Scope Information

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