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Description
Gain a comprehensive overview of your clients' Office 365 licenses, allowing you to pinpoint those who require attention to enhance and optimize their cloud expenditures. You can swiftly delve into the accounts with the highest number of unassigned licenses and assess potential revenue risks, making it easier to determine necessary adjustments for improved cloud financial efficiency. Additionally, you can review all clients' secure scores in a centralized location, enabling you to identify and focus on clients needing initiatives to bolster their security framework. Expedite the reconciliation of your Office 365 billing information and uncover any inconsistencies, with automated identification available if you utilize ConnectWise Manage or Autotask. Furthermore, you can access immediate recommendations aimed at fostering client engagement, boosting monthly revenue, and uncovering future projects for enhanced customer relationship strategies. This systematic approach not only streamlines your operations but also ensures that you are proactively addressing client needs and maximizing their cloud investments.
Description
Scopable is a software-as-a-service (SaaS) platform that offers quoting and assessment solutions specifically designed for managed service providers (MSPs). It seamlessly connects with existing systems utilized by MSPs, such as ConnectWise, HaloPSA, NinjaOne, Microsoft 365, Azure, Pax8, Ingram Micro, and IT Glue, while extracting real-time client information including endpoints, configurations, security status, and details from 365 tenants.
Utilizing this information, Scopable conducts automated evaluations that assess each client’s environment, identifying security and compliance vulnerabilities, and creating a prioritized technology roadmap complete with cost estimates. This roadmap informs a quoting engine that produces margin-protected proposals based on the MSP's pricing structure, incorporating automated estimates for both labor and hardware that adjust as project scopes evolve.
The generated proposals are accessible via a client portal where e-signatures can be obtained, and they synchronize back to the PSA for streamlined management. Additionally, the platform features natural-language processing for client inquiries, maintains CRM records, tracks governance, risk, and compliance (GRC), and facilitates workflow automation. Currently, Scopable is in a limited early-access phase, inviting select users to experience its capabilities.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Microsoft 365
Yes
ConnectWise PSA
No
ConnectWise RMM
No
Google
No
HaloPSA
No
IT Glue
No
Ingram Micro Cloud
No
Microsoft Azure
No
NinjaOne
No
Pax8
No
Integrations
Microsoft 365
Yes
ConnectWise PSA
Yes
ConnectWise RMM
Yes
Google
Yes
HaloPSA
Yes
IT Glue
Yes
Ingram Micro Cloud
Yes
Microsoft Azure
Yes
NinjaOne
Yes
Pax8
Yes
Pricing Details
$0.30 per user per month
Free Trial
Yes
Free Version
No
Pricing Details
$89/month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Accordo
Country
New Zealand
Website
accordo.com
Vendor Details
Company Name
Scopable
Founded
2023
Country
United States
Website
scopable.io
Product Features
SaaS Management
License Management
No
Onboarding
No
Renewal Management
No
SaaS Operations Management
No
Shadow IT Detection
No
Spend Management
No
Subscription Management
No
Usage Tracking / Analytics
No
Vendor Management
No
Product Features
CPQ
2D Drawing
No
3D Modeling
No
Approval Workflow
Yes
Guided Selling
Yes
Product Configurator
Yes
Proposal Generation
Yes
Quotes / Estimates
Yes
Renewal Management
Yes
Self Service Portal
Yes
eCommerce
No
MSP
Backup Management
No
Billing & Invoicing
No
CRM
Yes
Dashboard
Yes
Help Desk
No
Issue Management
No
Live Chat
No
Patch Management
No
Privileged Access Management (PAM)
No
Project Management
No
Remote Access
No
Remote Systems Monitoring
No
Scheduling
No
Quoting
Automated Quoting
Yes
Catalog Management
Yes
Client Portal
No
Contact Management
Yes
Customer Accounts
No
Customizable Branding
Yes
Discount Management
No
Forms Creation
No
Pricing Management
Yes
Product Configurator
Yes
Proposal Management
Yes