---
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: '2026-07-17'
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 &amp; 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&#39;s not for companies where there is a simple interface and technically advanced users, they don&#39;t need it and won&#39;t use it much and inevitably cancel their subscription. Start a trial with Upscope and we&#39;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 Reviews
  ### 1. 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

  ### 2. Quick and easy for use, great time saver

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mike N. | Customer support, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 07, 2022

**What do you like best about Upscope?**

Issues can be solved quickly and easily with clients who are not tech savvy. Video and audio quality is good. The feature for us navigating through their screen is great. There is nothing that needs to be downloaded from clients end, it can be used straight away

**What do you dislike about Upscope?**

Nothing much to dislike. Integration is working, and it does its job. We find it helpful for our team

**What problems is Upscope solving and how is that benefiting you?**

Some clients are not tech savvy, so they do not understand what needs to be done on their end which can be very time consuming for us. It's easily resolved with upscope with quick share-screen call which supports audio as well. The option (co-browsing) for navigating through clients screen is found very useful

  ### 3. It works well when you leave it open

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Consulting | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 14, 2023

**What do you like best about Upscope?**

It works well with connecgting with clients

**What do you dislike about Upscope?**

Sometimes there are downtimes and you have to refresh it a lot for it to work

**What problems is Upscope solving and how is that benefiting you?**

It allows clients to see what I see so it makes it easier for them to understand

  ### 4. I use Upscope for research

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Research | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 29, 2023

**What do you like best about Upscope?**

The ability to see other people's cursor move

**What do you dislike about Upscope?**

The difficulty to see the other person's cursor in the beginning if a lot of other users are using the same link, internet connection is slow, etc.

**What problems is Upscope solving and how is that benefiting you?**

It allows me to see children's choices without having to ask them directly

  ### 5. Easy to use

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 02, 2022

**What do you like best about Upscope?**

Upscope is a good tool to use to assist members and be able to view their screens.   It's easy to guide members to the shortcut to initiate the screen share.  It's great that we can change the colors of the mouse or highlighter to help members see what we are doing or what we need them to do.

**What do you dislike about Upscope?**

Since we have to get special permissions to use upscope it's frustrating when the team is not added correctly and causes login issues.   It's not easy for IT to reset the password or access if representatives have issues accessing upscope.

**What problems is Upscope solving and how is that benefiting you?**

Upscope makes it easy for us to work with members to obtain screen shots for issues on our website.  It's beneficial because it makes it easy for representatives to get the needed information without the member having to do much if any work.

  ### 6. Excellent service

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Automotive | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 22, 2023

**What do you like best about Upscope?**

Upscope is very useful when it comes to directing users remotely and highlighting specific features they may not know about.

**What do you dislike about Upscope?**

Upscope understandably struggles in very specific cases

**What problems is Upscope solving and how is that benefiting you?**

Helping us troubleshoot for our users

  ### 7. user friendly and easy to manage.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Consulting | Enterprise (> 1000 emp.)

**Reviewed Date:** August 17, 2023

**What do you like best about Upscope?**

The extra tools it offers. Allows me to run the meeting.

**What do you dislike about Upscope?**

slow connection at times and it interupts the meeting.

**What problems is Upscope solving and how is that benefiting you?**

Helping us to do a power point to connect better with our clients.

  ### 8. very good presentations for our clients

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.)

**Reviewed Date:** August 14, 2023

**What do you like best about Upscope?**

How easy it is to naviagte and demonstrate to clients

**What do you dislike about Upscope?**

Sometimes clients say they dont recieve link or it aint opening it correctly

**What problems is Upscope solving and how is that benefiting you?**

Shows customers all the ins and outs of our program

  ### 9. Excellent User Experience

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 12, 2023

**What do you like best about Upscope?**

Very used friendly. It prompts you when necessary for any necessayr action.

**What do you dislike about Upscope?**

I have to log in every day, which I ghuess is a safety precuation.

