Solutions
AI CRM for project delivery
Turn won deals into projects with tasks, files, and comments. Scopes is the AI CRM that connects sales to delivery in one workspace.
Winning the deal is the start. Scopes carries the customer, quote, and order context straight into a project - so delivery teams pick up right where sales left off.
What you can do
- Create a project from the Northstar order.
- Add a kickoff task due next Friday.
- Assign Maya to the rollout for two weeks.
- Show active projects and what is due this week.
Why teams deliver in Scopes
Deal to project
Convert won work without losing context.
Tasks, files, and comments
Keep delivery in one place.
Planning view
Assign people to projects across date ranges.
One workspace
Sales, CRM, and delivery share the same data.
Connect sales to delivery
Connect delivery back to quoting and invoicing, or explore the full AI CRM.
Ready to try Scopes?
Start free, or see how the chat-first AI CRM fits your team.