Scoro Software

4.63 / 5 (135) FrontRunners®

Our advisors have recommended this product 4 times in the last 30 days

About Scoro


Scoro is a cloud-based professional services solution for small to midsize companies in advertising, consulting, IT and other industries. The solution provides a control hub that displays pending tasks, account information, key performance indicators (KPIs), calendar events and more on a single screen.

Scoro lets its users stay up to date and see task changes in real time. Tasks that are scheduled for day, week or month automatically populate in a task list that can be sorted by the user. It allows different levels of access to be granted to employees so that only users with permissions are working on that particular project.

Scoro allows users to manage and synchronize multiple calendars, quotes, tasks and projects in a single interface. It has budgeting and invoicing capabilities including sending clients an initial invoice, advanced reporting documents and labor cost tracking.

Integrations include Microsoft Outlook, Microsoft Dynamics, Dropbox and MailChimp. Pricing is per user per month. Support is offered via video tutorials, user guides, email and phone.



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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 10

135 Reviews of Scoro

Average User Ratings

Overall

4.63 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(93)

4 stars

(36)

3 stars

(5)

2 stars

(0)

1 stars

(1)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 135 reviews

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August 2018

Margit from Saku Läte OÜ

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2018

Easy menu, easy to use

Reminds me of the priority tasks in my day's work today

Pros

The software is easy to use because it is logical and easy.
The software is color-rich and contains enough information. The software can transfer tasks to other members of the organization. The software can create tasks that are beautifully in sight and you will not forget to deal with them in a few moments or days. The calendar is very convenient because you can mark your reminders in days or years. The software reminds you of the tasks and reminders that you entered in the calendar. The software will quickly find the customer from its database. The software reminds you if someone has a birthday party in the organization. The software leaves the client with all the information that has happened to him. I like this software.

Cons

The software does not show the content of the contract. It does not indicate which equipment is a contract with the client, does not show the latest transactions and does not show the valuation and the terms of the contract. Does not show customer balance. The filtration system is a bit complicated or not enough to teach us. For me, filtering is difficult. If you mark Make Task done, you will have to create a new reminder for yourself - it disturbs that there will be additional movement for me in this regard.
The most disappointing is the fact that you do not see the contents of the agreement.

October 2018

Anonymous

Verified Reviewer

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

October 2018

Scoro Review

My over all experience has been very good with good customer support especially in setting up the system to suit my needs.

Pros

Scoro Review.
As one of the most disorganised people around I have found Scoro very useful. Although I don’t have a big team to run I find the connectivity of Scoro helps me in the day to day running of my business.

The Dashboard gives me a quick overview of what is happening and what I need to do that day.
I find especially useful the quotes and invoicing. I was notoriously bad at keeping track of invoices before, now with this system I have all the information I need there in front of me. This has been a tremendous help. It is useful to see instantly the figures for income and outstanding debt.

The Calendar works well as does the Task section, which sends me timely reminders of things I have to do coming to me via email. I have found in the past that I don’t always look at my diary to see what I have to do that day.
I have used it for marketing via Mail Chimp and that worked well and was easy to set up even though I am not the best at IT.

Although I am normally a visual person liking bright colours, I find this system much better than say Drop Task . The information is clear and easy to read when you scan the information quickly. Which lets face Most of us do when we are busy.

Cons

Contacts can be hard to find. I find on a few of my contacts they seem to disappear. I am not sure why.

March 2018

Laura from Jahh Catering OÜ

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

March 2018

Great tool for assorment, selling and general analysis

Before we were using Excel. The comparison is enormous: - work efficiency has risen tremendously - "forgetting" or "loosing" offers on paper has dropped to 0 - can always keep an eye on what has been done, what is in the process etc. - all data (clients, assortment, purchase history) is in one general system together

Pros

Client-based quick access to purchase history and same order possibility with just a few cliks.
Category and sub-category segmentation possibilities, which makes it easier for other users to select suitable products for selling.
Able to see sales margin% while composing quotes and deciding upon possible discounts.
Possibility to link all active projects dierctly to the weekly/montly calendar --> providing a complete overview of th schedule ahead. NB! Possibility to activate active projects only for the employees involved (not everyone!).

Cons

Unable to delete expired data once some previous action has been taken.
Sometimes you need to apply too many filters before you get the data you require.
Unable to change description or other data on the invoice, that does not affect the sum, once the payment has been transferred (it becomes locked in the system).

October 2017

Roman from Lean Enterprise Estonia

Verified Reviewer

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2017

One of very few that receive all 5 star!

Ready day 1 to automate our business processes, both main that bring money in and supportive , eg reminders for unpaid bills; time tracking, labor cost tracking, calendar oversight vs resource, mobile phone usage, integration with other platforms.

