Solutions
AI CRM for quoting
Build line-item quotes by chat, convert them to orders, and keep totals in sync. Scopes is the AI CRM that turns requests into quotes fast.
Quoting is where deals stall. Scopes lets you build a full line-item quote in a sentence, price it correctly, and send it - all from the same AI CRM chat.
What you can do
- Build a quote for 20 licenses at $59 with a 10% discount.
- Add onboarding as a one-time line item.
- Email this quote to the buyer at Juniper.
- Convert the accepted quote into an order.
Why teams quote in Scopes
Line-item builder
Products, quantities, and discounts in plain language.
Accurate totals
Pricing and tax stay in sync across the document.
Quote to order to invoice
One flow, no re-keying.
Send without leaving chat
Email quotes straight from the workspace on Pro.
Quote to cash
See how quotes flow into invoicing, or start with the full AI CRM.
Ready to try Scopes?
Start free, or see how the chat-first AI CRM fits your team.