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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

Book a Demo
Onboarding Projects

Customer Portal

Templates



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

Powerful templates
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-driven reminders
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.

AI autofill
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.

Dynamic onboarding plan
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.

Scheduled emails
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

Submit formSubmit form

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
Schedule meetingSchedule meeting

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


Easy to use
File requestsFile requests

Ask your customer to upload files you need from them.


Customizable
ApprovalsApprovals

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


Change requests

Reminders
Action ButtonsAction Buttons

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


FULL VISIBILITY INTO ALL ASPECTS OF PROJECTS

Dashboard

Get visibility into your implementations with powerful dashboard and widgets
that provide all project details and insights in a single view.


Views

Customizable task views provide the flexibility to manage your work the way you
want. Choose from List, Board, or Gallery, combined with advanced filtering and
grouping options, to visualize tasks across all projects from any angle.


Global Activity

All project activity across all projects in one place. This is the easiest way
to view your team's or customer's activity, whether for today, this week, or a
specific time period.






INTEGRATE YOUR STACK


CRM

Product

Communication

Other


Scope provides native and comprehensive integration with your CRM, Slack, and
project management tools.


With powerful APIs and webhooks, Scope aligns with your workflow and integrates
with any tool you need.

Send submitted form data into HubSpot deal
Sync tasks with Jira assigned to specific role
Create project when HubSpot deal change stage
Reply on messages in Slack channels and threads
* Integration is coming in Q4 24 - Q1 25


AND MANY MORE...

Custom fields

Dynamic texts

Sharing quick actions

Magic links for customer login

Form templates

Documents

Task dependencies

Checklists

Advanced filters

Advanced grouping

Auto-updated Slack canvases

Internal tasks

Internal communication

Weekly updates

Personal views

Accounts management

Time-tracking

Highlighting fields

Branded customer portal

Dark mode

API & Webhooks




TRY SCOPE NOW

We'll guide you in organizing and automating customer onboarding, with
recommendations to reduce delays and boost customer engagement

Book a Demo

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