--- 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: '2026-07-12' 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 **seamless customer engagement** of Upscope, which fosters effective communication and strong relationships. (2 reviews) - Users value the **ease of use** of Upscope, enhancing client communication and fostering strong relationships effortlessly. (2 reviews) - Users value the **effortless client communication** that enhances assistance and strengthens relationships with customers. (1 reviews) - Users value the **seamless communication** in Upscope, enhancing client connections and relationship-building effortlessly. (1 reviews) - Users appreciate the **effortless connectivity** of Upscope, enhancing communication and building strong client relationships. (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 face **access issues** with Upscope, making client communication and location more challenging and less efficient. (1 reviews) - Users experience occasional **connectivity issues** that can lead to slower performance during use of Upscope. (1 reviews) - Users experience **difficult setup** challenges, particularly when locating clients through email, hindering seamless interactions. (1 reviews) - Users express a desire for **direct client communication** within Upscope, citing challenges in locating clients via email. (1 reviews) - Users find the **pricing confusing** and not straightforward, which can lead to frustration when considering 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. A Great Tool for Helping Elderly Clients and Resolving Website Issues **Rating:** 5.0/5.0 stars **Reviewed by:** Miguel P. | Subject Matter Expert, Small-Business (50 or fewer emp.) **Reviewed Date:** June 29, 2026 **What do you like best about Upscope?** Can help a lot with elderly clients that have difficulty navigating sites. Is a great tool with resolving technical issues or errors with the website **What do you dislike about Upscope?** I understand that the feature only limits to the specific website it is associated with, but there should be a feature that allows an additional website to be visited if it is a link imbedded in the original site **What problems is Upscope solving and how is that benefiting you?** Assisting members with completing applications and guidance to avoid certain errors. This is benefitting us by saving time for us and the consumer ### 2. 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. ### 3. 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 ### 4. 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. ### 5. 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 ### 6. 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. ### 7. 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 ### 8. 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. ### 9. 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. ### 10. 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. ## 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/upscope-review-2766869?section=pricing&secure%5Bexpires_at%5D=2026-07-13+09%3A27%3A26+-0500&secure%5Bsession_id%5D=520d6c8c-e5f1-4125-88bc-50261877a002&secure%5Btoken%5D=3be54516689cbfe9fc15a9cb0fc1402845f70399d330ab958221a1759fe9735d&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 (3,931 reviews) - [Zoho Assist](https://www.g2.com/products/zoho-assist/reviews) - 4.7/5.0 (689 reviews)