Scoro Reviews

Steve's review

Comments: Scoro has helped our business enormously, we track KPI's and have excellent reporting.

Pros:

It is a great project management software.

Cons:

Marketing and CRM are very poor, suggest a bolt on to Zoho CRM Plus

Alternatives Considered: Zoho One

Reasons for Switching to Scoro: It was out of the box ready whereas Zoho One needed setting up.

Scoro changed our business

Comments: 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.

Pros:

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.

Cons:

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.

Alternatives Considered: Workbooks and Salesforce Sales Cloud

Reasons for Switching to Scoro: Scoro was a good middle ground on price while providing a very good set of quoting tools. The quoting capability was the number one feature, and Scoro checked all the boxes of what we needed.

CRM system

Comments: 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.

Pros:

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.

Cons:

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

Great tool to manage our sales process and follow internal projects

Comments: Scoro has an awesome onboarding & support team, I've witnessed firsthand how on top of everything they are and how easy it is to get ahold of help if I'm working on a new workflow and have a question about the best way to do it. Scoro's Dashboards are the key to my sales team's performance and I love the level of transparency we have in the team due to numerous ways to delegate and track work!

Pros:

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.

Cons:

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.

Alternatives Considered: ClickUp

Reasons for Choosing Scoro: Salesforce has a huge price and we don't need majority of the functionality, it lacks in tracking projects, doesn't connect that part of our business to sales.

Switched From: Salesforce Sales Cloud

Reasons for Switching to Scoro: Scoro has way more features and better UI.

Well designed software with excellent customer support

Comments: Scoro has become an integral part of the management of our customers, opportunities, jobs and reporting. The customer support is second to none. Our only issue is the cost per seat and license flexibility, making it unattractive to bring occasional users who might only use one or two features on board.

Pros:

The web interface is really well designed and easy to use. Customer support is the best I have experienced from any supplier. Updates are regular with real, valuable functionality added in each update.

Cons:

The custom PDF template module for Quotes, Purchase Orders and Invoices is quite limited. The phone/table app is much less useful than the web version. The cost per user is very high which discourages us from bringing our whole organisation on board.

Alternatives Considered: Zoho Projects, Harvest, Replicon and Forecast

Reasons for Choosing Scoro: Cost of maintaining bespoke solution

Switched From: Claris FileMaker

Reasons for Switching to Scoro: Project-central model, excellent quoting and pipeline management, and good task management.

I can easily check the progress of my project with Scoro

Comments: Effortless teamwork, timely expense monitoring, and expertly crafted spending plans. Automated document flow for invoices and estimates. Facilitates transparent and accountable work.

Pros:

Scoro ranks among the top applications for monitoring business processes. It's not just a time tracker; it also helps with budgeting, marketing, invoicing, and most importantly, negotiating quotes with clients and colleagues. use the same kind of logical work flow menus as market leaders like Sage and SAP.

Cons:

Inadequate in terms of accounting capabilities. It's helpful that you can connect to both Sage and FreshBooks. Due to the dominance of huge US-based project management software, their popularity in CEE should be increased.

Great all-in-one package!

Comments: I use Scoro on a daily basis and overall, the software provides me with an excellent experience.

Pros:

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.

Cons:

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.

Alternatives Considered: monday.com and Asana

Reasons for Choosing Scoro: Project module in Teamleader was not good enough

Switched From: Teamleader

Reasons for Switching to Scoro: All in one, easy to use

Scoro simplifies the process and project management

Comments: The main advantage of using Scoro is that it may help you streamline your process from beginning to end, from estimating to managing activities. The icing on the cake is the ability to timestamp all actions.

Pros:

Intuitive and easy to operate. Connections between the initial client interaction and the final project delivery. After a contract has been approved, this tool helps individuals generate estimates for their work, then bills them for it, and creates a plan for managing the project.

Cons:

Overwhelming amounts of data may occasionally flood the screen. When faced with an overwhelming amount of information, it might be difficult to locate specific specifics.

We found our home!

Comments: My experience has been outstanding. My entire work life is in Scoro.

Pros:

Our experience with Scoro to keep team members connected and up-to-date has been exceptional. With a brief learning curve on learning how to use the software, we were up and running in a week. Also, all of the integrations that Scoro allows saves time and increases production.

Cons:

My hope is that one-day Scoro can integrate with Gmail.

Alternatives Considered: Zoho CRM, Salesforce Sales Cloud and HubSpot CRM

Reasons for Choosing Scoro: The software we were using was not meeting our needs as our company was growing.

Switched From: Insightly

Reasons for Switching to Scoro: More features that were affordable.

Now I can quickly track my project in Scoro

Comments: Because of its usefulness and the simplicity of its features. I like how everything is in one location and how well-organized it is. Based on my experience, Scoro is superior to other options.

Pros:

Scoro has helped us organize our efficacy. It streamlines processes, especially those related to keeping an eye on potential new sales. Personally, this means I can devote less time to navigating red tape and more time to making progress on the product itself.

Cons:

The one thing I don't like about scoro is that you have to manually enable the "send notification as email" option every time.

Easy to use and everything in one platform

Comments: 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.

Pros:

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.

Cons:

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.

Easy menu, easy to use

Comments: Reminds me of the priority tasks in my day's work today

Pros:

The software is easy to use because it is logical and easy. The software is color-rich and contains enough information. The software can transfer tasks to other members of the organization. The software can create tasks that are beautifully in sight and you will not forget to deal with them in a few moments or days. The calendar is very convenient because you can mark your reminders in days or years. The software reminds you of the tasks and reminders that you entered in the calendar. The software will quickly find the customer from its database. The software reminds you if someone has a birthday party in the organization. The software leaves the client with all the information that has happened to him. I like this software.

