--- title: Upscope Reviews meta_title: 'Upscope Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 119 reviews by the users' company size, role or industry to find out how Upscope works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 119 scale: '5' date_modified: '2026-08-09' parent_category: name: Customer Service url: https://www.g2.com/categories/customer-service --- # Upscope Reviews **Vendor:** Upscope **Category:** [Co-Browsing Software](https://www.g2.com/categories/co-browsing) **Average Rating:** 4.7/5.0 **Total Reviews:** 119 ## About Upscope Who is Upscope Co-browsing for? Who is it not for? Upscope buyers include payroll & HR, financial services, insurance, CRMs, legal software, logistics, healthcare and a wide range of SaaS companies. They use Upscope to support and onboard less tech savvy customers through their interfaces or to sell financial products to customers by co-browsing with them on the phone or desktop. Customers include Calendly, JG Wentworth, Square, Figure, Freedom Financial, Delta Dental and software providers for the biggest banks in the world, along with small and medium sized SaaS companies. Who is it not for? It's not for companies where there is a simple interface and technically advanced users, they don't need it and won't use it much and inevitably cancel their subscription. Start a trial with Upscope and we'll tell if you need it and how to get setup to prove it works for you, before you make any commitment. ## Upscope Pros & Cons **What users like:** - Users value the **effortless customer engagement** provided by Upscope, fostering strong relationships through seamless communication. (2 reviews) - Users appreciate the **ease of use** of Upscope, enhancing seamless communication and client relationships effortlessly. (2 reviews) - Users appreciate the **effortless client communication** offered by Upscope, which enhances support and relationship-building. (1 reviews) - Users value the **effortless communication** with clients, enhancing assistance and strengthening relationships seamlessly. (1 reviews) - Users value the **effortless connectivity** of Upscope, enhancing client relationships through seamless communication and effective assistance. (1 reviews) - Convenience (1 reviews) - Users commend the **excellent customer support** provided by Upscope, enhancing user satisfaction and CS team efficiency. (1 reviews) - Easy Setup (1 reviews) - Free Usage (1 reviews) - Intuitive (1 reviews) **What users dislike:** - Users often experience **access issues** with Upscope, making client communication and location challenging and inefficient. (1 reviews) - Users report **connectivity issues** causing slow connections, which can hinder the overall Upscope experience. (1 reviews) - Users experience **difficult setup** challenges in navigating client locations, hindering efficient communication on the Upscope platform. (1 reviews) - Users express a desire for **better email management** , wishing for direct client communication and easier client location. (1 reviews) - The **pricing of Upscope** is often considered confusing and not transparent, leading to user frustration. (1 reviews) - Users occasionally face **lagging issues** with Upscope, experiencing unresponsive moments and freezing during client interactions. (1 reviews) - Login Issues (1 reviews) - Poor Connectivity (1 reviews) - Users experience **slow loading** times and lag, particularly when not using Chrome, which disrupts client interactions. (1 reviews) ## Upscope Discussions - [I am really curious to why you can not show all users when you login that are online at the moment?](https://www.g2.com/discussions/12709-i-am-really-curious-to-why-you-can-not-show-all-users-when-you-login-that-are-online-at-the-moment) - 2 comments, 1 upvote - [Security](https://www.g2.com/discussions/security-c9b57bb7-8771-4d53-a8cb-d4e8bbc9617d) - 2 comments, 1 upvote - [Interactive features](https://www.g2.com/discussions/interactive-features) - 2 comments, 1 upvote - [No-download software](https://www.g2.com/discussions/no-download-software) - 1 comment, 1 upvote - [View Upscope pricing details and