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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 streamlines client onboarding and project management for B2B companies of all sizes. It centralizes communication, tasks, and resources, simplifying team collaboration and client interaction. Key features include onboarding projects, a customer portal, and customizable templates.
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Ideal for small businesses, medium-sized businesses, and large enterprises.
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Designed for B2B companies across all industries.
Scope features
Supported Scope provides onboarding projects to manage the entire onboarding process efficiently. |
Supported Scope offers a customer portal to provide clients with a centralized hub for communication, resources, and progress tracking during the onboarding journey. |
Supported Scope utilizes templates to streamline the onboarding process and ensure consistency. |
Supported Scope uses automations to improve team efficiency and accelerate onboarding cycles. |
Supported Scope offers flexible workflows for managing onboarding tasks and processes. |
Supported 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. It centralizes communication, tasks, and documents to simplify team collaboration and client onboarding. It features onboarding projects, a customer portal, templates, and automations.
What is Scope and what does Scope do?
Scope is a project management and client onboarding platform for B2B companies. It centralizes communication, tasks, and documents to simplify team collaboration and client onboarding. It features onboarding projects, a customer portal, templates, and automations.
Scope integrates with Zapier and Make.com, enabling automations and connections with other tools. It also offers an Open API and webhooks, further extending integration possibilities for enhanced workflows.
How does Scope integrate with other tools?
Scope integrates with Zapier and Make.com, enabling automations and connections with other tools. It also offers an Open API and webhooks, further extending integration possibilities for enhanced workflows.
Alternatives to Scope include OnRamp, Moxo, Dock, Rocketlane, CoordinateHQ, and Teamhub. These competitors offer similar project management and client onboarding features, catering to B2B companies seeking streamlined workflows and improved collaboration.
What the main competitors of Scope?
Alternatives to Scope include OnRamp, Moxo, Dock, Rocketlane, CoordinateHQ, and Teamhub. These competitors offer similar project management and client onboarding features, catering to B2B companies seeking streamlined workflows and improved collaboration.
Scope appears to be a legitimate project management and client onboarding platform. It has received a 5/5 rating on G2 and offers features like onboarding projects, a customer portal, and customizable templates. For more in-depth information, further research is recommended.
Is Scope legit?
Scope appears to be a legitimate project management and client onboarding platform. It has received a 5/5 rating on G2 and offers features like onboarding projects, a customer portal, and customizable templates. For more in-depth information, further research is recommended.
Scope offers three paid plans: Business at $49/user/year, Unlimited at $59/user/year, and Enterprise at $99/user/year. Is Scope worth the cost? Each plan builds upon the last, offering additional integrations and features for different team needs. Customer user licenses are free.
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. Is Scope worth the cost? Each plan builds upon the last, offering additional integrations and features for different team needs. Customer user licenses are free.
There is no information available about Scope's customer service quality.
Is Scope customer service good?
There is no information available about Scope's customer service quality.
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.