Pros

Very well-thought interconnected "modules" of the system: all main functions any company would need are all present. I like a lot visualization of dashboard, re-usability of filters and views, ability to click on anything you see and being redirected directly onto another part of Scoro where you can do more work in what you clicked on. Also comfortable to use with smalls screen devices as interface is restructured and you still see all your data but in an optimised screens - very handy for smartphones.

Cons

just 2 things come to my mind after extensive use for 1+ year.
1. Absence of contacts synchronization with gmail - really annoys.
2. sales pipeline does not track time when status of quote was changed, so no way to know how long did quote spend in each status, eg. time from contact to deal closed is 4 weeks, from them 1 week for quote preparation, 2 weeks for customer feedback etc.

September 2018

John from Syzygy Renewables Ltd

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

September 2018

Scoro - Business management Software

Syzygy has used Scoro to manage our workflow, CRM and billing for a couple of years now. We found them after two painful and unsuccessful experiences with software that promised the earth but just did not have the flexibility to be able to adapt to what we and having tried two other platforms wasting time and money. The onboarding experience and the service provided since we have been using it has been brilliant throughout - there are real people at the end of the phone or on skype that go above an beyond to help us fully utilise their software. This is so unusual in this industry which is a shame in one sense, but a great USP for Scoro

Pros

The flexibility to be able to adapt the platform in a huge variety of ways to work for us - as opposed to us having to 'fit' into someone else's system. Also the integrations with Xero, which works very well and Mail Chimp.

The way that Scoro gives us a single platform to manage CRM, billing, work flow tracking and management is brilliant.

Cons

This is being picky, and with Scoro's regular updates I see this is in the pipeline, but developing Gantt Charting would be really helpful.

August 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

5.0

August 2018

Learning an getting effective with Scoro takes time - but eventually, it will pay off!

Good overview of the project together with project members, how they are performing, how much time has spent, all the relevant documents in one place etc. Basically, it will give the user a very good overview what is going on and how much time it takes.

Pros

The best thing about Scoro is the detailness. Sometimes, administrative time spent in Scoro will take a lot of time, but on the other hand, it will gather together all the necessary elements of the project that are needed to evaluate the process. It is a great tool for managing the team by giving tasks. Very cool feature is the smart e-mail that will keep the important information outsourced from the company mailbox - also, You can simply connect the e-mails to certain projects so You will have all essential parts of the project in one bucket.

Cons

It is a bit tricky to learn the software quickly. Also, there are some obstructive steps e.g. automation of filling the form blanks takes a lot of time.

August 2018

Marius from Ardega UAB

Verified Reviewer

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

August 2018

The first CRM/BMS I have fallen in love from the first sight

We were looking for CRM/BMS for a long time (more than 5 years), and personally I have tested/checked many of variaous systems. When I have got a SCORO ad and opened preview - something inside me told that this should be definitely what we were looking for. After couple of months we purchased licenses. Onboardin passed very smoothly, and literally we have started to use it and enjoy since a first login. For our small company it is real helper - everything is in the place and if/when somebody is absent (either for vacation or some other reasons) - it is easy to track and make undone tasks of absent person. Sales chain is a big WOW - very easy to process offers/orders/purchase orders and Invoices (with an option of tracking unpaido ones). That's it. Though we use not all of features from Ultimate package, but there are plans to transfer more processes to Scoro from other systems we still use paralelly.

Pros

Ease of use
Perfect interface and document relations in the sale chain
Adaptable
Configurable
Feature requests are implemented in a reasonable terms

Cons

The biggest problem currently - there is no line numbers at the proposal, and as far as I was informed - no quick solution for this
Price (especially for bigger enterprises) - as heard from potential customers....

September 2018

Daniel from creaffective

Verified Reviewer

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

September 2018

High performing crm and work management software

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

Pros

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.

Cons

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.

August 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

3.0

August 2018

Scoro - simple, but good. Simply good!

Overall I think that Scoro is quite a good option to use as an everyday sales and CRM tool. It's simple enough for even those not really familiar with computers and programs. On the other hand it has possibilities to get the job not only done but done well.

Pros

+ easy to use
+ really good overview about companies, offers, contacts etc
+ possible to add bookmarks (making the program quick and comfortable to use)
+ possible to personalize program (front page view, client list view etc)

Cons

- too many updates!!! sometimes I think there's a guy working in Scoro who has to make up an update no matter what. find him something else to do :)

October 2018

Anita from WORDBEE

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

October 2018

A CRM that grows with your company

Pros

We evaluated two CRM applications that could meet our company's requirements. One of the raisons we selected Scoro was that it was easy to manage several pricelists in different currencies. We are sending our invoices with Scoro and this process is easy to manage. The User Interface is uncluttered and all users can organize their own dashboard according to their specific needs.

Cons

Company users that were de-activated by the administrator still show up in the list of users. It's a minor thing but could lead to some confusion.

August 2018

Liene from SIA Visual Media

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

4.0

Functionality

5.0