Scoro

4,6 (238)
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Completo software para gestión de empresas.

Calificación general

4,6 /5
(238)
Relación calidad-precio
4,3/5
Funcionalidades
4,4/5
Facilidad de uso
4,4/5
Asistencia al cliente
4,5/5

95%
de los usuarios recomienda esta aplicación
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238 opiniones

Itziar
Calificación general
  • Sector: Salud, bienestar y deporte
  • Tamaño de la empresa: 2-10 empleados
  • Software usado Mensualmente durante 1-5 meses
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

Muy buena opción para tu trabajo.

Revisado el 20/8/2023

En general, creo que es una gran opción de software si lo que quieres es gestionar gran cantidad de...

En general, creo que es una gran opción de software si lo que quieres es gestionar gran cantidad de carga de trabajo, porque te facilita todas las gestiones en tan sólo pocos minutos.

Puntos a favor

Me gusta mucho que puedas gestionar varios proyectos al mismo tiempo y además, de forma tan sencilla, utilizando muchas herramientas como los calendarios, hojas de tiempo...

Desventajas

A veces, por la cantidad de herramientas que tiene, puedes liarte un poco por cuál usar y cómo, pero es solo en determinados momentos.

Pablo
Pablo
Calificación general
  • Sector: Marketing y publicidad
  • Tamaño de la empresa: Trabajador autónomo
  • Software usado A diario durante Prueba gratis
  • Fuente de la opinión

Calificación general

  • Facilidad de uso
  • Probabilidad de recomendación 8.0 /10

Buena herramienta para automatizar procesos

Revisado el 1/8/2023

Puntos a favor

Es un todo en uno para empresas, con muchos cuadros de mando útiles que sin duda son útiles para tomar determinadas decisiones de negocio. Su uso resulta amigable e intuitivo.

Desventajas

La ausencia de sincronización con otras herramientas se echan en falta.

Jose
Calificación general
  • Sector: Diseño
  • Tamaño de la empresa: 201-500 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Buena opcion

Revisado el 22/11/2022

La planificación de proyectos de manera visual es una opción notable muy contento con su manejo y...

La planificación de proyectos de manera visual es una opción notable muy contento con su manejo y uso

Puntos a favor

Me gusta su fácil manejo sin complejidad sus múltiples funciones para mejorar el trabajo diario

Desventajas

Quizás su peso como software algo pesado para ser mas liviano

Jessica
Jessica
Calificación general
  • Sector: Software informático
  • Tamaño de la empresa: 201-500 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

Superb billing and reminders system

Revisado el 8/3/2023

Scoro has made it much simpler for me to review past quotations and projects. It's also useful for...

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.

Puntos a favor

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.

Desventajas

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.

Marcus
Calificación general
  • Sector: Tecnología y servicios de la información
  • Tamaño de la empresa: 11-50 empleados
  • Software usado Semanalmente durante 1-5 meses
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

Good workflow management app with a moderately high price

Revisado el 24/3/2023

The overall experience in using Scoro is rather smooth but there some small issues in the flow of...

The overall experience in using Scoro is rather smooth but there some small issues in the flow of things which they should fix.

Puntos a favor

Scoro covers most of what we need for project management and it's deployment won't suck up much of our time. All we need is in one single platform and so we don't have to jump back and forth using various tools. That is basically what we like most of Scoro. For example we can integrate our time tracking in one place together with our accounting function thereby giving us a overall view to see if we stay within project cost. There are a lot more possibilities and we are still exploring.

Desventajas

The disadvantage of Scoro is the cost. At the beginning cost of $26 per user it is certainly not cheap for a small and medium company. And to get most of the gist in using Scoro most companies would probably need a higher plan.

Raimonds
Raimonds
Calificación general
  • Sector: Materiales de construcción
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 7.0 /10

CRM system

Revisado el 24/8/2018

First of all, it is project control and ability to see the future market potential. This tool first...

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.

Puntos a favor

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.

Desventajas

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

Angela
Calificación general
  • Sector: Consultoría de gestión
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

Seemless system which allows 360 vision of your business

Revisado el 31/8/2022

Really great - this system helps us make business decisions about future resourcing and allows us...

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

Puntos a favor

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.

Desventajas

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

Alternativas consideradas

monday.com y Synergist

Razones para elegir Scoro

No longer suited our larger projects

Razones para cambiar a Scoro

For the intregration with 365 and Xero plus the ease of use
Christopher
Calificación general
  • Sector: Tecnología y servicios de la información
  • Tamaño de la empresa: 51-200 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Scoro changed our business

Revisado el 24/8/2022

The software has completely changed our efficiency and allowed us to turn around quotes much...

