About ScopeStack

ScopeStack is a cloud-based sales automation tool, which assists small to midsize IT service providers with job costing, price adjustments and creation of statement of work (SOW). Features include audit history, version control, template management, single sign-on (SSO), a pricing calculator and team collaboration. The platform enables users to define the scope of projects by automatically selecting suitable features across different technologies, reuse previously scoped work and prepare custom tasks for multiple projects. Service providers can also discover profitable projects and send automated approvals on them. It comes with a dashboard, which allows administrators to monitor a project's progress, measure profitability in real-time, perform win/loss analysis and calculate the revenue generated. ScopeStack offers integration with multiple third-party applications such as Salesforce, ConnectWise, HubSpot and DocuSign. It is available on monthly subscriptions and support is provided via chat, phone and email.
ScopeStack Software - ScopeStack connected applications
ScopeStack Software - ScopeStack blueprint
ScopeStack Software - ScopeStack collaboration
ScopeStack Software - ScopeStack connected applications - thumbnail
ScopeStack Software - ScopeStack blueprint - thumbnail
ScopeStack Software - ScopeStack collaboration - thumbnail

ScopeStack pricing

ScopeStack does not have a free version but does offer a free trial. ScopeStack paid version starts at US$500.00/month.

Starting Price:
US$500.00/month
Free Version:
No
Free trial:

Alternatives to ScopeStack

Odoo Point of Sale (POS) is part of Odoo’s integrated suite of business applications. The module is available both on... Learn more
Bitrix24 is a client management solution that provides a platform for businesses to organize and track interactions... Learn more

PandaDoc

PandaDoc is cloud-based document management software that helps users in creating proposals, quotes, human resources... Learn more

Salesforce CPQ & Billing

Salesforce CPQ is part of a software suite designed for small, midsized, and enterprise organizations that are focused... Learn more
Armatic is a billing & invoicing software solution that includes modules that are flexible and synchronize with a... Learn more
Revv is a paperwork partner that helps businesses maintain brand consistency for their documents to stand out from... Learn more

ScopeStack Reviews for UK Users

Feature rating

Value for Money
4.5
Functionality
4.5
Ease of Use
4
Customer Support
5
5 reviews of 11 View all reviews
Connor W.
  • Industry: Information Technology & Services
  • Company size: 201-500 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
5

5
Reviewed on 22/09/2020

Perfect tool for professional services pre-sales

ScopeStack fit a very important niche for us that no other software we could find was quite right for. We had a need to standardize our pre-sales documentation and Statements of Work and were relying on a set of Word and Excel templates. ScopeStack puts it all in one place without having to maintain any templates outside of the platform, and saves us time with the standard task templates rather than having to write a new set of tasks each time or dig up samples from older SOWs.

Pros

The customization capability within the platform. While the main benefit of the platform is working off of a set of standard tasks and milestones with standardized language, we do still need the ability to make customizations - not just to the executive project summaries, but to individual tasks and milestones at times. ScopeStack gives us the ability to define our defaults in the templates but doesn't stop us from customizing where we need to, which is very important.

Cons

There are some weird choices in the user experience - navigating lists of projects and tasks can be cumbersome if you quickly want to click into a project or task and then move back out, it pops you back to the start of the list rather than the page you were viewing. Little things like that. This has improved since we started using the platform.

Robert E.
  • Industry: Information Technology & Services
  • Company size: 51-200 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
4
Features
4
Ease of Use
4
Customer Support
5

4
Reviewed on 07/07/2020

Best option to simplify and standardize your SOWs

The ScopeStack team as a whole has been great to work with. They ensure your onboarding is smooth. If there are any questions or issues they are quick to respond, and resolve any issues.
As the title states, we have standardized our projects (SOWs) across all lines of business and ensured all pricing is consistent. This gives us a single place for or pricing feedback loop, ensuring we are always functioning in the most efficient and cost effective manner. We can now provide accurate pricing in 15 minutes and a full executable SOW in under an hour.

Pros

The software is very easy to use, even for the most novice user. It gives you all the required knobs and dials to ensure your projects are priced appropriately, yet ensure your verbiage can be tailored to the needs of your client. The ability to import a project (SOW) to your CRM can save a lot of time for your project management teams.

Cons

It is a GUI driven application. There are some tasks that require a lot of clicking.

Richard B.
  • Industry: Information Technology & Services
  • Company size: 51-200 Employees
  • Used Weekly for 6-12 months
  • Review Source
Value for Money
0
Features
4
Ease of Use
3
Customer Support
4

3
Reviewed on 08/03/2021

Decent product

Little slow figuring out the different ways to do thigs but after using it and asking questions I was able to get it working efficiently.

Pros

Lost of drop down boxes to speed up workflow
Developer will attempt to accommodate requests for your line of business and work flow.
Overall made the creation of Scope of work easier and our company now has a standard layout for scopes.
Other staff has insight to what has been proposed and can reference job costs.

Cons

Come across bugs that have to get resolved or worked around.
Help now always available after hours when I'm working with it.

Alex B.
  • Industry: Computer & Network Security
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 08/03/2021

Scopestack review

Very pleased. Support is very helpful and the onboarding process went well. This is a tool I have been wanting for some time and I have seen efficiencies in repeat project scoping almost immediately.

Pros

ScopeStack addressed a need in our market that has not been attempted.

Cons

The product is still very young, so I would like to see integration improvement and feature improvements. Have run across some issues, but they are always addressed very quickly. There has been alot of development and improvements since we signed up.

Ryan H.
  • Industry: Information Technology & Services
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
5

5
Reviewed on 09/10/2020

A fantastic SaaS offering for technology service organizations.

Extremely impressed with Scopestack.io. After building and maintaining similar systems for VARs in the past Scopestack is familiar with those point product workflow painpoints and integration frustrations. This product greatly improves workflow, cost accountability/responsibility/profitability and analytics to line of business for services.

Pros

Team Workflow and distribution of new offerings into SOWs
Ease of use/set up of pricing/work breakout
Cloud-based
Approval workflow
Integration with SAML SSO
Integration with SFDC and ConnectWise

Cons

Templates had a slight learning curve but have improved greatly

Related categories