**What problems is Upscope solving and how is that benefiting you?**

This really does not apply to me

  ### 10. Upscope is a game changer

**Rating:** 4.5/5.0 stars

**Reviewed by:** Karen C. | Product Manager SuperConnector, Enterprise (> 1000 emp.)

**Reviewed Date:** November 02, 2022

**What do you like best about Upscope?**

The ease at which is is added to your application and the rang of options for support staff to assist their clients

**What do you dislike about Upscope?**

Small glitch sometimes where a team member cannot login and their accoutn needs to be deleted and reset

**What problems is Upscope solving and how is that benefiting you?**

Support staff do not want the same edit/update access as their users, so offerig them Upscope, where they can see but not necessarily update, is a game changer.  Without this, we would have been required to redesign our permissions, roles and access to accommodate a true read only access account (which would have cost us money)

  ### 11. Amazing application to use. The most simple yet liberating and helpful app I've ever used for ss.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Fotios (Fotis) K. | Customer Support Team Lead, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 02, 2022

**What do you like best about Upscope?**

It's super simple to use and very easy to comprehend. It gives you happy customers in an instant. It doesn't have all the weird pop ups and necessary steps to accept a session.

**What do you dislike about Upscope?**

Absolutely nothing. I love this app. I have used many others but this is by far the best and most easy to use for screen sharing. I wouldn't change it for anything.

**What problems is Upscope solving and how is that benefiting you?**

It allows you to resolve any issues with chat or phone miscommunication and it's also a wow moment for any customer who isn't very tech-savvy. It's really awesome for both sides.

  ### 12. Good Customer Support Tool

**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?**

Helps me navigate for the customer when directions over the phone just aren't enough.

**What do you dislike about Upscope?**

Nothing; everything works well, and it really helps.

**What problems is Upscope solving and how is that benefiting you?**

Helping me navigate the website for customers who need extra help.

  ### 13. Use for online presentations

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Consulting | Enterprise (> 1000 emp.)

**Reviewed Date:** August 15, 2023

**What do you like best about Upscope?**

I like how easy it is to use. Very user friendly

**What do you dislike about Upscope?**

Sometimes is a little glitchy and freezez

**What problems is Upscope solving and how is that benefiting you?**

Allows client to be able to see options

  ### 14. Smart and time saving tool!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Per H. | Customer support agent, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 07, 2022

**What do you like best about Upscope?**

The customer does not need to download a program for us to screen share. They only need to log into the program we are providing for us to access. Also, the customers like it a lot!

**What do you dislike about Upscope?**

Sometimes the colored pencil drawing lasts for too long. When you go through the program with the customer and mark certain things, it's easy for the customer to mix up. Would like a short command to remove/reset all drawings.

**What problems is Upscope solving and how is that benefiting you?**

We help customers with bookkeeping, and this program allows us to educate new customers in the program, and also to teach the customers how they are going to bookkeep.

  ### 15. My experience with Upscope.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ian S. | Customer Success Associate, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 17, 2022

**What do you like best about Upscope?**

I enjoy having the ability to screen-share with people who are having trouble on our website. The screen drawing function is also a good feature.

**What do you dislike about Upscope?**

In my experience, I haven't come across any problems with the product at all. This has worked seemlessly.

**What problems is Upscope solving and how is that benefiting you?**

The ability to screen share and circle where someone needs to go, saves a lot of time.  It turns a 30 minute phone call into a 2 minute chat session.

  ### 16. Upscope makes our support chat customer experience level up

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sara T. | Vice President, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 02, 2022

**What do you like best about Upscope?**

The intercom integration and how easy it is to view someone's screen when they are using our software

**What do you dislike about Upscope?**

Nothing! It's great. Since we only use the intercom integration side, that is the only experience I have with it

**What problems is Upscope solving and how is that benefiting you?**

Using upscope means we do not have to ask our customers to get on a zoom call everytime we need to see their screen, making us more productive

  ### 17. Makes things super easy

**Rating:** 5.0/5.0 stars

**Reviewed by:** Raven M. | Customer Care Specialist, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 01, 2022

**What do you like best about Upscope?**

I like that I can invite our customers to share their screens and that I have control over them too.

**What do you dislike about Upscope?**

It's easy to gather information from the person sharing his/her screen.

