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Get a clear overview of all events you and your team have planned. Link events to projects and customers for a holistic overview of your activities.
Create and plan tasks for yourself and your team. Log time entries under each task and get a visual overview of task progress.
Add unassigned tasks to assign them later or allow team members to choose tasks themselves.
Add rows to the task board to manage tasks, prioritize assignments, deliverables and team initiatives in a grid view.
Oversee every aspect of your projects and their progress, including time spent, planned tasks and meetings, invoices, expenses, comments and files.
Get a 360-degree overview of each contact on one page – including contact details, communication history, projects, files, and related sales documents.
Track non-billable hours and activities for a complete overview of what your team’s time is going towards.
Manage and get an overview of your time-use in a straightforward grid view. Quickly add or modify time spent on tasks during any given week.
Preserve accurate time recording by locking your team’s timesheet entries on a weekly basis. This way, the data used for financial reporting and time billing is always accurate.
Send out email invites to contacts and let them pick the most suitable time for a meeting based on available time slots in your calendar.
Add company resources, such as meeting rooms, cars, and equipment, and link them with calendar events to avoid double-booking.
Track time spent on any task and automatically add tracked time as time entries in Scoro.
Save time and eliminate manual work by turning the services or products into a project with one click straight from the quote.
Turn the services or products on a quote into tasks for you and your team in just a few clicks.
Change the responsible user for any assignment in just one click right in the task modify view.
Assign bigger tasks to multiple team members, under which all assignees can jointly log their time. Track their progress in the list and/or detailed task view.
Visually group, filter, and manage tasks in a Kanban-like drag-and-drop board view.
Get a visual overview of each team member’s availability and schedule unassigned tasks proportionally among team members.
Confirm team members’ calendar events, tasks, and time entries before their activities are billed for.
Plan and track project progress by defining phases and milestones. This way, you know what goals and activities need to be completed during each phase.
Schedule tasks that recur weekly or monthly to automatically add them to your task list instead of creating them manually.
Create sets of tasks to be completed with each new project or customer. Set a default duration, deadline, or activity type for each task.
Visualize progress and get a detailed overview of your entire project portfolio, including their duration, phases, and tasks, in a holistic timeline view.
Instead of creating a project from scratch every time, use a project template with automatically prefilled data to save time and eliminate manual work.
Keep track of all project-related activities and their progress by combining project estimates, quoted service lines and actual results – all in one view.
Use project-based price lists and budgets, compare estimations to actual results with the help of Quoted vs Actual table, use automated quote statuses and see project profit calculations.
Create fully customizable quotes and send them as PDF files in just a few clicks. Keep track of all quotes in a list view.
Add and keep track of your purchases and costs.
In addition to purchases, effortlessly manage different work-related expenses in Scoro and reimburse them with a couple of clicks.
Create fully customizable invoices from scratch or based on quotes, orders, or work reports (based on work-time billing) in just a few clicks.
Create and send out prepayment invoices. Use prepayment invoices to mark invoices as paid and keep track of each contact’s prepayment balance.
Log billable time spent on tasks and meetings, and invoice your clients based on automatically generated work reports in just a few clicks.
Visually manage quotes and get an overview of your sales funnel. Drag and drop deals as they move from one stage to the next.
Differentiate and automatically set the tax rate, discount, due date, overdue interest, currency, payment terms, price list, and/or language based.
Add and keep track of your suppliers and separate them from the rest of your contact base.
Easily differentiate which services on a sales document are done in-house and which are outsourced.
Create and send out purchase orders. Keep track of when and which products or services you have ordered, and from which suppliers.
Instead of creating frequently compiled quotes from scratch each time, create standard quotes to predefine conventional quote data automatically.
Define income and expense objects based on products, projects or departments.
Use customizable list views and contact overview graphs to get insights about your customer base.
Define the hourly rates of your employees to get automatic labor cost calculations in client and project views and in reports.
Get an overview of your sales margin and calculate profit in advance by defining both selling price and cost for your products or services.
Compile and send orders as confirmation of sales deals to your suppliers and clients. In addition, use order PDF-templates to create and send out contracts.
Automatically calculate and adjust the selling price based on the buying price for each individual product or service when compiling sales documents.
Use product groups and codes to simplify compiling sales documents, add pictures to your products, or link products to automatically add multiple products or services to a sales document.
Invoice the customer for some of the quoted jobs or a certain percentage of done services as soon as they’re ready. Bill for the rest of the work when the project is finished.
Automatically generate an invoice after a predefined time period/interval has passed. Send the invoice to your customers as PDFs.
Define different currencies for each client profile and/or price list, as well as for individual sales or finance documents alongside your site’s base currency.
Add dates to invoice lines to automatically distribute the cost of a product or service across a certain time period and get accurate reports.
