Overview
Scopevisio is a cloud-based software that automates business processes for small and medium-sized enterprises to improve efficiency. While its features list can be expanded, its modular platform, strong data security, and compliance with local regulations make the Scopevisio software a reliable choice for the evolving market.
Scopevisio Specifications
Contact Management
Lead Management
Opportunity Management
Deal Pipeline Management
What Is Scopevisio?
Scopevisio combines modules for CRM, finance, HR, and project management onto a single platform, eliminating data fragmentation. With AI-assisted accounting and automated commercial tasks, the software helps businesses simplify operations, reduce manual effort, and gain real-time insights for better decision-making, which leads to solving key digitization challenges. Designed to address common digitization challenges, Scopevisio features offer modular scalability and strong compliance with German data protection standards making it a reliable option for industry professionals.
Scopevisio Pricing
Disclaimer: The pricing has been sourced from third-party websites and is subject to change.
Scopevisio Integrations
Who Is Scopevisio For?
Scopevisio software is ideal for medium-sized businesses across a wide range of industries, including:
- Startups
- Hotel Industry
- Law firms
- Healthcare
Is Scopevisio Right For You?
Scopevisio is the right choice for medium-sized businesses that are looking to unify their operations on a single, secure platform. Its standout strength is the deep integration of CRM, ERP, and finance modules. Recognized with awards like "ERP System of the Year 2023," the Scopevisio software is a proven and reliable platform for businesses prioritizing process automation and data security.
Still unsure about Scopevisio software? Connect with our customer support staff at (661) 384-7070 for further guidance.
Scopevisio Features
The Organisation module centralizes customer data by linking contacts, contracts, and correspondence into a unified overview. It supports task and project management with clear tracking of deadlines and progress. The OpenScope API allows integration with external systems for automated workflows.
This module manages leads using BANT criteria to qualify prospects by budget, authority, need, and timing. It provides real-time pipeline visualization and weighted sales forecasts to anticipate revenue. A 360-degree customer view connects sales, finance, and support data for detailed insights.
The Finance feature automates accounting through AI assisted receipt and invoice recognition that reduces manual errors. It integrates payment processing and banking functions while ensuring full GoBD compliance for German regulatory standards. The module includes controlling and business intelligence features for financial analysis.
Procurement feature manages supplier data, purchase ordering, and inventory control with current stock monitoring. Bills of materials and warehouse processes provide transparency and improve efficiency. Invoice processing links directly to finance, creating a procurement to payment workflow.
The Human Resources module centralizes employee data and payroll processing within a legally compliant system. Onboarding workflows standardize new employee integration. Detailed payroll reporting meets DEÜV and ISTG requirements, supporting accurate cost tracking and statutory payroll submissions.
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