The software has completely changed our efficiency and allowed us to turn around quotes much faster. We know at just about any given time where our projects are from a cost perspective and where are margin will end up. It has been a very positive change and we could not do business without Scoro at this point.

Puntos a favor

The quoting and opportunity tracking is the reason we gravitated to Scoro. It drastically improved our ability to turn around quotes and track the status of all our opportunities. Our largest sales cycle has a cyclical time period, and Scoro's API allowed us to automate the creation of opportunities without any manual intervention. The pipeline helps us visual track our sales cycle and make sure we don't miss any deadlines.

Desventajas

There are small features that are missing from the software. I would like to see some dynamic capabilities in the software and custom fields. IFTTT functionality so that forms can dynamically change based on different scenarios. There are also some small searching and sorting annoyances that could easily be fixed. I would also like to duplicate multiple items on a quote. Doing it one line at a time does not save time.

Alternativas consideradas

Workbooks y Salesforce Sales Cloud

Razones para cambiar a Scoro

Scoro was a good middle ground on price while providing a very good set of quoting tools. The quoting capability was the number one feature, and Scoro checked all the boxes of what we needed.
Nasko
Calificación general
  • Sector: Producción de alimentos
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Start Using Scoro for Easy Project Management

Revisado el 9/11/2021

Scoro brought major relief to our team as a single place for information and sharing progress on...

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.

Puntos a favor

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.

Desventajas

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.

Glen
Calificación general
  • Sector: Entretenimiento
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

Well designed software with excellent customer support

Revisado el 29/3/2021

Scoro has become an integral part of the management of our customers, opportunities, jobs and...

Scoro has become an integral part of the management of our customers, opportunities, jobs and reporting. The customer support is second to none. Our only issue is the cost per seat and license flexibility, making it unattractive to bring occasional users who might only use one or two features on board.

Puntos a favor

The web interface is really well designed and easy to use. Customer support is the best I have experienced from any supplier. Updates are regular with real, valuable functionality added in each update.

Desventajas

The custom PDF template module for Quotes, Purchase Orders and Invoices is quite limited. The phone/table app is much less useful than the web version. The cost per user is very high which discourages us from bringing our whole organisation on board.

Alternativas consideradas

Zoho Projects, Harvest, Replicon y Forecast

Razones para elegir Scoro

Cost of maintaining bespoke solution

Software anterior

Claris FileMaker

Razones para cambiar a Scoro

Project-central model, excellent quoting and pipeline management, and good task management.
Astrid
Astrid
Calificación general
  • Sector: Software informático
  • Tamaño de la empresa: 201-500 empleados
  • Software usado Semanalmente durante 6-12 meses
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

Time planing and intuitive MVP

Revisado el 12/9/2022

Great for small to mid business but as a company grows our PM tools needs to grow with us and...

Great for small to mid business but as a company grows our PM tools needs to grow with us and support the different functionalities we are looking for.
But in all honesty I am always happy when one of our clients state they work with Scoro or to advise it as a tools

Puntos a favor

My god is Scoro intuitive, so easy even those newcomers who have never used it manage to master it in a matter of a few hours.
Easy to navigate and visualize, but honestly for me, Scoro is the MVP in Time planing, which helps me keep me and my coworkers on track with day-to-day tasks and responsibilities. Everyone knows what they need to do and the timelines to stick by and that has been a key component in rampaging projects with prospects and clients.

Desventajas

Integrations :(, are no valuable integrations and even tho the APIs are there they sometimes malfunction when it comes to integrating with put systems. Never able to access the distro and contacts list no matter that I have tried to load and save them in different manners.

Denise
Denise
Calificación general
  • Sector: Marketing y publicidad
  • Tamaño de la empresa: 201-500 empleados
  • Software usado Semanalmente durante Más de un año
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

A wonderful management tool for social workers is Scoro

Revisado el 29/11/2022

There is complete granularity down to the client, user, and task levels. On top of that, you can...

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.

Puntos a favor

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.

Desventajas

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.

Stephen
Stephen
Calificación general
  • Sector: Impresión
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Steve's review

Revisado el 29/3/2021

Scoro has helped our business enormously, we track KPI's and have excellent reporting.

Scoro has helped our business enormously, we track KPI's and have excellent reporting.

Puntos a favor

It is a great project management software.

