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.
The simplest way to ask your customer to do somethings
Build custom forms and save them as templates to reuse when needed, ensuring accurate data collection. Save submitted data in the CRM if necessary.
A simple task with an embedded Calendar provides the easiest way to ask your customer to schedule a call.
Ask your customer to upload files you need from them.
The easiest and efficient way for back-and-forth communication when you need to approve something.
Create your own custom button with a link that your customer needs to follow or a file they need to download.
Build custom forms and save them as templates to reuse when needed, ensuring accurate data collection. Save submitted data in the CRM if necessary.
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.
One channel is for customer chats, another is for internal messages and notifications
All comment streams bidirectionally between Slack to Scope. Discuss tasks in threads
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.
We'll guide you in organizing and automating customer onboarding, with recommendations to reduce delays and boost customer engagement