--- 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 & 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 Reviews ### 1. Very easy to use, no product downloads for your customers and they control the access **Rating:** 5.0/5.0 stars **Reviewed by:** Brad E. | EVP of Channel Services, Mid-Market (51-1000 emp.) **Reviewed Date:** April 30, 2021 **What do you like best about Upscope?** Very easy to deploy, educate and use. Have very robust solutions **What do you dislike about Upscope?** Takes a little time to get used to using when your environment involves a multitude of google tabs. **Recommendations to others considering Upscope:** If you need a co-browsing solution that is easy for your agents and your customers, this is your solution. **What problems is Upscope solving and how is that benefiting you?** Quick and easy screen shares that our customers provide access. No customer downloads. ### 2. An Extremely Convenient Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Ashton B. | Director of Implementation, Mid-Market (51-1000 emp.) **Reviewed Date:** July 15, 2019 **What do you like best about Upscope?** I love how it integrates seamlessly into Intercom, and my screen share is just a click away! **What do you dislike about Upscope?** A little more training on the tools at my disposal would be nice. **** Update**** We have had quite a few issues where for no explanation some users we are not able to connect to via the instant screen share. It just loads continuously and we have to use a different software to hop on the screenshare. **What problems is Upscope solving and how is that benefiting you?** The other screen share tools we've used take numerous steps to get started with the client, this is absolved with Upscope ### 3. Best Way To Troubleshoot **Rating:** 4.0/5.0 stars **Reviewed by:** Michael Z. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 12, 2019 **What do you like best about Upscope?** I like how easy and fast it is to use, and how easily it integrates with our company! The other thing that is very helpful is being able to show them exactly what you want them to click by highlighting it or circling it so they can see what it is you are explaining to them. **What do you dislike about Upscope?** I do not like the random accounts you can choose from when you first pull up Upscope. It's a very limited number. I think it would be better if it were all accounts in alphabetical order, however, I understand the bandwidth concern. **Recommendations to others considering Upscope:** The only thing I would consider is upgrading your servers to be able to provide more information at once. I know software engineer so I really don't even know if that is the answer. **What problems is Upscope solving and how is that benefiting you?** I have found it very beneficial to get on the same page with the customer and walk them through exactly what you need them to do. Another thing that we are solving is finding bugs on our platform that we may have not noticed because we are watching the customer first hand and can verify when something is not working correctly. ### 4. Upscope is great when it works **Rating:** 3.5/5.0 stars **Reviewed by:** Angelique P. | Customer Service Rep, Small-Business (50 or fewer emp.) **Reviewed Date:** October 04, 2019 **What do you like best about Upscope?** The ease of loading Upscope and the speed when it is working properly. Quick and direct interaction with our customers via Upscope is very helpful. **What do you dislike about Upscope?** Upscope doesn't always work well with all web browsers. Sometimes it lags and causes some confusion for our team and our customers. **What problems is Upscope solving and how is that benefiting you?** It's made each customer interaction quick and easy, when it loads correctly and doesn't lag. ### 5. Useful, but not without flaws **Rating:** 3.0/5.0 stars **Reviewed by:** Joe B. | Customer Care Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2019 **What do you like best about Upscope?** The basic premise holds--it's easier to share a user's screen in real time than to rely on descriptions only or waiting for screenshots! **What do you dislike about Upscope?** Connecting to the correct user session isn't totally reliable. I've had to say "Sorry, it doesn't seem to be connecting" more times than I'm happy about. **What problems is Upscope solving and how is that benefiting you?** Users can have a hard time describing their issue and/or sending screenshots or recordings. Upscope simplifies the process and speeds up troubleshooting. ### 6. Upscope Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** July 12, 2019 **What do you like best about Upscope?** Upscope provides ease and stability with great service. I have reduced my onboarding from 30 minutes to 20 minutes. My customers are not as confused due to me being able to see their screen and show them exactly where to go. **What do you dislike about Upscope?** When using Upscope I find my users offline, even though they are already signed into their account. There could be times when I am trying to quickly do an onboard or solve a problem and they are showing not online. **Recommendations to others considering Upscope:** Provides reliable service with an amazing product. UpScope is fast and reliable with a product that has helped me reduce my onboarding times. It is great for someone who needs visual and hands-on ability. It helps in ensuring that the viewer fully understands. I like that you can highlight their screen or you can even take over their screen and use their mouse. That was a great improvement. **What problems is Upscope solving and how is that benefiting you?** I am reducing my calls with new clients. I am able to view their screens and quickly show them how to use their account. This is a great hands-on tool for me and my company to use. We use this for training new employees on how they can make their onboarding process easier. ### 7. Upscope **Rating:** 5.0/5.0 stars **Reviewed by:** Larry G. | Customer Success Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** July 12, 2019 **What do you like best about Upscope?** I like that it shows me what my customers see. It is so much easier to troubleshoot when i can see what is going on. **What do you dislike about Upscope?** I'd like to see more of the customer's computer so that I can more effectively troubleshoot issues with our application and notary sessions. **Recommendations to others considering Upscope:** Use it as often as you can! **What problems is Upscope solving and how is that benefiting you?** I solve notary connection issues and issues with our application process. The ability to see what my customers see is infinitely useful as guiding them with a pointer is so mych easier than doing it solely verbally. ### 8. Uscope is Amazing **Rating:** 4.5/5.0 stars **Reviewed by:** Armiyah H. | Account Manager, Enterprise (> 1000 emp.) **Reviewed Date:** July 12, 2019 **What do you like best about Upscope?