Agencies
For agencies selling projects and retainers.
Pitch, scope, sign and share files with the client, without five separate subscriptions.
Pipeline and next steps
Every company has a stage and a next action.
Share files with clients
Expiring share links and a client portal.
Signed scopes
Send statements of work for signature.
AI help on outreach
Draft follow-ups and see which deals have gone quiet; you approve before sending.
Capabilities most used here
Pipeline and CRM
Contacts, companies, a pipeline board, tasks and follow-ups in one workspace.
Phone and texting
A browser softphone, phone menus, ring groups, recordings with AI transcripts, and two-way texting.
E-signature
Send templates for signature with ordered signers, reminders and an audit trail.
See ScoutCurrent with your own pipeline.
Book a short demo and we will show the product on a workspace set up the way your team sells.
Get a demo See pricing