Scoro

4.6 (238)
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Completo software para gestión de empresas.

Calificación general

4.6 /5
(238)
Relación calidad-precio
4.3/5
Funciones
4.4/5
Facilidad de uso
4.4/5
Asistencia al cliente
4.5/5

95%
Un ha recomendado esta aplicación
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Reseñas de 238

Itziar
Calificación general
  • Sector: Salud, bienestar y deporte
  • Tamaño de la empresa: 2-10 empleados
  • Software usado Mensualmente durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

Muy buena opción para tu trabajo.

Revisado el 20/8/2023

En general, creo que es una gran opción de software si lo que quieres es gestionar gran cantidad de...

En general, creo que es una gran opción de software si lo que quieres es gestionar gran cantidad de carga de trabajo, porque te facilita todas las gestiones en tan sólo pocos minutos.

Puntos a favor

Me gusta mucho que puedas gestionar varios proyectos al mismo tiempo y además, de forma tan sencilla, utilizando muchas herramientas como los calendarios, hojas de tiempo...

Puntos en contra

A veces, por la cantidad de herramientas que tiene, puedes liarte un poco por cuál usar y cómo, pero es solo en determinados momentos.

Pablo
Pablo
Calificación general
  • Sector: Marketing y publicidad
  • Tamaño de la empresa: Trabajador autónomo
  • Software usado A diario durante Prueba gratis
  • Fuente de la reseña

Calificación general

  • Facilidad de uso
  • Probabilidad de recomendación 8.0 /10

Buena herramienta para automatizar procesos

Revisado el 1/8/2023

Puntos a favor

Es un todo en uno para empresas, con muchos cuadros de mando útiles que sin duda son útiles para tomar determinadas decisiones de negocio. Su uso resulta amigable e intuitivo.

Puntos en contra

La ausencia de sincronización con otras herramientas se echan en falta.

Jose
Calificación general
  • Sector: Diseño
  • Tamaño de la empresa: 201-500 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Buena opcion

Revisado el 22/11/2022

La planificación de proyectos de manera visual es una opción notable muy contento con su manejo y...

La planificación de proyectos de manera visual es una opción notable muy contento con su manejo y uso

Puntos a favor

Me gusta su fácil manejo sin complejidad sus múltiples funciones para mejorar el trabajo diario

Puntos en contra

Quizás su peso como software algo pesado para ser mas liviano

Stephen
Stephen
Calificación general
  • Sector: Impresión
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Steve's review

Revisado el 29/3/2021

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

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

Puntos a favor

It is a great project management software.

Puntos en contra

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

Alternativas consideradas

Zoho One

Razones para cambiar a Scoro

It was out of the box ready whereas Zoho One needed setting up.
Marcus
Calificación general
  • Sector: Tecnología y servicios de la información
  • Tamaño de la empresa: 11-50 empleados
  • Software usado Semanalmente durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

Good workflow management app with a moderately high price

Revisado el 24/3/2023

The overall experience in using Scoro is rather smooth but there some small issues in the flow of...

The overall experience in using Scoro is rather smooth but there some small issues in the flow of things which they should fix.

Puntos a favor

Scoro covers most of what we need for project management and it's deployment won't suck up much of our time. All we need is in one single platform and so we don't have to jump back and forth using various tools. That is basically what we like most of Scoro. For example we can integrate our time tracking in one place together with our accounting function thereby giving us a overall view to see if we stay within project cost. There are a lot more possibilities and we are still exploring.

Puntos en contra

The disadvantage of Scoro is the cost. At the beginning cost of $26 per user it is certainly not cheap for a small and medium company. And to get most of the gist in using Scoro most companies would probably need a higher plan.

Nick
Calificación general
  • Sector: Diseño
  • Tamaño de la empresa: 51-200 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 0.0 /10

Worst Managementtool for Projects

Revisado el 6/1/2023

Bad

Bad

Puntos a favor

Nothing. Scoro makes working very confusing and unintuitive.

Puntos en contra

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.

Respuesta de Scoro

Hi Nick,

Thank you for taking the time to share your feedback. We are very sorry to hear that you have not been having a good experience with Scoro but appreciate you sharing your insight with us. We are always happy to hear the ways in which we can improve at Scoro. As such, we hope you'd be open to a call at your convenience to walk through the specifics of the challenges you are facing & hear your ideas on what would make Scoro a more valuable & user friendly system.

We would happily review your current workflows and configurations to identify any areas for potential optimization too and we may even be able to solve some of the problems you have been experiencing.

Thanks
Team Scoro

Angela
Calificación general
  • Sector: Consultoría de gestión
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

Seemless system which allows 360 vision of your business

Revisado el 31/8/2022

Really great - this system helps us make business decisions about future resourcing and allows us...

