Scopevisio Overview

Scopevisio is a comprehensive customer relationship management (CRM) software designed to improve client interactions and optimize sales workflows. This platform provides tools for lead management, sales forecasting, and customer support, enabling businesses to build strong relationships with their clients. With Scopevisio, users can track customer interactions and automate marketing campaigns, ensuring effective communication at every stage of the customer journey. The software includes robust reporting and analytics features that provide insights into sales performance and customer behavior, facilitating data-driven decision-making. Its integration capabilities with other business applications streamline workflows and enhance collaboration across teams. By leveraging Scopevisio, organizations can enhance their CRM strategies, improve customer satisfaction, and drive sales growth.

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Scopevisio Screenshot & Video

Contact Details

  • Vendor Name Scopevisio
  • Founded
  • Location Germany

Support

  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based
  • iPhone iPhone
  • Android Android

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English, German


Industries

Financial Services

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Scopevisio Features

  • Arrow Icon Invoice Processing
  • Arrow Icon Approval Process Control
  • Arrow Icon Electronic Payments
  • Arrow Icon Vendor Management
  • Arrow Icon Expense Tracking
  • Arrow Icon Tax Calculation
  • Arrow Icon Compliance Management
  • Arrow Icon Fraud Detection
  • Arrow Icon Document Management
  • Arrow Icon Multi-Currency
  • Arrow Icon Receipt Management
  • Arrow Icon ACH Payment Processing
  • Arrow Icon Recurring Payments
  • Arrow Icon Duplicate Payment Alert
  • Arrow Icon Purchase Order Management
  • Arrow Icon PO Reconciliation
  • Arrow Icon Supplier Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Inventory Management
  • Arrow Icon Purchasing & Receiving
  • Arrow Icon Calendar Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Contact Management
  • Arrow Icon Customizable Fields
  • Arrow Icon Employee Management
  • Arrow Icon Training Management
  • Arrow Icon Workflow Management
  • Arrow Icon Accounting
  • Arrow Icon Financial Management
  • Arrow Icon Marketing Automation
  • Arrow Icon Task Management
  • Arrow Icon Client Management
  • Arrow Icon Project Management
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Third Party Integrations
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon CRM
  • Arrow Icon Point of Sale (POS)
  • Arrow Icon Document Management
  • Arrow Icon Email Management
  • Arrow Icon Purchase Order Management
  • Arrow Icon Order Management
  • Arrow Icon Time & Expense Tracking
  • Arrow Icon Invoice Management
  • Arrow Icon Client Portal
  • Arrow Icon Electronic Signature
  • Arrow Icon Version Control
  • Arrow Icon Search/Filter
  • Arrow Icon Approval Process Control
  • Arrow Icon Document Capture
  • Arrow Icon Commenting/Notes
  • Arrow Icon Task Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon File Sharing
  • Arrow Icon Audit Trail
  • Arrow Icon Compliance Tracking
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Activity Tracking
  • Arrow Icon File Recovery
  • Arrow Icon Archiving & Retention
  • Arrow Icon Offline Access
  • Arrow Icon Document Generation
  • Arrow Icon Drag & Drop
  • Arrow Icon Secure Data Storage
  • Arrow Icon Content Management
  • Arrow Icon Document Storage
  • Arrow Icon Forms Management
  • Arrow Icon Email Management
  • Arrow Icon Document Classification
  • Arrow Icon Document Review
  • Arrow Icon Tagging
  • Arrow Icon Performance Management
  • Arrow Icon Employee Database
  • Arrow Icon Applicant Tracking
  • Arrow Icon Compensation Management
  • Arrow Icon Employee Management
  • Arrow Icon Recruitment Management
  • Arrow Icon Employee Profiles
  • Arrow Icon Succession Planning
  • Arrow Icon Benefits Management
  • Arrow Icon Time & Attendance
  • Arrow Icon Learning & Development
  • Arrow Icon Self Service Portal
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Employee Onboarding
  • Arrow Icon Training Management
  • Arrow Icon Payroll Management
  • Arrow Icon Sick Leave Tracking
  • Arrow Icon HR Management
  • Arrow Icon Calendar Management
  • Arrow Icon Approval Process Control
  • Arrow Icon Vacation/Leave Tracking
  • Arrow Icon Document Management
  • Arrow Icon 360 Degree Feedback
  • Arrow Icon Time Off Management
  • Arrow Icon Compliance Management
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Attendance Tracking
  • Arrow Icon Due Date Tracking
  • Arrow Icon Project Time Tracking
  • Arrow Icon Activity Dashboard
  • Arrow Icon To-Do List
  • Arrow Icon Progress Tracking
  • Arrow Icon Kanban Board
  • Arrow Icon Project Planning
  • Arrow Icon Activity Tracking
  • Arrow Icon Document Management
  • Arrow Icon Assignment Management
  • Arrow Icon Gantt/Timeline View