Desventajas

Marketing and CRM are very poor, suggest a bolt on to Zoho CRM Plus

Alternativas consideradas

Zoho One

Razones para cambiar a Scoro

It was out of the box ready whereas Zoho One needed setting up.
Gabriele
Calificación general
  • Sector: Sector textil
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Great tool to manage our sales process and follow internal projects

Revisado el 30/12/2021

Scoro has an awesome onboarding & support team, I've witnessed firsthand how on top of everything...

Scoro has an awesome onboarding & support team, I've witnessed firsthand how on top of everything they are and how easy it is to get ahold of help if I'm working on a new workflow and have a question about the best way to do it. Scoro's Dashboards are the key to my sales team's performance and I love the level of transparency we have in the team due to numerous ways to delegate and track work!

Puntos a favor

Best part of Scoro is how comprehensive it is to use it. We record every single step from capturing a lead to making an order, recording the qualifying process, thorough information about the client and their needs, communication, and every step that our team needs to do to convert the lead. Tracking communication and different initiatives allows me to track every single important KPI on my team's list and have transparency in where every team member needs to improve, helps to find concerning parts that need fixing. I love the Dashboard.

Desventajas

As we're a manufacturing company, we, unfortunately, can't use the invoicing part of Scoro, which is a bummer, because we lack the warehouse functionality. If we were providing services rather than products, I'd love that for us.

Alternativas consideradas

ClickUp

Razones para elegir Scoro

Salesforce has a huge price and we don't need majority of the functionality, it lacks in tracking projects, doesn't connect that part of our business to sales.

Software anterior

Salesforce Sales Cloud

Razones para cambiar a Scoro

Scoro has way more features and better UI.
Eabyn
Calificación general
  • Sector: Diseño
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

Perfect for managing large projects for your team

Revisado el 24/6/2022

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

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

Puntos a favor

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

Desventajas

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

Alternativas consideradas

Microsoft Teams

Razones para elegir Scoro

Scoro offered a more tailored approach to our organisation

Software anterior

Zoho One

Razones para cambiar a Scoro

Scoro allows for greater integration with our other software
Bram
Calificación general
  • Sector: Producción audiovisual
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la opinión

Calificación general

  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

Great all-in-one package!

Revisado el 2/12/2022

I use Scoro on a daily basis and overall, the software provides me with an excellent experience.

I use Scoro on a daily basis and overall, the software provides me with an excellent experience.

Puntos a favor

I like that Scoro provides a real all-in-one package, from quoting to invoicing a project and everything in between. No more needs for extra software.

Desventajas

Sometimes, I miss a few extra drag-and-dropp options. Also, it is not easy to keep up to date with all the new functionalities and software updates.

Alternativas consideradas

monday.com y Asana

Razones para elegir Scoro

Project module in Teamleader was not good enough

Software anterior

Teamleader

Razones para cambiar a Scoro

All in one, easy to use
Brad
Calificación general
  • Sector: Contabilidad
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la opinión

Calificación general

  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

Scoro: Robust and Easy

Revisado el 19/3/2021

Prior to adopting Scoro, we used to track our priorities and project status updates using a shared...

Prior to adopting Scoro, we used to track our priorities and project status updates using a shared excel file, which was clunky and didn't work well for our growing team. Moving to Scoro has made our data and status tracking more reliable, and easier for each team member to customize their own interface.

Puntos a favor

Scoro was easy to customize and tailor to our company's business processes. The user interface is quick and responsive, meaning I'm never waiting for my information to load. The ability to collaborate with my teammates on projects and tasks is a critical feature that Scoro does so well!

Desventajas

The filtering and bookmarking of views is really a great feature. I would like to be able to filter and sort tasks based on parameters of the project, which is something I don't believe Scoro does at the moment.

erki
Calificación general
  • Sector: Marketing y publicidad
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

Good value for money!

Revisado el 23/3/2021

Priceoffers, orders, invoicing, activity tracking etc. This is one of out main tools’

Priceoffers, orders, invoicing, activity tracking etc. This is one of out main tools’

Puntos a favor

Automated invoices and budget tracking are our most used tools!

Desventajas

Not as easy to customize as we would like!

Alternativas consideradas

Dynamics 365

Razones para cambiar a Scoro

Price and communication was the best at the time!
Bracken
Calificación general
  • Sector: Medios online
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

Bracken's Scoro review

Revisado el 20/2/2023

Overall my experience with Scoro is that it's helped me and the team to understand a project to a...