Really great - this system helps us make business decisions about future resourcing and allows us to easily manage projects on a daily basis

Puntos a favor

We love the fact that all staff can see all information about projects at any one time. Covering holiday time is easy because of the open nature to the information stored against the project. We no longer need numerous spreadsheets to manage projects - all can be done in Scoro.

Puntos en contra

Integrations can be problematic, like Xero and the double entry of some of the data that does not pull across from Scoro.

Alternativas consideradas

monday.com y Synergist

Razones para elegir Scoro

No longer suited our larger projects

Razones para cambiar a Scoro

For the intregration with 365 and Xero plus the ease of use
Christopher
Calificación general
  • Sector: Tecnología y servicios de la información
  • Tamaño de la empresa: 51-200 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Scoro changed our business

Revisado el 24/8/2022

The software has completely changed our efficiency and allowed us to turn around quotes much...

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.

Puntos a favor

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.

Puntos en contra

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.

Alternativas consideradas

Workbooks y Salesforce Sales Cloud

Razones para cambiar a 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.
Nasko
Calificación general
  • Sector: Producción de alimentos
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Start Using Scoro for Easy Project Management

Revisado el 9/11/2021

Scoro brought major relief to our team as a single place for information and sharing progress on...

Scoro brought major relief to our team as a single place for information and sharing progress on projects and individual tasks. Its limitations to work as a sales CRM forced us to be creative in how we record data and push that data down the pipeline.

Puntos a favor

Scoro is easy to setup and managing users is fairly easy to do but it would require someone knowing what they do. Their Gantt Chart feature is great and allows a quick overview of a project progress. Creating multiple tasks and assigning those to different users/managers is also super easy. When setting up Scoro from square-one, I would highly recommend that the team and company creates the setup completely and wouldn't allow individual team members to tinker with customizations.

Puntos en contra

Scoro has limited integrations with other solutions. Although APIs are available, APIs won't work for everything. Scoro's fields for postal codes and countries and mailing addresses are set to use UK-based and Europen based format, it makes it a little confusing when entering contact details.

Glen
Calificación general
  • Sector: Entretenimiento
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

Well designed software with excellent customer support

Revisado el 29/3/2021

Scoro has become an integral part of the management of our customers, opportunities, jobs and...

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.

Puntos a favor

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.

Puntos en contra

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.

Alternativas consideradas

Zoho Projects, Harvest, Replicon y Forecast

Razones para elegir Scoro

Cost of maintaining bespoke solution

Software anterior

Claris FileMaker

Razones para cambiar a Scoro

Project-central model, excellent quoting and pipeline management, and good task management.
Monica
Calificación general
  • Sector: Arquitectura y planificación
  • Tamaño de la empresa: 51-200 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 7.0 /10

FOcus on pipeline

Revisado el 23/8/2022

MY overall experience is good, although I do struggle with Pipeline a bit (as explained above)

MY overall experience is good, although I do struggle with Pipeline a bit (as explained above)

Puntos a favor

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

Puntos en contra

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)

Gabriele
Calificación general
  • Sector: Sector textil
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Great tool to manage our sales process and follow internal projects

Revisado el 30/12/2021

Scoro has an awesome onboarding & support team, I've witnessed firsthand how on top of everything...

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!

Puntos a favor

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.

Puntos en contra

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.

Alternativas consideradas

ClickUp

Razones para elegir 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.

Software anterior

Salesforce Sales Cloud

Razones para cambiar a Scoro

Scoro has way more features and better UI.
Eabyn
Calificación general
  • Sector: Diseño
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

Perfect for managing large projects for your team

Revisado el 24/6/2022

It has been essential in managing the billable hours and tasks for our team

It has been essential in managing the billable hours and tasks for our team

Puntos a favor

Gives endless editable features that can tailor to your organisation when it comes to task and project management

Puntos en contra

A combined view of projects and planner would be useful to visualise both at the same time

Alternativas consideradas

Microsoft Teams

Razones para elegir Scoro

Scoro offered a more tailored approach to our organisation

Software anterior

Zoho One

Razones para cambiar a Scoro

Scoro allows for greater integration with our other software
Brad
Calificación general
  • Sector: Contabilidad
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

Scoro: Robust and Easy

Revisado el 19/3/2021

Prior to adopting Scoro, we used to track our priorities and project status updates using a shared...

Prior to adopting Scoro, we used to track our priorities and project status updates using a shared excel file, which was clunky and didn't work well for our growing team. Moving to Scoro has made our data and status tracking more reliable, and easier for each team member to customize their own interface.

Puntos a favor

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 ability to collaborate with my teammates on projects and tasks is a critical feature that Scoro does so well!

