Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Introducing a robust MSP IT Roadmap application specifically designed for vCIOs that enables the creation of precise 5-Year IT Roadmap plans for clients quickly and efficiently, leveraging real-time updates on warranty details, purchase dates, and end-of-life timelines. This tool enhances project planning, facilitates agreement modifications, and streamlines asset replacement processes while ensuring warranties are thoroughly tracked. Users can prepare quarterly reports for QBRs in significantly less time, allowing for proactive client budgeting with reliable forecasts for cloud services, hardware, software, and other IT solutions. Additionally, the app generates customizable reports, budgets, and summaries that can be tailored with distinct branding options such as colors and logos for a professional touch. To further enhance user experience, the application includes comprehensive help features that provide ease of navigation and continuous support, ensuring that vCIOs can deliver exceptional service to their clients. With these capabilities, the app not only simplifies the management of IT assets but also empowers clients to make informed decisions about their IT investments.

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

Screenshots View All

No images available

Integrations

ConnectWise PSA
ConnectWise Automate
HaloPSA
IT Glue
Ingram Micro Cloud
Microsoft 365
Microsoft Azure
NinjaOne
Pax8

Integrations

ConnectWise PSA
ConnectWise Automate
HaloPSA
IT Glue
Ingram Micro Cloud
Microsoft 365
Microsoft Azure
NinjaOne
Pax8

Pricing Details

$79 per month
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

Propel Your MSP

Founded

2018

Country

Canada

Website

www.propelyourmsp.com

Vendor Details

Company Name

Scopable

Founded

2023

Country

United States

Website

scopable.io

Product Features

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

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

Alternatives

Alternatives

ConnectWise CPQ Reviews

ConnectWise CPQ

ConnectWise
vCIO Hero Reviews

vCIO Hero

Invarosoft