CRM for Professional Services
One CRM system to connect with customers, deliver projects, plan resources, and track finances. Built for consulting companies, agencies, and other professional service businesses that want to scale and operate profitably.
Why choose Scoro over other professional services CRM software?
Your source of truth
Get a complete overview of each client. See previous conversations, deals, project performance, payment history, and more.
Get more than CRM features
Manage every aspect of your client projects within a single system. Get real-time insights across sales progress, planning, delivery and invoicing.
Thorough financials
Enjoy powerful quoting and budgeting capabilities. Track project, client, and service-level profitability tracking.
Control your pipeline
Get a clear overview of your sales funnel and quoting progress. Set goals for your team and track their progress.
Ensure steady revenue
Forecast revenue, monitor closing probability, and act promptly if you need to find more business opportunities.
Analyze performance
See how much business was closed in previous periods. Discover high-performing team members, profitable clients, services, and projects. Prioritize what drives growth.
Protect your margins
Set up rate cards for your products and services to standardize budgeting and secure healthy margins. Set up templates to automate quoting for standard service packages.
Get deal alerts
Get instant notifications when high-value opportunities enter the pipeline or are won. Know when to support your team in reaching their targets.
Automate revenue forecasting
Gain visibility into future revenue with an automated forecast based on your sales pipeline and ongoing projects. Compare forecasted revenue and actual billed sums to evaluate the company’s financial performance.
Automate invoicing
Create recurring invoices, bill for T&M, or issue invoices for fixed-fee projects. Sync our professional services CRM with your accounting software to automate data exchange and track payments from Scoro in real time.
Follow real-time reports and dashboards
Leverage powerful reports to analyze productivity, capacity, revenue, cost, and profitability. Customize dashboards to consolidate your KPIs and steer your business based on real-time data insights. Set up personalized dashboards to help people track individual goals.
Tour our ERP System without signing up
Most professional services CRM systems hide their platform behind a sales wall. At Scoro, we believe the product speaks for itself. Take the no-sign-up tour and explore our intuitive interface and comprehensive budgeting, tracking, and resourcing capabilities.
You're in good hands
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Enterprise-grade security Your data is safe with us. Security and reliability are guaranteed with regular backups and constant infrastructure improvements. GDPR-compliant and ISO 27001 certified. |
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Outstanding onboarding & support Enjoy a smooth start thanks to implementation experts who have onboarded thousands of users. Competent technical support is always just an email away. |
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Granular access control Set up granular user permissions to ensure everyone sees only the information and features relevant to their role. |
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Connect your favorite apps and tools
Have some other vital tools you wish to sync with Scoro? Integrate what you need and harness the power of consolidated data in Scoro.
Reduce your existing tech stack
Shuffling between countless spreadsheets? Stuck in an export-import loop? Stop wasting time, money, and energy on tools that just don’t talk to each other. Scoro covers it all in a single system.
Free
$15 user /month
$19 user /month
$11 user /month
$9 user /month
$6 user /month
$11 user /month
$75 user /month
Projects, resources, finances and reporting in one system.
- Contact management
- Quoting
- Project management tools
- Time tracking
- Resource planning
- Invoices & receipts
Customer success stories
We feel that we finally have a tool that enables us to grow – and that will scale as we add more people to the team.
Tyler Webb-Harding, Operations Director
StrategiQ
We looked at many tools, so I can confidently say that there’s no other platform as thoughtfully and logically designed as Scoro.
Harv Nagra, Group Director of Operations
SAENTYS
Scoro has ensured my team is not overworked, resources are used optimally, and less time is wasted on project management confusion.
Anna-Kaisa Reed, Art Director and Design Team Manager
Aava & Bang
Start a free trial
Tour the product and try Scoro for free for 14 days, no credit card required.
Try for free
The proof is in the results
Project profitability has increased by 33% with Scoro, thanks to real-time project profitability tracking.
Luis Perez, Head of FP&A DGA GroupScoro has provided consistant granual visibility over our project budget so we know exactly where a project might be at risk of over servicing.
Harv Nagra, Group Director of Operations SAENTYSThe Scoro interface is excellent. And it had to be easy to use to ensure our teams used it! Many other enterprise systems are clunky, but Scoro was one of the most intuitive systems we found.
Colleen Kelley, President Stratford GroupWe realized how much time was wasted on manual work for data visualization. We spent 5-6 hours generating reports for weekly meetings, but now it's done in minutes with Scoro.
Monica Fernandez, COO Mallol ArquitectosThe onboarding process with Scoro was seamless, thanks to the dedicated support and intuitive online resources. It made the transition smooth and allowed new team members to adapt quickly without extensive training.
MJ van Lingen, Partner Global Production PartnersWe feel that we finally have a tool that enables us to grow – and that will scale as we add more people to the team.
Tyler Webb-Harding, Operations Director StrategiQ