# Upscope Reviews **Vendor:** Upscope **Category:** [Co-Browsing Software](https://www.g2.com/categories/co-browsing) **Average Rating:** 4.7/5.0 **Total Reviews:** 118 ## 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 **ease of use** of Upscope, facilitating effortless communication and strong client relationships. (3 reviews) - Users value the **effortless customer engagement** of Upscope, enhancing communication and fostering strong client relationships. (2 reviews) - Users value the **seamless client communication** that strengthens relationships and enhances support effectiveness. (1 reviews) - Users value the **effortless communication** with clients, enhancing relationships and improving support efficiency. (1 reviews) - Users value the **seamless connectivity** of Upscope, enhancing communication and strengthening client relationships effortlessly. (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 experience **access issues** with Upscope, wishing for direct client communication and facing difficulties in client location. (1 reviews) - Users occasionally experience **connectivity issues** , leading to slower connections and affecting overall usability. (1 reviews) - Users report a **difficult setup** , particularly struggling to locate clients efficiently on the Upscope platform. (1 reviews) - Users express a desire for **direct client communication** and face challenges locating clients via email on Upscope. (1 reviews) - Users find the pricing to be **confusing and not upfront** , which detracts from their overall experience with Upscope. (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 Reviews ### 1. Game changing for CS teams **Rating:** 5.0/5.0 stars **Reviewed by:** Roman V. | Manager, Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** January 13, 2025 **What do you like best about Upscope?** HelloScreen has enabled our CS team to get valuable insights into users' accounts, whether they are assisting via email or phone support. Since implementation, our user satisfaction has skyrocketed for phone support, and overall employee happiness improved with further tools to enable our CS team. Installing HelloScreen took less than 2 minutes, and the customer support we had at the beginning was fantastic. **What do you dislike about Upscope?** The pricing is a bit confusing and not upfront. **What problems is Upscope solving and how is that benefiting you?** Allows our CS team to see what actions a user is making, and easily guide them step-by-step on their technical questions. HelloScreen has solved our largest painpoint of our large average call time, and since implementing, our agents have been able to have quicker calls, with the customer being happier as well. ### 2. Amazing **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Mid-Market (51-1000 emp.) **Reviewed Date:** August 21, 2025 **What do you like best about Upscope?** The quickness and the ability to build rapport **What do you dislike about Upscope?** To be honest i like everything about Upscope **What problems is Upscope solving and how is that benefiting you?** The ability to guide our Potential Clients ### 3. Great tool for customer support **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** December 11, 2024 **What do you like best about Upscope?** I truly appreciate the way we can connect with our clients so effortlessly and seamlessly, allowing us to provide them with the necessary assistance they need. It’s remarkable how this ease of communication enables us to meet their needs effectively and build strong relationships. **What do you dislike about Upscope?** I really wish that I had the ability to communicate with clients directly through the Upscope platform. It would make interactions so much more seamless and efficient. Additionally, I sometimes find myself facing difficulties when trying to locate clients, especially when I search for them using their email addresses. **What problems is Upscope solving and how is that benefiting you?** Allows me to quickly connect with clients and provide support. ### 4. easy to use and smooth **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 10, 2025 **What do you like best about Upscope?** Easy to use, friendly with both the customer and the user **What do you dislike about Upscope?** sometimes connection can be slow but that is more related to connectivity **What problems is Upscope solving and how is that benefiting you?** It provides an easy understanding of our demo ### 5. Very easy to use and my clients are impressed. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Enterprise (> 1000 emp.) **Reviewed Date:** June 26, 2024 **What do you like best about Upscope?** Being able to co-browse with my clients is a faster way to communicate with them on a different level. **What do you dislike about Upscope?** Some people don't know how to refresh their page on there end and the only way to co-browse is for them to reload their page. I try to walk clients through it but some still have difficulty.. making us not able to do so. **What problems is Upscope solving and how is that benefiting you?** Being able to see what the clients sees makes it so much easier to communicate with them. Also makes the process faster. ### 6. it was great **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Enterprise (> 1000 emp.) **Reviewed Date:** November 13, 2024 **What do you like best about Upscope?