Scoro Features

It's a terrific tool for managers who need to be organized and on top of their game, arrange work between personnel, and provides an all-in-one solution for enterprises of any size. Scoro makes it simple to get the information you need quickly and effectively, and a plethora of performance indicators are available to monitor how each employee is performing in relation to their unique tasks. Scoro's project management features are superior, and the constant stream of system updates has proven beneficial. Scoro's adaptability is ideal for our purposes, as we've customized its setup to reflect our unique project delivery methodology, and it has all the features we sought but couldn't find elsewhere.

It might be difficult to trust the email settings; it may appear that the message was sent but was not received. Minor issues remain in the program, such as the inability to attach individuals to the CRM; even simple operations like calendar synchronization might occasionally fail.

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.

Hi Nick, Thank you for taking the time to share your feedback. We are very sorry to hear that you have not been having a good experience with Scoro but appreciate you sharing your insight with us. We are always happy to hear the ways in which we can improve at Scoro. As such, we hope you'd be open to a call at your convenience to walk through the specifics of the challenges you are facing & hear your ideas on what would make Scoro a more valuable & user friendly system. We would happily review your current workflows and configurations to identify any areas for potential optimization too and we may even be able to solve some of the problems you have been experiencing. Thanks Team Scoro

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.

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.

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.

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.

Scoro comes with great business intelligence features It makes project and portfolio management easy Comes with IT ticketing features and handles remote support easily.

It is not a tool for every user. New users needs lots of training to understand Scoro.

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

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....

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.

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.

368/5000 Easily monitor my time consumption at work. It is very easy to monitor the dynamics of relationships with the client. Never miss important things. I know what my colleagues are doing and where they are. We have gone through a new level of offer preparation. Accounting supervision is available to everyone, you can see the status of each client-whether he delayed payment, whether the invoice was sent, etc. Available from any device with Internet access

It takes some time to understand the program and its features. Sometimes the orientation between the sections is similar to the maze :)

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.

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. 

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.

The most important features for our use has been the ability to have quotations and projects built in one central location under a common template. This gives consistency and easy access for all staff without having to know where items are stored on a central server. Ability to create products and servers which leads to consistency in the text provided in quotations. Have replaced estimated income documents with Scoro's Pipeline function.

Inability to separate out lines of a quote so that income from a certain line can be in our pipeline on one month and another in the next. We have a lot of clients who we quote one single quote but the lines of the quote are completed over a period. For invoicing this is not an issue but for estimating income only the total appears in the close by date month.

Easy to use once it's all set up. good for tracking projects into quotes and orders. Companies and person allocations also easy and good.

some of it is hard to change and selecting some options can lock out part.

We have a lot of repeatable processes for creating quotes and tasks, Scoro deals with this really well. Their development team are responsive and the reporting is simple to use and really flexible. The recent introduction of the Gannt chart is fantastic.

The CRM side is a bit lacking and but we knew that when we signed up to Scoro. We push the boundaries of using the Google Calendar integration so we have to backtrack sometimes,

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

The Scoro helped me to consolidate everything into one demonstration. It brought together the project components task, schedules and finance. Developing and executing quotes made much simpler. On top of that, having a visual lines sales to follow through, I could prioritize deals and push them faster. By looking at Scoro reports I am able to tell out time wasters and boost the work.

We are bit short on some functions Scoro can not provide. Custom fields and dynamic form options would be something unexpected indeed. Sometimes things were neither easy to find. If only they could make some performance tweaks that will save me precious click. I got tired of recopying the same items on invoices. Bulk option will be a big time critter.

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.

Filtering system makes our companies job easier because we can easily find information bout clients. Dashboard is useful for overviewing companys work. But there are suggestion about making task adding from Task bundles automated. It would save our time by setting automated deadlines.

That I can't export clients from Companies section with related persons. Therefore if I have to send email to all existing client I have to export Companies list and manually copy/paste related persons e-mail address and phone number in exported file.

Scoro offers a full life-cycle product to take us from the initial quote, thru project management and onto billing. We primarily got it for time tracking, and the flexibility of its setup makes it a powerful tool and an excellent option for a company like ours.

That planned activities are automatically turned into scheduled activities. This could work well if your work follows closely with the plan. We would use it as a rough resource planning tool, but as is it creates more headaches than it's worth.

KPI dashboard is in real-time shared team calendar and scheduling of meetings. There's detailed information on the status and financing of the project.

It takes time to adjust with Scoro most especially to someone newbie like me.

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.

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.

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.

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.

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.