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What is Scopey?

Scopey transforms how professional-service firms handle their quoting process by simplifying the creation of work estimates, clarifying service parameters, and effectively managing client-driven changes. Its powerful platform enables users to swiftly generate detailed project outlines and polished proposals in mere minutes, leveraging features such as an AI-based pricing strategy, recommendations for supplementary services to boost sales, and real-time tracking of project scope adjustments as client needs evolve. By standardizing pricing models and promoting client interaction through tools like e-signatures and collaborative dashboards, Scopey empowers teams to refine their services into clearly defined, scalable offerings. The system efficiently identifies work that exceeds the original scope, automatically logs variations, and ensures that new requests are documented, priced, and approved in an organized manner, thus protecting profit margins and increasing revenue opportunities while reducing scope creep. This innovative solution is designed for ease of use, replacing tedious spreadsheets and protracted email threads with streamlined, dynamic scopes that align teams and clients for better project management. Overall, Scopey proves to be an invaluable resource for organizations striving to boost both their operational efficiency and client satisfaction levels. With its intuitive design and comprehensive features, it stands out as a game-changer in project management for service-oriented businesses.

What is Handl?

Handl is a financial operations platform designed with freelancers and small agencies, typically comprising 1 to 10 team members, in mind. This AI-driven tool integrates quoting, invoicing, payment collection, and project management into a single workspace, thus eliminating the complications associated with juggling multiple applications. Key features include: - Professional quotes and invoices that offer easy one-click payment options - Automated reminders for payments sent both before and after invoice due dates - Real-time monitoring of scope changes to prevent billing disputes - AI-enhanced follow-up messages that maintain a professional yet friendly tone - A detailed dashboard that showcases insights into outstanding invoices, payment statuses, and overall cash flow Developed by an agency founder with over two decades of experience in client services, Handl directly addresses the operational hurdles that often consume valuable time in small service businesses, with a particular emphasis on balancing payment collection with maintaining strong client relationships. This cutting-edge platform not only simplifies financial management but also boosts overall operational efficiency for small enterprises, enabling them to focus more on their core services and less on administrative burdens.

Media

Media

Integrations Supported

Asana
Harvest
Hubstaff
Jira
Linear
Toggl Track

Integrations Supported

Asana
Harvest
Hubstaff
Jira
Linear
Toggl Track

API Availability

Has API

API Availability

Has API

Pricing Information

$19 per month
Free Version
Free Trial Offered?

Pricing Information

$29/month/user
Free Version
Free Trial Offered?

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

Scopey

Date Founded

2022

Company Location

Ireland

Company Website

www.scopey.co

Company Facts

Organization Name

Dazlab

Date Founded

2018

Company Location

Australia

Company Website

handl.works/

Categories and Features

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

Accounts Receivable

ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

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