For designers
Client management, that respects your brand.
Clean client pages where your client reviews the proposal, signs the contract, pays the deposit, and approves the final files. Your logo and brand color on every one, with no Scopivo upsell. Built for solo designers who want to run the business side without spending weekends learning a workflow tool.
Free, with limits. No credit card. Your own Stripe, your own branding.
What designers care about that most CRMs miss
Designers spend years building a visual brand identity. The tools they use for client work should not undermine that. Scopivo puts your logo and brand color on every client page and PDF, and never adds an upsell of its own.
Designers also bill in patterns the generic tools handle poorly: tiered packages on the proposal, deposit-plus-milestones on the invoice, hourly time tracked against revisions past a defined scope. Scopivo handles all three without an add-on charge.
A design project in Scopivo
Inquiry to approved final files, each step on a page with your branding.
- 1
Inquiry to proposal
Draft from a template, add a package picker if you offer tiered scopes (logo only / brand identity / full visual system). The client reviews it on a private page that shows your logo and brand color, with no client login and no Scopivo upsell.
- 2
Contract + signature
Proposal acceptance triggers a contract draft via workflow automation (Pro). Send for e-signature; the client confirms their email with a one-time code and signs in their browser, then you sign yours. The signed contract, with its signature record, can be downloaded as a PDF from the client's link and from your dashboard.
- 3
Deposit + payment plan
Split the engagement into milestone payments (Pro): deposit on contract sign, milestone 1 on first proof, balance on final files. Each installment has its own payment link.
- 4
Revisions + delivery
Track billable time if you bill hourly on revisions (Pro). Use deliverables (Pro) to send files as versions your client can comment on and approve or send back, with no Dropbox-link-in-an-email moment.
- 5
Final invoice + thank you
Generate the closing invoice from time entries or the milestone schedule. A paid invoice can trigger an automated thank-you email. Workflow automations (Pro) are a short list of on/off rules that keep the moving pieces in sync without manual follow-up.
What's actually built in
Every capability below is shipped today.
- Client pages that show your logo and brand color, with no Scopivo upsell
- Proposal templates with package pickers for tiered scopes
- Contracts with email-verified e-signature and a signature record
- Deposit + milestone payment plans (Pro)
- Time tracking for hourly billing on revisions (Pro)
- Recurring invoices for retainers (Pro)
- Invoice in USD, EUR, GBP, CAD or AUD (one currency per account)
- Stripe Connect, clients pay your Stripe account, no platform fee
- Workflow automations on the project lifecycle (Pro)
- Custom email templates per event (Pro)
- Deliverables with file versions, client comments, and approve or request changes (Pro)
- PDF download of proposals, contracts and invoices
- Export all of your data from Settings at any time
What Scopivo doesn't do
An honest list of what is not in the product.
- Shared team logins and seat-based billing
- Multi-brand support for designers running multiple studios
- Native mobile apps (web is responsive)
- A custom domain for client links (they live on scopivo.com)
- Built-in mood board / inspiration management
- Native portfolio site builder (use a dedicated tool like Cargo or Squarespace)
Pricing for solo designers
Free
$0
with limits, no time limit
1 active client, 1 active project, 3 invoices/mo, 1 of each template. Enough to run a single project end to end.
Pro
$19/mo
or $190/yr annual (saves 17%)
Unlimited clients, projects, invoices, templates. Payment plans, recurring invoices, time tracking, workflow automations.
FAQ
- Is Scopivo built for the design industry specifically?
- No, and that's the point. The big design-industry-aimed tools (HoneyBook, Bonsai, 17hats) carry a lot of features for the parts of the creative-services world that don't apply to you, wedding contracts, photography session intake, event coordinator workflows. Scopivo is built for solo freelancers across many disciplines, including freelance designers, with the workflow features designers actually use (package pickers, deposit + milestone payments, hourly time tracking on revisions) and none of the photography-and-wedding clutter.
- Can my clients see the proposal and contract on a branded page?
- Yes. Every proposal, contract, invoice and deliverable is shared as its own private link on scopivo.com. The page carries your logo and brand color, with no client login and no Scopivo upsell. There is no custom domain.
- How do deposit + milestone payments work?
- Use payment plans (Pro feature). When you create the invoice, define the installment schedule. For example: 50% deposit on contract sign, 50% balance on final delivery. Each installment generates its own payment link, and Scopivo tracks which ones have cleared. Useful for any design engagement where you want money in the door before you start.
- Do you support hourly billing on revisions?
- Yes. Track time against the project (Pro feature) using the in-app timer or manual entries. Set the rate at the project or client level. When you generate the revision invoice, Scopivo pulls billable entries from the time period; you review and send. Useful for designers who bundle a fixed-fee project with hourly revisions past a certain number of rounds.
- Can I deliver final files through Scopivo?
- Yes, via the deliverables feature. Upload PDFs, PNGs, JPEGs, or other files to a deliverable as version 1 and send the link. Your client can leave comments and approve that version or request changes; you upload version 2, and every version, comment and approval stays on the project. Deliverables are a Pro feature.
- What about my portfolio?
- Scopivo handles client management, not portfolio publishing. Keep your portfolio on Cargo, Squarespace, Webflow, or whatever you currently use. Link to it from your proposal templates if you want; Scopivo doesn't compete with portfolio tools.
- Will my clients see any Scopivo branding?
- Client pages show your logo and brand color and carry no Scopivo upsell. Two things do say Scopivo: the link itself lives on scopivo.com, and outbound emails are sent from Scopivo's address under your studio name, with a small "sent by [your studio] via Scopivo" line in the footer.
- Can my studio partner share my account?
- Scopivo is built for solo freelancers. If you work solo, it fits. If you have a studio partner who needs their own login on shared client records, a tool built for teams is the better fit.
Scopivo for other freelancers
Do different work, or weighing Scopivo against another tool? Start here.
Ready to run your design practice on Scopivo?
Free, with limits. No credit card. Your own Stripe with no platform fee, your brand on every client document.