Related Products
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About
Scopable is a cloud-based (SaaS) quoting and assessment platform for managed service providers (MSPs). It integrates with the systems MSPs already run (ConnectWise, HaloPSA, NinjaOne, Microsoft 365, Azure, Pax8, Ingram Micro, IT Glue) and pulls live client data: endpoints, configurations, security posture, and 365 tenant details.
From that data it runs automated assessments, scoring each client environment, flagging security and compliance gaps, and building a prioritized technology roadmap with cost projections. The roadmap feeds a quoting engine that generates margin-protected proposals using the MSP's own pricing, with automated labor and hardware estimates that update as scope changes.
Proposals are delivered through a client portal with e-signature, syncing back to the PSA. The platform also includes natural-language client queries, CRM records, GRC tracking, and workflow automation. Currently in limited early-access release.
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About
Strategy Overview is a vCIO/QBR automation platform built by MSPs to streamline client strategic planning and digital transformation. It automates quarterly business reviews, including assessments, executive summaries, dashboards, roadmaps, budgets, and Office 365 and asset lifecycle reporting, via a modular template engine powered by the Arya AI agent. The system integrates with PSA/RMM tools (ConnectWise, Autotask, Kaseya BMS, Syncro, Halo PSA) and Office 365 to sync company data, assets, user lists, tickets, warranties, and licensing. Clients gain access to a fully white-labeled portal showcasing their strategy, health scores, asset and user data, tickets, budgets, and roadmaps. It updates warranty and asset information automatically, enabling MSPs to reduce QBR prep time from hours to minutes, standardize processes, surface security/compliance insights, drive proactive recommendations, and convert assessments into strategic revenue guidance.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Managed Service Providers
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Audience
vCIOs and MSP leaders wanting a solution to automate QBRs, asset audits, and client portals, turning routine reviews into strategic growth conversations
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$89/month
Free Version
Not Supported
Free Trial
Supported
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Pricing
$60 per month
Free Version
Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Company InformationScopable
Founded: 2023
United States
scopable.io
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Company InformationStrategy Overview
United States
www.strategyoverview.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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MSP Features
Backup Management
Not Supported
Billing & Invoicing
Not Supported
CRM
Supported
Dashboard
Supported
Help Desk
Not Supported
Issue Management
Not Supported
Live Chat
Not Supported
Patch Management
Not Supported
Privileged Access Management (PAM)
Not Supported
Project Management
Not Supported
Remote Access
Not Supported
Remote Systems Monitoring
Not Supported
Scheduling
Not Supported
CPQ Features
2D Drawing
Not Supported
3D Modeling
Not Supported
Approval Workflow
Supported
eCommerce
Not Supported
Guided Selling
Supported
Product Configurator
Supported
Proposal Generation
Supported
Quotes / Estimates
Supported
Renewal Management
Supported
Self Service Portal
Supported
Quoting Features
Automated Quoting
Supported
Catalog Management
Supported
Client Portal
Not Supported
Contact Management
Supported
Customer Accounts
Not Supported
Customizable Branding
Supported
Discount Management
Not Supported
Forms Creation
Not Supported
Pricing Management
Supported
Product Configurator
Supported
Proposal Management
Supported
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Integrations
HaloPSA
Supported
IT Glue
Supported
Microsoft 365
Supported
NinjaOne
Supported
Accelo
Not Supported
Autotask PSA
Not Supported
Auvik
Not Supported
Calendly
Not Supported
ConnectBooster
Not Supported
Drift
Not Supported
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Integrations
HaloPSA
Supported
IT Glue
Supported
Microsoft 365
Supported
NinjaOne
Supported
Accelo
Supported
Autotask PSA
Supported
Auvik
Supported
Calendly
Supported
ConnectBooster
Supported
Drift
Supported
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