CRM MVP

Scope of work

A record of what the customer is actually buying.

Why it matters

This changes over the life of an opportunity as much as the value does, and it is the field almost nobody ships properly. It does not have to be structured to count in part.

Two opportunities at the same value are indistinguishable at a glance. Afterwards nobody can say what was sold, so you cannot analyse what you win at, and a won opportunity cannot be handed to delivery without going back to the customer to ask what they bought.

How we test it

In full where products or line items attach to the opportunity. In part where the only facility is a general description, a notes box, or a field the buyer creates. Not at all where there is nowhere to put it.

Which platforms have this capability?

Capsule CRM

Verdict
Partial
Status
Verified
Evidence

Only a generic description attribute; the vendor suggests tags or custom fields for what is sold.

Source

Pipedrive

Verdict
Yes
Status
Verified
Evidence

Products attach as line items with per-deal quantity, price and currency, and can drive deal value.

Source

Close

Verdict
Partial
Status
Verified
Evidence

Only a generic note field; no scope or line-item facility on the opportunity.

Source

Keap

Verdict
Partial
Status
Verified
Evidence

Only a generic Notes box; no scope or line-items field survives in current documentation.

Source

Copper

Verdict
Partial
Status
Verified
Evidence

Only details, documented as a description, with no products or line-items facility.

Source

Microsoft Dynamics 365 Sales

Verdict
Yes
Status
Verified
Evidence

The Opportunity Product table ships as line items associated with an opportunity.

Source

Attio

Verdict
Partial
Status
Verified
Evidence

The documented system attributes include no description, products or line items on Deals.

Source

folk

Verdict
Partial
Status
Verified
Evidence

The default template supplies no description, scope or products field.

Source

monday CRM

Verdict
Partial
Status
Verified
Evidence

No description, deliverables or products column ships; the Products widget is added manually, is in beta and needs a connected catalogue board.

Source

Streak

Verdict
Partial
Status
Verified
Evidence

A Notes column ships in every pipeline, but it is generic free text, not a scope or line-items facility.

Source