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Scopevisio

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Scopevisio Evaluation Snapshot

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User RatingNot rated yet
Starting Price€14 / user
Free TrialAvailable
Free VersionNot available
APINot available
DeploymentCloud Hosted
HeadquartersGermany
✎
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Product Overview

Scopevisio Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About Scopevisio

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.
Company Scopevisio
Founded NA
Headquarters Germany
Employees NA

Support

Email Phone Chat Knowledge Base FAQs/Forum

Training

In-person Live Online Webinar Documentation Videos

Licensing & Deployment

Proprietary Cloud Hosted Web-Based iPhone Android

Typical Customers

Self-Employed Small-Business Midsize-Business
Languages Supported 2 languages available
English German
Industries Served 1 industry available
Financial Services
Category-Based Capabilities

Scopevisio Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Accounts Payable Software 17 selected features Open category ↗ ⌄
Invoice Processing Approval Process Control Electronic Payments Vendor Management Expense Tracking Tax Calculation Compliance Management Fraud Detection Document Management Multi-Currency Receipt Management ACH Payment Processing Recurring Payments Duplicate Payment Alert Purchase Order Management PO Reconciliation Supplier Management
Business Management Software 28 selected features Open category ↗ ⌄
Performance Metrics Inventory Management Purchasing & Receiving Calendar Management Quotes/Estimates Contact Management Customizable Fields Employee Management Training Management Workflow Management Accounting Financial Management Marketing Automation Task Management Client Management Project Management Billing & Invoicing Third Party Integrations Access Controls/Permissions CRM Point of Sale (POS) Document Management Email Management Purchase Order Management Order Management Time & Expense Tracking Invoice Management Client Portal
Document Management Software 26 selected features Open category ↗ ⌄
Electronic Signature Version Control Search/Filter Approval Process Control Document Capture Commenting/Notes Task Management Collaboration Tools File Sharing Audit Trail Compliance Tracking Alerts/Notifications Activity Tracking File Recovery Archiving & Retention Offline Access Document Generation Drag & Drop Secure Data Storage Content Management Document Storage Forms Management Email Management Document Classification Document Review Tagging
Human Resources Software 27 selected features Open category ↗ ⌄
Performance Management Employee Database Applicant Tracking Compensation Management Employee Management Recruitment Management Employee Profiles Succession Planning Benefits Management Time & Attendance Learning & Development Self Service Portal Reporting/Analytics Employee Onboarding Training Management Payroll Management Sick Leave Tracking HR Management Calendar Management Approval Process Control Vacation/Leave Tracking Document Management 360 Degree Feedback Time Off Management Compliance Management Access Controls/Permissions Attendance Tracking
Project Planning Software 32 selected features Open category ↗ ⌄
Due Date Tracking Project Time Tracking Activity Dashboard To-Do List Progress Tracking Kanban Board Project Planning Activity Tracking Document Management Assignment Management Gantt/Timeline View Budget Management Task Scheduling Multiple Projects Deadline Management @mentions Resource Management Prioritization Project Tracking File Management Document Storage Collaboration Tools Task Progress Tracking Charting Projections Task Planning Traditional Methodologies Commenting/Notes Email Management Tagging Agile Methodologies Calendar Management
Enterprise Resource Planning (ERP) Software 23 selected features Open category ↗ ⌄
Enterprise Asset Management Purchase Order Management Integrated Business Operations Accounting Order Management Inventory Management Bills of Material Time & Expense Tracking HR Management Distribution Management Task Management Financial Analysis Billing & Invoicing Forecasting Project Management Workflow Management Multi-Location Customer Database Reporting/Analytics Supply Chain Management CRM Document Management Payroll Management
Contact Management Software 26 selected features Open category ↗ ⌄
Search/Filter Pipeline Management Social Media Integration Data Import/Export Prospecting Tools Task Management Customer Database Campaign Management Lead Nurturing Segmentation Email Management CRM Sales Forecasting Contact Management Calendar Management Document Storage Drag & Drop Collaboration Tools Lead Management Sales Pipeline Management Lead Distribution Email Marketing Opportunity Management Data Synchronization Interaction Tracking Lead Capture
Lead Management Software 28 selected features Open category ↗ ⌄
Lead Nurturing Sales Reports Social Media Integration Monitoring Pipeline Management Template Management Lead Qualification Calendar Management Sales Forecasting Lead Distribution Prospecting Tools Task Management Document Storage Lead Segmentation Reminders Email Tracking Interaction Tracking CRM Web Forms Email Marketing Lead Capture Campaign Management Contact Management Workflow Management Sales Trend Analysis Source Tracking Lead Generation Opportunity Management