  • Arrow Icon Budget Management
  • Arrow Icon Task Scheduling
  • Arrow Icon Multiple Projects
  • Arrow Icon Deadline Management
  • Arrow Icon @mentions
  • Arrow Icon Resource Management
  • Arrow Icon Prioritization
  • Arrow Icon Project Tracking
  • Arrow Icon File Management
  • Arrow Icon Document Storage
  • Arrow Icon Collaboration Tools
  • Arrow Icon Task Progress Tracking
  • Arrow Icon Charting
  • Arrow Icon Projections
  • Arrow Icon Task Planning
  • Arrow Icon Traditional Methodologies
  • Arrow Icon Commenting/Notes
  • Arrow Icon Email Management
  • Arrow Icon Tagging
  • Arrow Icon Agile Methodologies
  • Arrow Icon Calendar Management
  • Arrow Icon Enterprise Asset Management
  • Arrow Icon Purchase Order Management
  • Arrow Icon Integrated Business Operations
  • Arrow Icon Accounting
  • Arrow Icon Order Management
  • Arrow Icon Inventory Management
  • Arrow Icon Bills of Material
  • Arrow Icon Time & Expense Tracking
  • Arrow Icon HR Management
  • Arrow Icon Distribution Management
  • Arrow Icon Task Management
  • Arrow Icon Financial Analysis
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Forecasting
  • Arrow Icon Project Management
  • Arrow Icon Workflow Management
  • Arrow Icon Multi-Location
  • Arrow Icon Customer Database
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Supply Chain Management
  • Arrow Icon CRM
  • Arrow Icon Document Management
  • Arrow Icon Payroll Management
  • Arrow Icon Search/Filter
  • Arrow Icon Pipeline Management
  • Arrow Icon Social Media Integration
  • Arrow Icon Data Import/Export
  • Arrow Icon Prospecting Tools
  • Arrow Icon Task Management
  • Arrow Icon Customer Database
  • Arrow Icon Campaign Management
  • Arrow Icon Lead Nurturing
  • Arrow Icon Segmentation
  • Arrow Icon Email Management
  • Arrow Icon CRM
  • Arrow Icon Sales Forecasting
  • Arrow Icon Contact Management
  • Arrow Icon Calendar Management
  • Arrow Icon Document Storage
  • Arrow Icon Drag & Drop
  • Arrow Icon Collaboration Tools
  • Arrow Icon Lead Management
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Lead Distribution
  • Arrow Icon Email Marketing
  • Arrow Icon Opportunity Management
  • Arrow Icon Data Synchronization
  • Arrow Icon Interaction Tracking
  • Arrow Icon Lead Capture
  • Arrow Icon Lead Nurturing
  • Arrow Icon Sales Reports
  • Arrow Icon Social Media Integration
  • Arrow Icon Monitoring
  • Arrow Icon Pipeline Management
  • Arrow Icon Template Management
  • Arrow Icon Lead Qualification
  • Arrow Icon Calendar Management
  • Arrow Icon Sales Forecasting
  • Arrow Icon Lead Distribution
  • Arrow Icon Prospecting Tools
  • Arrow Icon Task Management
  • Arrow Icon Document Storage
  • Arrow Icon Lead Segmentation
  • Arrow Icon Reminders
  • Arrow Icon Email Tracking
  • Arrow Icon Interaction Tracking
  • Arrow Icon CRM
  • Arrow Icon Web Forms
  • Arrow Icon Email Marketing
  • Arrow Icon Lead Capture
  • Arrow Icon Campaign Management
  • Arrow Icon Contact Management
  • Arrow Icon Workflow Management
  • Arrow Icon Sales Trend Analysis
  • Arrow Icon Source Tracking
  • Arrow Icon Lead Generation
  • Arrow Icon Opportunity Management
  • Arrow Icon General Ledger
  • Arrow Icon Accounts Payable
  • Arrow Icon Accounts Receivable
  • Arrow Icon Bank Reconciliation
  • Arrow Icon Billing and Invoicing
  • Arrow Icon Expense Tracking
  • Arrow Icon Financial Reporting
  • Arrow Icon Budgeting and Forecasting
  • Arrow Icon Income & Balance Sheet
  • Arrow Icon Inventory Management
  • Arrow Icon Fixed Asset Management
  • Arrow Icon Fund Accounting
  • Arrow Icon Multi-Currency
  • Arrow Icon Tax Management
  • Arrow Icon Payroll Management
  • Arrow Icon Subscription Billing
  • Arrow Icon Project Accounting
  • Arrow Icon Compliance Management
  • Arrow Icon Billing and Invoicing
  • Arrow Icon Invoice Management
  • Arrow Icon Customer Account Management
  • Arrow Icon ACH Payment Processing
  • Arrow Icon Online Payments
  • Arrow Icon Credit Management
  • Arrow Icon Aging Tracking
  • Arrow Icon Collections Management
  • Arrow Icon Profit/Loss Statement
  • Arrow Icon Receivables Ledger
  • Arrow Icon Subscription Billing
  • Arrow Icon Dispute Resolution
  • Arrow Icon Revenue Recognition
  • Arrow Icon Reminders
  • Arrow Icon Customer Communication
  • Arrow Icon Receipt Management
  • Arrow Icon Multi-Currency
  • Arrow Icon Cash Flow Management
  • Arrow Icon Document Management
  • Arrow Icon Staff Management
  • Arrow Icon Client Portal
  • Arrow Icon Client Management
  • Arrow Icon Workflow Management
  • Arrow Icon Document Management
  • Arrow Icon Due Date Tracking
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Task Management
  • Arrow Icon Time Tracking
  • Arrow Icon Project Management
  • Arrow Icon For CPA Firms
  • Arrow Icon Approval Workflow
  • Arrow Icon Mobile Payments
  • Arrow Icon Billing Portal
  • Arrow Icon Project Billing
  • Arrow Icon Tax Calculation
  • Arrow Icon Multi-Currency