** the compatbility and user interaface is easy **What do you dislike about Upscope?** the reload time sometimes freezes while on with client **What problems is Upscope solving and how is that benefiting you?** showing clients all their options before ### 7. Perfect product **Rating:** 4.0/5.0 stars **Reviewed by:** Axel B. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 25, 2024 **What do you like best about Upscope?** you can only view one specific page instead of the whole computer screen. Support is good from upscope. **What do you dislike about Upscope?** sometimes it lags and you need to use chrome to make it work perfectly **What problems is Upscope solving and how is that benefiting you?** To view people's accounts. This way we solve problems. ### 8. Easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 07, 2024 **What do you like best about Upscope?** I enjoy the being able to connect with the client in real time! **What do you dislike about Upscope?** I think it can improve on having a better way for the client to view the 4 digit code when I request to gain access to screen share **What problems is Upscope solving and how is that benefiting you?** Upscope is helping our Business by allowing our support agents and customers to troubleshoot together and help the client get a better understanding of hoe calendly works. ### 9. Easy, fast and straightforward screen sharing app. **Rating:** 4.5/5.0 stars **Reviewed by:** Jorge Alberto R. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 02, 2023 **What do you like best about Upscope?** It's very easy to use, straightforward, and very intuitive even for older users. Great for customer support, especially when customers need an extra hand locating things and explaining what they are seeing. **What do you dislike about Upscope?** I can become laggy very easily, both parties must have a very good internet connection. **What problems is Upscope solving and how is that benefiting you?** Sometimes customers do not know where to locate certain settings and they are not tech-savvy enough to follow instructions, co-browsing with upscope allows us to turn a 25-30-minute frustrating customer interaction into a 5-minute conversation. ### 10. So easy to use and very useful when teaching customers! The Upscope team are also VERY cool. **Rating:** 5.0/5.0 stars **Reviewed by:** Amy C. | Senior Customer experience Specialist - Compliance, Mid-Market (51-1000 emp.) **Reviewed Date:** August 03, 2023 **What do you like best about Upscope?** The option to share audio, draw and direct customers, the option to mute now and the clarity of sharing screens anywhere in the world! I will also say that the product is very reliable and easy to use - no training required at all actually. Plug and play! **What do you dislike about Upscope?** There are limitations such as when a user has ad blockers enabled this can cause some disruptions with the interactiosn but I understand that this is not entirely on UpScope **What problems is Upscope solving and how is that benefiting you?** It allows us to effectively communicate with and assist our customers on the fly. Here at ActiveCampaign, we've only ever offered live chat support and whilst we have screen recordings to offer, that doesn't always answer their request in a live scenario. ### 11. Very Easy ! **Rating:** 5.0/5.0 stars **Reviewed by:** nina s. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 09, 2024 **What do you like best about Upscope?** Cliënts helping, because they can't find it sometimes **What do you dislike about Upscope?** Sometimes is the cursor gone, and then it's not easy to help the cliënts **What problems is Upscope solving and how is that benefiting you?** Because of my fluvius ### 12. Upscope is really easy to utilize and help callers navigate online **Rating:** 5.0/5.0 stars **Reviewed by:** Stephanie M. | Enterprise (> 1000 emp.) **Reviewed Date:** February 15, 2024 **What do you like best about Upscope?** We have access to caller's screen, we can navigate on their end. It works on mobile and computer. **What do you dislike about Upscope?** There is nothing I can think of for using upscope, maybe only having access to certain screen not other tabs.. **What problems is Upscope solving and how is that benefiting you?** Show the caller where to find information and see what error they can possibly be experiencing. ### 13. Excellent tool for training, troubleshooting, and communication. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Automotive | Enterprise (> 1000 emp.) **Reviewed Date:** August 29, 2023 **What do you like best about Upscope?** The ease of which a customer can grant access and screen share is crucial to the tool. It allows for seamless communication and improves our training efforts immensely. **What do you dislike about Upscope?** I only wish it could be used on an app for mobile devices. Our website training has vastly improved, but we still have to use the old fashioned ways for training our customers on our mobile app. Basically, my only issue is that I want to use Upscope more often. **What problems is Upscope solving and how is that benefiting you?