CRM — Companies, Contacts & Employees

SCOPE's built-in CRM keeps every client, subcontractor, vendor, and team member organized in one place. Companies link to their contacts, and contacts connect directly to proposals, jobs, and change orders — so you always have the full picture before a meeting or site visit. No separate CRM subscription required.

• Company records with linked contacts
• Employee profiles with trade and title
• Contact roles: client, sub, vendor, employee
• Multiple email addresses and phone numbers per contact
• Search and filter across all records
• Linked automatically to proposals and jobs
• Vendor classifications for bid leveling
• Contact history and job association