Cons:

The software does not show the content of the contract. It does not indicate which equipment is a contract with the client, does not show the latest transactions and does not show the valuation and the terms of the contract. Does not show customer balance. The filtration system is a bit complicated or not enough to teach us. For me, filtering is difficult. If you mark Make Task done, you will have to create a new reminder for yourself - it disturbs that there will be additional movement for me in this regard. The most disappointing is the fact that you do not see the contents of the agreement.

Great tool for assorment, selling and general analysis

Comments: Before we were using Excel. The comparison is enormous:
- work efficiency has risen tremendously
- "forgetting" or "loosing" offers on paper has dropped to 0
- can always keep an eye on what has been done, what is in the process etc.
- all data (clients, assortment, purchase history) is in one general system together

Pros:

Client-based quick access to purchase history and same order possibility with just a few cliks. Category and sub-category segmentation possibilities, which makes it easier for other users to select suitable products for selling. Able to see sales margin% while composing quotes and deciding upon possible discounts. Possibility to link all active projects dierctly to the weekly/montly calendar --> providing a complete overview of th schedule ahead. NB! Possibility to activate active projects only for the employees involved (not everyone!).

Cons:

Unable to delete expired data once some previous action has been taken. Sometimes you need to apply too many filters before you get the data you require. Unable to change description or other data on the invoice, that does not affect the sum, once the payment has been transferred (it becomes locked in the system).

Scoro Review

Pros:

It is great to have access to most of the information related to the projects. Having the Gantt chart has definitely been a plus to the new updates.

Cons:

I would like to see easiness in linking MY tasks to the project (the dropdown options should be related only to that project especifically and not ALL projects that are not even assigned to me). This is especifically when doing an event. Also, when closing an event tht I modified, I'd prefer to go straight back to the main schedule, not just to that one event separately. The Gantt, even though it's been a gread addition, still needs more work.

Work Management Solution

Pros:

Scoro allows me to allocate non-billable and billable work and manage tasks and meetings. Time can be tracked in real time and everything could be planned and scheduled. The Detail Reporting gives me an overview of individual workloads and the Planner could show potential overbookings.

Cons:

Integration w/ Google Calendar. Sometimes it's not easy to manage all my events from both calendars.

Learning an getting effective with Scoro takes time - but eventually, it will pay off!

Comments: Good overview of the project together with project members, how they are performing, how much time has spent, all the relevant documents in one place etc. Basically, it will give the user a very good overview what is going on and how much time it takes.

Pros:

The best thing about Scoro is the detailness. Sometimes, administrative time spent in Scoro will take a lot of time, but on the other hand, it will gather together all the necessary elements of the project that are needed to evaluate the process. It is a great tool for managing the team by giving tasks. Very cool feature is the smart e-mail that will keep the important information outsourced from the company mailbox - also, You can simply connect the e-mails to certain projects so You will have all essential parts of the project in one bucket.

Cons:

It is a bit tricky to learn the software quickly. Also, there are some obstructive steps e.g. automation of filling the form blanks takes a lot of time.

Worst Managementtool for Projects

Comments: Bad

Pros:

Nothing. Scoro makes working very confusing and unintuitive.

Cons:

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.

More than just a time management

Comments: It is great that it is web-based - possible to connect from any device and location.
Great tool for company and people management. Next step could be expanding with accounting software, to get rid of doubleing the invoices etc.

Pros:

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)

Cons:

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

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Pros:

Very easy to use- the right level of detail for our business.

Cons:

Lack of integration across quotes, projects, and invoices

An Innovative Space for Work with all the Amenities required

Comments: Scoro constantly assisted me and improved the team's productivity. On the other hand some features gone missing and occasional search difficulties stood away it from being perfect. Although it has a lot of power with huge possibilities and I am looking forward how its adapting.

Pros:

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.

Cons:

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.

Great Planning and Management software

Pros:

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.

Cons:

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.

Perfect when you get used to it

Comments: In general, it seems that we have not even worked so far. Now we are at a more professional level, customer lists are organized and understandable, accounting is transparent. Communication with the client can be traced throughout the course of the relationship.

Pros:

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

Cons:

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

Solid, feature-rich project management tool

Comments: Really positive overall experience. It's a solid time tracker that can also work as your CRM and PM tool

Pros:

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.

Cons:

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.

Super good sales manager tool

Comments: Experience is good - customer support is fast and effective, all the problems are resolved. The program is functional enough, good functions are constantly being added. I can not wish a better program.

Pros:

It's very important for me as a sales manager to analyze sales from every angle and Scoro allows it.

Cons:

I do not like the constant updating that has been forced on everybody. Updates are great, but let me choose. For example, the environment font was changed. Why? A little thing, but I'd rather like to change and choose things myself.

Scoro is a great tool for any business

Comments: Scoro is helping our company to keep track of our projects and helps us to make good management decisions. With this software, there has been increased efficiency and better information gathering and reporting for all our projects.

Pros:

Scoro is easy to use. It was easy to incorporate into our existing business structure. It has great features like Project tracking and Reporting, the calendar, and the task tracking section. An overall great platform to use.

Cons:

There are not really any bad things about Scoro. For beginners, it will take a couple of days to get a hang of the software, however there is always the help menu.