General

Pricing Product updates

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

Increase Team Capacity

Improve CSAT

Boost Customer Engagement

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.

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.

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.

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.

Schedule emails to be sent automatically on specific project days or triggered by events such as “Task Start”, “Task Completed”, “Stage Completed”, and others.

Boost customer engagement

Customer facing portal

Branded

White-labeled

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.

Quick actions

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.

Send results to CRM

Fully customizable

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

Easy to use

Ask your customer to upload files you need from them.

Customizable

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

Change requests

Reminders

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

Communication channels

Slack 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

Emails

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