**What problems is Upscope solving and how is that benefiting you?**

Upscope is helping us help our customers when it's hard for them to understand verbal instructions. It makes troubleshooting with our customers easier, saving us a lot of time and energy.

  ### 18. Really good Share-Browsing

**Rating:** 5.0/5.0 stars

**Reviewed by:** Erick R. | customer service, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 19, 2022

**What do you like best about Upscope?**

The fact that I can see what my client is seeing and doing is very useful. I love that I can point out what they need to do with the marker. It makes my job 10 times easy. highly recomended.

**What do you dislike about Upscope?**

Sometimes, the precision of my client's pointer is off, so it's a little hard to follow what they're doing. Also, I think it's strange that I need to press space to display a window. Feels unnatural

**What problems is Upscope solving and how is that benefiting you?**

I work supporting a platform that controls employees' assistance. Watching where they are, what they're doing, allows me to give a better service, since it's easy to identify the problem.

  ### 19. Working with Upscope is so helpful, when trying to assist our applicants.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Destiny G. | Customer Success Associate, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 05, 2022

**What do you like best about Upscope?**

I love the drawing features. Also, love the fact that we can see if an applicant is online or not. Very helpful.

**What do you dislike about Upscope?**

That we can't see pass our website, but that's neither here nor there.

**What problems is Upscope solving and how is that benefiting you?**

Some applicants are not aware of certain key words on our application and it's nice to be able to show and point out certain things.

  ### 20. Very helpful!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Rachael S. | Customer Success Associate, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 01, 2022

**What do you like best about Upscope?**

I appreciate that we can look through an applicant's application when they are stuck, yet it still keeps their privacy.

**What do you dislike about Upscope?**

It was a little tricky getting Upscope to work, and some applicants don't feel as safe sharing a screen.

**What problems is Upscope solving and how is that benefiting you?**

Upscope is helping solve a lot of applicants who are not as great with technology. We can get them past technical issues.

  ### 21. Great tool!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Hannah S. | customer service, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 09, 2022

**What do you like best about Upscope?**

I love how user friendly it is, and you can type in email

**What do you dislike about Upscope?**

I would say the thing I dislike is how it is slow to assign and reassign

**What problems is Upscope solving and how is that benefiting you?**

upscope solves sooo many problems like seeing real time issues and understanding the issue on their end for tech support

  ### 22. A very useful tool!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Juan H. | Customer Support Agent, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 09, 2022

**What do you like best about Upscope?**

I like that it is user friendly and does not require many steps to use.

**What do you dislike about Upscope?**

I don't have any dislikes with the Upscope product.

**What problems is Upscope solving and how is that benefiting you?**

Currently, I have been solving Open Enrollment plan setup problems. This feature has allowed me to not only see where a customer is in the process by allowing the screen share but it also allows me to walk them through the process with the highlight pointer with my name. It makes providing assistance easily.

  ### 23. Incredible time saver

**Rating:** 5.0/5.0 stars

**Reviewed by:** Johannes F. | Tech Specialist, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 06, 2022

**What do you like best about Upscope?**

How easy it was to get started and how easy it is to connect with our customers

**What do you dislike about Upscope?**

Better support for mobile devices since our customers often are working remote

**What problems is Upscope solving and how is that benefiting you?**

Since we provide a web application it's saved a huge amount of time when we can easily connect and share screen without having the customer download any softwarwe

  ### 24. Very easy to use for both the customer being assisted and the employee doing the assisting.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Alexis B. | Customer Success Associate, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 09, 2022

**What do you like best about Upscope?**

The guidance tools when helping someone navigate. I also like the ability to assist by viewing everyone online at the time.

**What do you dislike about Upscope?**

There is nothing I dislike about Upscope.

**What problems is Upscope solving and how is that benefiting you?**

Upscope is helping our business assist older customers in navigating the website.

  ### 25. Upscope is amazing!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Carli S. | Manager, Customer Operations., Mid-Market (51-1000 emp.)

**Reviewed Date:** November 05, 2022

**What do you like best about Upscope?**

The ability to see exactly what the user is seeing is so helpful.

