--- title: "Scope Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Scope Software - reviews, pricing plans, popular comparisons to other Client Onboarding products and more." source_url: "https://www.capterra.com/p/10017564/Scope/" page_type: "product" language: "en" --- # Scope Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Scope ## What is Scope? Scope.cx is a next-gen customer implementation system designed to help CS teams automate workflows, accelerate onboarding cycles, enhance customer engagement, and boost team productivity. With advanced automation capabilities, teams can standardize and run onboarding projects on autopilot. AI-powered tools reduce manual workload. Integrations with Slack, HubSpot, Jira, and other ensure smooth connectivity with existing tools. Book a demo today. ## What is Scope used for? [Client Onboarding](https://www.capterra.com/client-onboarding-software/) Top alternative Featured Overall rating Based on 1 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $49 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Scope?[Manage this product listing](https://www.g2.com/products/scope-2025-03-03/claim_requests/new?auto=true) ## Scope Overview Updated September 2026 AI summary Scope is a cloud-based client onboarding solution designed for small businesses seeking to manage client information, track onboarding activities, and collaborate efficiently. It offers features such as client portals, document management, workflow and task tracking, and reporting tools. Additional capabilities like customizable branding, surveys, API access, and mobile functionality support flexible engagement and integration needs. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Scope 5.0 (1) VS. [4.7 (128)](https://www.capterra.com/p/232772/Rocketlane/reviews/) Starting Price $49 Per User, Per Month Starting Price $49 Flat Rate, Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (1) Ease Of Use 4.6 (100) Value For Money 5.0 (1) Value For Money 4.6 (95) Customer Service 5.0 (1) Customer Service 4.7 (93) ## Scope alternatives [4.7 (689)](https://www.capterra.com/p/162588/HoneyBook/reviews/) Starting price $36.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars Highest Rated [4.9 (283)](https://www.capterra.com/p/144329/Time-To-Pet/reviews/) Starting price $50.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Clientary](https://www.capterra.com/p/268615/Clientary/) [4.7 (100)](https://www.capterra.com/p/268615/Clientary/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/268615/Clientary/) [Content Snare](https://www.capterra.com/p/167019/Content-Snare/) [4.9 (101)](https://www.capterra.com/p/167019/Content-Snare/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/167019/Content-Snare/) ## FAQs about Scope Overview ### What company size and specific industries is Scope built for? Scope is designed for B2B companies and customer experience teams, especially in SaaS, professional services, and enterprise environments. It fits organizations that want to automate onboarding, improve workflows, and manage customer engagement across larger or more complex business operations. Features and Usability ### What are the key features of Scope? Scope offers task management, project planning and scheduling, Kanban board views, milestone tracking, and workflow management for organizing work. It also includes time tracking, reporting and statistics, activity dashboards, alerts and notifications, client portals, document management, customizable fields, and third-party integrations for coordinating projects and client communication. Pricing ### How much does it cost and what fees or limitations are included? Scope starts at $49 per user/month on the Business plan, which includes a branded customer portal and integrations with HubSpot, Slack, and Jira. The Unlimited plan costs $59 per user/month, and Enterprise is $99 per user/month. A free trial is available. Integrations ### Which third-party tools and platforms does Scope integrate with? Scope connects natively to Calendly, HubSpot CRM, HubSpot Sales Hub, HubSpot Service Hub, Jira, Slack, and Zapier. The catalog includes communication, scheduling, CRM, and workflow tools, giving Scope compatibility with common sales, service, and project management platforms. Getting Started and Support ### What training and onboarding options does Scope offer? Scope provides live online training sessions to help teams get started. This format supports guided setup and allows participants to ask questions in real time during training. No other training options are confirmed in the catalog data. Getting Started and Support ### What customer support options does Scope offer? Scope provides email/help desk and chat support. No reviewer feedback is available about support quality, response times, or helpfulness, so user experience with these channels cannot be described from the catalog data alone. ## Features AI summary Based on 288 Client Onboarding reviews Capterra reviewers highlight these