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

Scope

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Scope

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