Scoro Reviews: 4.5/5 — Highly Rated

All needed features strting from Project lead up to invoicing are in one place.

This software is more product sellers oriente than ohter type of businesses like consultancy.

CRm, Project management, used time and costs counting, invoicing and control.

I can find orders quickly, see the status for them. Add info to orders for other to see.

than when I want to find all orders by product, then i van't do that.

It's good for making invoices. And add new orders.

The ability to have a unified platform for your business where you can effectively see the communication with clients along with following your profits and budget.

When working with work reports, you constantly need to switch the default view to the current day. Not so intuitive UI when creating .pdf templates.

Ability to follow the workflow of employees. The overview of budget, profit, and ability to follow it in detail. Ability to create projects where you can easily find all the related documents and info.

User interface, eas of use, customer relation management makes tracking customers and their process convenient, sending out quotation templates that saves time of creating a new quotation

Making quotation templates is little bit clumsy as you need to check if all the fonts and font sizes are equal, especially when you copy information from other documents. This apply only if you make detailed and quite long quotations

Tracking sales team and their efforts. Before using Scoro we didn't have good way to track our team processes and efforts. Right now the pipeline system, comments on customer profile and reminders help to keep the hole team up to date and focused. It helps to track sales numbers.

Nice interface and easy to use. Has most of the features that anyone can need.

Would like to have an integration with Mailchimp and Outlook so that the info would sync smoothly.

Customer relationship management, client database, invoicing, financial reports

It is a platform with many useful features for anyone who wants to manage clients, projects and teams. We were able to pose problems to our interlocutor at SCORO and we received solutions. We have a very close relationship with SCORO support

It would be nice to have a consultancy service to support companies' implementations more closely, asking the right questions and even better to have training to offer to those who use SCORO. I am satisfied, but I have problems with the company using it coherently, understanding what it is doing and what the need is.

Centralize projects and activities Withdraw monthly financial reports Add people to my projects Log hours easily I can optimize tasks and contacts with teams We still can't have all the necessary information in financial terms (but to be analyzed with SCORO, we have a functionality in testing)

Scoro helps me to have my daily tasks properly organized. I work in different projects and tasks on a regular basis, and the way Scoro organizes them visually helps me greatly to keep my focus where and when it's needed.

Generally, nothing. But sometimes the way Scoro shows the tasks, starting with the old one and moving to new ones, is a bit counterintuitive. It would be best to be able to change the sorting order.

Keeping track of the status of a project, and having a centralized place where all the parties can collaborate and see the progress. Having also a place where to understand what resources are available at any given time.

The fact that you can easily find past quotes is really helpful. The shared agenda is also a great feature, because this prevents doubling appointments. Lastly, the option for implementing other agendas like google calendar is also great.

Scoro has some issues. Sometimes the search engine for quotes or projects does not function properly, which can really slow down your workflow. There are also some bugs, like the bar at the top disappearing, or your calendar not showing the adjustments you made until you refresh.

Scoro makes looking at past quotes and projects easy, which makes my life as a beginner project manager a bit easier. It's also great for tracking projects which are bigger than a simple to-do entry can cover.

It's easy to keep track of the time spent on a task, it's easy to plan my week. Scoro has a user-friendly interface. It's also easy to see how much time I've dedicated to projects.

The Scoro's advanced features are challenging to learn and implement. I dislike the fact that I can't insert manually a duration for the task (Example: 23 minutes)

It's solving the problem of knowing how much time we dedicate to a specific task or project on a monthly base. It help us keep track of every specific task for a specific project.

The best thing about Scoro is how easy it is to time track and manage at the same

The downsides are the bad design and some occasional bug that happen with the integration with Google Calendar

It helps with automatic time tracking and time managing

CRM well organised. Easy to use. Is flexible, sometimes you have to adapt to the tool but, we never felt we had to adapt our workflows to Scoro, actually the opposite. Is complete: CRM, Quotes, Task Management, Project Management, Invoicing, Company asset locator, time tracking, etc.

The price it's a bit pricey in my opinion. Design and UX could be improved. More connectivity with other tools, for example, the connection with G. Calendar is not well done.

