Scope · Clients and pipelines

Every client, lead and follow-up in one place

Scope is the CRM in Coavon. Keep the companies and people you work with, move them through your pipelines, and let automations start the project work in Flow.

All Scope features

Pipelines that match how you sell and serve

Build a sales pipeline, a client lifecycle or anything else. Drag records between stages, track the value at each one and filter the board to what matters.

The whole relationship on one page

Each record shows its contacts, notes, history, Flow projects and tasks, and Drive files. Nobody has to ask where things stand.

Automations that start the work

When a deal is won, create the onboarding project from a template. When a follow-up is due or a client has gone quiet, tell the owner. Rules run on their own.

Features

What Scope does

Companies and people

Records for the organizations you work with and the contacts inside them, linked together.

Your own record types

Add types beyond companies and people, such as vendors or properties, each with its own fields.

Custom fields

Text, numbers, money, dates, choices, people and more. Rename, reorder or remove any field.

Pipelines

Boards of stages with drag and drop, value per stage and won or lost outcomes. Create as many as you need.

Saved views and filters

Filter and sort any list, choose its columns, and save it for yourself or share it with the team.

Notes and activity history

Write notes on a record and see everything that has happened to it, in order.

Follow-up dates

Set the next follow-up on a record and see what is due today on the overview.

Linked projects, tasks and files

Connect a record to its projects and tasks in Flow and its files in Drive, or create them from the record.

Automations

Rules that react to a new record, a stage change, a date coming up or a record going quiet, and then create tasks and projects, update fields or notify someone.

Overview

Active clients, open leads, pipeline value, follow-ups due and relationships that have gone quiet.

Import from a spreadsheet

Bring records in from a CSV file, match columns to fields and preview before anything is added.

Export

Save any list, as filtered, to a spreadsheet file.

Bulk changes

Select many records and change a field, add a tag, move a stage, archive or delete in one go.

Roles and permissions

Choose what admins and members can do, from editing records to managing automations.