Last Updated
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.
Overall Rating
Based on 3 users reviews
4.7
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
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
Organisation
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.
Sales / CRM
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.
Finance
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 / ERP
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.
Human Resources (Personal)
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.
Pros And Cons of Scopevisio
Pros
Improves transparency across the organization
Optimizes and automates routine processes
Powerful finance and accounting tools for groups and smaller corporations
Cons
Implementation can require initial training
Advanced setup needed for optimal results
Scopevisio Reviews
Total 3 reviews
4.7
All reviews are from verified customers
Rating Distribution
5
Stars67%
4
Stars33%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Financial Services, N/A employees
More than a year
“Didn't realize how useful it was at first”
Pros
There are three things that really stand out to me. First, I love how process oriented the whole company is, it's clear theyve built everything with structure and efficiency in mind. Second, it is packed with features that cover a ton of different business areas which makes it super versatile. And third, the finance and accounting system is incredibly solid. Even if you're a smaller company or a group with up to 2,000 employees, it handles everything really well.
Cons
Getting started with this ERP system definitely takes some effort. Its not something you just plug in and go, it needs solid training and consulting to really get moving. But Quick and Easy is a different story. When we rolled it out in our company of about 250 people, it took us around 15 to 30 days to handle the implementation, training and support. The system is detailed and really process oriented, so it does take some time to fully understand how everything works. It's definitely more complex than tools like Lexware or sevDesk, but it also offers way more power. Once you get the hang of it, you'll see how much it boosts your operations and honestly after a few months, you won't want to work without it.
Rating Distribution
Ease of use
8
Value for money
10
Customer Support
10
Functionality
9
Information Technology and Services, N/A employees
More than a year
“Perfect fit for a service center”
Pros
I love that there's no need to save anything on my local drive. The reports are clear and come in really useful formats plus it covers everything a service center needs. The jobsheet format is great too and it prints out with all the checklists and input info right there.
Cons
The one downside is that you can't use it without an internet connection. You can't open data or look up customer info unless you're online which can be frustrating at times.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Consumer Services, N/A employees
Less than a year
“Much better performance lately, love it!”
Pros
Everything from invoice generation and tax calculations to service jobsheets and managing onsite customers works really well. Even the inventory part is handled smoothly. It's all good!
Cons
It works well but I really wish they'd add a feature to upload HSN codes through Excel. Also, it'd be super helpful if the tax percentage got selected automatically when we pick an HSN code.
Rating Distribution
Ease of use
8
Value for money
10
Customer Support
10
Functionality
9
Frequently Asked Questions
What languages does Scopevisio support?
Scopevisio software supports both German and English.
Does Scopevisio offer an API?
Yes, Scopevisio provides an API.
What other apps does Scopevisio integrate with?
The official website does not provide specific information about integrations for Scopevisio.
Does Scopevisio have a mobile app?
Yes, Scopevisio offers a mobile app.
Who are the typical users of Scopevisio?
The typical users of Scopevisio include startups, law firms, the hotel industry, and healthcare organizations.
What types of pricing plans does Scopevisio offer?
Scopevisio pricing plans start at €14.00/user/month. Request a customized Scopevisio price quote for your business.
What level of support does Scopevisio offer?
Scopevisio provides customer support through phone and email.