ERP

Migrate your Scopevisio data

German cloud ERP/CRM/ECM suite for mid-sized service companies in the DACH region, combining Finance, HR, CRM, and document management in a single process-oriented platform.

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In its favor

Why people choose Scopevisio

The signal that keeps Scopevisio on the shortlist. Sourced from G2, Capterra, and customer scoping calls.

Cloud-native from day one — Scopevisio was built as cloud software (not a lifted-and-shifted on-prem ERP), so its multi-tenancy, integration model and update cadence feel modern compared to retrofitted incumbents.

German data residency in BSI-certified data centres plus GDPR/GoBD/GDPdU-compliant accounting and document management makes Scopevisio a defensible choice for DACH-region SMEs subject to local regulators.

Tight integration of financial accounting and project management is a clear strength for service businesses that need to calculate, invoice and track projects in one system.

Awarded 'ERP System of the Year' in the ERP-with-AI-functions category, signalling continued local-market investment and recognition.

OpenScope REST API exposes the platform to third-party integrations — a meaningful differentiator versus older DACH ERP vendors that gate API access behind partner programs.

Strictly online — no offline access to customer data or invoices when the user is disconnected, which frustrates mobile field staff and travelling consultants.

Lack of price transparency on the public website (only entry-level €14/user/month is published) makes total-cost comparison against competitors hard at evaluation time.

Limited public review volume on G2 and Capterra restricts independent peer benchmarking — a problem for procurement teams that want third-party validation.

Significant onboarding effort — reviewers describe Scopevisio as requiring proper training and consulting rather than a plug-and-play setup.

German-language-first interface and documentation create friction for English-speaking teams and multi-country roll-outs outside DACH.

Reasons to switch

Why people leave Scopevisio

The recurring reasons buyers give for replacing Scopevisio. Presented as facts, not knocks.

Platform scorecard

Strengths, weaknesses, and where Scopevisio fits

Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.

SWOT — strengths, weaknesses, and use-case fit

Strengths

Integrated suite covering Finance, CRM, HR, Payroll, and DMS without third-party add-onsGDPdU-compliant archive export available for German accounting complianceMulti-company and multi-currency support built into the core platformGerman ISO/IEC 27001 certified cloud infrastructure with data residency in GermanyModular pricing allows selective migration of specific business areas

Weaknesses

Limited public API documentation makes programmatic export discovery harderSmall review sample on G2 and Capterra makes competitive evaluation difficultProcess-orientated design means workflow configurations may not map directly to simpler destination CRMsGerman-language-first interface and documentation can complicate English-speaking migration projects

Where it works

Mid-sized service companies with 50-500 employees operating in the DACH region that need integrated Finance, CRM, HR, and document management under a single platformGerman-headquartered or German-language-first organizations that require GDPdU-compliant document archiving and local ISO/IEC 27001 certified cloud infrastructureMulti-company or multi-subsidiary organizations in Germany and Austria that need built-in multi-currency support and cross-entity financial consolidationProcess-oriented service firms that map end-to-end workflows from first customer contact through invoicing and require audit trails as first-class citizensMid-sized German companies replacing fragmented departmental systems with a unified suite where referential integrity across Finance and CRM modules is critical

Where it struggles

English-speaking or globally distributed teams outside Germany, due to German-language-first interface, documentation, and support that complicates non-DACH migration projectsOrganizations prioritizing API-driven or programmatic migrations, given Scopevisio's limited public API documentation that makes automated export discovery difficultSmall businesses or startups requiring lightweight CRM or accounting tools, where the full suite's complexity and pricing tiers from €25.20 to €71.40 per user per month are disproportionate to needsCompanies with operations primarily outside the DACH region that require multilingual support, non-German compliance frameworks, or local market integrations beyond what Scopevisio's German-centric platform providesOrganizations migrating from simple, non-process-oriented CRMs where workflow configurations may not map directly to Scopevisio's process-orientated architecture

Pricing tiers

Scopevisio pricing overview

Scopevisio uses a per-user-per-year subscription model across three tiers ranging from €25.20 to €71.40. Modules are additive — Finance and DMS/ECM are add-ons to the base Organisation tier. Annual commitment is required, and the modularity means migrations from a subset of active modules only need to cover the licensed scope.

