customer-experience · tool
Citewell
A reply that cites the article, sitting on the ticket as a draft
22 h/mo saved40 min setup
Included in Growth · $990/mo
Solutions
Products a Scale subscriber already owns. SCIM, SIEM streaming, and a named security review sit on that tier — not on a Starter card.
Filter70 products
PlanScale
01 — Problem / 3 costs
The pilot is rarely what fails. What fails is everything between the pilot and a system of record that finance and IT both sign off on.
02 — Shelf / 6 of 70 products
Query-backed from the catalog — not a hand-picked list. Hours on each card are catalog math at a stated volume, not a customer result.
customer-experience · tool
A reply that cites the article, sitting on the ticket as a draft
22 h/mo saved40 min setup
Included in Growth · $990/mo
customer-experience · agent
New tickets in the right queue, tagged and assigned, before anyone opens them
18 h/mo saved35 min setup
Included in Starter · $290/mo
industry-solutions · pack
Client source documents in the organizer slots, with the missing-form list named
17 h/mo saved50 min setup
Included in Growth · $990/mo
industry-solutions · pack
Milestone exceptions and missing PODs, named, before the customer asks where the freight is
16 h/mo saved50 min setup
Included in Growth · $990/mo
finance-backoffice · agent
Vendor bills out of the inbox and into the approval queue, coded
15 h/mo saved45 min setup
Included in Growth · $990/mo
industry-solutions · pack
The transaction file from accepted offer to closing checklist, with the dates already on a calendar
15 h/mo saved55 min setup
Included in Growth · $990/mo
03 — Week one
Not a roadmap and not a rollout plan — the first week as it actually runs, with the part that stays yours named.
Week one is a scoped pilot with a named approver and a written revoke path, not a company-wide rollout. One shelf, one system of record, one owner who can say what correct looks like. The audit log is exportable from the first run, so the review that decides the rollout argues from evidence rather than from a vendor deck.
04 — Integrations / 12 connectors
Taken from the products that actually match the filter. An integration with no product behind it is not coverage.
Named on the cards, not yet in the connector directory: Zendesk, SurePrep (import-only for a cutover), Relay, Expensify (import-only for a cutover), Shopify Plus, Zoom (transcript export), Avalara, Plaid (optional). Those marks are systems the products talk about — they are not customers.
Connector marks are not a logo wall. QuickBooks is not a customer.
05 — Effort
Setup minutes are a published number. Prerequisites are the connectors on the card plus a named approver wherever money moves.
Expect OAuth reviews, a named approver, and a longer setup on packs. The slowest published setup on this shelf is still a number, not a project plan.
Start
If you already know the SKU, open the shelf. Demo is for Scale, Enterprise, and anyone whose MSA requires a human on the call.
No card required for the trial.