CRM & Pipelines

Whether you're managing a dozen leads or a few hundred, Full Scope gives you a clear, customizable system to track every opportunity, nurture relationships, and stay organized - without juggling spreadsheets or sticky notes.

Key Benefits

Unlike basic contact lists or third-party CRM tools, Full Scope’s CRM is baked right into the core of your business structure. That means everything - from lead capture to follow-up emails to invoicing - happens in one place.

Client profiles with notes, tasks, and messages

Track all client history in one place

Assign contacts to customizable pipelines

See where each client is in your sales process

Let's Break It Down

Discover how our CRM features can transform your business.

All Contact Info in One Place

Full Scope gives you a clean, central hub for all your leads and customers so nothing slips through the cracks.

Every message, note, appointment, purchase, and interaction is stored in one timeline, making it easy to pick up right where you left off.

With our smart list feature, you can segment contacts for marketing campaigns, update emails, and more in a matter of minutes.

See Where Every Deal Stands

Create unlimited visual pipelines that show you who’s ready to buy, who needs follow-up, and where revenue is likely to come from next.

You get instant clarity on bottlenecks, next steps, and opportunities without digging through spreadsheets.

Automation allows you to move leads through your pipelines without lifting a finger.

Never Lose a Lead

With built-in automation, your CRM can send reminders, move contacts through stages, assign tasks, and trigger personalized messages at the perfect time.

You stay consistent with less effort and close more deals without doing more work.

Frequently Asked Questions

Get answers to common questions about our CRM features

Can I track deals and sales pipelines?

Yes. The CRM connects directly to visual pipelines where you can move deals through stages, track progress, and forecast revenue at a glance.

Can I import my existing contacts?

Yes. You can easily upload contacts from a spreadsheet. Mapping fields is simple and takes only a few minutes.

Does the CRM support tagging and segmentation?

Absolutely. You can tag contacts, create smart lists, build segments, and target specific groups for campaigns or automations.

Can I see all communication history in one place?

Yes. Every email, SMS, call, note, invoice, booking, and task is logged inside the contact’s profile so you always know what happened and what to do next.

Can multiple team members use the CRM?

Of course. You can assign leads, add permissions, track activity, and collaborate with as many users as your plan includes.

Does the CRM work with automations?

Completely. You can automatically add tags, move pipeline stages, assign tasks, trigger emails or texts, and update fields based on contact behavior.

Can I create custom fields?

Yes. You can add unlimited custom fields to track the exact information your business needs.

Does Full Scope offer tasks and reminders inside the CRM?

Yes. You can create tasks, manage due dates, and add internal, email, or even SMS reminders to ensure no lead or client is ever forgotten.

Is my CRM data secure?

Yes. Your data is stored on encrypted infrastructure and follows industry standard security practices.

Is Full Scope GDPR compliant?

Full Scope is certified under the EU‑U.S. Data Privacy Framework and includes the tools you need to operate in a GDPR compliant way. You can collect consent, manage unsubscribe preferences, export or delete personal data upon request, and store contact information on secure, encrypted infrastructure. GDPR compliance also depends on how each business uses the platform, so it is your responsibility to configure consent forms, data retention practices, and communication settings to match your legal requirements.

Related Features

Discover more powerful features to enhance your business

Online Shop

Sell products, services, or digital downloads directly on your site

Add modern checkout pages, manage products, and accept payments. Perfect for turning your website or funnel into a seamless buying experience.

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Forms & Surveys

Capture leads and collect data anywhere on your pages

Embed customizable forms, surveys, and quizzes directly into your website or funnels. Automatically route submissions into your pipelines for instant follow-up.

Learn More

Invoicing & Payments

Get paid faster with simple, built-in billing tools

Create branded invoices, accept one-time or recurring payments, and track everything inside your dashboard. No extra tools needed, all synced with your CRM.