Scoro is de meest uitgebreide oplossing voor project- en bedrijfsmanagement voor professionele en creatieve diensten.
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 custom PDF template module for Quotes, Purchase Orders and Invoices is quite limited.
Reviews filteren (214)
Reviews filteren (214)
One of very few that receive all 5 star!
Opmerkingen: 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.
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.
Scoro changed our business
Opmerkingen: 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.
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.
Superb billing and reminders system
Opmerkingen: 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.
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.
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.
Time planing and intuitive MVP
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
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.
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.
Great all-in-one package!
Opmerkingen: I use Scoro on a daily basis and overall, the software provides me with an excellent experience.
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.
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.
Perfect for managing large projects for your team
Opmerkingen: It has been essential in managing the billable hours and tasks for our team
Gives endless editable features that can tailor to your organisation when it comes to task and project management
A combined view of projects and planner would be useful to visualise both at the same time
Bracken's Scoro review
Opmerkingen: 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.
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.
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.
Opmerkingen: Scoro helps me to better organize my day to day tasks
The most impactful feature is the task management, with the possibility to easily organize your planner with time entries
I miss the presence of a checklist in tasksAlso, I find the planner difficult to consult, but I solved this issue by using this chrome extensions [sensitive content hidden]
All-In-One Solution for Effective Team Management
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.
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.
Opmerkingen: Overall very happy and it works well within our company
I like that scoro makes it easy to create, track and assign tasks and also pre-populates a gantt chart for easy tracking visuals!
The alerts and notifications could be better as i rarely receive notifications
Easy to use and everything in one platform
Opmerkingen: 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.
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.
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.
Opmerkingen: My over all experience has been very good with good customer support especially in setting up the system to suit my needs.
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.
Contacts can be hard to find. I find on a few of my contacts they seem to disappear. I am not sure why.
Opmerkingen: We have found this easy to set up, easy to get comfortable with using, adaptable in most ways we need to use and has given us freedom to work remotely on a common package.
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.
Really happy with the time saving we get from using Scoro. In a team of creatives, it is visually good to use.
Everything is nice and simple to setup and everything is so well linked to navigate easily.
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,
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.
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.
Very easy to use- the right level of detail for our business.
Lack of integration across quotes, projects, and invoices
A CRM that grows with your company
We evaluated two CRM applications that could meet our company's requirements. One of the raisons we selected Scoro was that it was easy to manage several pricelists in different currencies. We are sending our invoices with Scoro and this process is easy to manage. The User Interface is uncluttered and all users can organize their own dashboard according to their specific needs.
Company users that were de-activated by the administrator still show up in the list of users. It's a minor thing but could lead to some confusion.
Opmerkingen: I have used Scoro in two mediacompanies and i am very used to it. This software is very easy to use- all my database about my list of companies are all together, so with one click i can find the one i need to do my price offers. In the Calendar i can mark all important meetings and Scoro does not let me forget them. To Do list is also very good thing, because it helps me to keep order in my doings and with that i never have to worry that something will be done at the last moment.
Everything is understandable and so it is very easy to learn how to use.
I don´t have anything that i don´t like about this software.
Surprisingly broad functionality
Opmerkingen: I can manage my remote sales teams in real time. Our sales meetings are short and efficient. We make informed decisions on marketing spending and new sales hires and sales performance.
In one service I can have sales pipeline, invoices and dashboards. It is single solution that I need for my small company. It is web based, so I and my teams can access it from everywhere.
There is no offline mode. It is suitable for one of group companies (equipment rental) so all group companies except one is using Scoro.
A comprehensive project management solution
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.
Fantastic - it has been transformational in helping us be more in control of our business
Opmerkingen: Control of our service business from end to end
It is SO intuitive, the app is excellent, the customer support is superb - we have been completely impressed with our account manager and the way in which she has worked with us to make Scoro an amazing success for our company. They has been so professional, utterly helpful in every way and a problem solver never a blocker. Congratulations on having such a wonderful person on your team for such a brilliant product. Since starting to use Scoro, I have recommended it to 3 people and will continue to do so.
The expenses section needs to become more sophisticated to be able to handle multi currency expenses being scanned and captured against a project and flow then into XERO.
Powerful and customizable
The possibility to link all sort of activities, contacts, projects, quotes, invoices between them in order to always have a clear view of dependecies. It is also very customizable and flexible.
Very few things. One example is that we would like to easily see remaining amounts to be invoiced in a quote when we need to issue partial invoices. This would be particularly useful when making sales reports.
A one-stop-shop solution for any modern business
Opmerkingen: Task and project management, proposal pipeline, finance, time tracking, monitoring employee efficiency - you name it. The best part is it's all happening on the same platform.
Scoro can adapt to just about any workflow. I really appreciate how the platform was developed by listening to user's needs, which results in a very flexible (albeit complex) platform.
The UI requires you to be a seasoned PM software expert and has a steep learning curve. But once you set it all up, it's more or less smooth sailing from then on. Also, the onboarding team was very helpful in assisting us set up the platform.
Very usefull software
Opmerkingen: I have an overview of the companies - who is returning customer, what we are discussed before, what offers are made earlier, etc.
The most I like that all necessary systems are together - clients, task management, project management, billing, etc
The price is high.. If you are a small company or "one man" company then the price is over head. But for the bigger companies the price is very small I guess.
Very good CRM software
Opmerkingen: Certain taks are great (invoicing, purchasing, purchase orders), other still lack functionality.
customizeable and easy to use. Some features work really well.
Task and time tracking is not very useful for us. Also we could not find a good way to generate quotes in scoro. But we are working on it