The product

Four surfaces.
One continuous intelligence.

Scopien isn’t a dashboard bolted on top of your SaaS. It’s the Operating Fabric, one surface where every record is addressable, every action is auditable, and the tools you already run become threads in the weave.

Scopien Chat

A copilot that actually knows your business.

The Scopien composer sees your Cortex, your projects, your docs, whatever you’ve connected. Ask for a pipeline summary and get real numbers, not a hallucinated one.

  • @mention any record to scope a question
  • Citations on every answer, back to the source
  • Voice input, code blocks, file attachments
  • Bring your own model, Claude, GPT-5, or local
How did the Northwind deal close out last quarter?
Closed-won on March 14 at $48,200, 18% above target. Cycle was 22 days, down from a 31-day median. Here’s the breakdown:

deal: "Northwind Q1"
status: "won"
value: 48200
cycle_days: 22
Draft a renewal plan.
Drafting now. Pulling their usage from Projects + touchpoints from the past 90 days…
Cortex

A contact system that organizes itself.

Every email, call log, and doc is silently enriched and routed to the right record. No more manual data entry. No more “who owns this account?”

  • Auto-capture from email, calendar, Slack
  • Pipeline views, board views, custom fields
  • Natural-language queries: “deals likely to slip”
  • Open API, or let the fabric operate the CRM you already run
Deal
Stage
Amount
Health
ACAcme Corp · Renewal
Negotiation
$48.2K
Strong
HLHelion · New logo
Discovery
$112K
Strong
NWNorthwind · Expansion
Proposal
$74.5K
Watching
PPPaperplane · Pilot
Discovery
$18K
Strong
FCForge & Co · Renewal
Negotiation
$31.8K
Watching
ScopieFlows

Workflows you can read.

Describe what you want in plain English. Scopien drafts the graph, shows its reasoning, and only runs with your approval. No code, no spaghetti, just intention turned into process.

  • Triggers from every record type
  • Human-in-the-loop steps for sensitive actions
  • Full audit trail and version history
  • Webhooks, HTTP, Python, when you need to go deep
Trigger · Deal closes won
When amount ≥ $25,000
Draft onboarding plan
Uses Claude · account context
Email to CSM + customer
Requires approval · Diego
Create onboarding project
Template · 90-day kickoff

Ready to see it in your workspace?

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