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Description
The most crucial issues for your clients warrant thoughtful quotations, realistic financial plans, and well-organized team configurations. By offering innovative pricing strategies, comprehensive analysis, and effective matter management all under one roof, you can enhance both profitability and the overall client experience. Striking a balance between the expectations of the firm and the needs of clients is essential for delivering quality service. Complex fee structures can be tailored to boost profitability while simultaneously meeting client requirements, with team resources strategically allocated for maximum efficiency. Proactive engagement, rather than a reactive approach, leads to more favorable outcomes at the matter level. With real-time tracking of actual expenses against the budget, Curo notifies your team of any cost overruns throughout the matter's lifecycle, helping to keep expenditures on track and safeguarding margins from unexpected write-downs. A thorough understanding of client requirements and meticulous management of matter scope, down to individual tasks, enables your team to provide the highest level of service possible for your clients' needs. Additionally, seamless integration with billing systems allows for the direct extraction of client terms and rates into quotes, ensuring precise estimations. This holistic approach not only streamlines operations but also fosters stronger relationships with clients.
Description
Scopable is a software-as-a-service (SaaS) platform that offers quoting and assessment solutions specifically designed for managed service providers (MSPs). It seamlessly connects with existing systems utilized by MSPs, such as ConnectWise, HaloPSA, NinjaOne, Microsoft 365, Azure, Pax8, Ingram Micro, and IT Glue, while extracting real-time client information including endpoints, configurations, security status, and details from 365 tenants.
Utilizing this information, Scopable conducts automated evaluations that assess each client’s environment, identifying security and compliance vulnerabilities, and creating a prioritized technology roadmap complete with cost estimates. This roadmap informs a quoting engine that produces margin-protected proposals based on the MSP's pricing structure, incorporating automated estimates for both labor and hardware that adjust as project scopes evolve.
The generated proposals are accessible via a client portal where e-signatures can be obtained, and they synchronize back to the PSA for streamlined management. Additionally, the platform features natural-language processing for client inquiries, maintains CRM records, tracks governance, risk, and compliance (GRC), and facilitates workflow automation. Currently, Scopable is in a limited early-access phase, inviting select users to experience its capabilities.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
ConnectWise PSA
HaloPSA
IT Glue
Ingram Micro Cloud
Microsoft 365
Microsoft Azure
NinjaOne
Pax8
Integrations
ConnectWise PSA
HaloPSA
IT Glue
Ingram Micro Cloud
Microsoft 365
Microsoft Azure
NinjaOne
Pax8
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$89/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Fulcrum GT
Country
United States
Website
fulcrumgt.com/solutions/curo
Vendor Details
Company Name
Scopable
Founded
2023
Country
United States
Website
scopable.io
Product Features
Product Features
CPQ
2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce
MSP
Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management