Scoro Software Review for 2021
Scoro is a comprehensive online business management software that combines project management, CRM, billing, and reporting into an all-in-one solution. It allows users to control their business processes and workflow from a single platform, so they do not have to use multiple apps and switch from one app to another. With a single software solution, you can control, streamline, and automate all your workflow and tasks to be more efficient and productive, with more time for creative work.
Features, Benefits, Product Strengths
- Project Management, Work Scheduling, and Tracking – Scoro business management software allows you to manage projects, see how they are doing, and know what next steps are needed. You can manage every project detail including time spent and billed, planned tasks, meetings, invoices, expenses, comments, and files, all on one page. Segregate and allocate billable and non-billable work. Create project budgets and compare against actuals. You can also manage your project portfolio by configurable statuses and tags. The Scoro Planner allows you to schedule work, assign tasks, and gives an instant visual overview of everyone’s workload. You can schedule meetings in a shared team calendar, and link events to projects and customers. Other features include individual task lists, time tracking, easy invoice creation from tracked time, and detailed work reports.
- CRM and Financial Management – The comprehensive business management software enables you to manage customers and track sales with its built-in CRM and quoting features. You can get a complete overview of your customers with contact details, communication history, projects, quotes, orders, and invoices. It has search, filter, and sorting by configurable tags, categories, location, latest activity, and other criteria. Get a visual overview of your sales funnel and score each stage in your pipeline. Send quotes in PDF format, turn quotes into purchase orders, or turn services on a quote into tasks. Financial automation tools include scheduled and recurring invoices, late invoice reminders, and purchases and cost tracking. You can compare several budget scenarios against actuals, and set multi-currency custom rates based on team members, clients, or projects.
- Reporting, Dashboard, Customization, Integrations, and more – Scoro provides a dashboard where you can monitor your KPIs, action items, and conversions. You can view team utilization, a detailed overview of various work, tasks, jobs, and deadlines, and project status and progress in real time. View detailed financial reports, customize a variety of activity and product items, and add custom fields. You can also set permissions per user, choose from PDF templates, and use bookmarks to create custom views and reports. Native mobile apps for iOS and Android are available, a full-featured API, as well as dozens of integrations to popular apps and services in its Marketplace, such as Slack, Gmail, Google Calendar, Xero, QuickBooks, Mailchimp, and Outlook.
Scoro offers several plans that can be paid month-by-month or annually. The Essential plan starts at $26 per user per month paid annually. It includes basic work and collaboration features, sales and finance features, general and reporting features, and integrations. The Work Hub plan is further divided into Standard at $37 per user per month paid annually, and Pro at $49 per user per month paid annually. Compared to Essential plan, Work Hub has more features included, and the Pro plan has even more sales and finance features, and integrations. The Sales Hub plan is similarly divided into Standard at $37 per user per month, and Pro at $49 per user per month, paid annually. Finally, the Ultimate plan includes all features especially for companies with custom requirements. Scoro is free to try for 14 days.
Social Network Presence
Scoro can be used by businesses of all sizes, but is ideal for mid-sized businesses to large enterprises. It is applicable to any type of industry, and is especially valuable to creative and professional services.
Some of their Clients
Clients include Grant Thornton, Worldlight Media, Aesara Partners, Butcher & Gundersen, Brandality, Air Guru, and Momuu.
Diana Varik stated that their company needed a software to provide a complete overview of their work, to track time of the team, to provide an accurate breakdown of time usage per client, and to help maintain a good relationship of their clients across the company. Scoro was chosen for having the best capabilities to address their needs. She recalled that initially, the employees were not used to tracking their time, but with Scoro, they saw the benefits of having a complete overview of their time spent.
Jenni and Nathan Solla stated that as they were planning to grow their company, they needed a better way to manage all their processes. They wanted a solution that will improve team efficiency, ensure that nothing falls through the cracks, and spend less time tracking billable hours and calculation costs. After considering several solutions, they chose Scoro for the apparent advantages of its custom fields and time tracking. According to Jenni, they learned to build more efficient systems and processes with the help of the software. Fewer mistakes are made, and less things fall through the cracks.
Scoro as an end-to-end business management solution enables you to use a single connected platform for your entire business workflow. Data is transparent, visible, and usable across processes. You eliminate multiple entry, input errors, and information silos, while having more control and greater insight into your business at any point and at any time.
Scoro Software OÜ is a privately held software company with headquarters in London, UK. It was founded in Tallinn by Fred Krieger, CEO; Priit Matiisen, CTO; and Kristina Lilleõis, who was COO until 2018. The software aims to solve the problem of many professional service companies having five or more different tools to get work done. By combining these tools into a seamless end-to-end solution, teams, companies, and organizations become proactive, efficient in managing their resources, and well-informed in making better and faster decisions based on data. Today, it has offices in New York, USA; Tallinn, Estonia; Riga, Latvia; and Vilnius, Lithuania.