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Scope Logo

Cloud-based customer onboarding platform for B2B companies.

Table of Contents

Scope - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: September 2026

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.

Starting price

49per user /
per month

Alternatives

with better value for money

Do you work for Scope? Manage this product listing

Scope’s user interface

Ease of use rating:

Scope reviews

Overall rating

5.0

/5

1

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10
Rating distribution

5

4

3

2

1

1

0

0

0

0

Scope's key features

Most critical features, based on insights from Scope users:

Activity dashboard
Activity tracking
Alerts/Notifications
API
Chat/Messaging
Checklists
Client database
Client management
Client portal
Client tracking

All Scope features

Features rating:

Activity dashboard
Activity tracking
Alerts/Notifications
API
Chat/Messaging
Checklists
Client database
Client management
Client portal
Client tracking
Collaboration tools
Commenting/Notes
Communication management
CRM
Customer engagement
Customizable branding
Customizable fields
Data import/export
Document generation
Document management
Drag & drop
Electronic forms
Form builder
Kanban board
Mobile access
Onboarding
Reminders
Reporting & statistics
Surveys & feedback
Task management
Task progress tracking
Templates
Third-Party integrations
Time tracking
To-Do list
Workflow management

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Scope logo

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Per year

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Scope pricing

Value for money rating:

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Business

49

/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

59

/user

Per month

Features included:

  • Jira integration
  • Time tracking
  • Custom email domain

Enterprise

99

/user

Per month

Features included:

  • Embedded Customer Portal

User opinions about Scope price and value

Value for money rating:

Scope integrations (7)

Integrations rated by users

We looked at 1 user reviews to identify which products are mentioned as Scope integrations and how users feel about them.

Make logo
Make

Integration rating: 5.0 (1)

“Make is the main automation engine for my process.”

EH

ERIC H.

Owner

Integration rating: 5.0 (1)

Integration rating: 5.0 (1)

“Direct Salesforce CRM integration is unnecessary for the AWS console, as infrastructure provisioning and developer tooling operate completely independently of customer sales pipelines.”

“DP support when it comes to SF is very poor, as if those who built the SF package left the company and they didn't bother to hire anyone who knows how it works or is interested in improving it.”

CF

Conann F.

Software Engineer

1/2

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. Who are the typical users of Scope?

Scope has the following typical customers:
Small Business

These products have better value for money


Q. What level of support does Scope offer?

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

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