Scoro could be a fantastic device for development; Presently that ready to associated with Jira, which was already a challenge for the group, able to construct ventures more rapidly. Scoro Dashboard and detailing device offer assistance us track deals group KPIs and keep track of open venture downtime. Also, the capacity to screen workflow and issue receipts and solicitations for fruitful leads and bargains puts you in full control. We had a part of inconvenience talking to Bookkeeping approximately what had been invoiced, so this has made a difference near that crevice by permitting all divisions to see what has been invoiced. Scoro has been a phenomenal time following apparatus for each extend I've worked on with my group, it too incorporates a rundown of solicitations and cost recommendations. Utilizing Scoro as our CRM and venture administration arrangement in lieu of numerous stages, we presently have a firm understanding of the productivity of individuals and parts at the extend level.

The UI is amazing, the group is simple to work with, and there are a few connectors that can be connected through Zapier, Scoro is as of now broadly respected as one of the finest assignment administration and extend administration apparatuses, and it has truly made a difference me. Made a difference organize and screen open and completed ventures, as well as plan to-do lists. I like how simple it is to form ventures and how errand bundles can offer assistance minimize extend creation time, I moreover appreciate how simple it is to oversee Ventures, Errands, Cites and Charging all in one put. The venture administration capabilities are amazing and the development in framework updates has been truly advantageous. Scoro customization works incredible for us; we have been able to alter numerous of the factors to way better suit the way we oversee ventures.

In spite of the fact that exceptionally customizable, the framework cannot be changed to the degree we need since a few of the dropdown records are default settings. It would be decent to be able to erase a assignment from a extend without having to go back to the venture you were working on within the to begin with put. There are other features we had to search for in Scoro that we think would have been self-evident from the begin, the Gantt chart/task manifestations see for case is very troublesome. Conditions are ineffectual, there appear to be some bugs to be settled, client bolster can be moderate to reply to progressing concerns or inquiries.

Really great - this system helps us make business decisions about future resourcing and allows us to easily manage projects on a daily basis

We love the fact that all staff can see all information about projects at any one time. Covering holiday time is easy because of the open nature to the information stored against the project. We no longer need numerous spreadsheets to manage projects - all can be done in Scoro.

Integrations can be problematic, like Xero and the double entry of some of the data that does not pull across from Scoro.

First of all, it is project control and ability to see the future market potential. This tool first of all was meant to be as helping tool fore sales persons but it is also good tool for budgeting and future planning by segments and customer groups. It also helps us to keep up with our customers.

Before I found Scoro I already had experience with couple other CRM softweres and Scoro was the one which allow me to develop this CRM according to my needs. Besides my company was one of the first customers of Scoro so I was able not only see how it was in begining but also how Scoro was developing constantly to become one of the most "easy to work with" systems to improve daily sales. The most what I like about Scoro from early beggining was that it does not force You to use something standartized but allow You to organize it according Your needs and daily processes. This CRM system allows me to solve different important issues to improve my project control and sales overall. After my suggestion this CRM was implemented not only by other sister companies but also by several partners of our company and are established as really helpful tool to conduct projects and also help sales personal to improve their abilities and skills.

As a new developing system no always all my wishes can be implemented by 100% but it is sort of understandable.

It helps me keep track of my meetings and document the summary of the meeting.

Outlook calendar sync feature and API integration

Reports need to be improved and make it more user friendly

My experience has been outstanding. My entire work life is in Scoro.

Our experience with Scoro to keep team members connected and up-to-date has been exceptional. With a brief learning curve on learning how to use the software, we were up and running in a week. Also, all of the integrations that Scoro allows saves time and increases production.

My hope is that one-day Scoro can integrate with Gmail.

Because of its usefulness and the simplicity of its features. I like how everything is in one location and how well-organized it is. Based on my experience, Scoro is superior to other options.

Scoro has helped us organize our efficacy. It streamlines processes, especially those related to keeping an eye on potential new sales. Personally, this means I can devote less time to navigating red tape and more time to making progress on the product itself.

The one thing I don't like about scoro is that you have to manually enable the "send notification as email" option every time.

Scoro brought major relief to our team as a single place for information and sharing progress on projects and individual tasks. Its limitations to work as a sales CRM forced us to be creative in how we record data and push that data down the pipeline.

Scoro is easy to setup and managing users is fairly easy to do but it would require someone knowing what they do. Their Gantt Chart feature is great and allows a quick overview of a project progress. Creating multiple tasks and assigning those to different users/managers is also super easy. When setting up Scoro from square-one, I would highly recommend that the team and company creates the setup completely and wouldn't allow individual team members to tinker with customizations.

Scoro has limited integrations with other solutions. Although APIs are available, APIs won't work for everything. Scoro's fields for postal codes and countries and mailing addresses are set to use UK-based and Europen based format, it makes it a little confusing when entering contact details.