** When training a new customer, traditional screen sharing only goes so far and leaves much to be desired in terms of smooth communication. With Upscope, we can instruct the customer on how to use our tool but still provide clear and concise guidence when needed. Let the customer drive and they are more engaged. ### 14. Pretty Helpful **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** June 10, 2024 **What do you like best about Upscope?** Ease of access and very simple and plain to understand **What do you dislike about Upscope?** Nothing, except sometimes it dosen't respond **What problems is Upscope solving and how is that benefiting you?** The navigation part for the clients ### 15. 10/10 **Rating:** 5.0/5.0 stars **Reviewed by:** Gregg L. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 16, 2023 **What do you like best about Upscope?** This is the best demonstraion software I've ever used. It's very easy to connect and link up with a logged in client. **What do you dislike about Upscope?** 10x More easier to show clients how to use our software with Upscope, than on a shared screeen zoom call **What problems is Upscope solving and how is that benefiting you?** When screen sharing the client woud either have to see my screen (shows too much info) or listen to my direction guiding him thought his screen- Total Mouse Control on the client's login. I can also confirm the client knows how to login properly. ### 16. Upscope has been a good addition **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** August 17, 2023 **What do you like best about Upscope?** Upscope has been very helpful to out advocates and members, being able to directly see what out clients are using has been a huge help, also being able to show them directly what to push and where to look has been a fantastic improvement **What do you dislike about Upscope?** Sometimes the clients do not show as active even though they have told me multiple times they are logged in, at times like that is can be very frustrating as we tell the cl that we can assist but then we basically have to do it blind, also sometimes the names are innacurate making it hard to find the CL **What problems is Upscope solving and how is that benefiting you?** Upscope is helpng us in any issues with the cl having problems on the DB, cl is unable to find or do certain things on the website, the cl are able to share screens with us and co-browse and we are a able to assist the cl fully ### 17. Upscope user **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** July 31, 2023 **What do you like best about Upscope?** The idea of upscope is great. So being able to jump into a customers account and see their account and talk with them is the thing I like most about Upscope along with the apparent ease of use. **What do you dislike about Upscope?** My experience has been very mixed. When I think about the idea of upscope it is that I am trying to provide a better experience. However I often run into issues getting onto the call. The call doesn't connect. The image lags sometimes so I can't see the screen the customer is on for a bit and when I am having to only take one chat to focus on the upscope instead of multiple chats, I feel this actually backtracks the usefulness of the app and makes it an even larger hindrance than if I was to stick to chat. **What problems is Upscope solving and how is that benefiting you?** Upscope should be helping us to solve our customer experience. To me, the main thing I am trying to bring to customers is to help them easily, and quickly understand the process I am trying to explain to them. So if I am doing that in chat. That depends on the ease of the situation and being able to explain as well as how fast myself or the customer can type. ### 18. Great tool for troubleshooting **Rating:** 4.0/5.0 stars **Reviewed by:** Tejinder S. | Support Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** September 01, 2023 **What do you like best about Upscope?** Upscope is a good tool to see User's screens. It has helped me a lot in day to day basis to troubleshoot issues better and lot quicker without asking customers to send screenshots. **What do you dislike about Upscope?** It is laggy on few situations and even cursor do not sync properly. I have also noticed on some occasions we are unable to get into customer's PC. **What problems is Upscope solving and how is that benefiting you?** It helps me to see user's screens and help them to navigate and solve issues without need of sending screenshots. Also, it is easier to understand issues by actually looking at them. ### 19. Easy to share slides **Rating:** 5.0/5.0 stars **Reviewed by:** Vanessa Y. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 12, 2023 **What do you like best about Upscope?** I can share information with my clients for them to see as we talk over numbers. It makes things easier rather then trying to picture it. I like how i can controll the slide only. **What do you dislike about Upscope?** What I find leat helpful sometimes the screens arent matching up so when I circle something or point on a specific are its on a different spot on the page the client is viewing. **What problems is Upscope solving and how is that benefiting you?