Accounting Software 18 selected features Open category ↗ ⌄
General Ledger Accounts Payable Accounts Receivable Bank Reconciliation Billing and Invoicing Expense Tracking Financial Reporting Budgeting and Forecasting Income & Balance Sheet Inventory Management Fixed Asset Management Fund Accounting Multi-Currency Tax Management Payroll Management Subscription Billing Project Accounting Compliance Management
Accounts Receivable Software 19 selected features Open category ↗ ⌄
Billing and Invoicing Invoice Management Customer Account Management ACH Payment Processing Online Payments Credit Management Aging Tracking Collections Management Profit/Loss Statement Receivables Ledger Subscription Billing Dispute Resolution Revenue Recognition Reminders Customer Communication Receipt Management Multi-Currency Cash Flow Management Document Management
Accounting Practice Management Software 12 selected features Open category ↗ ⌄
Staff Management Client Portal Client Management Workflow Management Document Management Due Date Tracking Billing & Invoicing Task Management Time Tracking Project Management For CPA Firms Approval Workflow
Billing and Invoicing Software 18 selected features Open category ↗ ⌄
Mobile Payments Billing Portal Project Billing Tax Calculation Multi-Currency Reporting & Statistics Contact Database Third-Party Integrations Credit Card Processing Customizable Invoices Time & Expense Tracking Invoice Processing Reminders Payment Processing Document Management Hourly Billing Contingency Billing Quotes/Estimates
Bookkeeper Software 14 selected features Open category ↗ ⌄
Tax Management Billing & Invoicing Fixed Asset Management Accounts Receivable Revenue Recognition Cash Management Payment Collection General Ledger Expense Tracking Accounts Payable Bookkeeping Services Integration Payroll Management Bank Reconciliation Spend Management
Distribution Software 11 selected features Open category ↗ ⌄
Warehouse Management Supplier Management Returns Management Order Tracking Sales Forecasting Financial Management Import/Export Management CRM Shipping Management Inventory Tracking Purchase Order Management
Distribution Accounting Software 13 selected features Open category ↗ ⌄
API Bank Reconciliation Billing & Invoicing Budgeting/Forecasting Expense Tracking Financial Management General Ledger Income & Balance Sheet Inventory Management Inventory Tracking Purchase Order Management Dashboard Cash Flow Management
Financial Management Software 15 selected features Open category ↗ ⌄
Tax Management Financial Reporting Data Visualization Financial Analysis Compliance Management Bank Reconciliation Consolidation/Roll-Up Dashboard Creation Budgeting/Forecasting Revenue Recognition Cash Management Accounting Investment Management Real-Time Data Data Import/Export
Medical Accounting Software 17 selected features Open category ↗ ⌄
Medical Billing Claims Management Invoice Management Financial Reporting HIPAA Compliant Data Integration Expense Management Materials Management Medical Coding Cash Management Payment Processing Purchasing & Receiving Fixed Asset Management Approval Process Control Budgeting/Forecasting Tax Management Financial Analysis
Nonprofit Accounting Software 13 selected features Open category ↗ ⌄
Budgeting/Forecasting General Ledger Grant Management Cash Management Invoice Processing Accounts Payable Reporting & Statistics Fund Accounting Bank Reconciliation Donation Tracking Accounts Receivable For Nonprofits Financial Reporting
Procurement Software 18 selected features Open category ↗ ⌄
Receiving Invoice Processing Spend Analysis Spend Control Purchase Order Management Spend Management Contract/License Management Supplier Management Approval Process Control Sourcing Management Fixed Asset Management Inventory Management Vendor Management Quotes/Estimates Requisition Management Cataloging/Categorization Budgeting/Forecasting Inventory Control
Project Accounting Software 9 selected features Open category ↗ ⌄
Accounting Activity Dashboard Billing & Invoicing Budget Management Forecasting Reporting/Analytics Resource Scheduling Revenue Recognition Time & Expense Tracking
CRM Software 28 selected features Open category ↗ ⌄
Referral Tracking Mobile Access Lead Qualification Contact Database Sales Pipeline Management Territory Management Quotes/Estimates Customizable Fields Calendar/Reminder System Marketing Automation Task Management Interaction Tracking Social Media Integration Pipeline Management Lead Capture Forecasting Contact Management Email Management Lead Generation Workflow Management Activity Dashboard Internal Chat Integration Segmentation Alerts/Notifications Document Storage Lead Management Reporting/Analytics Data Import/Export
Pricing Information

Scopevisio Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Per User
Preferred Currency EUR (€)
Free Trial Available
Free Version Not available
Payment Frequency Monthly Subscription
Basic
€14 Per User

Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.

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Frequently Asked Questions

Scopevisio FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

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
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