---
title: "Scopevisio Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Scopevisio Software - reviews, pricing plans, popular comparisons to other Business Management products and more."
source_url: "https://www.capterra.com/p/184992/Scopevisio/"
page_type: "product"
language: "en"
---

# 

 Scopevisio Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on September 16, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Scopevisio

## What is Scopevisio?

Scopevisio is a cloud-based business software for future-oriented companies. Digitize and automate commercial processes to save time, costs and effort! You compile the software individually according to your requirements. An expansion is possible at any time, because Scopevisio is scalable and grows with your company. Scopevisio networks all business disciplines in just one tool, bringing more speed to your processes and giving your growth a boost.

## What is Scopevisio used for?

[Financial Management](https://www.capterra.com/financial-management-software/)[Distribution Accounting](https://www.capterra.com/distribution-accounting-software/)[Nonprofit Accounting](https://www.capterra.com/nonprofit-accounting-software/)

Top alternative

Featured

Overall rating

Based on 1 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

€14

Per User, Per Month

Free trial  
available

Free version not included

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

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## Scopevisio Overview

Updated September 2026

AI summary

Scopevisio supports small and midsize businesses with tools spanning CRM, accounting, project planning, and business management. It offers features like sales pipeline management, contact and lead management, document storage, and workflow automation, along with customizable reports and predictive analytics. Deployable across web, desktop, and mobile platforms, Scopevisio integrates with third-party systems and provides API access for added flexibility.

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Scopevisio

5.0 (1)

VS.

[4.2 (2,069)](https://www.capterra.com/p/135757/NetSuite/reviews/)

Starting Price

€14

Per User, Per Month

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.0 (1)

Ease Of Use

4.0 (2,025)

Value For Money

5.0 (1)

Value For Money

3.9 (1,614)

Customer Service

4.0 (1)

Customer Service

3.8 (1,717)

## Scopevisio alternatives

[4.2 (1,331)](https://www.capterra.com/p/135618/Odoo/reviews/)

Starting price

$31.10

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

83%

of reviewers

rated it above 4 stars

[4.4 (243)](https://www.capterra.com/p/96371/Acumatica-Cloud-ERP/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

Highest Rated

[4.5 (178)](https://www.capterra.com/p/225762/Accelo/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

[4.3 (716)](https://www.capterra.com/p/76/Intacct/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

86%

of reviewers

rated it above 4 stars

## FAQs about Scopevisio

Overview

### What company size and specific industries is Scopevisio built for?

Scopevisio is designed for small and mid-sized businesses that want cloud-based business software to automate commercial processes and improve profitability. The description does not name specific industries, so its target audience appears to be companies across sectors seeking support for digital business operations.

Features and Usability

### What are the key features of Scopevisio?

Scopevisio includes accounting, billing and invoicing, bank reconciliation, and financial reporting for finance operations. It also offers CRM, lead management, sales pipeline management, and campaign management, plus project management, project time tracking, workflow automation, document management, dashboard creation, and customizable reports.

Integrations

### Which third-party tools and platforms does Scopevisio integrate with?

Scopevisio connects natively to Amazon EC2, Amazon Rekognition, Amazon SES, and eBay Magento Integration, along with DATEV Audit, DATEV Consolidation, DATEV Report, and DATEV Sampling. These integrations cover cloud infrastructure, email, AI services, and accounting workflows.

Getting Started and Support

### What training and onboarding options does Scopevisio offer?

Scopevisio provides in person training, live online sessions, webinars, documentation, and videos. In person and live online formats support guided instruction, webinars cover scheduled group learning, documentation offers written reference material, and videos provide visual walkthroughs for self-paced review.

Getting Started and Support

### What customer support options does Scopevisio offer?

Scopevisio provides email/help desk, FAQ/forum, knowledge base, phone support, and chat. Support experience details are not available from reviewer feedback, so the listed channels stand as the documented ways users can contact or self-serve for help.

## Features

AI summary

Based on 14,838 Business Management reviews

Capterra data shows that buyers of CRM software rank the following features as their top priorities:

-   **Data Security** (**51%** of reviewers rated this feature as critical)
-   **Customer Database** (**52%**)
-   **Real-Time Data** (**56%**)

Scopevisio includes **Customer Database** and **Real-Time Data**, giving teams a central place to store customer records and access current information for faster decisions. However, it does not offer **Data Security**. Instead, it provides other features that reviewers also rate as important, including **Contact Database** (**47%**), **Search/Filter** (**45%**), and **Contact Management** (**44%**), helping businesses organize contact details, find records more quickly, and maintain accurate customer information across daily sales and service work.

