Scopevex

Trusted by 1,000+ software teams

4.9/5

Turn client meetings
into project
intelligence

The AI pre-sales platform for software agencies. Capture conversations, structure discovery, design solutions, estimate cost, and generate proposals — in one workspace.

Start FreeSee how it works
  • Linear
  • Vercel
  • Notion
  • Stripe
  • Slack
  • Calendly
  • deel.
  • Framer
Scopevex

Conversations

+28,640

+21.2%

vs last month

Discoveries

+195

+10.1%

vs last month

Proposals

+64

+8.2%

vs last month

Won Deals

+302

+11.8%

vs last month

Acme Retail — Customer Portal

Next milestone

Q3 portal launch

Identity

Okta SSO

The challenge

Pre-sales is still slow and messy.

Every client conversation creates valuable information. But that information gets scattered, lost, and rebuilt over and over.

Today:Scattered and inefficient

Context gets lost

Information gets duplicated

Alignment takes weeks

Proposals start from scratch

Notes
Docs & files
Spreadsheets
Slack threads
Email inboxes
Handoffs

Client meetings

With Scopevex:Structured and intelligent

  1. Capture conversations

    AI records and transcribes every meeting.

  2. Extract intelligence

    Requirements, constraints, risks, decisions.

  3. Structure automatically

    Organized, linked, and easy to review.

  4. Reuse and collaborate

    One source of truth for the entire team.

  5. Generate with confidence

    Proposals, estimates, and solutions — faster.

Project Intelligence

  • Requirements24
  • Constraints11
  • Decisions17
  • Risks8

Confidence Score

92%

Core features

Everything your pre-sales team needs — connected.

One workspace for capturing conversations, structuring project intelligence, designing solutions, estimating work, and generating proposals.

Meeting Intelligence

Capture every conversation with structure.

Ingest audio, video, or transcripts and turn speaker turns into clear requirements, decisions, and follow-ups — ready for the rest of the opportunity.

  • 42 min
  • 3 participants
  • 6 requirements
  • 9 decisions
  • 4 risks
  • 3 open questions

Discovery Call · Acme Retail

42 min · Mar 12

Sara Chen

Sara Chen · Client

We need the customer portal live before the Q3 launch window.

James Carter

James Carter · Scopevex

Understood. We'll treat the launch date as a hard constraint.

Maya Patel

Maya Patel · Client

SSO with Okta is required for the operations team.

Sara Chen

Sara Chen · Client

Ops also needs searchable order history synced from our ERP.

Requirements extracted · 6·Decisions · 9·Open questions · 3·Risks · 4
  • Customer portal must support SSO with Okta.
  • Operations users need access to historical orders.
  • Portal must be ready before the Q3 launch window.

Project Intelligence

Keep discovery living and trustworthy.

Surface requirements, risks, decisions, and open questions in one panel your whole team can extend — before gaps become delivery surprises.

  • 18 requirements
  • 9 decisions
  • 4 risks
  • 92% confidence
  • 364 estimated hours

Project Intelligence

Acme Retail

Active project

Acme Retail — Customer Portal

  • Requirements

    18

  • Risks

    4

  • Decisions

    9

  • Open Questions

    3

  • RequirementPortal live before Q3 launch
  • RequirementOkta SSO for operations team
  • RequirementERP order history sync
  • DecisionTreat launch date as hard constraint

Confidence

92%

Solution Design

Translate intelligence into architecture.

Move from discovery into modules, integrations, and technology choices that stay aligned to what the client actually needs.

  • 12 modules
  • 8 integrations
  • 3 user roles
  • 2 architecture options

Solution Design

Customer Portal · draft

Customer Portal

Next.js

Identity

Okta SSO

Orders API

Node · PostgreSQL

Analytics

Warehouse Sync

Integrations mapped· 8 systems·364h · 8–10 weeks·$42,800

Proposal Generation

Ship proposals from the same source of truth.

Assemble scope, solution summary, estimate, and timeline into a polished document — without rebuilding the project story from scratch.

  • 18 scope items
  • 364 estimated hours
  • 8–10 weeks
  • 92% scope confidence

Proposal Preview

Draft

Statement of Work

Acme Retail Customer Portal

Scope

Portal, Okta SSO, and order history for operations and partners.

Solution summary

Modular Next.js front end with Orders API and warehouse sync.

Timeline

8–10 weeks

Estimate

364 hours

Technology

Next.js · Node · PostgreSQL · Okta

Estimate readiness

Ready

Also included

  • Conversation Analysis

    184 requirements extracted across recent opportunities.

  • Project Discovery

    42 opportunities structured into living discovery records.

  • Cost Estimation

    364h · 8–10 weeks · $42,800 estimated value.

  • Company Knowledge

    Standards, rates, and past delivery patterns that make every deal smarter.

  • Enterprise-ready workspace

    Clear stages and audit-friendly activity for professional services teams.

How it works

From conversation
to proposal.

Every stage feeds the next.
Nothing is retyped. Nothing is reinvented.

  1. 01

    Meeting

    Capture the client conversation and preserve every important detail from the call.

  2. 02

    AI Analysis

    Transcribe the conversation and extract requirements, decisions, constraints, risks, and open questions.

  3. 03

    Discovery

    Turn the conversation into structured project intelligence your team can actually work with.

  4. 04

    Solution Design

    Transform the discovered requirements into solution approaches and technical direction.

  5. 05

    Estimation

    Connect scope, technical decisions, effort, and timelines into a transparent estimate.

  6. 06

    Proposal

    Turn everything into a clear proposal without rebuilding the project story from scratch.

Pricing

Simple plans for serious teams.

Start free, then choose the plan that matches how many opportunities your team runs each month.

Starter

For small teams establishing a modern pre-sales workflow.

$149/month

Billed monthly · cancel anytime

  • Up to 3 seats
  • Up to 10 opportunities / month
  • Up to 20 meetings / month
  • Up to 1,000 meeting minutes
  • Up to 10 proposals / month
  • Up to 2 active projects
  • Up to 500 AI analysis actions
  • Project intelligence
  • Meeting transcripts
  • Proposal drafts
  • Email support
Start Free
Most popular

Growth

For agencies running multiple opportunities in parallel.

$399/month

Billed monthly · cancel anytime

  • Up to 12 seats
  • Up to 50 opportunities / month
  • Up to 100 meetings / month
  • Up to 5,000 meeting minutes
  • Up to 50 proposals / month
  • Up to 10 active projects
  • Advanced AI pipeline
  • Company knowledge base
  • Solution design
  • Cost estimation
  • Shared templates
  • Priority support
Start Free

Enterprise

For consultancies that need control, scale, and partnership.

Custom

Tailored to your team and volume

  • Unlimited seats
  • Custom opportunities
  • Custom meeting volume
  • Custom meeting minutes
  • Unlimited proposals
  • Unlimited active projects
  • SSO & advanced security
  • Custom onboarding
  • Dedicated success
  • SLA & procurement support
Talk to sales

Get started

Ready to turn meetings into intelligence?

Start free and experience a calmer, clearer pre-sales pipeline — from the first client conversation to a proposal you can stand behind.

Start FreeTalk to sales

FAQ

Common questions

Upload audio or video, paste a transcript, or connect your recording workflow. Scopevex structures speakers, topics, and decisions into a durable meeting record.