** I love how easy Upscope is to use. I am able to view my accounts screen in real time and help them navigate **What do you dislike about Upscope?** Sometimes Upscope is slow to load and freezes up on occasion **What problems is Upscope solving and how is that benefiting you?** The ability to view my accounts screen in real time and walk them thru our website ### 9. Love my Upscope **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2019 **What do you like best about Upscope?** I love being able to walk my clients step by step through their accounts and see every move they make. **What do you dislike about Upscope?** I don't like when it logs me out without informing me. So I try to screen share with a client and have to ask them to hold while I log back in. **What problems is Upscope solving and how is that benefiting you?** We have realized that being able t see where are clients are on a certain page can help us better problem solve and show them how to use their account. ### 10. Best Screen Share Ever! **Rating:** 5.0/5.0 stars **Reviewed by:** Clara B. | Account Manager, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** July 12, 2019 **What do you like best about Upscope?** Up scope makes it so easy to help customer's that may be having technical issues. **What do you dislike about Upscope?** I haven't run into any problems as of yet. **What problems is Upscope solving and how is that benefiting you?** Upscope allows me to help clients that are not able to explain the problems that they are having and allows us to see it ourselves. ### 11. A great tool For Customer experience **Rating:** 4.5/5.0 stars **Reviewed by:** Darío R. | QC Analyst ssr, Mid-Market (51-1000 emp.) **Reviewed Date:** July 17, 2019 **What do you like best about Upscope?** The Fast response and you can mark the users screen **What do you dislike about Upscope?** the sound of the communication its note the best for say something **What problems is Upscope solving and how is that benefiting you?** make easier to interact with the user in our platform ### 12. Customer Success **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in E-Learning | Small-Business (50 or fewer emp.) **Reviewed Date:** July 12, 2019 **What do you like best about Upscope?** The fact that I can engage with customers directly guiding them through our website. **What do you dislike about Upscope?** I am not able to speak with someone and have them see what I am doing on the website at the same time. **What problems is Upscope solving and how is that benefiting you?** Log-in issues and navigation issues, Our customers are very satisfied with the interactive tool because they never feel alone or stuck. ### 13. Is very useful for quick questions clients have. **Rating:** 4.0/5.0 stars **Reviewed by:** Manuela A. | Country Manager and Dietitian 3837N, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** July 12, 2019 **What do you like best about Upscope?** It takes the hassle of asking them to send prints or describe exatcly what they did. LOVE the feature to be able to click on certain commands **What do you dislike about Upscope?** Sometimes it takes a while to load. And I'm I have the most hurry it does not find the client id **What problems is Upscope solving and how is that benefiting you?** User experience and bugs. Saves millions of time! ### 14. Upscope is a lifesaver **Rating:** 5.0/5.0 stars **Reviewed by:** Alex S. | Account Executive , Enterprise (> 1000 emp.) **Reviewed Date:** July 15, 2019 **What do you like best about Upscope?** the ability to see where a customer is in the process and push them forward to close **What do you dislike about Upscope?** sometimes it can be hit or miss and not load in the page **What problems is Upscope solving and how is that benefiting you?** Being able to see where a customer is with their account set up and answer their specific questions has increased our closing ability ### 15. Best Tool Ever **Rating:** 5.0/5.0 stars **Reviewed by:** Quentin V. | Coverage Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** July 12, 2019 **What do you like best about Upscope?** this tool lets us see where our users are getting stuck and allows us to assist even quicker **What do you dislike about Upscope?** The tool can be a bit slow connecting to suers **Recommendations to others considering Upscope:** A great tool in assisting users **What problems is Upscope solving and how is that benefiting you?** We problem solve a ton quicker ### 16. Enjoyed the experience **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 12, 2019 **What do you like best about Upscope?** I enjoy the ability to integrate into chat programs like Intercom! **What do you dislike about Upscope?** I dislike not having a detailed explanation of sharing failures or errors. **What problems is Upscope solving and how is that benefiting you?** We have gotten quick and easy access to our support staff! ### 17. Upscope Review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 12, 2019 **What do you like best about Upscope?** I love how upscope is so convenient when it comes to assisting customers and a timely manner **What do you dislike about Upscope?** I honestly don't have any issues with Upscope **What problems is Upscope solving and how is that benefiting you?** Sometimes it takes a while to find the customer online ### 18. Easily access your clients screen to improve support **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 12, 2019 **What do you like best about Upscope?** Its quick and easy to use so it makes the client experience much better. **What do you dislike about Upscope?** I dislike not having the ability to type on the clients screen **Recommendations to others considering Upscope:** n/a **What problems is Upscope solving and how is that benefiting you?** Customer support and retention rates ### 19. It was awesome and easy **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Mid-Market (51-1000 emp.) **Reviewed Date:** July 12, 2019 **What do you like best about Upscope?** The simplicity of the tools. I like how simple it is. **What do you dislike about Upscope?** I do not dislike any features they are pretty cool. **Recommendations to others considering Upscope:** None **What problems is Upscope solving and how is that benefiting you?** None ## 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=3§ion=pricing&secure%5Bexpires_at%5D=2026-07-24+09%3A29%3A50+-0500&secure%5Bsession_id%5D=dbdb689f-fbbf-40fe-ae0d-86c4697405df&secure%5Btoken%5D=f2955956edb723fa96c053eeca4d1a296aa14b6130d5f1261e79cd2301d78915&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 (3,954 reviews) - [Zoho Assist](https://www.g2.com/products/zoho-assist/reviews) - 4.7/5.0 (693 reviews)