Scoro Reviews

The visualization is very nice (For dashboards) and Pipeline is a great tool (which could still be improved)

The CRM, little interaction allowed in Quotes, only through Comments and tagging.
Quotes cannot be found by name.
Some difficulties in saving (Apparently something related to Products, but I delete them and create them again exactly the same way, and I finally win! But takes long hours) - would need also to be able to merge quotes, bring other templates once the quote has already some information (like from a content library)

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.

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.

As a user of Scoro, I've found the software to be an all-in-one business management solution that streamlines my daily workflow. The software's interface is intuitive and user-friendly, making it easy for me to navigate and quickly find what I need. With Scoro, I can easily manage my tasks, schedule appointments, and track my time, all in one place. One of the standout features of Scoro is its robust reporting functionality, which allows me to generate detailed reports on various aspects of my business. I also appreciate the software's ability to integrate with other tools such as Dropbox, Google Drive, and Quickbooks, making it easy to sync data across platforms.

While Scoro has many useful features, it can be overwhelming for new users. I found that it took some time to get familiar with the software's many capabilities and customization options. Additionally, Scoro's pricing can be expensive, especially for small businesses or freelancers who may not need all of the features that the software offers. Another potential downside is that the mobile app lacks some of the functionality of the desktop version, which may be limiting for users who need to manage their business on the go. Overall, while Scoro may not be the best fit for every business, it can be a valuable tool for those who need a comprehensive business management solution.

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.

Scoro is really useful for managing multiple projects and multiple teams; it allows you to track your time (and your coworkers' time) easily and rapidly, and it helps you understand in a minute how much time you are spending on a project or on a task, on a daily or weekly basis.

It's not that easy learning to use it. In the first months, I made mistakes and had to rely on my coworkers, who had training with Scoro employees, to manage it well. The essential functions are accessible but if you want to learn to use it at its best you need some time and commitment.

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.

it is really easy to use and the customer support is quick and effective.

Sometime when we enquire about a feature the answer we receive is that we have to upgrade to a package that then includes lots of features that we don't need for our business. Also - we don't tend to email through the scoro email because it kept getting lost in clients 'junk' mail, so it made us look un-credible.

The scalability and ease of project management make Scoro a fantastic tool. It helps keep track of the total time consumed on each activity and the one-stop option to create both task and project makes it more convenient to use.

The permissions in Scoro could be improved. Most of the minute options like changing the status of the Project, changing a few custom fields, etc. are restricted to the administrator level of access and do not have the opportunity to delegate to other non-administrative members.The custom fields could have more types, for example, have the option to select multiple options from a dropdown menu so that we can feed information about the type of Operating Systems a customer uses in an array or a list.

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.

It's easy and fast to use for me and my team

When I duplicate a task the description will not be duplicated.

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.

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.

Scoro is one of the most comprehensive and flexible project management platform that meets all our requirements in technical projects.

In the pricing aspect of Scoro there could be better pricing plans in addition to the current ones especially for long term commitments.

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.