Scoro Overview

What is Scoro?

Scoro is the most comprehensive business management solution for creative and professional services,
enabling to streamline work and automate routine tasks.
It is an all-in-one solution that helps ensure that 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.

Scoro’s project management tools enable manage all of your projects on one single page and track project and team progress in real time.

In addition to comprehensive project management tools, Scoro's Planner gives you an overview of individual workloads, available slots, under or overbooking, and reasonable deadlines. Meetings can be scheduled in shared calendars and linked to customers and projects, while each user can manage their own task list. Completed tasks and events automatically feed into work reports, eliminating the need for manual timesheets.

Scoro’s CRM tools give you a 360-degree overview of all your customer information in one place, from contact details and histories to linked files, quotes and invoices. Search your contacts, filter funnels and sort your sales data based on location, categories, activity and fully customizable tasks.

For finance teams, Scoro offers the ability to track billable and actual hours, custom rates in multiple currencies, scheduled invoices, automated reminders and more. Users can view KPIs on 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 at www.scoro.com.

Scoro Overview

Pricing

Starting from
$26.00/month

Pricing options

Free Trial
Subscription
Value for money

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.
Ultimate: Contact us for pricing.

Onboarding starts at $899.


Scoro Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia
Supported Languages
English

Media

Customize your PDF templates
Plan, manage and track projects
Deep integrations with most well-known accounting software, cloud storage solutions, and 1,000+ other tools help you achieve actual automation.
Mobile app
Plan, manage and track projects
Set up your custom dashboards with metrics, KPIs and widgets
Scoro screenshot: Customize your PDF templates Scoro screenshot: Plan, manage and track projects Scoro screenshot: Deep integrations with most well-known accounting software, cloud storage solutions, and 1,000+ other tools help you achieve actual automation. Scoro screenshot: Mobile app Scoro screenshot: Plan, manage and track projects Scoro screenshot: Set up your custom dashboards with metrics, KPIs and widgets

Scoro Reviews

Scoro Reviews

Overall rating
4.6
/
5
Excellent
97

Very good
35

Average
6

Poor
0

Terrible
1

Value for Money
4.4
Features
4.4
Ease of Use
4.5
Customer Support
4.5
95% recommended this app
Roman Z.

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.


John M.

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


Raimonds S.

CRM system

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.


Marius J.

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.


Daniel B.

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.


Roman Z.
Industry: Management Consulting

One of very few that receive all 5 star!

Used Daily for 1+ year
Reviewed on 10/19/2017
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

John M.
Industry: Renewables & Environment
Company size: 11-50 Employees

Scoro - Business management Software

Used Daily for 1+ year
Reviewed on 9/26/2018
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Raimonds S.
Industry: Building Materials
Company size: 2-10 Employees

CRM system

Used Daily for 2+ years
Reviewed on 8/24/2018
Review Source: Capterra

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.

Pros

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.

Cons

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

Marius J.
Industry: Wholesale
Company size: 2-10 Employees

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

Used Daily for 6-12 months
Reviewed on 8/21/2018
Review Source: Capterra

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....

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Daniel B.
Industry: Management Consulting
Company size: 2-10 Employees

High performing crm and work management software

Used Daily for 1-5 months
Reviewed on 9/7/2018
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

User recommendation
8.6/10
Based on 139 user ratings
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Scoro Pricing

Scoro Pricing

Starting from
$26.00/month
Free Trial
Subscription
Value for money

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.
Ultimate: Contact us for pricing.

Onboarding starts at $899.

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.
Ultimate: Contact us for pricing.

Onboarding starts at $899.

Value for Money
4.4/5
Based on 139 user ratings
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Scoro Features

Scoro Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Collaboration Tools
Drag & Drop Interface
Gantt Charts
Multiple Projects
Prioritizing
Progress Tracking
Project Management
Project Planning
Project Time Tracking
Project Tracking
Projections
Reporting & Statistics
Task Management
Task Planning
Task Tracking
Third Party Integration
Features
4.4/5
Based on 139 user ratings
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Categories

Additional information for Scoro

Additional information for Scoro

Key features of Scoro

  • Advanced Reporting & Analytics
  • Automated Alerts
  • Blling & Invoicing
  • Budgets & Forecasts
  • Business Dashboard
  • Business Intelligence
  • Calendar Management
  • Client Management
  • Company News Feed
  • Comparative Reports
  • Custom Fields and Tags
  • Customer Management
  • Customizable Reporting
  • Customizable Templates
  • File Management & Sharing
  • Financial Reporting
  • Invoices & Expense Management
  • Late Invoice Reminders
  • Lead Management
  • Multi-currency and Multi-language
  • Multiple User Accounts
  • Performance Reports
  • Pipeline Reports
  • Project Management
  • Purchase Order Management
  • Quote Management
  • Resource Planning
  • Sales Analytics
  • Scheduled Invoicing
  • Task Management
  • Work-time Billing

Benefits

  • Simple Project Management: Track planned meetings and tasks, time spent and billed, invoices, expenses, files, comments, and more all in one place.

  • Visual Planner: Scoro's planner gives you an overview of team workloads, available timeslots, potential overbookings, and realistic deadlines when scheduling work and assigning out tasks.

  • Robust CRM Suite: Manage contact details, communication histories, linked files and projects, quotes, orders, and invoices, with the ability to sort, filter, and search contacts by location, category, latest activity, and configurable tags.

  • Real-time Dashboards: Enterprise-level reports covering every aspect of your business are automatically compiled and customizable – whether you want to see the big picture or zoom in on the details.

  • Customise Everything: Tailor activity types, statuses, tags, templates, reports, invoices, order and permissions to suit the needs of all your teams and users.

  • Scoro FAQs

    Scoro FAQs

    Below are some frequently asked questions for Scoro.

    Q. What type of pricing plans does Scoro offer?

    Scoro offers the following pricing plans:

    Starting from: $26.00/month

    Pricing model: Subscription

    Free Trial: Available

    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. Ultimate: Contact us for pricing. Onboarding starts at $899.

    Q. What are the main features of Scoro?

    Scoro offers the following features:

    • Advanced Reporting & Analytics
    • Automated Alerts
    • Blling & Invoicing
    • Budgets & Forecasts
    • Business Dashboard
    • Business Intelligence
    • Calendar Management
    • Client Management
    • Company News Feed
    • Comparative Reports
    • Custom Fields and Tags
    • Customer Management
    • Customizable Reporting
    • Customizable Templates
    • File Management & Sharing
    • Financial Reporting
    • Invoices & Expense Management
    • Late Invoice Reminders
    • Lead Management
    • Multi-currency and Multi-language
    • Multiple User Accounts
    • Performance Reports
    • Pipeline Reports
    • Project Management
    • Purchase Order Management
    • Quote Management
    • Resource Planning
    • Sales Analytics
    • Scheduled Invoicing
    • Task Management
    • Work-time Billing

    Q. Who are the typical users of Scoro?

    Scoro has the following typical customers:

    Small Business, Large Enterprises, Mid Size Business

    Q. What languages does Scoro support?

    Scoro supports the following languages:

    English

    Q. What type of pricing plans does Scoro offer?

    Scoro has the following pricing plans:

    Subscription

    Q. Does Scoro support mobile devices?

    Scoro supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does Scoro integrate with?

    Scoro integrates with the following applications:

    ActiveCampaign, Hornbill, Mailchimp, PieSync, Shopify, SurveyMonkey, SurveyMonkey, Tasker, Wordpress, Xero

    Q. What level of support does Scoro offer?

    Scoro offers the following support options:

    Phone Support, Online Support, Knowledge Base, Video Tutorials