ScopeStack

High-Level Overview

ScopeStack is a B2B SaaS platform providing services CPQ (Configure, Price, Quote) for the IT services industry, automating presales scoping by integrating pricing and Level of Effort data to generate proposals, estimates, and Scopes of Work (SOWs).[1][3][4] It serves IT service providers like Value-Added Resellers (VARs) and Managed Service Providers (MSPs), solving manual scoping inefficiencies that cause 40% budget overruns, slow proposals, inconsistent deliverables, and scalability issues.[1][4][6] Founded in 2018 and based in Greenville, South Carolina, ScopeStack has raised $2.05M in Series A funding, with the latest round $1.5M about a year ago, and boasts strong user ratings for streamlining operations and improving SOW generation speed.[1][3][5][6]

The platform bridges CPQ and CRM systems, enhancing workflows, productivity, and customer experience while targeting half of the CRN SP500 (top IT solution providers) by 2030.[2][3][4]

Origin Story

ScopeStack was founded in 2018 by CEO and co-founder Jon, a former presales engineer frustrated by late nights crafting SOWs and missing family time across VARs of varying sizes, and CTO and co-founder Andy, a technical visionary.[1][3] The idea sparked from a Memorial Day 2017 text exchange; by October, they built a Ruby on Rails proof-of-concept that evolved into advanced SOW features by year's end, launching the company the following year.[3]

Early challenges like brittle Excel macros highlighted the presales pain point industry-wide, leading to a "bet everything" focus on solving it. From humble beginnings, ScopeStack scaled through team bets, growing into a platform used by CRN SP500 companies.[3][4]

Core Differentiators

• Automation and Integration: Eliminates manual workflows by combining pricing/LOE data with CRM/PSA systems, generating consistent SOWs and preventing 40% overruns.[1][4][6]
• Flexibility and Speed: Intuitive, customizable CPQ framework with blueprint features for standardized service offerings, enabling quicker proposals and uniform language.[4][6]
• User Experience: Rated #1 by IT providers for ease of use, configuration speed, and consistency; praised for unmatched customer service from CEO down.[3][4][6]
• Scalability: Handles growth pains like trapped Excel data and team frustration, boosting margins, sales acceleration, and operations for VARs/MSPs.[1][4][6]

Role in the Broader Tech Landscape

ScopeStack rides the wave of presales automation in IT services, where manual scoping hampers scaling amid rising demand for efficient VAR/MSP operations.[1][3][4] Timing aligns with AI-driven CPQ trends (e.g., competitors like Provus), but ScopeStack differentiates via IT-specific focus, addressing niche pains like budget overruns in a market projected to grow with digital transformation.[1][2]

It influences the ecosystem by enabling faster quoting for CRN SP500 firms, improving win rates and profitability, while fostering standardized practices that reduce compliance risks and support expansion in fragmented IT services.[3][4][6]

Quick Take & Future Outlook

ScopeStack is poised for accelerated growth post-Series A, expanding toward its 2030 goal of transforming half the CRN SP500 through deeper CRM integrations and AI enhancements for even smarter scoping.[1][3][4] Trends like services automation and margin pressures in IT will propel it, potentially via partnerships or further funding to capture more MSP/VAR market share.

As a Greenville-rooted innovator humanized by founders' frontline pains, ScopeStack reclaims presales time, setting a new standard in services CPQ for an industry long overdue for efficiency.