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Scope

Cloud-based customer onboarding platform for B2B companies.

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Table of Contents

Scope - 2026 Pricing, Features, Reviews & Alternatives

All user reviews are verified by in-house moderators and provider data by our software research team. Learn more

Scope overview

What is Scope?

Scope is a cloud-based customer onboarding solution that helps B2B companies accelerate onboarding cycles, automate workflows, and improve team efficiency. The platform provides pre-built templates for onboarding projects, including team and customer roles, task start and due dates, shared resources, and welcome kits. Scope utilizes AI-driven reminders that recognize questions in communication and mark tasks as "Waiting for response," with the ability to configure different reminder flows.

Additionally, the platform's AI autofill feature allows users to automatically update task properties and generate reports based on customizable prompts. It also provides dynamic onboarding plans that automatically adjust task start and due dates based on the completion of current tasks, helping to eliminate unnecessary delays between tasks and ensuring automatic notifications for the next steps.

Key benefits of using Scope

Powerful project templates allow users to build onboarding project workflows and run them on autopilot.

Quick actions enable customers to easily complete bite-sized tasks like "Schedule Meeting", "Submit Form", and more.

A white-labeled Customer-Facing portal allows customers to easily see what they need to do.

Powerful in-app integrations enable seamless integration with existing tools.

Slack integration with internal and external channels, which can be shared with customers using Slack Connect, ensures a seamless communication experience

Starting price

49per user /
per month

view pricing plans

Alternatives

Scope’s user interface

Ease of use rating:

5.0

(1)

Scope reviews

Overall rating

5.0

Positive reviews

100

Rating breakdown

Value for money
Ease of use
Features
Customer support
Likelihood to recommend10/10

Rating distribution

Scope's key features

Most critical features, based on insights from Scope users:

Multiple projects

5.0

(1)

Commenting/Notes

5.0

(1)

Collaboration tools

5.0

(1)

Access controls/permissions

5.0

(1)

Prioritization

5.0

(1)

Task management

5.0

(1)

All Scope features

Features rating:

5.0

(1)

Document management

5.0

(1)

Activity dashboard

(0)

Drag & drop

(0)

Electronic forms

(0)

Form builder

(0)

Kanban board

(0)

Mobile access

(0)

Onboarding

(0)

Reminders

(0)

Reporting & statistics

(0)

Surveys & feedback

(0)

Task progress tracking

(0)

Templates

(0)

Third-Party integrations

(0)

Time tracking

(0)

To-Do list

(0)

Workflow management

(0)

Activity tracking

(0)

Alerts/Notifications

(0)

API

(0)

Chat/Messaging

(0)

Checklists

(0)

Client database

(0)

Client management

(0)

Client portal

(0)

Client tracking

(0)

Communication management

(0)

CRM

(0)

Customer engagement

(0)

Customizable branding

(0)

Customizable fields

(0)

Data import/export

(0)

Document generation

(0)

Scope alternatives

Scope

5.0

(1)

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Starting from

/user

Per month

Free trial

Free version

Ease of Use

5.0

Features

5.0

Value for Money

5.0

Customer Support

5.0

Aha!

4.7

(559)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.4

Features

4.6

Value for Money

4.6

Customer Support

4.8

Copper

4.4

(622)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.5

Features

4.1

Value for Money

4.1

Customer Support

4.3

Monitask

4.8

(161)

visit website

Starting from

5.99

Per month

Free trial

Free version

Ease of Use

4.8

Features

4.7

Value for Money

4.8

Customer Support

4.8

Scope pricing

Value for money rating:

5.0

Pricing plans

Pricing details:

Free plan

Free trial

Subscription

Business

/user

Per month

Features included:

Branded customer portal
Linear project view for customer
Custom forms
File requests
Quick actions: Meeting, Action Button
Customer login via magic link
Internal tasks and task properties
Task dependencies and checklists
Documents
Project and task chats
Internal messages
Project and form templates
Scheduled emails
Dynamic texts for personalization
Customizable views
Custom fields for tasks
Customizable dashboard
Custom domain for Customer Facing Portal
Open API + Webhooks
HubSpot integration
Slack integration

Unlimited

/user

Per month

Features included:

Custom email domain
Time tracking
Jira integration

Enterprise

/user

Per month

Features included:

Embedded Customer Portal

User opinions about Scope price and value

Value for money rating:

5.0

(1)

Scope integrations (7)

Top integrations

Scope support options

Typical customers

Freelancers

Small businesses

Mid size businesses

Large enterprises

Platforms supported

Web

Android

iPhone/iPad

Support options

Email/Help Desk

Chat

Training options

Live Online

Scope FAQs

Q. What type of pricing plans does Scope offer?

Scope has the following pricing plans:
Starting from: $49.00/month
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)

Q. Who are the typical users of Scope?

Scope has the following typical customers:
Small Business

Q. What languages does Scope support?

Scope supports the following languages:
English

Q. Does Scope offer an API?

Yes, Scope has an API available for use.

Q. What other apps does Scope integrate with?

Scope integrates with the following applications:
Jira, Calendly, Zapier, Slack, HubSpot Sales Hub, HubSpot CRM, HubSpot Service Hub

Q. What level of support does Scope offer?

Scope offers the following support options:
Email/Help Desk, Chat

Related categories

Client Onboarding