Overview
Scoped is CRM and project management for businesses that sell the work and then deliver it: contractors, home-service pros, agencies and consultancies. A customer, their deals and quotes, the job that follows and its tasks all live on one record. Connect Scoped and Claude works from that same record. Ask what's happening on a job and Claude reads the project, its customer, open issues, milestones and recent activity. Ask what needs you today and it lists what's due, what's stuck, and which inquiries are waiting on a reply. Paste notes from a site visit or a call, and Claude turns them into issues with owners and due dates, adds the contact and the deal, or posts the week's project update. Built so you can check Claude's work: - Every change comes back with a receipt: what changed, from what to what, who was notified, and a link to it in Scoped. - Workspace history records each change as yours, made through Claude. - Claude refers to people, teams, statuses and stages by name. If a name matches more than one thing, nothing changes and Claude asks you which you meant. - Say "undo that" and Claude reverses its last change, within the hour. - Claude can prepare an invoice or quote as a draft, but a person reviews and sends it. Claude never requests, records or moves money. When you connect, you choose the workspace and what Claude can do in it: work (issues, projects, initiatives, cycles), clients (companies, contacts, deals, notes) and invoices. You can disconnect it at any time in Settings › Agents. Scoped doesn't run AI models. Claude does the thinking and Scoped keeps the record, so agent work is never metered. Scoped Cloud is free for up to three people, with a 30-day Pro trial and no card required.
