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What is Scopable?

Scopable is a software-as-a-service (SaaS) platform tailored to provide quoting and assessment solutions specifically for managed service providers (MSPs). It effortlessly integrates with a variety of systems that MSPs commonly use, such as ConnectWise, HaloPSA, NinjaOne, Microsoft 365, Azure, Pax8, Ingram Micro, and IT Glue, while also gathering real-time client data that encompasses endpoints, configurations, security status, and details related to 365 tenants. By leveraging this data, Scopable performs automated assessments to evaluate each client's environment, pinpointing security and compliance weaknesses, and generating a prioritized technology roadmap that includes cost estimates. This strategic roadmap feeds into a quoting engine that crafts margin-protected proposals aligned with the MSP's pricing framework, incorporating automated labor and hardware estimates that are adaptable as project scopes change. Clients can access these proposals through a dedicated portal where they can easily provide e-signatures, while the proposals sync back to the PSA for efficient management. Moreover, the platform incorporates natural-language processing to handle client queries, preserves CRM records, monitors governance, risk, and compliance (GRC), and enhances workflow automation. Presently, Scopable is in a limited early-access stage, welcoming a select group of users to explore its innovative features. This approach not only allows for real-time feedback but also ensures that the platform can evolve to better meet user needs.

What is Accordo?

Obtain a thorough understanding of your clients' Office 365 licenses, which enables you to identify those needing further attention to optimize and enhance their cloud spending. You can quickly investigate accounts that have the largest number of unassigned licenses and evaluate potential revenue threats, simplifying the process of making necessary adjustments for better financial efficiency in the cloud. Moreover, you can examine all your clients' secure scores from a single platform, helping you pinpoint which clients require specific initiatives to strengthen their security infrastructure. Accelerate the reconciliation process of your Office 365 billing data and detect any discrepancies, with automated detection available if you are using ConnectWise Manage or Autotask. Additionally, you can gain instant insights and recommendations that promote client engagement, increase monthly revenue, and highlight upcoming projects to improve your customer relationship strategies. This organized methodology not only enhances your operational efficiency but also ensures you are taking proactive measures to meet client demands and fully leverage their investments in the cloud. By implementing these strategies, you can create a more resilient and financially sound approach to managing client needs in the evolving digital landscape.

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Integrations Supported

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

Integrations Supported

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

API Availability

Has API

API Availability

Has API

Pricing Information

$89/month
Free Trial Offered?
Free Version

Pricing Information

$0.30 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Scopable

Date Founded

2023

Company Location

United States

Company Website

scopable.io

Company Facts

Organization Name

Accordo

Company Location

New Zealand

Company Website

accordo.com

Categories and 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

Categories and Features

SaaS Management

License Management
Onboarding
Renewal Management
SaaS Operations Management
Shadow IT Detection
Spend Management
Subscription Management
Usage Tracking / Analytics
Vendor Management

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