** By co-browsing it allows my clients to view all the many things being talked abount over the phone so it provides a visual aid to help keep things understood during the conversation. ### 20. Easiest way to support your customer individualy **Rating:** 5.0/5.0 stars **Reviewed by:** Jakub K. | Customer Support Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 17, 2023 **What do you like best about Upscope?** That I can preview customer's account within a few seconds and already start to help him/her. **What do you dislike about Upscope?** Sometimes searching for a customer account using e-mail doesn't show results even if the customer is active at the moment. **What problems is Upscope solving and how is that benefiting you?** Share customer screen without client interaction. Removes a big husstle of instructing client how to share their screen via google meet etc. ### 21. Experience using Upscope for over a year **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2023 **What do you like best about Upscope?** Upscope lets me connect to clients very quickly and without them having to download anything - very useful if they are computer-challenged. It's also helpful if they are on a chromebook or their OS permissions don't allow a dedicated remote viewing software like AnyDesk to run. **What do you dislike about Upscope?** Sometimes it is a bit slow and your clicks don't seem to register. Or, it won't let the client click - you seem to fight the client for who can click. Not too big a deal; just annoying. **What problems is Upscope solving and how is that benefiting you?** Upscope lets me connect to clients very quickly and without them having to download anything - very useful if they are computer-challenged. It's also helpful if they are on a chromebook or their OS permissions don't allow a dedicated remote viewing software like AnyDesk to run. ### 22. Upscope session could be better **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 11, 2023 **What do you like best about Upscope?** It allows me to send invites for co-browse / screen-sharing sessions with our customers for us to be able to troubleshoot problems that are not easily resolved with just talking over the phone. **What do you dislike about Upscope?** Maybe the only thing I didn't like about it is that it's not always consistently working but I think that's mainly due to some latency/connection issues either from my side or also from the customer's **What problems is Upscope solving and how is that benefiting you?** It helps us in helping our customers problems with their account, mostly in areas that they are unfamiliar with or are having troubles navigating to. ### 23. It has helped me greatly with customer support! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 03, 2023 **What do you like best about Upscope?** Upscope allows you to view the customers screen and help them through the process of whatever they are trying ot figure out! It accelerates the process of customer support! **What do you dislike about Upscope?** Upscope has many great things about it and very few problems! The only problem i can think of is the connection when operating the cosumer screen is, on occasion, not the best! **What problems is Upscope solving and how is that benefiting you?** It helps me better help the customer register and sign up for current auctions! It allows me to view their screen and lead them to the solution to there problems! ### 24. Great tool to allow for a great customer experience! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2023 **What do you like best about Upscope?** This tool allows me to guide the client through their online account so smoothly. It's like i'm holding their hand the whole way. Our clients are very overwhelmed by the time they get through their onboarding process and thrn to me. The last thing they want to do is become even more stressed about not knowing how to navigate through their online account. Upscope relieves that stress! **What do you dislike about Upscope?** It doesn't provide possible reasons as to why we are unable to send them a request to share their screen with us. **What problems is Upscope solving and how is that benefiting you?** It's allowing for a better customer experience. It relieves any added stress that the clients online account might create for them by not knowing how to navigate thrpugh it on their own. ### 25. Currently using the feature Daily **Rating:** 4.0/5.0 stars **Reviewed by:** Mike A. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 17, 2023 **What do you like best about Upscope?** When it comes to diagnosing issues as IT support for Nurses and Doctors. This application is a very useful tool. **What do you dislike about Upscope?** There are times when I enter one code and get a few different options in the same location. At this point, it becomes like a guessing game. Just add 2 digits to the code. **What problems is Upscope solving and how is that benefiting you?** Getting to see the user interface from their perspective. Allowing a smoother support process. As well as utilizing the helpful Highlight tool. ### 26. Upscope is a PLUS **Rating:** 5.0/5.0 stars **Reviewed by:** stacey g. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 03, 2023 **What do you like best about Upscope?** What I like best about Upscope is the ability to screen share and help navigate to where information is located and see what they are able to see, answer any questions at that time and explain the information on the screen. **What do you dislike about Upscope?