Scoro has made it much simpler for me to review past quotations and projects. It's also useful for keeping tabs on endeavors that require more than just a to-do list entry.

Finding previously-quoted material is a breeze, which is really useful. Sharing an agenda is also useful since it helps people avoid accidentally scheduling meetings at the same time. Finally, it's fantastic that you can integrate with calendars like Google Calendar.

Clearly, Scoro is having some problems. Inefficient searching for quotations or projects can significantly delay your job. There are also occasional problems, such as the top bar disappearing or the updated calendar not appearing until you refresh the page.

It has been essential in managing the billable hours and tasks for our team

Gives endless editable features that can tailor to your organisation when it comes to task and project management

A combined view of projects and planner would be useful to visualise both at the same time

There is complete granularity down to the client, user, and task levels. On top of that, you can see the broad picture of everyone's schedule. In addition, you'll have complete control over all facets of your content management system. There are a plethora of additional benefits, including improved task management, involvement, time management, communication, and integration.

The next obvious step was to track out Scoro. Scoro's unique features and advantages include a more user-friendly calendar, an overarching perspective, contacts, reports, and communication options, among many more. You might be put off by its ungainly appearance at first, but stick with it.

I have to constantly remind my coworkers to record their progress in writing because they often forget to do so. Further, the Scoro financial management features are unnecessary for our company's operations.

We are using Scoro as CRM program. It is very simple for new companies creation as database is synchronized with local database. it doesnt have integration with apple and outlook. you need special add-on to synchronize calendar - thats not very convenient if you are creating your meetings in outlook first.

Drag and drop. Simple, usefull. Analize of results including margins, expenses etc per project.

Creates new products, if you have written product name with mistake.

The Scoro program could be an incredible arrangement for overseeing your trade and errands at the same time. I can way better oversee my day-by-day work and keep track of the time I spend on different ventures and assignments much appreciated it. Each worker in my association has got to data almost client administration, counting when and what was examined with clients, deals made, up-and-coming plans, etc. Furthermore, Scoro makes it simpler to make in-depth reports and track the costs and budgets for our ventures. 

Scoro's hierarchical structure is its finest include. The assignment administration device is the foremost valuable since it permits you to rapidly and proficiently sort out your calendar with time inputs. The numerous components are all coherently related to one another and basic to utilize. Working with it is pleasant since everything can be seen outwardly and moved almost. Furthermore, Scoro's CRM device makes it straightforward to get to client data at any time and from any area. Our capacity to communicate and screen our time productivity is enormously supported by the association of our ventures and the capacity to follow time-to-person subtasks interior the extent. 

On an errand card on my taskboard, I would need to be able to show data from a venture. I would need to have extra sorts of trigger coordinates with Zapier. The framework is additionally not user-friendly since it requires clients to explore a few layers of the board in arrange to achieve certain exercises. As of late, a few of my colleagues have complained about issues and challenges. Interior the stage, notice occasions are activated. Finally but not slightest, there ought to be a implies to keep track of or enter venture turning points. 

More user-friendly than our ancient framework, additionally the Scoro team is very supportive and made the exchange moderately easy. I was able to right away see how numerous hours I had planned, which made a difference in me cutting down on additional time as well. It's moreover accommodating for overseeing ventures that take up more space than a clear to-do list can. The administration may at the same time screen KPIs and reports that guarantee everything is working fiscally and productively.

For anyone who wishes to oversee clients, ventures, and groups, this stage includes a part of supportive devices. The capacity to break up an expansive work into littler ones and spread it out over a few days is what I appreciate best almost the time passages. To create it indeed way better, they have moreover reliably upgraded it and included highlights and integrative. Our desires have been outperformed. I frequently work on an assortment of ventures and exercises, and Scoro's visual association of them truly helps in making a difference by keeping up my consideration when and where it is required.

The arrangement in which Scoro presents the tasks—beginning with the ancient one and progressing to unused ones—can be a small confounding at times. There are other issues as well, such as the best bar vanishing or your calendar not reflecting your changes until you reload. Indeed in spite of the fact that we have numerous assets that do not require people to be partnered with them, we are always constrained to do so. 

I am very happy with this product - Ido feel we could have done with a lot more training at the beginning, as a result we only scratch the surface with regard to using the many features of Scoro. The plan is to introduce more of the products to the company shortly. And to request more training.

We were a start up and having worked for large companies using multiple software products for finance/vendor management I decided I wanted one product only. After an extensive search and a lot of research we decided on Scoro. The team at Scoro are helfpul and friendly and eager to keep users happy. They listen to your feedback and requirements and when possible and if demand is high enough they embelish their product e.g. Scoro Gantt being the latest additon.

I'm still learning and could really do with more training - perhaps not Scoro's issue but we would have had a 2nd visit from a consultant on site if it wasn't for the pandemic. I would like to arrange for a consultant to assist for our future development as soon as travel is possible.