**What do you dislike about Upscope?**

Nothing. Upscope is so effective in ensuring we can work hand in hand with the customers.

**What problems is Upscope solving and how is that benefiting you?**

Upscope allows us to partner with less tech savvy applicants.

  ### 26. A great experience!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Capital Markets | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 16, 2022

**What do you like best about Upscope?**

Upscope makes troubleshooting so much easier! I am able to effectively guide applicants through whatever errors they may be experiencing thanks to the multiple tools used within upscope such as the cursor and highlighter.

**What do you dislike about Upscope?**

Upscope is an excellent product! I have no major concerns or dislikes about it! I have found it to be a pleasant and simple experience every single time.

**What problems is Upscope solving and how is that benefiting you?**

Upscope overcomes the barrier between a customer with an issue that needs troubleshooting and an operations member who is able to assist them. As a person who understands things better when I can see it in front of me, upscope has helped tremendously with that.

  ### 27. Very easy to connect

**Rating:** 5.0/5.0 stars

**Reviewed by:** Daniel T. | Customer success supervisor, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 04, 2022

**What do you like best about Upscope?**

I like how simple it is to connect. Very easy to guide others on how to use

**What do you dislike about Upscope?**

Sometimes it takes a while to load or there is lag.

**What problems is Upscope solving and how is that benefiting you?**

Trying to walk through others through tech support.

  ### 28. Killer for support in low tech industries

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 02, 2022

**What do you like best about Upscope?**

I love how quick our customers can share their screen with our customer support. This allows us to diagnose and resolve customer questions in just a few moments, without the need to educate the user on how to use Zoom or Google Meet.

**What do you dislike about Upscope?**

There are some glitches in Upscope still, and performance issues from time to time. The integrated calling feature can struggle sometimes.

**What problems is Upscope solving and how is that benefiting you?**

Quick access to the customer's screen for support and education

  ### 29. Super useful, reduces troubleshooting times when we need to see the clients screen.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Robert M. | Support Manager

**Reviewed Date:** October 06, 2022

**What do you like best about Upscope?**

Super helpful when needing to troubleshoot issues with clients. Integrates with Zendesk easily, making it even easier to connect to clients via chat. Overall easy to use.

**What do you dislike about Upscope?**

Every so often, Upscope doesn't recognize the screen code (nor the link the client is on), causing friction in troubleshooting. Otherwise works great.

**What problems is Upscope solving and how is that benefiting you?**

Upscope solves the issue of seeing our clients screens without needing to screenshare with Zoom or a different service. It is loaded to our site, and we can easily connect to the client screens.

  ### 30. Great app to share desktop client

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ruben M. | Product Engineer, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 01, 2022

**What do you like best about Upscope?**

Is easy to use and implement, 

Very Fast and convenient

**What do you dislike about Upscope?**

A little bit confusing to configure some functions.

**What problems is Upscope solving and how is that benefiting you?**

Help us to understand the costumer problems quickly and help thems to solve it.

  ### 31. Time saver!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** July 12, 2019

**What do you like best about Upscope?**

It is so beneficial to see the customer's screen while they sign up for our services. Upscope improves efficiency and the time spent on the call.

**What do you dislike about Upscope?**

Upscope isn't always reliable. Sometimes the customer's screen will not load; therefore, I cannot see what they're referring to.

**What problems is Upscope solving and how is that benefiting you?**

I'm helping people get signed up faster, and am able to draw on their screen to help guide them

  ### 32. Platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ivy P. | Senior Mortgage Loan Originator- Customer Success Associate, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 09, 2022

**What do you like best about Upscope?**

Excellent platform for assisting external client

**What do you dislike about Upscope?**

I didn't like that we are not able to see past our website.

**What problems is Upscope solving and how is that benefiting you?**

Screensharing with applicant for technical assistance

  ### 33. Upscope is straight forward and very effective!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Justice T. | Customer Success Associate II, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 01, 2022

**What do you like best about Upscope?**

Upscope makes it easier to assist customers who are visual learners or not very tech savvy.