** sometimes it doesn't allow me to select items on the screen or will freeze the cursor. **What problems is Upscope solving and how is that benefiting you?** It's easier to direct than to explain, which make things less frustrating and they are able to see and take note of what I'm saying. ### 27. I enjoy using Upscope but lately it's been needing a little bit of troubleshooting **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** August 15, 2023 **What do you like best about Upscope?** I enjoy being able to co--browse with clients and give them an engaging experience while educating them on our product. **What do you dislike about Upscope?** I dislike that each client usually has to refresh their page in order to successfully utilize the co-browse feature on our dashboard. I'm not sure if Upscope is to blame or our system but I've noticed there has been less of seamless experience as of lately. I still enjoy using it and would recommend it! **What problems is Upscope solving and how is that benefiting you?** Upscope is helping us connect and engage with the client by giving them a visual and keeping their attention. This helps them to conceptualize the numbers -which is an important deciding factor on whether they choose our service. ### 28. Amazing booking support! **Rating:** 4.5/5.0 stars **Reviewed by:** Bernardo R. | contact center manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 24, 2023 **What do you like best about Upscope?** We can not only watch but also click on customer's screen **What do you dislike about Upscope?** nothing at the moment, i fint i very easy to use **What problems is Upscope solving and how is that benefiting you?** People with problems with booking online ### 29. WORKS GREAT LOVE USING IT! **Rating:** 5.0/5.0 stars **Reviewed by:** amanda w. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2023 **What do you like best about Upscope?** Love being able to share screens with my client to give them the visuals they need to see the benefits of our program! this technology always works and its very user friendly! great system! **What do you dislike about Upscope?** nothing Upscope is awsome! Love Upscope! **What problems is Upscope solving and how is that benefiting you?** Visual aids are highly important to the clients! It shows them the benefits and helps them feel more involved when we are in the upscope presentation! ### 30. Upscope always helps me with the clients missing link of info. **Rating:** 5.0/5.0 stars **Reviewed by:** Torion C. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 03, 2023 **What do you like best about Upscope?** Being able to write and circle things on their screen **What do you dislike about Upscope?** The lag between screens when the client switches **What problems is Upscope solving and how is that benefiting you?** It solves miscommunication issues when the client has no idea what I am pointing out ### 31. works so seamlessly **Rating:** 5.0/5.0 stars **Reviewed by:** Kenneth H. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 03, 2023 **What do you like best about Upscope?** I love how easy it is to use and activate **What do you dislike about Upscope?** sometimes it takes too long to load.. sometimes it says user not found **What problems is Upscope solving and how is that benefiting you?** Helping employees navigate on the Ease platform ### 32. Game Changer from Providing Technical Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** August 02, 2023 **What do you like best about Upscope?** Being able to show clients what I am referring to versus explaining where it is on the page. **What do you dislike about Upscope?** Nothing serious. Sometimes it doesn't connect to the email that I have entered for the client in Zendesk. It also doesn't let me view one particular page on our website when clients navigate there. **What problems is Upscope solving and how is that benefiting you?** Seeing customer's screen while providing tech support. ### 33. Great Product for business **Rating:** 5.0/5.0 stars **Reviewed by:** James T. | Enterprise (> 1000 emp.) **Reviewed Date:** August 15, 2023 **What do you like best about Upscope?** Gives the client clarity on the product or service we are offering **What do you dislike about Upscope?** The only downside is the screen will freeze if client is on a mobile device and their screen locks up or closes **What problems is Upscope solving and how is that benefiting you?** Explaining a complicated product and breaking it down to be simpler for a client to understand within minutes ### 34. Fantastic, Helps me close sales **Rating:** 5.0/5.0 stars **Reviewed by:** Jesse V. | Enterprise (> 1000 emp.) **Reviewed Date:** August 13, 2023 **What do you like best about Upscope?** A easy and convenient way to show my sales demo to all of my clients **What do you dislike about Upscope?** mobile option keeps locking up, if there was a way to keep clients screens running so the phone won't automatically shut down. **What problems is Upscope solving and how is that benefiting you?** noe that i can think of so far, however it is very easy to use. ### 35. Upscope review **Rating:** 5.0/5.0 stars **Reviewed by:** Terance B. | Enterprise (> 1000 emp.) **Reviewed Date:** August 17, 2023 **What do you like best about Upscope?