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Contact Database
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Credit Card Processing
  • Arrow Icon Customizable Invoices
  • Arrow Icon Time & Expense Tracking
  • Arrow Icon Invoice Processing
  • Arrow Icon Reminders
  • Arrow Icon Payment Processing
  • Arrow Icon Document Management
  • Arrow Icon Hourly Billing
  • Arrow Icon Contingency Billing
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Tax Management
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Fixed Asset Management
  • Arrow Icon Accounts Receivable
  • Arrow Icon Revenue Recognition
  • Arrow Icon Cash Management
  • Arrow Icon Payment Collection
  • Arrow Icon General Ledger
  • Arrow Icon Expense Tracking
  • Arrow Icon Accounts Payable
  • Arrow Icon Bookkeeping Services Integration
  • Arrow Icon Payroll Management
  • Arrow Icon Bank Reconciliation
  • Arrow Icon Spend Management
  • Arrow Icon Warehouse Management
  • Arrow Icon Supplier Management
  • Arrow Icon Returns Management
  • Arrow Icon Order Tracking
  • Arrow Icon Sales Forecasting
  • Arrow Icon Financial Management
  • Arrow Icon Import/Export Management
  • Arrow Icon CRM
  • Arrow Icon Shipping Management
  • Arrow Icon Inventory Tracking
  • Arrow Icon Purchase Order Management
  • Arrow Icon API
  • Arrow Icon Bank Reconciliation
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Budgeting/Forecasting
  • Arrow Icon Expense Tracking
  • Arrow Icon Financial Management
  • Arrow Icon General Ledger
  • Arrow Icon Income & Balance Sheet
  • Arrow Icon Inventory Management
  • Arrow Icon Inventory Tracking
  • Arrow Icon Purchase Order Management
  • Arrow Icon Dashboard
  • Arrow Icon Cash Flow Management
  • Arrow Icon Tax Management
  • Arrow Icon Financial Reporting
  • Arrow Icon Data Visualization
  • Arrow Icon Financial Analysis
  • Arrow Icon Compliance Management
  • Arrow Icon Bank Reconciliation
  • Arrow Icon Consolidation/Roll-Up
  • Arrow Icon Dashboard Creation
  • Arrow Icon Budgeting/Forecasting
  • Arrow Icon Revenue Recognition
  • Arrow Icon Cash Management
  • Arrow Icon Accounting
  • Arrow Icon Investment Management
  • Arrow Icon Real-Time Data
  • Arrow Icon Data Import/Export
  • Arrow Icon Medical Billing
  • Arrow Icon Claims Management
  • Arrow Icon Invoice Management
  • Arrow Icon Financial Reporting
  • Arrow Icon HIPAA Compliant
  • Arrow Icon Data Integration
  • Arrow Icon Expense Management
  • Arrow Icon Materials Management
  • Arrow Icon Medical Coding
  • Arrow Icon Cash Management
  • Arrow Icon Payment Processing
  • Arrow Icon Purchasing & Receiving
  • Arrow Icon Fixed Asset Management
  • Arrow Icon Approval Process Control
  • Arrow Icon Budgeting/Forecasting
  • Arrow Icon Tax Management
  • Arrow Icon Financial Analysis
  • Arrow Icon Budgeting/Forecasting
  • Arrow Icon General Ledger
  • Arrow Icon Grant Management
  • Arrow Icon Cash Management
  • Arrow Icon Invoice Processing
  • Arrow Icon Accounts Payable
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Fund Accounting
  • Arrow Icon Bank Reconciliation
  • Arrow Icon Donation Tracking
  • Arrow Icon Accounts Receivable
  • Arrow Icon For Nonprofits
  • Arrow Icon Financial Reporting
  • Arrow Icon Receiving
  • Arrow Icon Invoice Processing
  • Arrow Icon Spend Analysis
  • Arrow Icon Spend Control
  • Arrow Icon Purchase Order Management
  • Arrow Icon Spend Management
  • Arrow Icon Contract/License Management
  • Arrow Icon Supplier Management
  • Arrow Icon Approval Process Control
  • Arrow Icon Sourcing Management
  • Arrow Icon Fixed Asset Management
  • Arrow Icon Inventory Management
  • Arrow Icon Vendor Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Requisition Management
  • Arrow Icon Cataloging/Categorization
  • Arrow Icon Budgeting/Forecasting
  • Arrow Icon Inventory Control
  • Arrow Icon Accounting
  • Arrow Icon Activity Dashboard
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Budget Management
  • Arrow Icon Forecasting
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Resource Scheduling
  • Arrow Icon Revenue Recognition
  • Arrow Icon Time & Expense Tracking
  • Arrow Icon Referral Tracking
  • Arrow Icon Mobile Access
  • Arrow Icon Lead Qualification
  • Arrow Icon Contact Database
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Territory Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Customizable Fields
  • Arrow Icon Calendar/Reminder System
  • Arrow Icon Marketing Automation
  • Arrow Icon Task Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Social Media Integration
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon Forecasting
  • Arrow Icon Contact Management
  • Arrow Icon Email Management
  • Arrow Icon Lead Generation
  • Arrow Icon Workflow Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Internal Chat Integration
  • Arrow Icon Segmentation
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Document Storage
  • Arrow Icon Lead Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Data Import/Export