Overall my experience with Scoro is that it's helped me and the team to understand a project to a high degree and track how the project is progressing. I would recommend Scoro to a friend if they wished to use a platform to track the progression of a project to a high degree.

Puntos a favor

I really like the feature time tracking feature for each project as it allows me to forecast time how much time I can spend on a project. I also think the buffer time spend on the project is useful as again it allows me to forecast a project.

Desventajas

I'm not a massive fan of the activity-type feature. It's tedious to keep inputting an activity type into my scoro calendar. I wish there was a way you could sync it up with google calendar so I only need to put it on my google calendar as this will save time and seems like a good feature. I also wish there weren't as many notifications from Scoro robots as it clogs up my emails.

Vasile
Calificación general
  • Sector: Marketing y publicidad
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la opinión

Calificación general

  • Facilidad de uso
  • Probabilidad de recomendación 7.0 /10

Scoro Review

Revisado el 10/3/2023

Puntos a favor

It's easy and fast to use for me and my team

Desventajas

When I duplicate a task the description will not be duplicated.

Abdullah
Calificación general
  • Sector: Tecnología y servicios de la información
  • Tamaño de la empresa: 11-50 empleados
  • Software usado Semanalmente durante 6-12 meses
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 7.0 /10

All-In-One Solution for Effective Team Management

Revisado el 13/2/2023

Puntos a favor

Scoro provides a centralized platform for managing all aspects of a business, from project management to financial reporting, making it easy to get a complete overview of operations.

Desventajas

Cost: Scoro can be on the pricier side compared to other project management tools, making it less accessible for small businesses or those with limited budgets.

Mohamed
Mohamed
Calificación general
  • Sector: Servicios para el consumidor
  • Tamaño de la empresa: 201-500 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Highly Performing Management tool and CRM ,All what you need in one place

Revisado el 13/12/2021

Overall Experience with Scoro is great as its saved a bunch of time and decrease the staff efforts...

Overall Experience with Scoro is great as its saved a bunch of time and decrease the staff efforts and time ,The outcome results are simplified and easily to use

Puntos a favor

The best thing Scoro is tracking all our projects ,Bill's,invoices customers and so on ,Also checking the statistics for achieving the completed tasks .The Gantt Chart features is very helpful for the managerial levels to see the projects progress and percentage of completion of these projects

Desventajas

Difficulty in integration with the company API as Scoro having it's own interface so it needs alot if IT work to integrate Scoro with internal company software

Helen
Calificación general
  • Sector: Tecnología y servicios de la información
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Easy to use and everything in one platform

Revisado el 25/3/2021

Overall it's saved us a bunch of time, helped information to become far more visible amonst the...

Overall it's saved us a bunch of time, helped information to become far more visible amonst the whole team, and given us reports and insights we could never have got before due to information living in separate systems. The team enjoy using it too.

Puntos a favor

Having used a lot of project management software in my past, I've found Scoro to be one of the easiest and most intuitive to use. I've rarely needed to read documentation or watch videos, because you can mostly just tell how it works. When I do have a specific question, their support team is one of the best I've ever encountered - I get detailed replies with screenshots from a real person typically wtihin just a few hours that answer my questions in full.

From an initial lead/ enquiry, Scoro can handle the full end to end process of converting that into a quote, project, set of tasks, project plan and invoice. It also has time tracking. We've been able to get rid of 3 different bits of software because Scoro can handle it all. It even integrates wtih our accounting software Xero.

One of the things I like the most are the customisable dashboards which pull whatever key metrics you'd like to measure into one place, giving you powerful insights into your sales and productivity performance.

Desventajas

It does take time to get all your data imported and work out how to set things up in a way that works for you. However this would be the case for all software of this type - if you want it to be tailored to you, you have to put the upfront effort in. This isn't a critique but rather something to be aware of when planning how long to get things initially set up - we did ours in 6 weeks due to an impending deadline, but 3 months would be more comfortable. Price wise, it's towards the higher end of the scale, but I think it's worth it.

Roman
Roman
Calificación general
  • Sector: Consultoría de gestión
  • Software usado A diario durante Más de un año
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

One of very few that receive all 5 star!

Revisado el 19/10/2017

Ready day 1 to automate our business processes, both main that bring money in and supportive , eg...

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.

Puntos a favor

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.

Desventajas

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.

Daniel
Daniel
Calificación general
  • Sector: Consultoría de gestión
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

High performing crm and work management software

Revisado el 7/9/2018

CRM for a small consulting company, integrated and semi-automated quoting and invoicing.
Agile...

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

Puntos a favor

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.

Desventajas

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.