** Client interaction being able to see what they see and have them follow along. **What do you dislike about Upscope?** My leads no longer pop up in the main page, I can only access them through direct link. **What problems is Upscope solving and how is that benefiting you?** The disconnect between consumer and sales person, being over the phone, makes the call a little more personalble. ### 36. Very easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Jose B. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 28, 2023 **What do you like best about Upscope?** Being able to see what the client is seeing in real time. **What do you dislike about Upscope?** Besides seeing their browser is good, but sometimes it is necessary to see their device home screen **What problems is Upscope solving and how is that benefiting you?** Im able to guide the client through a presentation to offer our debt solution ### 37. So much better than other screen-sharing platforms **Rating:** 5.0/5.0 stars **Reviewed by:** Steven V. | Operations Specialist 2, Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Upscope?** I used to work for a financial company that insisted we use their outdated screen sharing software to close loans. It was a PAIN to go through this process since it required the customer to provide us a remote sharing code which would often be incorrect or time out. It just makes sense to automatically connect to your customers screen by just clicking on their name within the search feature. I'm now able to effectively communicate to the customer what they're doing wrong without the awkward back and forth of securing a screen sharing code or the awkward silence waiting for the screen share to actually load. Often, I'm able to quickly tune in to what the customers seeing without even needing to ask for a minute to open up their screen. Extremely impressed with upscope **What do you dislike about Upscope?** At times, I'll be on the phone with a customer and Upscope doesn't show that they're online. I'm sure theres a workaround to this but not too sure what that would be. **What problems is Upscope solving and how is that benefiting you?** Solving customers issues after we upgrade our platform and change where certain features are. ### 38. The best thing that my company had invested **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2023 **What do you like best about Upscope?** I love that we are able to guide our agents by accessing their screens for viewing purposes. **What do you dislike about Upscope?** There's a lag to it, but it could be just a connection issue, other than that its great. **What problems is Upscope solving and how is that benefiting you?** Less time on explaining step by step instruction and happier customers ### 39. Great for Virtual Connection **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** August 28, 2023 **What do you like best about Upscope?** We use Upscope for virtual work, since we were no longer able to meet in person during covid. We have continued using it and it has been a very positive experience. **What do you dislike about Upscope?** There used to be more bugs like it working better in Chrome, etc. Lately, the only problem is sometimes parts of the screen doesn't load, but that may be the website or internet connection, not Upscope. **What problems is Upscope solving and how is that benefiting you?** Being able to work with people virtually. ### 40. Upscope tends to work well **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Civic & Social Organization | Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2023 **What do you like best about Upscope?** The customer service, immediate, efficient, friendly **What do you dislike about Upscope?** Very laggy when wifi is slow, hard to navigate page when this occurs **What problems is Upscope solving and how is that benefiting you?** They are very responsive when there is an issue, and make sure to check all the issues that are causing slow performance. One of the better screen-sharing services. ### 41. Easy to use and convenient **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** August 03, 2023 **What do you like best about Upscope?** I love how quickly Upscope connects to the other user. **What do you dislike about Upscope?** Not really a downside, as I haven't looked into it, but does it support mobile browsers as well? **What problems is Upscope solving and how is that benefiting you?** I am able to see what my client sees and correct any navigational errors in real time ### 42. Useful and appreciated **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** August 18, 2023 **What do you like best about Upscope?** That you don't need to install anything on the Customer side **What do you dislike about Upscope?** Can be laggy at times. This however does not happen often **What problems is Upscope solving and how is that benefiting you?** It streamlines Customer Support by allowing me to visually demonstrate the steps to take ### 43. Upscope has been a great screen sharing platform. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** October 19, 2023 **What do you like best about Upscope?** The ease of use and the ease of the ability to actually connect with the clients. **What do you dislike about Upscope?