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Accounting

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Accounting Integration

Integrate with a third-party accounting system

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Activity Tracking

Track and document all activities across devices, networks, and other systems

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Scopevisio 88 features

### All Features
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
- Accounting Integration: Integrate with a third-party accounting system
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- API: Application programming interface that allows for integration with other systems/databases
- Approval Process Control: Manage the process of evaluating documents or requests submitted for approval
- Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
- Audit Trail: A record of all activities within the system, including user access, changes made, etc.
- Bank Reconciliation: Compare and match accounting/financial records with corresponding bank statements
- Billing & Invoicing: Create, manage, and send invoices or bills to customers
- Budgeting/Forecasting: Create budgets based on historical data and future projections
- Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
- Calendar Management: Track and manage schedules and meetings via an integrated calendar
- Calendar Sync: Synchronize with other calendars to view mutual availability and schedules
- Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
- Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances
- Commenting/Notes: Leave comments and notes on documents for others to view
- Configurable Workflow: Configure existing workflows to meet your organization's needs
- Consolidation/Roll-Up: Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting
- Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc.
- Contact Management: Manage, organize, and store contact information
- CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
- Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc.
- Customizable Fields: Customize data fields to support various needs and use cases
- Customizable Reports: Alter the layout and content of reports
- Dashboard Creation: Creation and customization of dashboards
- Data Import/Export: Import and export data to and from software applications
- Data Visualization: Graphical representation of data
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Document Storage: Store and organize documents in a centralized system
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- Electronic Payments: Electronically collect payments for goods or services
- Employee Profiles: Centralized storage for employee data, records, and performance metrics
- File Conversion: Convert files to a different format
- File Recovery: Recover lost, deleted, or damaged files
- File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more
- Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk
- Financial Reporting: Generate reports to assess the financial performance of an organization
- Fixed Asset Management: Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history
- Forecasting: Form predictions based on past and present data/trends
- Full Text Search: Search for specific words or phrases within a document or database
- General Ledger: Centralized accounting record which tracks all financial transactions
- Investment Management: Manage and handle financial assets as well as other investments.
- Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes
- Invoice Processing: Creation, processing, verification, and execution of invoices till the payment is made
- Lead Capture: Automatically identify and save contact information of potential customers
- Lead Generation: Manage the process of attracting and converting business prospects into leads
- Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process
- Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors
- Mobile Access: Access software remotely via mobile devices
- Multi-Company: Manage the accounting and financial aspects of multiple locations or companies in a single location
- Multi-Currency: Manage and handle various international currencies
- Multi-Language: Manage and support multiple languages
- Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue
- Payroll Management: Manage employee salary processes, data, taxes, and records administration efficiently
- Predictive Analytics: Predict future data based on historical data sets
- Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments
- Project Time Tracking: Measure time to completion or hours worked for projects
- Project Tracking: Monitor the progress of projects from start to finish
- Projections: Estimate or forecast of a future scenario based on the study of present trends
- Purchasing & Receiving: Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity
- Quotes/Estimates: Generate quotes or estimates for customers
- Real-Time Analytics: Analyze and gain insights into data in real-time
- Real-Time Data: Receive data and information in real time
- Real-Time Monitoring: Active monitoring of systems, applications, or networks
- Real-Time Reporting: Active reporting of data and metrics
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Revenue Recognition: An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.
- Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.
- Sales Pipeline Management: Pipeline view and tracking lead status
- Sales Reports: Reports specific to sales analysis for trends and strategies
- Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria
- SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
- Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes
- Task Management: Create, manage and track all task activities and progression
- Tax Management: Implementation of various strategies to manage tax obligations via planning and maintaining compliance
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Transaction History: Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
- Transaction Monitoring: Monitor or audit historical and current transactions to analyze customer account activities
- User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
- Version Control: Track revisions and updates made to files and navigate between different versions
- Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data
- Warehouse Management: Manage and track operations and inventory within warehouses
- Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

Get Advice

We can help you find the software with the features you need.

Features

5.0 (1)

5.0

Based on 1 reviews

## Pricing

Value for money

5.0 (1)

Free Trial

Basic

€14.00

Per User,Per Month

Value for money

5.0 (1)

5.0

Based on 1 reviews

## Integrations

[

Amazon EC2](https://www.capterra.com/p/219781/EC2/)[

Amazon SES](https://www.capterra.com/p/179662/Amazon-SES/)[

DATEV Audit](https://www.capterra.com/p/217238/DATEV-Audit/)[

Amazon Rekognition](https://www.capterra.com/p/180745/Amazon-Rekognition/)[

DATEV Report](https://www.capterra.com/p/217626/DATEV-Report/)[

DATEV Consolidation](https://www.capterra.com/p/217624/DATEV-Consolidation/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.0 (1)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.0 (1)

4.0

Based on 1 reviews

## User reviews

Overall rating

5.0

Based on 1 reviews

Filter by rating

5(1)

4(0)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

JH

Jorg H.

Vorstand

Financial Services

### "Erst auf den zweiten Blick unglaublich hilfreich!"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

10/10

October 2, 2021

Die Lösung ist perfekt für den Mittelstand geeignet. Gleich welche Branche, besonders Dienstleistungsunternehmen im weitesten Sinne. Unternehmen ab der Größenordnung von 100 Mitarbeitern werden die Lösung lieben. Sie bringt Transparenz in das Unternehmen, optimiert Routineabläufe, hilft Prozesse zu automatisieren, ist umfassend und solide durchdacht. Mein Urteil: Sehr empfehlenswert.

Pros

Drei Punkte sind m.E. beeindruckend: 1. Die Prozessorientierung durch das gesamte Unternehmen; 2. die tiefe Funktionalität durch viele Unternehmensbereiche hindurch und 3. ein hochfunktionales Finanz- und Buchhaltungswesen auch für Gruppen und kleinere Konzerne (bis 2.000 MA).

Cons

Der Einstieg in die ERP-Applikation ist schulungs- und beratungsintensiv. Quick & Easy ist anders. Ein 250 MA-Unternehmen benötigt rund 15 bis 30 Tage Einführung, Schulung und Betreuung. Die tiefe Funktionalität und die prozessorientierte Funktionsweise muss man erst verstehen. Insofern ist der Einrichtungs-, Lern- und Schulungsaufwand höher als bei einfachen Systemen wie Lexware oder sevDesk, allerdings ist die Leistungsfähigkeit auch viel größer und nach wenigen Monaten möchte man das System nicht mehr missen.

Review source

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