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Scope description
Scope is a project management and customer onboarding platform designed for B2B companies of all sizes. It combines project management tools, messaging, and document management in one workspace. This aims to simplify team collaboration, both internally and with clients, on projects and tasks. Key features include onboarding projects, a customer portal, and customizable templates.
Who is Scope best for
Scope is a project management and customer onboarding platform designed for B2B companies of all sizes. It combines project management tools, messaging, and document management in one workspace. This aims to simplify team collaboration, both internally and with clients, on projects and tasks. We find that the customer portal and automations are particularly impactful.
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Perfect for any B2B company size, from startups to enterprises, seeking to improve their customer onboarding.
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We find Scope particularly beneficial for companies in software, IT, and telecommunications.
Scope features
Supported Onboarding Projects: Scope provides onboarding projects to manage the entire onboarding process efficiently. |
Supported Customer Portal: Scope offers a customer portal to provide clients with a centralized hub for communication, resources, and progress tracking during the onboarding journey. |
Supported Templates: Scope utilizes templates to streamline the onboarding process and ensure consistency. |
Supported Automations: Scope uses automations to improve team efficiency and accelerate onboarding cycles. |
Supported AI-driven platform: Scope is an AI-driven platform designed to accelerate onboarding cycles, automate workflows, boost customer engagement, and significantly improve team efficiency. |
Supported Workflows: Scope offers flexible workflows for managing onboarding tasks and processes. |
Supported Task Management: Scope facilitates task management to organize and track progress during onboarding. |
Scope pricing
See the Scope pricing page.
Ideal for teams that need all Scope capabilities, a white-labeled portal, and deep integration with HubSpot and Slack. Includes unlimited onboarding projects and customization features, HubSpot Integration, Slack Integration, Custom domain for Customer-Facing Portal.
Great for teams using Salesforce and who want to use their own email domain for notifications and reminders. Includes everything in Business, plus Jira Integration, SalesForce Integration, Custom email domain.
For large organizations that require advanced security features and want to embed Scope into their product. Includes everything in Unlimited, plus Single Sign-On (SSO), Embedded Customer Portal.
Scope alternatives
Scope FAQ
Scope is a project management and client onboarding platform for B2B companies. We find that it centralizes communication, tasks, and documents, simplifying team collaboration and client onboarding through features like onboarding projects, a customer portal, and customizable templates. It's ideal for businesses of all sizes seeking to streamline their onboarding process.
What is Scope and what does Scope do?
Scope is a project management and client onboarding platform for B2B companies. We find that it centralizes communication, tasks, and documents, simplifying team collaboration and client onboarding through features like onboarding projects, a customer portal, and customizable templates. It's ideal for businesses of all sizes seeking to streamline their onboarding process.
Scope integrates with other tools through Zapier and Make.com, offering automation capabilities without usage restrictions. It also provides an Open API and webhooks for custom integrations. This allows for flexible workflows and connections with various other platforms.
How does Scope integrate with other tools?
Scope integrates with other tools through Zapier and Make.com, offering automation capabilities without usage restrictions. It also provides an Open API and webhooks for custom integrations. This allows for flexible workflows and connections with various other platforms.
We find that Scope's main competitors include OnRamp, Moxo, Dock, Rocketlane, CoordinateHQ, and Teamhub. These alternatives offer similar project management and client onboarding features.
What the main competitors of Scope?
We find that Scope's main competitors include OnRamp, Moxo, Dock, Rocketlane, CoordinateHQ, and Teamhub. These alternatives offer similar project management and client onboarding features.
Scope appears to be a legitimate platform. It boasts a 5/5 rating on G2, although from a single review. We find the free customer licenses and comprehensive features, even at the basic level, to be quite attractive for businesses looking to improve their onboarding process.
Is Scope legit?
Scope appears to be a legitimate platform. It boasts a 5/5 rating on G2, although from a single review. We find the free customer licenses and comprehensive features, even at the basic level, to be quite attractive for businesses looking to improve their onboarding process.
Scope offers three paid plans: Business at $49/user/year, Unlimited at $59/user/year, and Enterprise at $99/user/year. Customer user licenses are free. We find all plans include a rich set of features like project chats, custom fields, and integrations.
How much does Scope cost?
Scope offers three paid plans: Business at $49/user/year, Unlimited at $59/user/year, and Enterprise at $99/user/year. Customer user licenses are free. We find all plans include a rich set of features like project chats, custom fields, and integrations.
There are no customer service reviews available for Scope at this time. We encourage you to check back later for updates.
Is Scope customer service good?
There are no customer service reviews available for Scope at this time. We encourage you to check back later for updates.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.
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