Average Ratings 4 Ratings

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Average Ratings 0 Ratings

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Description

All-in-one software transforms the way MSPs provide managed IT services to their customers. HaloPSA empowers you to manage your entire service desk with ITIL-aligned, out-of-the box functionality.

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 Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

ConnectWise RMM Yes 
Microsoft 365 Yes 
Microsoft Azure Yes 
NinjaOne Yes 
AnyDesk Yes 
ConnectWise Automate Yes 
Kaseya BMS Yes 
KashFlow Yes 
Microsoft Dynamics 365 Yes 
Microsoft Outlook Yes 
Sage 300 Yes 
Salesforce Yes 
ScalePad Lifecycle Manager Yes 
Slack Yes 
Splunk Enterprise Yes 
Strategy Overview Yes 
Strety Yes 
ThreatLocker Yes 
Xero Yes 
n8n Yes 

Integrations

ConnectWise RMM Yes 
Microsoft 365 Yes 
Microsoft Azure Yes 
NinjaOne Yes 
AnyDesk No 
ConnectWise Automate No 
Kaseya BMS No 
KashFlow No 
Microsoft Dynamics 365 No 
Microsoft Outlook No 
Sage 300 No 
Salesforce No 
ScalePad Lifecycle Manager No 
Slack No 
Splunk Enterprise No 
Strategy Overview No 
Strety No 
ThreatLocker No 
Xero No 
n8n No 

Pricing Details

$35 per user per month
Free Trial Yes 
Free Version No 

Pricing Details

$89/month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Halo Service Solutions

Founded

1994

Country

United Kingdom

Website

halopsa.com

Vendor Details

Company Name

Scopable

Founded

2023

Country

United States

Website

scopable.io

Product Features

MSP

Backup Management No 
Billing & Invoicing Yes 
CRM Yes 
Dashboard Yes 
Help Desk Yes 
Issue Management Yes 
Live Chat Yes 
Patch Management No 
Privileged Access Management (PAM) No 
Project Management Yes 
Remote Access Yes 
Remote Systems Monitoring No 
Scheduling Yes 

Professional Services Automation

Billing & Invoicing Yes 
CRM Yes 
Client Portal Yes 
Collaboration Tools Yes 
Document Management Yes 
Portfolio Management Yes 
Project Management Yes 
Proposal Generation Yes 
Quote Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 

Product Features

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow Yes 
Guided Selling Yes 
Product Configurator Yes 
Proposal Generation Yes 
Quotes / Estimates Yes 
Renewal Management Yes 
Self Service Portal Yes 
eCommerce No 

MSP

Backup Management No 
Billing & Invoicing No 
CRM Yes 
Dashboard Yes 
Help Desk No 
Issue Management No 
Live Chat No 
Patch Management No 
Privileged Access Management (PAM) No 
Project Management No 
Remote Access No 
Remote Systems Monitoring No 
Scheduling No 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal No 
Contact Management Yes 
Customer Accounts No 
Customizable Branding Yes 
Discount Management No 
Forms Creation No 
Pricing Management Yes 
Product Configurator Yes 
Proposal Management Yes 

Alternatives

Alternatives

ConnectWise CPQ Reviews

ConnectWise CPQ

ConnectWise