Scoro product overview
Scoro is an all-in-one business management software that combines project management with time and team management as well as sales, billing, and professional services automation. It is designed to allow businesses to keep essential tools and capabilities like CRM, billing, and reporting in one place rather than have to switch between software. Scoro’s highlights include a CRM with a 360 view on contact details and quoting, work scheduling and time tracking, and financial management and invoicing.
Pros of Scoro
Scoro consolidates tools and services that are typically sold separately and brings them together in one program. Scoro is not only designed to centralize services, it can also save your team thousands of hours a month in labor.
Cons of Scoro
Some features may not be as robust as with software that are built for one specific function, like billing or contact management. Some workarounds can be found, however, and Scoro updates frequently.
Breakdown of core features
Manage everything about a project on one page, including time spent and billed, planned tasks and meetings, invoices and expenses, comments and files. Allocate billable and non-billable work and see how your team is doing in real-time. Create budgets for projects and compare these against actual results. Manage your project portfolio by configurable statuses (e.g. in progress, completed) and tags (e.g. type, department, market, etc).
Work Scheduling & Tracking
Schedule work and assign tasks with Scoro’s Planner. It gives you an instant visual overview of everyone’s workload, realistic deadlines, potential overbookings & available slots. Schedule meetings in a shared team calendar, and link all events to projects and customers for a complete overview. Track both the actual and billable time spent on a project or a client and transfer the hours to an invoice in a few clicks. * Easily get a complete overview of your team’s time as everyone’s calendar events and completed tasks are automatically added to their work reports.
Reporting & Dashboard
Keep an eye on your KPIs, actionable items, and conversions – all on one dashboard. Get a detailed overview of billable and non-billable work, delegated and unassigned tasks, completed jobs, missed deadlines, etc. View detailed financial reports on actual results with budget deficit and surplus.
(Last updated on 04/21/2020 by Abby Dykes)