Scopevisio

Scopevisio is a comprehensive business automation platform that aims to simplify and automate various business processes. According to the vendor, it is specifically designed for medium-sized companies in industries such as professional services, manufacturing, retail, IT services, and consulting. With its wide range of functionalities, Scopevisio caters to the needs of professionals across various professions and industries.

Key Features

Contact & Customer management: Scopevisio provides businesses with contact and customer management functionality, allowing them to efficiently store contact information, track communication history, and segment customers.

Project management: Scopevisio offers project management capabilities, enabling businesses to plan, organize, and track projects. It allows for task assignment, progress tracking, milestone setting, and collaboration among team members.

Tasks and activities: Users can create and manage tasks and activities with Scopevisio to ensure organized and timely completion of work. It includes features such as task assignment, deadline setting, priority management, and task status tracking.

Offers and invoices: According to the vendor, Scopevisio simplifies the creation and management of offers and invoices. Users can generate professional-looking quotes and invoices, customize them with branding elements, and track their status.

Invoice management: Scopevisio streamlines the invoicing process by providing invoice management functionality. Users can manage invoice templates, track payment status, send reminders, and generate reports.

Time stamping: According to the vendor, Scopevisio enables accurate time recording and tracking. It helps in monitoring productivity, evaluating project profitability, and generating accurate invoices.

Contract management: Scopevisio offers contract management capabilities, allowing businesses to efficiently handle their contracts. It includes features such as contract creation, version control, renewal reminders, and contract document storage.

Travel expense report: According to the vendor, Scopevisio simplifies travel expense reporting with a dedicated module. Users can capture expenses, attach receipts, and submit reports for approval.

OpenScope API: Scopevisio provides an OpenScope API for seamless integration with other systems and applications. According to the vendor, it allows businesses to connect Scopevisio with their existing software ecosystem and streamline data exchange.