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Scoro

Name: Scoro
Rating: 4.5 (2 reviews)

By Scoro Software

Scoro is the most comprehensive business management solution for creative and professional services. It helps to streamline work and eliminate routine tasks to ensure a business runs as smoothly and efficiently as possible – from sales right through to billing. Our users love having all the needed tools in one holistic solution. Let's have a closer look. Scoro’s project management tools allow users to create project budgets, allocate non-billable and billable work, manage meetings, tasks, invoices, expenses, files, and more. All project information can be managed in a single page, and team progress can be tracked in real-time. Configurable tags and statuses allow users to manage their project portfolio in the way that best suits their business. Work can be planned and scheduled through the Scoro Planner, which gives users an overview of individual workloads, available slots, potential overbookings, and reasonable deadlines. Meetings can be scheduled in a shared calendar, and linked to customers and projects to give participants a full overview. Each user can manage their own task list based on deadlines, task priorities, statuses, and projects. Completed tasks and calendar events are automatically added to employees’ work reports, removing the need for timesheets. Scoro’s CRM gives users access to full client overviews on a single page, including contact details, communication histories, projects, linked files, quotes, orders, and invoices. Contacts can be searched, filtered, and sorted based on locations, categories, activity, and configurable tags. Billable and actual hours worked on each project or client can be tracked, and transferred on to invoices, with the option for custom rates in multiple currencies. Sales, prepayment, and credit invoices can be issued and sent in PDF format, and recurring and scheduled invoicing are supported. Scoro also automatically sends out late invoice reminders for unpaid balances. Users can view KPIs in the real-time dashboard, and track actual results, budget deficits, and surpluses through financial reports. To see if Scoro would be the perfect fit for your team – sign up for a 14-day free trial on our site scoro.com.

1314 Interested

Highlights : About Scoro

Advanced Reporting & Analytics

Automated Alerts

Blling & Invoicing

Budget Control

Budgets & Forecasts

Business Dashboard

Business Intelligence

Calendar Management

Client Management

Company News Feed

Comparative Reports

Currency Conversion

Custom Fields and Tags

Customer Management

Customizable Reporting

Customizable Templates

Data Visualization

File Management & Sharing

Financial Reporting

Invoices & Expense Management

Late Invoice Reminders

About Scoro

Scoro is the most comprehensive business management solution for creative and professional services. It helps to streamline work and eliminate routine tasks to ensure a business runs as smoothly and efficiently as possible – from sales right through to billing. Our users love having all the needed tools in one holistic solution. Let's have a closer look. Scoro’s project management tools allow users to create project budgets, allocate non-billable and billable work, manage meetings, tasks, invoices, expenses, files, and more. All project information can be managed in a single page, and team progress can be tracked in real-time. Configurable tags and statuses allow users to manage their project portfolio in the way that best suits their business. Work can be planned and scheduled through the Scoro Planner, which gives users an overview of individual workloads, available slots, potential overbookings, and reasonable deadlines. Meetings can be scheduled in a shared calendar, and linked to customers and projects to give participants a full overview. Each user can manage their own task list based on deadlines, task priorities, statuses, and projects. Completed tasks and calendar events are automatically added to employees’ work reports, removing the need for timesheets. Scoro’s CRM gives users access to full client overviews on a single page, including contact details, communication histories, projects, linked files, quotes, orders, and invoices. Contacts can be searched, filtered, and sorted based on locations, categories, activity, and configurable tags. Billable and actual hours worked on each project or client can be tracked, and transferred on to invoices, with the option for custom rates in multiple currencies. Sales, prepayment, and credit invoices can be issued and sent in PDF format, and recurring and scheduled invoicing are supported. Scoro also automatically sends out late invoice reminders for unpaid balances. Users can view KPIs in the real-time dashboard, and track actual results, budget deficits, and surpluses through financial reports. To see if Scoro would be the perfect fit for your team – sign up for a 14-day free trial on our site scoro.com.

Specifications

Business Size

Mid-Market

Deployments

Cloud

Language Support

English

Platforms

Product Details

Benefits

Management and Planning

All aspects of a project can be managed from a single page, including planned meetings and tasks, time spent and billed, invoices, expenses, files, comments, and more.

Overview of team workloads

The planner gives users an overview of team workloads, available timeslots, potential overbookings, and realistic deadlines when scheduling work and assigning out tasks.

Customer Management

The CRM capabilities of Scoro allow users to manage customer contact details, communication histories, linked files and projects, quotes, orders, and invoices, with the ability to sort, filter, and search contacts by location, category, latest activity, and configurable tags.

Dashboards and Reports

Real-time dashboards and reports give users insight into project statuses and progress, team utilization, billable and nonbillable hours, unassigned tasks, delegated tasks, missed deadlines, completed jobs, and more.

Activities

Activity types, statuses, tags, and fields can be customized, templates can be selected or created for quotes, orders, invoices, and reports, and user permissions can be configured.