Professional services
For firms that sell expertise.
You sell one engagement at a time and the relationship matters. ScoutCurrent keeps the conversation, the proposal and the signature in one place.
Pipeline per client
Move a client from first conversation to signed agreement to paid, and see which ones are stalling.
Proposals signed in the CRM
Send an engagement letter from a template and have the pipeline advance when it is signed.
Meetings and booking
Share a booking link, meet on video, get notes written.
Client portal
Show clients their progress on the Pro plan, so fewer status emails.
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