Organisation

Tier 1 of 3

€25.20 per user per year

What's included

Core business organisation and user managementBasic CRM and contact managementProject management and time trackingWorkflow automation

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Pricing is informational. FlitStack AI does not bill on Scopevisio's schedule — see our quote-based pricing →

What gets migrated

Scopevisio object support

Object-by-object support for Scopevisio migrations. Per-pair details surface during scoping.

Customers

Fully supported

Customer master data maps directly to standard CRM contact/company objects. Scopevisio stores address, communication, and classification fields that translate 1:1 to most destination systems.

Chart of Accounts / G/L Accounts

Mapping required

Scopevisio maintains a hierarchical chart of accounts with German-specific fields (SKR types, tax codes). We extract the full account structure and map it to destination account schemas, flagging any custom account extensions that require manual review.

Invoices and Credit Notes

Mapping required

Outgoing and incoming invoices carry rich line-item, tax, and payment metadata. Scopevisio stores invoice status separately from document status, so we preserve both fields and handle open/paid states explicitly during migration.

Projects

Fully supported

Projects, including their hierarchy, billing method, and associated cost centres, export cleanly. We map project-stage statuses to destination equivalents and carry forward any custom project fields.

Time Entries

Fully supported

Time entries are documented as an importable object in Scopevisio's help centre. We associate each entry with its project, employee, and billing record and preserve the entry date and hours.

Documents (DMS/ECM)

Mapping required

Document management in Scopevisio is deeply integrated with business objects. We export documents in their original formats and reconstruct the object associations in the destination system, handling the ECM layer's version history where present.

Employees / Payroll Records

Mapping required

HR and payroll data includes effective-dated compensation, organisational hierarchy, and PTO balances. Scopevisio's HCM module stores these as separate objects; we map them to destination employee records and flag any country-specific payroll configurations.

Vendors

Fully supported

Vendor master data mirrors customer master data structure. Address, payment terms, and banking details export and import as standard records with minimal transformation.

Items / Products

Mapping required

Items include pricing, unit of measure, and stock-control flags. We map item codes and descriptions and flag any custom pricing tiers or BOM structures that require destination-specific configuration.

Fixed Assets

Mapping required

Fixed asset records include acquisition cost, depreciation method, and location. We preserve the depreciation schedule and asset classification, noting that some destinations handle asset depreciation through separate modules.

Custom Fields

Mapping required

Scopevisio supports customisable fields on standard objects. We discover all custom field definitions during scoping, map them to destination custom fields, and handle type differences (date, text, picklist) at the record level.

Attachments

Mapping required

File attachments on any object export as binary blobs. We pair each file with its parent record reference and replicate the attachment structure in the destination, handling file-size limits as needed.

Gotchas

What to watch for in Scopevisio migrations

Issues we've hit on past Scopevisio migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.

Medium

GDPdU export format requires specialist handling

Medium

Module-tier licensing affects what data is accessible

High

Multi-company setups require per-company export sequencing

How a Scopevisio migration works

Four steps, Scopevisio-specific

Connect

Not publicly documented into Scopevisio. Scopes limited to read-only on the data we move.

Map

We translate Scopevisio-specific structures (custom fields, objects, value lists) to the destination's model.

Sample

Test with a 50–200 record subset to validate Scopevisio quirks before production.

Migrate

Full migration with Scopevisio rate-limit handling. Rollback available throughout.

FAQ

Scopevisio migration FAQ

Answers to the questions buyers ask most during Scopevisio migration scoping. Not seeing yours? Book a call.

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Most Scopevisio migrations under 1M records finish in 48–72 hours end-to-end. Larger orgs with custom objects or buyer-side security review typically take 5–7 days.

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