** I often run into delays when using upscope that infringe on my process with my clients. **What problems is Upscope solving and how is that benefiting you?** Helps me walk the client through a virtual presentation. ### 44. it is awesome **Rating:** 5.0/5.0 stars **Reviewed by:** oscar v. | Enterprise (> 1000 emp.) **Reviewed Date:** August 13, 2023 **What do you like best about Upscope?** the screen sharing and the way it navagates with the customer. **What do you dislike about Upscope?** it does take a long time to load sometimes. **What problems is Upscope solving and how is that benefiting you?** it is helping show my customers what debt they have and what their options are ### 45. I have had great success with the usage of upscope **Rating:** 5.0/5.0 stars **Reviewed by:** Erwin F. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 01, 2023 **What do you like best about Upscope?** Helps me navigate the dashboard with clients **What do you dislike about Upscope?** it doesnt always pull up the client in upscope. **What problems is Upscope solving and how is that benefiting you?** they do update often which fixes problems ### 46. Great **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 01, 2023 **What do you like best about Upscope?** Ease of use, it is really simple to get going to help a customer **What do you dislike about Upscope?** too simple in that i dont know what all of the buttons do so i get confused **What problems is Upscope solving and how is that benefiting you?** it is helping me help customers ### 47. A simple solution to co-browsing **Rating:** 4.0/5.0 stars **Reviewed by:** Cameron S. | Enterprise (> 1000 emp.) **Reviewed Date:** August 18, 2023 **What do you like best about Upscope?** Upscope is very simple to use and secure. **What do you dislike about Upscope?** Everything that we are needing Upscope to do is working fine for us. **What problems is Upscope solving and how is that benefiting you?** Customer Service. ### 48. Excellent software. **Rating:** 5.0/5.0 stars **Reviewed by:** Phoebe D. | Senior customer support manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2022 **What do you like best about Upscope?** The ease of use - It is incredibly simple to use and effective for our customers. We have never experienced push back and it always help us to reach a solution quicker. **What do you dislike about Upscope?** I don't find, from my use of Upscope, that there is anything to dislike. We have been using it for over 6 months and clients have never struggled to access or use the software and it was simple to install etc. It's a great tool. **What problems is Upscope solving and how is that benefiting you?** We have an incredibly complicated platform, and often, the instructions we have to give are five or more steps. Typing these out works fine but being able to guide by marking the customer's screen is such an addition! ### 49. UpScope and Intercom a powerful solution!! **Rating:** 5.0/5.0 stars **Reviewed by:** Jonathan S. | Product Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 18, 2019 **What do you like best about Upscope?** We integrated Upscope with Intercom and it unlocked an entirely new dimension of support. Now with literally one click, we can view a customer's screen immediately and recognize the problem faster than ever! **What do you dislike about Upscope?** There is nothing I dislike, they have fixed the one strange issue with having a strange login process, but it works great! **Recommendations to others considering Upscope:** Give it a try you will love it for supporting customers!! **What problems is Upscope solving and how is that benefiting you?** We help our customers use our CRM software. When they write in we try and fix their issues right away but sometimes it's hard to understand what they are saying. Upscope allows us to view the customer's screen as if we are looking over their shoulders. It's brilliant! ### 50. it's been great so far very user friendly experience on both ends **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Enterprise (> 1000 emp.) **Reviewed Date:** August 28, 2023 **What do you like best about Upscope?** It's great to be able to screen share with customer and creates a great experience overall **What do you dislike about Upscope?** can't say i have any at this point been a smooth experience so far **What problems is Upscope solving and how is that benefiting you?** it's giving the client a visual picture of our solutions ## 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?section=pricing&secure%5Bexpires_at%5D=2026-05-15+05%3A56%3A04+-0500&secure%5Bsession_id%5D=16d289e2-40cf-43ca-bb96-933439a7d7d2&secure%5Btoken%5D=4d53878b07f7977a94c312ed3124fbb79f4d460f65684564981439b7d9cd3da1&format=llm_user) ## Upscope Features **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 **Security** - Data Security - Data Masking **Productivity Tools** - Task Management - Calendar - Search - Mobile - Multi-Language Support **Application Tools** - Password Protection - Recording - In-Browser Application **Administration** - Moderation - User, Role, and Access Management - Performance and Reliability **Agentic AI - Screen Sharing** - Decision Making ## 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 (3,788 reviews) - [Zoho Assist](https://www.g2.com/products/zoho-assist/reviews) - 4.7/5.0 (664 reviews)