Being a remote team Scoro helps us a lot in Project Collaboration, time tracking, etc.

Scoro has allowed us all to eliminate paper and spreadsheets permanently. The application is highly robust and packed with capabilities, but it is easy to use. The system is intuitive and constantly improving. It works with your already familiar software and is continually improving.

There are still a few minor issues to be resolved in the application. These include making it easy to track all tasks and linking individuals in the CRM. Occasionally unusual things occur, such as when attempting to connect the calendar.

Scoro is fantastic software for monitoring processes, keeping tabs on where things stand, and sending out alerts to relevant parties in case of problems or missing materials. It is an ideal solution for geographically dispersed teams.

The Gantt chart and how it's used to organise projects into tasks and phases. As well as the planner which gives an easy holistic view of the whole teams tasks.

The need to create a further task for minor changes once the main task has been completed. This is a lengthy process as you have to go back into the job and Gantt chart. This, however, may be a problem on our side with our processes.

I like the new addition of the predicted versus actual time costs so you can see wherever you are going over time and losing money or making a profit at a glance.

The Calendar, as it is so easy to manage your upcoming events. It will link you to your outlook account and Teams

I can't see anything so far that I dislike

When creating a task, you can convert it into Event so you don't need to remind yourself from time to time as this event will notify you directly on your email

Being able to see what work I've got in my work list.

Not having enough notifications around deadlines coming up.

It's helping our team share projects and helping with collaboration. Also we can see joint projects in one place.

Scoro has been able to streamline our Agency operations by giving us more visibility over key metrics of our day to day business and projects.

Looking forward to continue refinement of the UI.

We can now track the profitability of projects, clients and service types, as well as better, allocate our people resources.

My favourite aspect of the system is that it's end to end. I can create a quote and see the project through to invoicing and everything is linked to the client information.

There are no automations. For example, I'd prefer if a task is marked complete, I could set up a workflow so it prompts a dependent action, such as an email or follow up task to be engaged. In addition, the Planner feature does not flag if a time entry has been missed. I have to manually manage the upkeep.

Team and task management has improved across the board. I'm able to plan out our post production work weeks in advance, planning review rounds and building in contingencies with Scoro.

Feature rich, quite customisable and a number of ways of solving different Business Process issues. Also, product has new features added reguarly.

It feels a lot of development is around Project Management which is not something we use it for.

We use it as a CRM including Estimates, Quotes, forecasting and creation of invoices. It helped us to centralise those key tasks.

Receipt verification is done in a fantastic approach that provides you with a true perspective of the relative number of luxuries I desire. Everything is very straightforward and beautiful, and the framework is simple to learn and can be adjusted to handle whatever company we have. The general panel is quite beneficial for seeing your KPIs on a daily basis, and the ability to keep your different markers and share them with others in the team helps you to make better judgments and reinforce actions where the data do not seem good.

The display is still not ideal; I would want to see additional graphs and be able to "color" some of the signs. Today, this isn't achievable, and I can't point to anything specific; we spent a lot of time refining our cycles in order to adopt the workflow aids that worked best for our group; they need to cut or add options to conceal the ones they don't utilize.

Before Scoro, we had to make judgments based on outdated information; today, we can evaluate the data in real time. Scoro makes it extremely easy to discover and update data, and we have all we need to manage the company in one spot. We may also track project commitment and compare it to the plan, which provides us with useful information about the real cost of the projects.

Everything is in one location, it is extremely simple to install, and it allows you to manage all projects from beginning to end, including budgets, projects, payments, and so on. This enables for more dynamic activity management and saves time by eliminating the need to alter a job. The alert features are quite handy for remembering activities or events that you have already planned in the calendar. Invoice tracking is done in such a way that it provides me with a comprehensive view of all I need to know. We were able to simplify our finance and project management procedures as a consequence of Scoro.

Although it contains a cost management function, project prices are difficult to forecast in advance, certain expenses are for the entire project, and there are occasionally many charges for a single service since it is difficult to determine all costs. In a bid, expenditures associated with a project are included. Scoro interface with Google Calendar is not yet complete, and moving between Scoro and Google views requires a significant amount of extra work. It might be difficult to discover people since some large email providers, such as Gmail, do not sync your contact list. As a result, it is not software that can be used straight immediately. It takes time to master all of its potential and maximize them.