Scopevisio Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • EUR (€) EUR (€)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$14 Per User

Scopevisio FAQs

Scopevisio is a comprehensive customer relationship management (CRM) software designed to improve client interactions and optimize sales workflows. This platform provides tools for lead management, sales forecasting, and customer support, enabling businesses to build strong relationships with their clients. With Scopevisio, users can track customer interactions and automate marketing campaigns, ensuring effective communication at every stage of the customer journey. The software includes robust reporting and analytics features that provide insights into sales performance and customer behavior, facilitating data-driven decision-making. Its integration capabilities with other business applications streamline workflows and enhance collaboration across teams. By leveraging Scopevisio, organizations can enhance their CRM strategies, improve customer satisfaction, and drive sales growth.

  • No, Scopevisio does not offer a free version.

  • Yes, Scopevisio offers a free trial.

  • No, Credit Card details are not required for the Scopevisio trial.

  • Scopevisio offers the following pricing plans & packages:

    Basic

    $14 Per User

  • Scopevisio supports the following payment frequencies:

    • Monthly Subscription

  • No, Scopevisio does not offer an API.

  • Scopevisio offers support with the following options:
    • Email , Phone , Chat , Knowledge Base , FAQs/Forum

  • Scopevisio offers training with the following options:
    • In-person , Live Online , Webinar , Documentation , Videos

  • Scopevisio supports the following languages:
    • German , English

  • Following are the typical users of the Scopevisio:
    • Self-Employed , Small-Business , Midsize-Business

  • Scopevisio supports the following deployment:
    • Cloud Hosted

  • Scopevisio supports the following devices and operating systems:
    • Web-Based , iPhone , Android