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Modern customer onboarding platform for B2B companies

Powerful AI-driven platform to accelerate onboarding cycles, automate workflows, boost customer engagement, and significantly improve team efficiency

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Supercharge SMB and Enterprise customer onboarding

Trusted by companies of all shapes and sizes
PartsTech
Payabli
Kodif
Truck Site
Thinkie
The Shed Creative
Increase Team Capacity
Increase Team Capacity
Improve CSAT
Improve CSAT
Boost Customer Engagement
Boost Customer Engagement
Accelerate Time to Live
Accelerate Time to Live

Automate customer onboarding with AI

Project templates with team and customer roles, relative task start and due dates, shared resources, welcome kit, and other. Start fully configured new onboarding project in a few clicks or automatically.
Powerful templates
AI automatically recognizes questions in communication and marks tasks as "Waiting for response". It allows to configure different reminder flows for informational and questionable messages.
AI-driven reminders
Use AI to autofill any task fields based on task activity, communication, and properties. With customizable prompts, you can create any rules to automatically update task properties and generate reports based on them.
AI autofill
Automatically adjust task start and due dates based on completion of current tasks. This helps get rid of unnecessary delays between tasks in onboarding plan and ensures automatic notifications for the next steps.
Dynamic onboarding plan
Schedule emails to be sent automatically on specific project days or triggered by events such as “Task Start”, “Task Completed”, “Stage Completed”, and others.
Scheduled emails
Powerful templates

Boost customer engagement

Customer facing portal
Branded customer portalBranded
White-labeled customer portalWhite-labeled
Color schemas of customer portalUpload logoUpload logo

Branded and white-labeled customer portal designed to be extremely clear for your customers, with easy-to-follow next steps, calls to action, and a project plan.

Additionally, access to resources, team contacts, and chats provides the best customer experience and boosts engagement.

Upload logoNext priorityLogosLogosHelpful resources
Cursor

Quick actions

The simplest way to ask your customer to do somethings

Submit form

Build custom forms and save them as templates to reuse when needed, ensuring accurate data collection. Save submitted data in the CRM if necessary.

Send results to CRM
Fully customizable
Schedule meeting

A simple task with an embedded Calendar provides the easiest way to ask your customer to schedule a call.

Easy to use
File requests

Ask your customer to upload files you need from them.

Customizable
Approvals

The easiest and efficient way for back-and-forth communication when you need to approve something.

Change requests
Reminders
Action Buttons

Create your own custom button with a link that your customer needs to follow or a file they need to download.

Easy to use

Build custom forms and save them as templates to reuse when needed, ensuring accurate data collection. Save submitted data in the CRM if necessary.

Send results to CRM
Fully customizable
form

Communication channels

SlackSlack Connect

Receive notifications, respond to messages, leave comments on activities in threads, and track project progress in auto-updated Slack canvases.

Use Slack Connect to communicate effectively with customers in channels managed and updated by Scope.

External and Internal Channels

One channel is for customer chats, another is for internal messages and notifications

Chat everywhere

All comment streams bidirectionally between Slack to Scope. Discuss tasks in threads

EmailsEmails

Scope sends different types of email notifications and reminders, each specifically designed for quick actions or task activities. All notifications and reminders can be fully customized to match your needs.

Customizable
Actionable

Full visibility into all aspects of projects

Dashboard
Views
Activity
Dashboard

Integrate your stack

Hubspot
Salesforce
CRM
Linear
Jira
Product
Slack
Communication
Zapier
Make
Other
Scope provides native and comprehensive integration with your CRM, Slack, and project management tools.
Scope integrations
With powerful APIs and webhooks, Scope aligns with your workflow and integrates with any tool you need.
Send submitted form data into HubSpot deal
Sync tasks with Jira assigned to specific role
Create project when HubSpot deal change stage
Reply on messages in Slack channels and threads
* Integration is coming in Q4 24 - Q1 25

And many more...

Custom fields
Dynamic texts
Sharing quick actions
Magic links for customer login
Form templates
Documents
Task dependencies
Checklists
Advanced filters
Advanced grouping
Auto-updated Slack canvases
Internal tasks
Internal communication
Weekly updates
Personal views
Accounts management
Time-tracking
Highlighting fields
Branded customer portal
Dark mode
API & Webhooks
Custom fields

Try Scope Now

We'll guide you in organizing and automating customer onboarding, with recommendations to reduce delays and boost customer engagement

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Try Scope - implementation platform for B2B customer onboarding
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