Quote Faster. Deliver Smarter Salesforce Solutions.

The Quoting Tool for Salesforce Agencies. Price CRM implementations, custom integrations, and automation projects accurately.

Start Your Free 30 Day Trial
Free 30-days
No credit card needed
Done for you  setup
Laptap with Scopey dashboard

Struggling to scope complex Salesforce implementations?

Salesforce projects require detailed planning, but clients often request new features mid-project. Scopey ensures every adjustment is priced and approved.

Quote in Minutes

Use AI-powered templates to generate structured Salesforce consulting proposals instantly.

Capture Every Change Automatically

Scopey tracks additional configuration requests, workflow changes, and automation updates to prevent revenue loss.

Standardised Pricing

Build structured pricing for Salesforce implementations, admin support, and advanced automation projects.

Scopey helps Salesforce agencies create accurate project scopes, track every change, and maintain profitability.

Illustration of optional services

Core Features

  • Quote Fast: AI-powered quoting that saves hours.
  • Upsell Naturally: Suggest additional services automatically.
  • No Client Surprises: Keep every request documented and approved.
  • Logged Client Approvals: Every change is tracked and signed off.
  • Branded Contracts with eSignatures: Send professional, ready-to-sign quotes.
  • Integration-Friendly: Connect Scopey with your favorite tools.
  • Live Tracking: Automatically detect and log changes in real time.
  • Simple to Learn and Use: Get started fast—no steep learning curve.

"Scopey has proven to be an invaluable tool for managing scope creep on our projects"

Rob O'Halloran

"Scopey has been great, it didn’t just help us to bill more, it also meant we had a clearer original scope that took half the time"

Ben - Blitzm Design

Get Started with Scopey

Join Salesforce agencies using Scopey to generate precise, transparent Salesforce project quotes and capture all scope modifications.
Book a free chat
The first 30 days are on us
Free hands-on onboarding & support
Customised setup for your business


Frequently Asked Questions

How do I price a Salesforce implementation?

Salesforce implementation pricing depends on customization levels, integrations, and automation complexity. Scopey ensures accurate quoting for every service.

How can I handle mid-project Salesforce customization requests?

Scopey automatically detects additional client requests and ensures they are priced and approved before implementation.

What’s the best way to price ongoing Salesforce admin support?

Structured support retainers ensure steady revenue while helping clients with ongoing CRM improvements. Scopey makes it easy to define these packages.

Or leave your details, and we’ll send you more info or arrange a quick chat.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
© 2025  Scopey.