Scoro

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.

Pluspunten: 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.

Minpunten: 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.

Opmerkingen: 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

Pluspunten: 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.

Minpunten: 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.

Opmerkingen: 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.

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

Minpunten: 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....

Opmerkingen: just a positive experience, great that there is a program that helps mid-level professionals in their daily work!

Pluspunten: given that I use this program every day, it is very convenient, easy to read and understand for anyone. customer tracking, project management, invoicing - all in one program that works online, which means I can go to work and do my things anywhere in the world

Minpunten: As soon as the program was installed, we made some corrections that were necessary for our company, and since then the program has been continuously improved and updated. there are no minuses

Opmerkingen: 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.

Pluspunten: 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.

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