Monitor pipeline and manage client relationships
Manage client relationships, quotes, and pipeline health, all connected to your projects and finances. Scoro gives service firms the visibility they need from the first proposal to the final invoice.
Get a 360-degree overview of activities
Keep every company and person on a single contact card, linked to their projects, deals, and financial documents, so everything is centralized, documented, and easily accessible.
Control your pipeline
Track every deal from quote to close. Instantly see where each opportunity stands, how long it’s been open, and which ones need a push.
Build price proposals for easy sharing
Personalize the look and feel of your PDF quotes. Share them with customers via a link for their approval or feedback in seconds.
Get deal alerts when it matters most
Receive instant alerts on high-value opportunities as they progress through the pipeline. Helping you stay proactive and keep revenue on track.
Integrate with your existing CRM tools
Sync data from HubSpot or Salesforce to keep sales and delivery perfectly aligned. Deals, contacts, and projects stay connected from first quote to final invoice.
Often combined with…
The Sell app keeps every deal moving through your pipeline, but it's even better connected. Combine it with our other core apps to estimate margins while scoping the work, compile revenue forecasts based on your pipeline, and monitor which clients and services actually pay off.
Combine with: Estimate
Estimate margins while quoting
Estimate effort, cost, and margin upfront, while building out price proposals for the client and convert the confirmed quote straight into the budget to track against.
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Combine with: Track
Measure performance
Identify your top performers and most profitable services. Track closed business by user, service, or client to double down on what’s working.
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Combine with: Advanced Financials
Forecast revenue with confidence
Predict revenue based on deals in your pipeline. Scoro automatically weighs deal value by closing probability, giving you the visibility to plan ahead with confidence.
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Combine with: Advanced Financials
Maintain control
Set up approval flows for high-value price proposals. Review them internally to control costs and ensure the offer is competitive and profitable.
Get startedMeet ELI –
Scoro AI in action
Scoro AI comes to life through ELI – your smart companion, built into Scoro. Powered by AI and Scoro’s advanced data engine, ELI understands natural language, interprets complex business data, and helps you take action fast.
Explore Scoro AI
Why Scoro over point solutions?
Interlinked apps, not
a stitched-together stack
Point solutions cover one part of your workflow well, but they don't talk to each other. Every one you add means another integration to maintain or another export to reconcile by hand. Scoro works differently: start with the apps you need today, add more as you grow, and your data interlinks automatically. No re-platforming down the line.
Point solutions
Scattered stack of niche tools
Scoro
Scalable system with consolidated data
Connect your favorite 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.
FAQs
Scoro is a professional services automation (PSA) tool built for services firms. It combines a lightweight CRM with project management, billing, and reporting. So sales, delivery, and finance all run in one connected platform.
Yes. You can adjust pipeline stages, quote templates, contact tags, and permissions to match your workflow. Without heavy setup or coding.
If you need a simple, delivery-connected CRM, yes. But if you already use HubSpot or Salesforce, Scoro integrates seamlessly to sync deals, clients, and projects automatically.
Yes. Scoro connects to HubSpot and Salesforce via API. You can sync companies, contacts, and deals automatically. Keeping both systems aligned without duplicate data entry.
Yes. Scoro integrates with popular platforms like Xero, QuickBooks, Google Calendar, Slack, and more. You can also connect custom tools through Zapier or our open API.
Yes. Scoro multiplies deal value by closing probability to forecast revenue accurately. While also factoring in ongoing projects for the most complete, real-time overview of future income. This helps you anticipate slow periods and plan your pipeline with confidence.
No. Scoro focuses on pipeline management, quoting, and delivery visibility. For email or marketing automation, you can connect tools like HubSpot, Mailchimp, or Outlook.
Yes. Scoro combines company and people records in a single view, making it easy to segment, filter, and organize your client base however you need.
Start a free trial
Tour the product and try Scoro for free for 14 days, no credit card required.
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Your peers are seeing the results
Scoro's highly customizable system perfectly matches our company's structure and gives a real-time overview of our work, sales and finances.
Bart de Wilde, Senior Account Manager Cross MediaScoro gives us a clear view of how we use our time. When we started, there were significant gaps in how much time we put in and how much we billed the clients. Now, we are more profitable then ever.
Triinu Toomela, Owner SoulteamYou can have a contract ready to send to DocuSign and then to the client at the press of a button. I was really impressed with that. The whole process would normally take us a couple of hours to complete.
Matt Stevenson Dodd, Managing Director Trust ImpactWith the ability to manage dynamic timelines and deliverables at the client level, Scoro has been instrumental in our project management process.
Amber Hosek, Client Success Manager Boulder Insight