Next-gen customer onboarding for B2B companies
AI-native platform to accelerate onboarding cycles, automate workflows, drive customer engagement, and boost team efficiency.
Trusted by modern fast growing companies
Scope supercharges SMB and Enterprise customer onboarding
Accelerate
Time to Value
Increase
Team Capacity
Boost Customer Engagement
Improve
CSAT
“Scope has been a game changer — we've automated over half of our implementation steps, enabling the team to take on nearly 30% more projects and reducing onboarding time by several weeks.”
Automate
onboarding workflows with AI Assistant power
Simplify and automate every step of customer onboarding with Scope’s intelligent automation engine.
Templatize onboarding plan and run it on autopilot
Dynamic texts
Smart variables keep your project content up to date without manual changes.
Scheduled emails
Send templatized emails automatically based on project activity.
AI Assistance level up team efficiency
Proactive Action Items
AI Assistant analyzes communication and project activity to proactively identify action items that need attention and assign them to the right people. Create custom prompts to automate your own action item logic.
AI Autofill
Use project activity, submitted forms, and communication to automatically fill in project and company properties. Create custom prompts to define what gets filled and when.
AI project summary
Keep project summaries always up to date with AI. Use custom prompts to generate summaries that match your needs. Send it to your CRM.
Conversation status & smart reminders
AI identifies who’s waiting for a response — team or customer — displays open conversations in a dedicated view, and sends the right type of reminder based on status.
OOO Detection
Automatically detect out-of-office replies and flag tasks and projects that may be affected.
Scope drives customer engagement
Guide customers through onboarding with shared plans, clear next steps, helpful resources, and multi-channel communication.
from an email
Scope helps companies scale their business
Going from Series A to Series B in just 9 months required us to scale fast without losing control. Scope has been critical in helping us do that — it keeps our workflows clear, our team aligned, and our growth on track. Migration to Scope was smooth — their team handled everything, making onboarding seamless. Their support has been blazingly fast and always on point — a partner we can truly rely on.
Before Scope, our onboarding was manual and time-consuming. Scope has been a game changer — we've automated over half of our implementation steps, enabling the team to take on nearly 30% more projects and reducing onboarding time by several weeks. Customers love how smooth the experience is, and my team now runs a process that's reliable, efficient and easy to manage.
Scope has become the hub for our partner operations. We use it to onboard new partners, support existing ones, and collaborate with customer success teams across our supplier network. It’s replaced messy email threads and Slack/Teams pings with one efficient process. With Salesforce and Jira integrations, cases flow directly to partners for faster resolution. We love using Scope — and we’re excited about how quickly new AI automations are launching.
Scope has been a great move for our team. The specific focus on customer implementation workflows coupled with incredible flexibility and automation make it a much better solution for us than Asana, Trello, Monday or Clickup, all of which I've used at scale. The customer facing portal allows us to keep our customers accountable for their deadlines to keep the project plan on track. Scope's team have been amazing supporting our onboarding and facilitating a smooth transition from OnRamp.
Our sales team was scaling much faster than our Success team, and we needed automation to keep pace. Scope was the perfect fit — it automated many onboarding steps, streamlined communication with customers, and made implementation far more efficient. As a result, we’ve nearly doubled the number of projects our team can manage without adding headcount or overwhelming the team.
Single platform for communication
Bring all customer communication into one place with multi-channel messaging and smart canned responses.
Communicate with customers anywhere
Reach customers through their preferred channel for a smoother, more responsive experience and keep all communication organized in one place.
Integrated meetings
Keep meetings connected to onboarding projects, share with customers, sync with your tools, and automate preparation and follow-ups.
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Full visibility into all aspects of projects
Integrate your stack
Scope provides native and comprehensive integration with your CRM, Slack, and project management tools.
And many more...
The AI era demands next-gen automation
Book a demo to see how Scope automates and supercharges your customer implementation.