as the features buyers care about most when choosing client onboarding software: - **Task Management** (**57%** of reviewers rated this feature as critical) - **Onboarding** (**56%**) - **Data Security** (**69%**) Scope supports **Task Management** and **Onboarding**, so teams can organize onboarding steps, assign responsibilities, and move new clients through setup in a clear and consistent way. However, it does not offer **Data Security**. Instead, it provides other buyer-valued features such as **Client Portal** (**56%**), **Alerts/Notifications** (**53%**), and **Customizable Branding** (**50%**). These features help businesses keep clients informed, create a more branded onboarding experience, and manage communication in one place, allowing teams to deliver a more organized client onboarding process. Task Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Collaboration Tools 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Provides a channel for team members to share AI models, media files, communicate, and work together Commenting/Notes 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Leave comments and notes on documents for others to view Document Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Scope 36 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Chat/Messaging: Communicate using direct chat or messages within the system - Checklists: An itemized to do list that can be edited as tasks are completed - Client Database: Electronic storage of stakeholder contact information - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Client Tracking: Track all company interactions with current clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Data Import/Export: Import and export data to and from software applications - Document Generation: Custom forms to streamline repetitious aspects of a document - Document Management: Store, manage, and track all electronic documents in a centralized location - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Forms: Digital forms that are shared and accessed online - Form Builder: Adds a customizable form to the landing page, usually for the purposes of lead generation - Kanban Board: Visualization tool to organize and optimize tasks and track their status at every stage of workflow - Mobile Access: Access software remotely via mobile devices - Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - To-Do List: A digital list of items that need to be completed - Workflow Management: Create, design and manage workflows for repetitive tasks --- Features 5.0 (1) 5.0 Based on 1 reviews ## Pricing Value for money 5.0 (1) Free Trial [View pricing plan details](https://www.capterra.com/p/10017564/Scope/pricing/) Business $49.00 Per User,Per Month It includes: - Branded customer portal - Linear project view for customer - Custom forms - File requests - Quick actions: Meeting, Action Button - Customer login via magic link - Internal tasks and task properties - Task dependencies and checklists - Documents - Project and task chats - Internal messages - Project and form templates - Scheduled emails - Dynamic texts for personalization - Customizable views - Custom fields for tasks - Customizable dashboard - Custom domain for Customer Facing Portal - Open API + Webhooks - HubSpot integration - Slack integration Unlimited $59.00 Per User,Per Month It includes: - Custom email domain - Time tracking - Jira integration Enterprise $99.00 Per User,Per Month It includes: - Embedded Customer Portal Value for money 5.0 (1) 5.0 Based on 1 reviews ## Integrations [ Slack](https://www.capterra.com/p/135003/Slack/)[ Jira](https://www.capterra.com/p/19319/JIRA/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Calendly](https://www.capterra.com/p/148036/Calendly/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ HubSpot Sales Hub](https://www.capterra.com/p/214215/HubSpot-SalesHub/)[ HubSpot Service Hub](https://www.capterra.com/p/182476/HubSpot-Service-Hub/) ## Support, customer service and training options Customer Service 5.0 (1) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (1) 5.0 Based on 1 reviews ## User reviews Overall rating 5.0 Based on 1 reviews Filter by rating 5(1) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent OS Olexiy S. SVP Automotive ### "Great tools for onboarding and collaborating with Partners" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 5, 2024 Scope became an essential tool in our work with partners, their support is incredible, and the quality of everything they do is top-notch. Pros Scope's setup is straightforward, it works smoothly, and all interactions are instantaneous. The UI is simple and easy to understand but also very flexible and robust. It has a number of critical features that help coordinate work with our partners and bring it to the next level. Cons I'm yet to find something I don't like about it. They grow at a crazy speed, and add a lot of functionality almost every week. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.