Set up several price lists to automate pricing for customers based on their currency or client profile.
Calculate and get an overview of commissions to be paid in exchange for services rendered by your business partners.
Set up automatic reminder emails for invoices with nearing or overdue due dates. Create different reminder profiles and email templates and link them with contacts.
Calculate individual bonuses for your employees based on issued invoices, invoice receipts, or quotes.
Compile budgets, compare budgeted data with real-time results and get a clear overview of budget allocation.
Get a real-time overview of sold and booked media. Filter past and future revenue by users, clients, media platforms, and product groups.
Create result metrics, ratio metrics and charts to track any KPIs directly on your dashboard. Add widgets to keep track of actionable items and oversee detailed reports.
Create result metrics, ratio metrics and charts to track any KPIs directly on your dashboard. Add widgets to keep track of actionable item.
Upload and keep all your files in relevant project, task, event or contact views.
Share internal information, guides, materials and media with your team.”
Define module-based access rights for different user roles.
Ensure all necessary data is always added to whichever new item in Scoro. Avoid duplicated information by defining fields which must have unique values.
Filter any list view or report according to your needs, and save it as a bookmark or default view for quick access.
Customize and filter any list according to your needs to create hundreds of custom views.
Choose preset dashboards, widgets and metrics from the dashboard library to quickly get an overview of the most important aspects of your business.
Forward any email to your Smart Inbox to automatically create a relevant task in Scoro.
Create custom tags to make identifying and filtering contacts, projects, products and files easier.
Organize tags in groups for even more detailed data management. Easily filter and get reports based on multiple tags.
Create custom fields for any module to match Scoro to your workflows. Display custom fields on PDFs or use them to filter and group relevant information across reports and views.
Keep track of various bookmarked views in Scoro by setting up automatic notifications for whenever certain conditions are met.
Customize PDF templates to deliver sales documents to your customers that match your desired look and feel.
Manage your workflow using custom statuses and/or stages for sales documents, tasks, projects, calendar events, and orders.
Centrally manage customers, projects and finances of different companies within one Scoro platform using additional company accounts.
Get an overview of the time logged by your team during a specific time period and see which projects, activities, contacts, and resources they have spent the most time on.
Get detailed reporting based on all events, tasks, and time entries that have been scheduled and/or marked as done during a selected time period, and get thorough insights into any aspect of your team’s work.
Get an overview of how much of your team members’ time has been utilized, planned, overbooked, or left unscheduled.
Get detailed financial reports based on invoices, receipts, bills, purchase orders, quotes, or orders. Group and filter the reports in thousands of ways to get thorough insights into any aspect of your finances.
Forecast future sales in different pipeline stages based on closing probability rates and estimated closing dates.
Get an overview of all successful quotes and orders alongside invoices and scheduled invoices issued during a chosen time period.
Get an overview of all activities conducted with clients alongside quotes and orders issued during a chosen time period. Filter the report by activity types and/or users.
Get an overview of your margin based on invoices or receipts in a specific time period. Filter the report by user, client, project, and/or accounting objects.
Get an overview of product, project or department related expenses and income.
Get an overview of your expenses broken down by suppliers. Filter the report by suppliers, dates, projects and sales documents.
Get an overview of yet-to-be-charged billable time and project-related costs for ongoing projects.
Effortlessly create custom summarized financial reports based on the data from your various company accounts.
Group information in detailed work and finance reports to get the exact breakdown you need of your team’s work, projects, sales and finances during a certain time period.
Compare results across two time periods in detailed work and finance reports to see if your team is meeting their goals, managing projects efficiently, and more.
Connect your Scoro calendar with Google Calendar to access your events in both applications.
Connect your Scoro calendar with Apple Calendar to access your events in both applications.
Connect your Scoro calendar with Outlook to access your events in both applications.
Automatically sync files linked with clients and projects in Scoro to appropriate folders in Dropbox.
Automatically sync files linked with clients and projects in Scoro to appropriate folders on Google Drive.
Use Zaps to organize and automate your workflow by connecting Scoro with thousands of apps via Zapier.
Connect your Scoro calendar with MS Exchange to access your events in both applications.
Store and access files linked to projects and clients in Scoro on your own server.
Use the two-way integration to keep contacts, invoices, payments, and expenses up-to-date in either Scoro or QuickBooks.
Use the two-way integration to keep contacts, invoices, payments, and expenses up-to-date in either Scoro or Xero.
Automate your entire expense management process. All expenses are automatically linked to the relevant project to make project-related expense handling and cost management simple.
Sync filtered contact lists in Scoro as mailing lists in MailChimp.
Build limitless integrations with almost any software solution using Scoro’s API.
Get a 14-day free trial and see how Scoro can work for your business.