En savoir plus sur Scoro
Scoro est une solution complète de gestion de projet et d'entreprise pour les services professionnels et créatifs.
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.
Filtrer les avis (221)
Filtrer les avis (221)
One of very few that receive all 5 star!
Commentaires : 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.
Alternatives envisagées :
Scoro changed our business
Commentaires : 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.
Good workflow management app with a moderately high price
Commentaires : The overall experience in using Scoro is rather smooth but there some small issues in the flow of things which they should fix.
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.
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.
Commentaires : 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.
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.
As a new developing system no always all my wishes can be implemented by 100% but it is sort of understandable.
Superb billing and reminders system
Commentaires : 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.
Alternatives envisagées :
Great tool to manage our sales process and follow internal projects
Commentaires : 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!
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.
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 envisagées :
Great all-in-one package!
Commentaires : 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.
Alternatives envisagées :
Commentaires : Scoro has helped our business enormously, we track KPI's and have excellent reporting.
It is a great project management software.
Marketing and CRM are very poor, suggest a bolt on to Zoho CRM Plus
Ideal for project management, time tracking and billing.
Commentaires : Scoro could be a fantastic device for development; Presently that ready to associated with Jira, which was already a challenge for the group, able to construct ventures more rapidly. Scoro Dashboard and detailing device offer assistance us track deals group KPIs and keep track of open venture downtime. Also, the capacity to screen workflow and issue receipts and solicitations for fruitful leads and bargains puts you in full control. We had a part of inconvenience talking to Bookkeeping approximately what had been invoiced, so this has made a difference near that crevice by permitting all divisions to see what has been invoiced. Scoro has been a phenomenal time following apparatus for each extend I've worked on with my group, it too incorporates a rundown of solicitations and cost recommendations. Utilizing Scoro as our CRM and venture administration arrangement in lieu of numerous stages, we presently have a firm understanding of the productivity of individuals and parts at the extend level.
The UI is amazing, the group is simple to work with, and there are a few connectors that can be connected through Zapier, Scoro is as of now broadly respected as one of the finest assignment administration and extend administration apparatuses, and it has truly made a difference me. Made a difference organize and screen open and completed ventures, as well as plan to-do lists. I like how simple it is to form ventures and how errand bundles can offer assistance minimize extend creation time, I moreover appreciate how simple it is to oversee Ventures, Errands, Cites and Charging all in one put. The venture administration capabilities are amazing and the development in framework updates has been truly advantageous. Scoro customization works incredible for us; we have been able to alter numerous of the factors to way better suit the way we oversee ventures.
In spite of the fact that exceptionally customizable, the framework cannot be changed to the degree we need since a few of the dropdown records are default settings. It would be decent to be able to erase a assignment from a extend without having to go back to the venture you were working on within the to begin with put. There are other features we had to search for in Scoro that we think would have been self-evident from the begin, the Gantt chart/task manifestations see for case is very troublesome. Conditions are ineffectual, there appear to be some bugs to be settled, client bolster can be moderate to reply to progressing concerns or inquiries.
Great software for project management, workflow organization, and team collaboration.
Commentaires : Resource arranging was the foremost critical productivity component for us and was a turning point for our company, we utilized an all in one dashboard to screen ventures, exercises, cites and solicitations. We track our extend budgets and turning points, and at the conclusion of each month, we look at the information to see how profitable we were and where we may center more of our endeavors. With Scoro we have real-time observing of the utilize of company assets and the burning of the project budget, when attempting to make a report on our past stage, it fizzled, but Scoro gives this information live through the dashboard or on the Reports tab. Moreover, our staff is more joyful with Scoro than with the past item; on the off chance that you would like to spend all day working on a proficient administrations computerization instrument, it ought to be quick, instinctive, and have a better than average UX/UI.
It is customizable to meet trade requests, is additionally overhauled routinely, and communicates with our bookkeeping program (Xero) and time following program (Toggl). We esteem the capacity to organize our work and keep track of our ventures, funds and who is working on what, it has been a incredible asset in our endeavors to make strides our organizational fitness. Scoro has permitted us to go totally paperless and spreadsheet free, the program is exceptionally effective and include wealthy without being as well complex to utilize, the stage is simple to utilize and frequently includes unused capabilities; it works with program that you just know works and is continuously being made strides.
Scoro, in my conclusion, needs a time component that enough reflects the requests of a inventive gather. The organize is very wide and it can be troublesome to alter at to begin with. You'll be able accomplish this by employing a assignment clock to keep track of Alow's working hours. I would like to be able to include tasks to my calendar and errands from the Organizer tab, rather than fair the calendar and assignments areas. I do not just like the failure to fair reorder things on a bulk cite; everything must be dragged separately. The failure to send out Gantt charts as a PDF/JPG record to consolidate into a introduction or send to a client is another impediment.
Alternatives envisagées :
Good value for money!
Commentaires : Priceoffers, orders, invoicing, activity tracking etc. This is one of out main tools’
Automated invoices and budget tracking are our most used tools!
Not as easy to customize as we would like!
Easy to use and everything in one platform
Commentaires : 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.
Great tool for assorment, selling and general analysis
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
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!).
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).
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.
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.
Perfect software to organise work flow and bills
We are very happy that Scoro gives us possibility to have detailed overview over Projects.
For example – we can enter every task what has been completed, outgoing and incoming invoices and see what profit we get at the end.
It has helped a lot to work on our employees productivity, by not spending too much hours where there is not enough profit etc.
It has everything we needed as company - time tracking, task management, calendar, incoming and outgoing bill register. We have customised Scoro to the level where it is very convenient for all of our workers. And we still are discovering new things on Scoro. There are so many tools to work with :)
Sometimes it is very hard to understand, especially for beginners.
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
Quoting and job dashboard
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.
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.
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.
Commentaires : 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.
Advertising agency with Scoro
Commentaires : Lithuanian support is very nice and profesional, everytime helps us when we have any questions. In one place (Scoro) we can organize lots of team jobs, and less use other system programs. Some features what is very need: team chat and file sharing system and mobile aplication more user friendly.
Our company like most that we can plan jobs by day, we see what jobs is overdued, what is lost, what we should do today and plan work for designer and programmer by job planner. It easy to use invoices, offer and proformas with tasks, and we never loose this information.
Best thing is invoicing and proforming system what we can easy to generate, send reminders, place task to collegues from email to scoro.
Surprisingly broad functionality
Commentaires : 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.
Usage of Scoro
Commentaires : It is really positive, I have been using it for the last 7 years and I wpuldnt change it for any other program.
The overseeing of projects and contacts is the best part of Scoro. And offcourse tracking contacts and the amount work that has but in , in different time frames.
The offer segment is a bit confusing where you have to choose the time period or week - often we dont have a time period for that offer.
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
Commentaires : 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.