**What do you dislike about Upscope?**

Sometimes it doesn't connect automatically is customers aren't on a specific screen. I think it would beneficial to inform them where to be before starting.

**What problems is Upscope solving and how is that benefiting you?**

It solves miscommunication for customers who aren't tech savvy and/or visual learners because it's straight to the point and right in front of them.

  ### 34. Extremely helpful tool for troubleshooting!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jennifer B. | Customer Experience Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 01, 2022

**What do you like best about Upscope?**

This allows us to view our user's screen in real-time to help us troubleshoot or diagnose an issue occurring. This can be especially useful if you are unable to replicate the issue they are experiencing!

**What do you dislike about Upscope?**

There are no real downsides with utilizing Upscope!

**What problems is Upscope solving and how is that benefiting you?**

Upscope is helping us solve our customer issues in real-time, especially for non-tech savy users that need some extra hand holding!

  ### 35. works perfectly.  excellent customer service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jack H. | System Administrator, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 19, 2022

**What do you like best about Upscope?**

software works flawlessly.  Yes there will still be a few mouse position inaccuracies here and there, but overall its speed, ease of access, accuracy I'd consider flawless 
customer support is excellent as well.   very fast turn around time and always fixes the issue

**What do you dislike about Upscope?**

mouse position is sometimes inaccurate.  overall not a very big issue for us.

**What problems is Upscope solving and how is that benefiting you?**

being able to see what our customers see so we can troubleshoot issues

  ### 36. Review of Upscope

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jessica C. | Payroll Specialist, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 01, 2022

**What do you like best about Upscope?**

Upscope is helpful when I'm able to see what the customer sees. That way, I can walk them through any necessary troubleshooting steps with no miscommunication.

**What do you dislike about Upscope?**

The login process is sometimes an issue.

**What problems is Upscope solving and how is that benefiting you?**

It allowing us to see what our customers are doing on their dashboard to direct them correctly with our assistance.

  ### 37. I love being able to help customers remotely; solving problems and training is easier.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Shayla T. | Customer Success Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 01, 2022

**What do you like best about Upscope?**

How easy it is to view and control the screens of customers is my favorite feature.

**What do you dislike about Upscope?**

Sometimes there is a lag when sharing screens. Also that I can not type or refresh; only the customer can.

**What problems is Upscope solving and how is that benefiting you?**

Helping customers remotely. Allowing you to troubleshoot from far away. Our company benefits tremendously.

  ### 38. Quick and convenient way to guide customers on screen

**Rating:** 4.0/5.0 stars

**Reviewed by:** Freya W. | Operations support

**Reviewed Date:** October 19, 2022

**What do you like best about Upscope?**

Quick and convenient way to view our customers screen and guide them to compleiting their task without having to explain over the phone or written

**What do you dislike about Upscope?**

Can sometimes be a bit clunky and slow to load up

**What problems is Upscope solving and how is that benefiting you?**

Easily able to access our customers screens and guide them in real time

  ### 39. It is quick and efficient when it comes to helping others.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Danisha J. | Customer Service Representative, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 02, 2022

**What do you like best about Upscope?**

I like that it is very fast and I have not had any glitches.

**What do you dislike about Upscope?**

I do not have any dislikes. Everything works well for me.

**What problems is Upscope solving and how is that benefiting you?**

It is helping e help customers quickly by being able to navigate with them.

  ### 40. Sometimes it works, sometimes it doesn't. When it does, its great

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 01, 2022

**What do you like best about Upscope?**

How i can view what the other person is doing on their side

**What do you dislike about Upscope?**

Sometimes it doesn't catch when the other is inside of their account

**What problems is Upscope solving and how is that benefiting you?**

Viewing error notifications that the other party is receiving

  ### 41. Great option for troubleshooting with clients

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 02, 2022

**What do you like best about Upscope?**

I like being able to direct customers on where to go when finding things on their account.

**What do you dislike about Upscope?**

I wish we could see more when they are using their phone.

**What problems is Upscope solving and how is that benefiting you?**

everything seems fine!