Puntos en contra

The filtering and bookmarking of views is really a great feature. I would like to be able to filter and sort tasks based on parameters of the project, which is something I don't believe Scoro does at the moment.

erki
Calificación general
  • Sector: Marketing y publicidad
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

Good value for money!

Revisado el 23/3/2021

Priceoffers, orders, invoicing, activity tracking etc. This is one of out main tools’

Priceoffers, orders, invoicing, activity tracking etc. This is one of out main tools’

Puntos a favor

Automated invoices and budget tracking are our most used tools!

Puntos en contra

Not as easy to customize as we would like!

Alternativas consideradas

Dynamics 365

Razones para cambiar a Scoro

Price and communication was the best at the time!
Alessia
Calificación general
  • Sector: Marketing y publicidad
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 7.0 /10

Scoro is the tool of the future

Revisado el 10/3/2023

It was challenging at the beginning, as I described above, but after a few months I started to...

It was challenging at the beginning, as I described above, but after a few months I started to enjoy using it and now I found it very useful and easy to use.

Puntos a favor

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.

Puntos en contra

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.

Marta
Calificación general
  • Sector: Marketing y publicidad
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Work Management Solution

Revisado el 10/3/2023

Puntos a favor

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.

Puntos en contra

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

Alberto
Calificación general
  • Sector: Marketing y publicidad
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Facilidad de uso
  • Probabilidad de recomendación 10.0 /10

Review

Revisado el 3/3/2023

Scoro helps me to better organize my day to day tasks

Scoro helps me to better organize my day to day tasks

Puntos a favor

The most impactful feature is the task management, with the possibility to easily organize your planner with time entries

Puntos en contra

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]

Condrae
Calificación general
  • Sector: Ingeniería civil
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Scoro is a great tool for any business

Revisado el 23/3/2021

Scoro is helping our company to keep track of our projects and helps us to make good management...

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.

Puntos a favor

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.

Puntos en contra

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.

Kate
Calificación general
  • Sector: Producción audiovisual
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

Our organisation couldn't live without it now

Revisado el 18/3/2021

We have loved this software from the moment it was installed. As the business is growing - both...

We have loved this software from the moment it was installed. As the business is growing - both with employees and workload - it is really coming into its own.

Puntos a favor

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

Puntos en contra

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.

Helen
Calificación general
  • Sector: Tecnología y servicios de la información
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Easy to use and everything in one platform

Revisado el 25/3/2021

Overall it's saved us a bunch of time, helped information to become far more visible amonst the...

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.

Puntos a favor

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.

Puntos en contra

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.

Usuario verificado
Calificación general
  • Sector: Deportes
  • Tamaño de la empresa: Trabajador autónomo
  • Software usado A diario durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

Scoro Review

Revisado el 11/10/2018

My over all experience has been very good with good customer support especially in setting up the...

My over all experience has been very good with good customer support especially in setting up the system to suit my needs.

Puntos a favor

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.

Puntos en contra

Contacts can be hard to find. I find on a few of my contacts they seem to disappear. I am not sure why.

Ian
Calificación general
  • Sector: Tecnología y servicios de la información
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

Quoting and job dashboard

Revisado el 14/6/2022

We have managed to transfer our semi-manual quoting, timesheeting and job management tasks into an...

We have managed to transfer our semi-manual quoting, timesheeting and job management tasks into an end to end one stop shop in Scoro which has allowed everyone in the business to see the status of any job at any time.
The support from Scoro has been very supportive and knowledgeable about how consulting companies work and how their worfklows can be applied Scoro.

Puntos a favor

The quoting system is central to how Scoro works and includes all the components of the job in one screen including proposals, costings, invoices, purchase orders, projects and tasks.

This allows us a one stop shop about the job for the client with each component allowing configurable fields and workflows to allow us to tailor the way we do business inside each section.

Puntos en contra

Some of the visuals on the dashboard are not clear what job they relate to so you need to open them up to view which one that was.

Roman
Roman
Calificación general
  • Sector: Consultoría de gestión
  • Software usado A diario durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

One of very few that receive all 5 star!

Revisado el 19/10/2017

Ready day 1 to automate our business processes, both main that bring money in and supportive , eg...

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.

Puntos a favor

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.

Puntos en contra

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.

Daniel
Daniel
Calificación general
  • Sector: Consultoría de gestión
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

High performing crm and work management software

Revisado el 7/9/2018

CRM for a small consulting company, integrated and semi-automated quoting and invoicing.
Agile...

CRM for a small consulting company, integrated and semi-automated quoting and invoicing.
Agile task, time and project management in a self-organized team.

Puntos a favor

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.

Puntos en contra

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.