We are very happy that Scoro gives us possibility to have detailed overview over Projects. For example – we can enter every task what has been completed, outgoing and incoming invoices and see what profit we get at the end. It has helped a lot to work on our employees productivity, by not spending too much hours where there is not enough profit etc.

It has everything we needed as company - time tracking, task management, calendar, incoming and outgoing bill register. We have customised Scoro to the level where it is very convenient for all of our workers. And we still are discovering new things on Scoro. There are so many tools to work with :)

Sometimes it is very hard to understand, especially for beginners.

CRM for a small consulting company, integrated and semi-automated quoting and invoicing. Agile task, time and project management in a self-organized team.

The combination of CRM (including invoicing) and work management (including tasks, projects, time tracking) is rare. Scoro integrates the different solutions very well and offers external integrations to include accounting as well. We haven't tried that last one yet, but we will at some point. The CRM is down-to-earth and highly customizable. Task management and time tracking seems to be geared towards IT service providing companies, but again, it's customizable and works in different industries and companies. Not our original focus, but very helpful nonetheless, are the reporting functions. The more we use the system, the more data we can analyze with only a few clicks. Reports for work time and utilization and for the pipeline give us valuable insights into our business.

The onboarding package was an obstacle at first; we haven't used the entire package either, but that may have to do more with the specific conditions of our company. Project management is still missing a few interesting features. Budgeting and reporting works well, but when working with agile methods, you'll miss a project-specific Kanban board / backlog and burndown charts. Support staff is usually very helpful though, and they seem to appreciate input regarding new functions.

Bad

Nothing. Scoro makes working very confusing and unintuitive.

Everything. Scoro is by far the worst application I have used in twenty years of management experience. Scoro is uncredibly antiintuitive a extremely confusing for most of the team members. Even you extensively study this programm for several months, it still has a lot of hidden weird problems. The user interface is really bad and not understandable. The whole app design is complete crap.

It is great that it is web-based - possible to connect from any device and location. Great tool for company and people management. Next step could be expanding with accounting software, to get rid of doubleing the invoices etc.

Scoro collects all info together and makes easy to create reports and get overview. For special needs it is easy to customize and export data for eternal analysis or viewing (pdf , xls etc)

The UI of Scoro could also be customizable (like colors, font sizes etc). The sync with other calendars is complicated. In some stages the filling with information is too time consuming and complicated

Very easy to use- the right level of detail for our business.

Lack of integration across quotes, projects, and invoices

We have managed to transfer our semi-manual quoting, timesheeting and job management tasks into an end to end one stop shop in Scoro which has allowed everyone in the business to see the status of any job at any time. The support from Scoro has been very supportive and knowledgeable about how consulting companies work and how their worfklows can be applied Scoro.

The quoting system is central to how Scoro works and includes all the components of the job in one screen including proposals, costings, invoices, purchase orders, projects and tasks. This allows us a one stop shop about the job for the client with each component allowing configurable fields and workflows to allow us to tailor the way we do business inside each section.

Some of the visuals on the dashboard are not clear what job they relate to so you need to open them up to view which one that was.

I am very impressed with the customizable options and support that this platform provides. It is very user friendly, with the ability to visually drag and drop, making it a pleasure to work with. Furthermore, I appreciate that the channels and views can be reused, thus saving me time. Even with a lot of data displayed on the screen, the interface is still designed to be responsive on smaller screens such as smartphones.

I find Scoro's frequent updates to be challenging, as they are often done without prior warning. This makes it difficult to stay on top of the alterations and become familiar with each new version.

I have used Scoro in two mediacompanies and i am very used to it. This software is very easy to use- all my database about my list of companies are all together, so with one click i can find the one i need to do my price offers. In the Calendar i can mark all important meetings and Scoro does not let me forget them. To Do list is also very good thing, because it helps me to keep order in my doings and with that i never have to worry that something will be done at the last moment.

Everything is understandable and so it is very easy to learn how to use.

I don´t have anything that i don´t like about this software.

Lithuanian support is very nice and profesional, everytime helps us when we have any questions. In one place (Scoro) we can organize lots of team jobs, and less use other system programs. Some features what is very need: team chat and file sharing system and mobile aplication more user friendly.

Our company like most that we can plan jobs by day, we see what jobs is overdued, what is lost, what we should do today and plan work for designer and programmer by job planner. It easy to use invoices, offer and proformas with tasks, and we never loose this information.

Best thing is invoicing and proforming system what we can easy to generate, send reminders, place task to collegues from email to scoro.

I can manage my remote sales teams in real time. Our sales meetings are short and efficient. We make informed decisions on marketing spending and new sales hires and sales performance.

In one service I can have sales pipeline, invoices and dashboards. It is single solution that I need for my small company. It is web based, so I and my teams can access it from everywhere.

There is no offline mode. It is suitable for one of group companies (equipment rental) so all group companies except one is using Scoro.