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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.

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.

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

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

Audience

Managed Service Providers

Audience

vCIOs and MSP leaders wanting a solution to automate QBRs, asset audits, and client portals, turning routine reviews into strategic growth conversations

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$89/month
Free Version Not Supported
Free Trial Supported

Pricing

$60 per month
Free Version Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Scopable
Founded: 2023
United States
scopable.io

Company Information

Strategy Overview
United States
www.strategyoverview.com

Alternatives

ConnectWise CPQ

ConnectWise CPQ

ConnectWise

Alternatives

HappySat

HappySat

Invarosoft
CloudRadial

CloudRadial

Azurative
Quote Roller

Quote Roller

PandaDoc
Thread

Thread

Thread Magic

Categories

CPQ Supported
MSP Supported
Quoting Supported

Categories

MSP Supported

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

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
Gravity Forms Not Supported
HubSpot CRM Not Supported
Kaseya BMS Not Supported
Microsoft Forms Not Supported
Microsoft Power BI Not Supported
Rewst Not Supported
ServiceNow Not Supported
Simplesat Not Supported
Wise-Pay Not Supported
Zendesk Chat Not Supported

Integrations

HaloPSA Supported
IT Glue Supported
Microsoft 365 Supported
NinjaOne Supported
Accelo Supported
Autotask PSA Supported
Auvik Supported
Calendly Supported
ConnectBooster Supported
Drift Supported
Gravity Forms Supported
HubSpot CRM Supported
Kaseya BMS Supported
Microsoft Forms Supported
Microsoft Power BI Supported
Rewst Supported
ServiceNow Supported
Simplesat Supported
Wise-Pay Supported
Zendesk Chat Supported
Claim Scopable and update features and information
Claim Scopable and update features and information
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Claim Strategy Overview and update features and information