The AI CRM you talk to
Scopes is a chat-first AI CRM. Manage customers, quotes, orders, invoices, and projects in plain language - no forms, no busywork.
Most CRMs make you learn their forms. Scopes flips that around: you describe what you need in plain language, and the AI CRM creates records, builds quotes, drafts emails, and opens the right screen for you. It is one conversational workspace for customers, products, quotes, orders, invoices, and projects - so your team spends time on customers instead of data entry.
Ask in plain language
- Create a customer for Northstar Logistics and add their billing address.
- Build a quote for 20 licenses at $59 and email it to the buyer.
- Show me every deal closing in the next 30 days.
- Turn the accepted quote for Juniper into an order.
Why teams choose Scopes as their AI CRM
Chat-first workflow
Every CRM action runs from a single chat box.
Real data, real actions
The assistant creates and updates live records, not mock-ups.
Quotes to cash
Quotes convert to orders and invoices with totals kept in sync.
Bring your own AI
Connect OpenAI or Anthropic keys on any plan.
Workspace isolation
Role-based access for owners, admins, and members.
Built for the whole revenue cycle
Scopes covers lead generation, quoting, invoicing, and project delivery - so the same AI CRM runs your pipeline from first touch to final invoice.
Ready to try Scopes?
Start free, or see how the chat-first AI CRM fits your team.