edition comparison](https://www.g2.com/products/upscope/reviews?page=5&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-10+16%3A54%3A24+-0500&secure%5Bsession_id%5D=ce3b2399-ff06-45f9-adf0-86ff76224bd6&secure%5Btoken%5D=4cc38176d0a850c6548507abf6849cb3fff6a3d5facde41f17c4a0bb17581a2c&format=llm_user) ## Upscope Features **Additional Functionality** - Third-Party Integrations - To-Do List - @mentions - Single Sign On - File Management - Activity Dashboard - Drag & Drop - Alerts/Notifications - Prioritization - Access Controls/Permissions - Screen Sharing - Content Management - Brainstorming - AI Copilot - File Transfer - Calendar Management - Status Tracking - Real-Time Notifications - Version Control - Task Management - Activity Tracking - Real Time Editing - Communication Management - Chat/Messaging - Tagging - Generative AI - Assignment Management - Task Scheduling - Project Management - Collaboration Tools - Workflow Management - Secure Data Storage - File Sharing - Document Storage - Task Progress Tracking - Discussions/Forums - Commenting/Notes - Reporting & Statistics - Contact Management - Video Conferencing - Progress Tracking - Mobile Access - API - Document Management - Customizable Branding **Communication** - Status Updates - Instant Messaging - Activity Feed - Notifications - Comments and Voting - Discussions - User Directory - Online Status of Coworkers **Presenter Tools** - Live Preview - Notifications Blocker - Remote Control - Switch Presenter **Administration** - Access Control - Web Page Navigation - Real Time Assistance **Content Management** - File Sharing - Document Collaboration - Version Control - Tagging - Knowledge Base - Surveys **Conferencing Options** - Group Live Chat - Audio Conferencing - Video Conferencing - Video Streaming - Two-Way Audio & Video - Conferencing **Security** - Data Security - Data Masking **Productivity Tools** - Task Management - Calendar - Search - Mobile - Multi-Language Support - Calendar Management - Document Management - Project Management - Content Management - Workflow Management - Email Management - Contact Management - File Management - Meeting Management **Application Tools** - Password Protection - Video Call Recording - In-Browser Application - Screen Recording - On-Demand Recording **Administration** - Moderation - User, Role, and Access Management - Performance and Reliability **Agentic AI - Screen Sharing** - Decision Making **Additional Functionality** - Document Storage - Chat/Messaging - File Transfer - Third-Party Integrations - Presentation Streaming - On-Demand Webcasting - Screen Capture - Calendar Management - Multi-Participant Screen Sharing - Mobile Access - Brainstorming - Role-Based Permissions - API - Calendar Sync - Surveys & Feedback - Customizable Branding - Email Reminders - Desktop/Browser Sharing - Email Management - Meeting Management - Collaboration Tools - Screen Mirroring - Annotations - Generative AI - Whiteboard - Targeted/Locked Screen Sharing - Activity Dashboard - AI Copilot - Reporting & Statistics - File Management - Mobile Screen Sharing - Video Management - User Management - Real Time Screen Sharing - CRM - Presenter Control Management - Drag & Drop - Microsoft Outlook Integration - SSL Security - Video Support - Scheduling - Access Controls/Permissions - Availability Indicator - @mentions - Commenting/Notes - Reminders - Progress Tracking - Single Sign On - Discussions/Forums - Data Import/Export - Audio Calls - Search/Filter **Additional Functionality** - API - @mentions - Commenting/Notes - Reminders - Customizable Branding - Collaboration Tools - Surveys & Feedback - Progress Tracking - Single Sign On - Discussions/Forums - Activity Dashboard - AI Copilot - Data Import/Export - Third-Party Integrations - Reporting & Statistics - Audio Calls - Search/Filter - Calendar Sync - Drag & Drop - Generative AI ## Top Upscope Alternatives - [Surfly](https://www.g2.com/products/surfly/reviews) - 4.8/5.0 (90 reviews) - [TeamViewer](https://www.g2.com/products/teamviewer/reviews) - 4.5/5.0 (4,044 reviews) - [Zoho Assist](https://www.g2.com/products/zoho-assist/reviews) - 4.7/5.0 (696 reviews)