Modern platform for customer onboarding and service delivery
![](http://cdn-platform.scope-dev.ws/website/images/logos/slack.png)
![email](http://cdn-platform.scope-dev.ws/website/images/logos/gmail.png)
![customer portal in Scope](http://cdn-platform.scope-dev.ws/website/images/logos/scope.png)
![Scope Customers Facing Portal](http://cdn-platform.scope-dev.ws/website/images/cfp/customer-facing-portal-screen.png)
Centralize everything, gain visibility, increase efficiency
Eliminate complexity and confusion, thereby reducing time-consuming and costly procedures. Take advantage of the shared workspace, enabling effortless collaboration, communication, and the seamless sharing of crucial data between you and your customers.
Single space for everything
Utilize the workspace to centralize documents, chats, and tasks
![Tasks in Scope](http://cdn-platform.scope-dev.ws/website/images/cfp/scope-single-space-for-everything-tasks.png)
![Tasks in Scope](http://cdn-platform.scope-dev.ws/website/images/cfp/scope-single-space-for-everything-documents.png)
Create branded customers login on separate or your own web domain
![Branded Customer Facing Portal](http://cdn-platform.scope-dev.ws/website/images/cfp/scope-cusomer-branded-space.png)
![Appearance for Customer Facing Portal](http://cdn-platform.scope-dev.ws/website/images/cfp/scope-portal-appearance.png)
![Publish projects for companies](http://cdn-platform.scope-dev.ws/website/images/cfp/scope-publishing-customer-portal.png)
Efficiency
Create discussion forums or channels for different project aspects, allowing team members to communicate, ask questions, and share insights in a focused environment
![Efficient notifications in Scope](http://cdn-platform.scope-dev.ws/website/images/cfp/scope-efficiency-sidebar.png)
![Chats, mention tasks in Scope](http://cdn-platform.scope-dev.ws/website/images/cfp/scope-efficiency-chat.png)
Visibility
Gain insight and leverage data to make informed decisions
![Widgets for project insights](http://cdn-platform.scope-dev.ws/website/images/cfp/scope-widgets.png)
See which tasks are on track and which tasks are at risk
![Task blockers and due dates](http://cdn-platform.scope-dev.ws/website/images/cfp/tasks-dued.png)
![Highlight task lifetime and other metrics](http://cdn-platform.scope-dev.ws/website/images/cfp/tasks-blocked.png)
Create customer-specific onboarding projects with tracking
Scope will align and optimize the onboarding process, making it faster, more efficient, and equipping you with essential information for enhancements.
Create and
set up views
![Create and set up views](http://cdn-platform.scope-dev.ws/website/images/cfp/manage-task-views.png)
Customize
tasks appearance
![Customize tasks appearance](http://cdn-platform.scope-dev.ws/website/images/cfp/task-cards-cusomization.png)
Add widgets, documents
and attachments
![Add widgets, documents and attachments](http://cdn-platform.scope-dev.ws/website/images/cfp/setup-widgets.png)
Publish for selected users
or entire company
![Publish for selected users or entire company](http://cdn-platform.scope-dev.ws/website/images/cfp/publish-project-for-company.png)
Manage share
permissions
![Manage share permissions](http://cdn-platform.scope-dev.ws/website/images/cfp/publishing-permissions.png)
Allow customers to set-up their teams
![Allow customers to set-up their teams](http://cdn-platform.scope-dev.ws/website/images/cfp/invite-users.png)
Add participants without cumbersome sign-up
![Add participants without cumbersome sign-up](http://cdn-platform.scope-dev.ws/website/images/cfp/auth-magic-link.png)
Create and
set up views
![Create and set up views](http://cdn-platform.scope-dev.ws/website/images/cfp/manage-task-views.png)
Customize
tasks appearance
![Customize tasks appearance](http://cdn-platform.scope-dev.ws/website/images/cfp/task-cards-cusomization.png)
Add widgets, documents
and attachments
![Add widgets, documents and attachments](http://cdn-platform.scope-dev.ws/website/images/cfp/setup-widgets.png)
Assign and tasks to
teams or members
![Assign and tasks to teams or members](http://cdn-platform.scope-dev.ws/website/images/cfp/assign-team.png)
Dedicated communication for
separate topics
![Dedicated communication for separate topics](http://cdn-platform.scope-dev.ws/website/images/cfp/dedicated-communication.png)
Monitor and
track changes
![Monitor and track changes](http://cdn-platform.scope-dev.ws/website/images/cfp/track-changes.png)
Leverage customizable fields to organize specific customer information and meet users unique needs
![Leverage customizable fields to organize specific customer information and meet users unique needs](http://cdn-platform.scope-dev.ws/website/images/cfp/custom-fields.png)
Share your knowledge base with multiple customers
![Share your knowledge base with multiple customers](http://cdn-platform.scope-dev.ws/website/images/cfp/publish-documents.png)
Use templates
for projects
![Use templates for projects](http://cdn-platform.scope-dev.ws/website/images/cfp/duplicate-projects.png)
Assign and tasks to
teams or members
![Assign and tasks to teams or members](http://cdn-platform.scope-dev.ws/website/images/cfp/assign-team.png)
Dedicated communication for
separate topics
![Dedicated communication for separate topics](http://cdn-platform.scope-dev.ws/website/images/cfp/dedicated-communication.png)
Monitor and
track changes
![Monitor and track changes](http://cdn-platform.scope-dev.ws/website/images/cfp/track-changes.png)
Create and
set up views
![Create and set up views](http://cdn-platform.scope-dev.ws/website/images/cfp/manage-task-views.png)
Customize
tasks appearance
![Customize tasks appearance](http://cdn-platform.scope-dev.ws/website/images/cfp/task-cards-cusomization.png)
Add widgets, documents
and attachments
![Add widgets, documents and attachments](http://cdn-platform.scope-dev.ws/website/images/cfp/setup-widgets.png)
The only tool you'll need
The incorporation of project management tools, contextual chats, and robust document management turns your Customer Facing Portal into a genuinely collaborative tool
Projects customization
Individual B2B customers often come with distinct requirements and workflows. Customizable views and tailored fields enable the organization of specific customer information and workflow to meet these unique needs.
![Custom tasks fields](http://cdn-platform.scope-dev.ws/website/images/cfp/more-custom-fields.png)
Real-time communication
Use task-specific channels, along with direct and group chats to enhance clarity and speed in communication between your team and customers. Minimize email overload and eliminate the necessity for separate communication platforms.
![Real-time communication in tasks](http://cdn-platform.scope-dev.ws/website/images/cfp/communication-with-customers.png)
Centralized Knowledge Base
Enhance collaboration and facilitate knowledge sharing. Effectively manage, organize, share, and store diverse knowledge types, including articles, FAQs, documents, and more. Designed for easy referencing in future projects and applications.
![Centralized Knowledge Base](http://cdn-platform.scope-dev.ws/website/images/cfp/documents.png)
Try Customer Facing Portal
Take advantage of the shared workspace, enable effortless collaboration, communication and the seamless sharing of crucial data between you and your customers.