It is now able to handle the numerous projects and activities that we complete on a daily basis. We have observed improved profit margins as a result of better tracking of project expenditures, among other things. A modular dashboard also allows us to keep track of all scheduled activities for the week and offers frequent feedback on current targets and sales agent performance. Furthermore, I can accomplish all of this through a single website or service. I opted to explore elsewhere since another service was more difficult or incomplete than the one I required. This tool makes it easy to manage a large number of personnel in several locations for multiple clients.

I like the ease of building Projects and utilizing the Task Bundles to help cut down the project creation time. I also like the ease of managing Projects, Tasks, Quotes, and Invoicing all under one roof.

It would be helpful to be able to delete a Task in a Project without it taking you to the Task manager tab rather than back to the Project you were working on in the first place.

We were having a lot of miscommunication with Accounting on what had been invoiced and so this has been able to bridge that gap by giving all departments the ability to see what has been charged. The benefits have been making it easy to keep up with Projects as a team with ease despite having so many team members working remotely.

Consistent and robust API, advanced filtering, custom modules and fields - quite customizable.

It's a bit pricey if you want most features. Not everything is customizable (e.g. cannot set up a relation custom field for quotes).

Enterprise resource planning. Keeping our data all in one place with on a highly customizable platform that allows for advanced filtering and views makes our self serving workflows more efficient.

That you can track the payments of your contractors

that you need another tool for the accounting part

track of your projects and what your people is doing

The project management features are excellent, and the evolution of the system updates has been really beneficial.

The system cannot be personalised as much as we need with some of the dropdown lists being default settings.

We are using Scoro as our CRM and project management system rather than having multiple systems.

All info from the business can be stored there

all requests go to a backlog but never a timeline of when this backlog will happen

We can see a good picture of the whole business, all in one system

Esay to use, user friendly. Great for general inside statistics, storing contacts, printing invoices... It's online, so reachable at any time from any device given.

Not so easy and helpful for small non-standart bussiness models. Available user models are not flexible enough to meet the needs. Pricey.

With Scoro we see the genera lview of various aspects of our company, all in one comfortable place.

Simple reporting and app is effective for my team

Struggle with things on the app that are easier on the browser

Consultant time tracking gun, project tracking and event connection for calendar on google cal

Scoro is a very complete work management tool since it is composed of many functions for the satisfaction of the company that wants to implement it, since it has a function that characterizes it for being one of the most outstanding is its control center in which the tasks, performance data and events scheduled in the calendar are shown through a totally user-friendly interface within a very intuitive platform for any type of client. The tool also has the ability to maintain customer and supplier contact data on a single page

It can be said that one of its main disadvantages is the cost of using the tool because it contains several unspecified charges that are added as you go up the number of functions you are implementing; all this is given to the lack of advice and information that is not provided at the time of obtaining the service

Scoro is very attractive and wide to solve any kind of problem for both small and medium enterprises, in our case where it has helped us most is in our sales team, accounting and work organization, because it is through it that we handle both communication with customers and monitoring of the activities that we are implemented with them to give them the greatest possible satisfaction

Scoro helps us daily to follow precisely and quickly the activity of our company. It is a user friendly and powerful tool with a potential for scalability and evolution. Once you get used to the logic behind the multiple cross reporting possibilities and the setup of your dashboard there is very little you cannot track, compare or share. Scoro helps us daily to follow precisely and quickly the activity of our company.

Sometimes a bit confusing/heavy to manage, on the planner view or the tasks report. A deep diving in the settings is necessary before being able to efficiently get started with the later. The planner is limited in display features comparatively to other tools specialized in juste that. That's irrelevant though when you considere the gain of time in time tracking and workload dispatch.

We are managing the complete project chain, from the opportunities to the team workload follow-up and final profitability. It is a one tool does it all, which help us to gain in efficiency and simplify management and reporting.

Easy to navigate database for all users.

Restrictions on tracking Quote quantities

Easy tracking of Quote pipeline being able to view proposed costs vs sell. We are now able to track real-time budget costs vs actual costs, including full labour breakdowns.