  ### 42. I was able to support customers easily.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Devon G. | Customer Success Supervisor, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 05, 2022

**What do you like best about Upscope?**

The ability to draw out on the customers computer screen and direct them accordingly.

**What do you dislike about Upscope?**

I had nothing in particular that I dislike.

**What problems is Upscope solving and how is that benefiting you?**

It is benefiting the world.

  ### 43. Easy to connect with applicant and avoid headaches

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 01, 2022

**What do you like best about Upscope?**

The visibility and able to connect with the applicants on a  1:1 level

**What do you dislike about Upscope?**

Not being able to connect to all devices

**What problems is Upscope solving and how is that benefiting you?**

Any confusion, able to see for both sides

  ### 44. Payroll Specialist

**Rating:** 5.0/5.0 stars

**Reviewed by:** LATOYA W. | Payroll Specialist, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 01, 2022

**What do you like best about Upscope?**

Seeing the Dashboard in what the employer is doing to directly clearly on how to work out the call efficiently.

**What do you dislike about Upscope?**

nothing at all. still learning the system

**What problems is Upscope solving and how is that benefiting you?**

taxes

  ### 45. Helpful Software!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jamie G. | Customer Service Representative

**Reviewed Date:** October 19, 2022

**What do you like best about Upscope?**

Excellent for helping customers with issues in an efficient and accurate way

**What do you dislike about Upscope?**

Connection issues, and also not being able to type into/on the screenshare itself is very limiting

**What problems is Upscope solving and how is that benefiting you?**

Less telling, more showing

  ### 46. Upscope is definitely interesting. and useful tool.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 05, 2022

**What do you like best about Upscope?**

being able to see what the customers and applicants can see is very beneficial.

**What do you dislike about Upscope?**

sometimes all  of the features do not work like the zoom in or the scroll feature.

**What problems is Upscope solving and how is that benefiting you?**

it allows me to verify what the applicant is seeing.

  ### 47. Does help when assisting clients

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 09, 2022

**What do you like best about Upscope?**

How it will share the screen only if the person on the other end accepts it.

**What do you dislike about Upscope?**

Wish that it had a bit more features like team viewer

**What problems is Upscope solving and how is that benefiting you?**

helping people who dont know how to use computers navigate better

  ### 48. Happy with my experience

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 01, 2022

**What do you like best about Upscope?**

Being able to quickly support my customer base

**What do you dislike about Upscope?**

I have not noticed any downsides to Upscope functionality

**What problems is Upscope solving and how is that benefiting you?**

Upscope helps me help my customers, which in turn helps the overall success of my company

  ### 49. Upscope is a game changer

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 13, 2022

**What do you like best about Upscope?**

I use upscope regularly to connect w/users in real time- it required zero training and is a game changer for our organization.

**What do you dislike about Upscope?**

i want more highlight color options available

**What problems is Upscope solving and how is that benefiting you?**

it's allowing us to see what users see

  ### 50. Great for troubleshooting with users on a desktop

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 04, 2022

**What do you like best about Upscope?**

I like how easy to use it is on our end for customer support. The Intercom integration is a huge help and I appreciate that it isn't an intimidating process for users since there is no download required.

**What do you dislike about Upscope?**

I wish it worked with users that are on mobile. It is not hooked up to our mobile app and also doesn't work if someone is accessing our website from a browser on their mobile device. So it only works with around half our users at a given moment.

**What problems is Upscope solving and how is that benefiting you?**

It has saved us a lot of time and headache troubleshooting with users that claim they are experiencing a bug or issue. Many times we are able to identify a user error that we wouldn't have been able to confirm otherwise.


## 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=2&section=pricing&secure%5Bexpires_at%5D=2026-07-22+02%3A51%3A54+-0500&secure%5Bsession_id%5D=29fd014d-dad2-4fdb-b8fa-94858ce73122&secure%5Btoken%5D=7563f94ffc73f6302ddbc7ad735a7c1833f7a9f8d9f5a20dcf1cf6eb67223e8a&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 (3,949 reviews)
  - [Zoho Assist](https://www.g2.com/products/zoho-assist/reviews) - 4.7/5.0 (692 reviews)

