Comprehensive business management software.
4.6/5 (136 opiniones)Scoro is the most comprehensive business management solution for creative and professional services. It helps to streamline work and eliminate routine tasks to ensure a business runs as smoothly and efficiently as possible – from sales right through to billing. Our users love having all the needed tools in one holistic solution. Let's have a closer look.
Scoro’s project management tools allow users to create project budgets, allocate non-billable and billable work, manage meetings, tasks, invoices, expenses, files, and more. All project information can be managed in a single page, and team progress can be tracked in real-time. Configurable tags and statuses allow users to manage their project portfolio in the way that best suits their business. Work can be planned and scheduled through the Scoro Planner, which gives users an overview of individual workloads, available slots, potential overbookings, and reasonable deadlines. Meetings can be scheduled in a shared calendar, and linked to customers and projects to give participants a full overview. Each user can manage their own task list based on deadlines, task priorities, statuses, and projects. Completed tasks and calendar events are automatically added to employees’ work reports, removing the need for timesheets.
Scoro’s CRM gives users access to full client overviews on a single page, including contact details, communication histories, projects, linked files, quotes, orders, and invoices. Contacts can be searched, filtered, and sorted based on locations, categories, activity, and configurable tags. Billable and actual hours worked on each project or client can be tracked, and transferred on to invoices, with the option for custom rates in multiple currencies. Sales, prepayment, and credit invoices can be issued and sent in PDF format, and recurring and scheduled invoicing are supported. Scoro also automatically sends out late invoice reminders for unpaid balances. Users can view KPIs in the real-time dashboard, and track actual results, budget deficits, and surpluses through financial reports.
To see if Scoro would be the perfect fit for your team – sign up for a 14-day free trial on our site scoro.com.
Puntos a favor
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.
Puntos en contra
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.
My over all experience has been very good with good customer support especially in setting up the system to suit my needs.
Puntos a favor
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.
Puntos en contra
Contacts can be hard to find. I find on a few of my contacts they seem to disappear. I am not sure why.
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
Puntos a favor
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!).
Puntos en contra
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).
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.
Puntos en contra
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.
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
Puntos a favor
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.
Puntos en contra
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.
14-day free trial, no credit card required.
Essential: $26 per user, per month.
Work Hub: $37 per user, per month
Sales Hub: $37 per user, per month.
Business Hub: $61 per user, per month.
Onboarding starts at $899.
He aquí algunas preguntas frecuentes sobre Scoro.
Scoro ofrece los siguientes planes de precios:
A partir de: 26,00 US$/mes
Modelo de precios: Suscripción
Prueba gratis: Disponible
14-day free trial, no credit card required.
Essential: $26 per user, per month.
Work Hub: $37 per user, per month
Sales Hub: $37 per user, per month.
Business Hub: $61 per user, per month.
Onboarding starts at $899.
Scoro ofrece las siguientes características:
Los clientes habituales de Scoro son:
Empresas Grandes, Empresas medianas, Empresas pequeñas
Scoro admite los siguientes idiomas:
Inglés
Scoro cuenta con los siguientes planes de precios:
Suscripción
Scoro admite los siguientes dispositivos:
Android, iPhone, iPad
Scoro se integra con las siguientes aplicaciones:
ActiveCampaign, Mailchimp, Shopify, SurveyMonkey, SurveyMonkey, Tasker, Wordpress, Xero, Zendesk, Zendesk
Scoro ofrece las siguientes opciones de asistencia:
Base de conocimientos, Asistencia en línea, Asistencia telefónica, Tutoriales en vídeo
Reminds me of the priority tasks in my day's work today