# Scope Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Scope Software - reviews, pricing plans, popular comparisons to other Client Onboarding products and more.

Source: https://www.capterra.com/p/10017564/Scope

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# 

 Scope Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 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)[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/)

Overall rating

Based on 1 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$49

Per User, Per Month

Free trial  
available

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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://scope.ws&name=Scope)

## 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 (100)](https://www.capterra.com/p/268615/Clientary/reviews/)

Starting Price

$49

Per User, Per Month

Starting Price

$19

Flat Rate, Per Month

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

4.6 (93)

## Scope alternatives

Highest Rated

[4.8 (49)](https://www.capterra.com/p/10019610/Motion-io/reviews/)

Starting price

$49.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[4.7 (127)](https://www.capterra.com/p/232772/Rocketlane/reviews/)

Starting price

$19.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

99%

of reviewers

rated it above 4 stars

[4.7 (648)](https://www.capterra.com/p/135004/Process-Street/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[4.7 (678)](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

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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 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

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

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

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Communicate using direct chat or messages within the system

An itemized to do list that can be edited as tasks are completed

Electronic storage of stakeholder contact information

Manage contact details and communication with clients

Private online space that lets businesses securely share documents and provide information access to clients

Track all company interactions with current clients

Provides a channel for team members to share media files, communicate, and work together

Leave comments and notes on documents for others to view

Manage and track all internal and external communication conducted via calls, email, text, or chat

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Initiate interactions with customers by proactively starting conversations or providing informational content

Add customized logos and colors to align with company branding

Customize data fields to support various needs and use cases

Import and export data to and from software applications

Custom forms to streamline repetitious aspects of a document

Store, manage, and track all electronic documents in a centralized location

Assemble applications and processes by dragging over and arranging pre-built components

Digital forms that are shared and accessed online

Adds a customizable form to the landing page, usually for the purposes of lead generation

Visualization tool to organize and optimize tasks and track their status at every stage of workflow

Access software remotely via mobile devices

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Gauge satisfaction and receive information for improvement and success

Create, manage and track all task activities and progression

Track the status and progress of tasks

Sample files or documents that could be customized as needed or used as is

Set up connections to third-party platforms to improve business processes

Measure and track time including hours worked and paid time off (PTO)

A digital list of items that need to be completed

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

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.

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