Your single source of truth for projects, resources, and finances

Scoro works well for agencies that have outgrown basic task tools and spreadsheets. It brings projects, resources, and finances into one place and scales as you grow. All plans start with a minimum of 5 user seats.

Implementation timelines vary depending on company size and data complexity.

However, Scoro provides step‑by‑step guides and dedicated onboarding support, making the transition smooth even for non‑technical users.

Yes. Scoro is built to handle different ways agencies bill clients. You can:

• Run retainers: Create a retainer project for set billing periods where you can track actuals vs agreed hours, and roll over unused time
• Bill time & materials: Log time and expenses and invoice clients based on what’s delivered.
• Use fixed-fee projects: Set a budget up front and track costs and margin against it

You can customize fields, pipeline statuses, dashboards and templates to mirror your consultancy’s workflows.

Additionally, you can set up automated notifications and create email templates to align with your workflow.

Automation triggers and actions will allow you to further customize and automate processes within your team.

Yes. Scoro’s light CRM functionality gives a clear overview of your active sales deals in the pipeline, which shows how each deal is progressing.

Scoro also forecasts revenue from both quotes in your pipeline and ongoing projects.

Quotes automatically feed into the Revenue report as pipeline revenue, then convert into confirmed project revenue when won. At the same time, tentative bookings are created so you can see upcoming resource demand.

Yes. Scoro makes it easy to manage multiple offices, brands, or business units in one system.

• Set up different currencies, tax rules, and rate cards per entity
• Keep separate project lists, teams, and financials where needed
• Roll everything up into consolidated, group-level dashboards and reports for leadership

This way, local teams can run day-to-day operations their way, while executives get a single source of truth across the entire agency group.

Scoro gives your team three simple ways to log time:

• Track as you go with a built-in timer on tasks
• Add time after the fact directly to tasks or the timesheet
• Log automatically from calendar events meetings and focus time are recorded without extra clicks

All entries sync to timesheets and project budgets automatically, so managers see accurate utilization without chasing the team.

Yes. Scoro is built to handle different ways agencies bill clients. Billing options can be set per each project individually.

• Native retainer functionality: Create a retainer project for set billing periods where you can track actuals vs agreed hours, and roll over unused time.
• Time & materials: Log time and expenses and invoice clients based on what’s delivered.
• Fixed-fee projects: Set a budget up front and track costs and margin against it.

Yes. Scoro has native integrations with leading accounting tools like Xero, QuickBooks, Sage Intacct, and Exact Online, keeping invoices, bills and payments consistent across systems. 

Scoro offers a comprehensive reports library for utilization, budgets, work in progress (WIP), revenue forecasting, and more. You can customize these reports further by applying additional filters and data columns as needed. 

Scoro’s AI assistant, ELI, is built right into the platform.

Instead of digging through reports, your team can just ask in plain English—“What was our billable utilization last week?” or “Which projects are over budget?”—and get instant answers.

Soon, ELI will also take care of routine admin that slows agencies down—like filling in expense data, assigning the right people to a project, or updating timesheets—so creatives and account teams can focus on client work, not admin.

Scoro runs the entire project lifecycle in one system: estimate scope, plan projects, deliver work, track results, and invoice customers.

Our customers see measurable gains, for example, a global consultancy boosted project profitability by 33% and utilization by 20% after consolidating seven entities on Scoro