Scope

Scope is a cloud-based customer onboarding platform for B2B companies, covering project management, templates, workflows, AI assistants, a customer portal, multi-channel communication, dynamic forms, and integrations with CRM, Slack, and Jira. It supports multi-product and multi-location onboarding, with reusable components applied automatically as products or locations are added, and keeps status, dates, and progress visible across projects and dashboards.

Core capabilities include dynamic templates, task sequences, automated messages, scheduled emails, and smart variables, alongside AI Assistant features such as Proactive Action Items, AI Autofill, AI project summaries, conversation status detection, and out-of-office detection. Communication spans email, Slack Connect, the customer portal, and internal messages, with two-way sync to Jira issues, Slack threads, and CRM activity. Integrations cover HubSpot, Salesforce, Slack, Jira, and an open API with webhooks for tools like Zapier and Make.com. Security includes SSL/TLS and AES-256 encryption, AWS hosting, role-based and company-based authentication, and incident management processes.

Scope is packaged in Starter, Professional, and Enterprise editions, priced per seat and billed annually, with minimum seat requirements that vary by edition; customer seats are free. An AI Assistant add-on is available per seat, with a limited number of free assistant tools included. Enterprise adds Single Sign-On and an embedded customer portal.