Scope reimagines customer onboarding for B2B companies by automating and streamlining workflows, reducing delays, boosting customer engagement, and improving project visibility.
Scope offers two key modules:
- Customer Facing Portal: an extremely simple interface for customers, guiding them through the next actions without overwhelming with a complex UI.
- Powerful and flexible project management utilities that allow configuring and managing any type of onboarding project, from a simple to-do list to complex enterprise onboarding.
With Scope implemented, companies achieve:
- Faster onboarding cycle
- Ability to scale without increasing headcount
- Quicker customer response times
- Reduced pre-live churn
How it Works
Automate workflows and reduce delays:
- Dynamic project templates with roles, dynamic due dates, and dynamic texts for personalization
- Scheduled emails
- Customer notifications, reminders, and digests
- Integration with CRM and Jira
Boost customer engagement:
- Simple Customer-Facing Portal: guides customers through necessary actions
- Call to Actions - schedule meeting, action buttons, forms, approvals and file requests
- Slack Connect, Actionable and personalizable emails
Essential projects visibility:
- Dashboard with detailed project status, team, and customer activity
- Different views to see tasks across all projects
Book a demo: https://cal.com/scope/demo
Company Details
- Employees
- 5
- Founded
- -
- Address
- San Jose, Ca 95123, Us
- Industry
- Software Development
- NAICS
-
Software Publishers
- Website
- https://scope.cx
- Keywords
- Pirros.
- HQ
- San Jose, CA
Scope Questions
Scope's website is https://scope.cx
Scope's LinkedIn profile is https://www.linkedin.com/company/scopehq
Scope has
5 employees.
View email and phone details for 5
employees at Scope.
Scope's industry is
Software Development
Scope's top competitors are
Virtual Veteran Solutions,
Evercontractor,
Recovered,
Recovered Nutrition And Counseling,
Jump Sports,
Prismfluence,
Renovar Ai,
Scope,
Pirros,
Shopmonkey.
Scope's categories are Software Development
Scope's founding year is 2022
