without an account. Sign up when you are ready to save conversations and use your workspace CRM at /app.