Everything just one click away

Set your business up for success with an all-in-one solution to manage your sales and customers, plan your team’s time and projects, and keep track of your business results.

Project Management

High-level overview at a glance

  • Deliver high-quality work on time by planning, scheduling, and tracking all of your projects in one place.
  • See the big picture and manage your entire project portfolio in customizable views.
  • Visualize progress using the Project timeline. Prioritize assignments, avoid overlapping, and set realistic deadlines when planning ahead.
  • Effortlessly plan your team’s schedule weeks in advance with Scoro’s drag-and-drop Planner, without the need to worry about overbooking.

Make every project a success

  • Keep up with the progress and details of each project, such as planned and past activities, time spent and billed, income and expenses, files, and much more – all in one view.
  • Track project profitability in real time, including quoted vs actual results, labor cost and incidental expenses.
  • Compare project budgets to actual results, forecast accurately, and make sure your margins are on target.

Automate routine tasks

  • Eliminate the repetitive and time-consuming parts of project management with the help of Project templates and Task bundles.
  • Turn quotes into projects, tasks and invoices within seconds – or send out invoices based on the work done directly from the project view.
  • Keep an eye on your project’s health without spending tens of hours on manual reporting. Instead, get a granular overview of everything with Scoro’s dynamic reports.

Work Management

One holistic toolset to simplify time management

  • Deliver assignments on time using the tools you like – including calendars, task lists, timesheets and built-in time tracker. All seamlessly interlinked.
  • Manage your team’s workload efficiently by using customizable task bundles, a drag-and-drop Planner and Kanban task board.
  • Monitor billable and non-billable hours with ease and see how your team is performing, in real time.
  • Review your team’s time usage, avoid errors in invoicing and reporting, and preserve accurate time recording by locking your team’s timesheet entries on a weekly basis.

Bring structure to your team’s work

  • Use the Task matrix to plan and stay up to date on team-wide priorities and goals.
  • Define your team’s working hours, avoid under- and overbookings, and schedule your team’s work based on real-time availability.
  • Review current and future capacity, and get invaluable insights into any aspect of your team’s work with dynamically compiled reports.

Streamline your workflow

  • Keep everything you need to get work done in one place. Say goodbye to the chaos of having data scattered around multiple applications, worksheets and emails.
  • Turn quotes into projects and tasks, and assign them to your team members in just a few clicks.
  • Once the work is done, generate an invoice directly from the project view, detailed work report or the original quote.

Sales & CRM

Your customers, just a click away

  • Get a 360-degree overview of each customer on one page – including contact details, communication history, projects, files, quotes, and invoices.
  • Track your opportunities and deals in real time. Get a visual overview of your sales funnel and customize statuses to match your sales process.
  • Compile quotes and invoices as personalized PDFs in just a few clicks.

Supercharge your sales process

  • Standardize and simplify quoting using client profiles, standard quotes, and custom multi-currency rate cards.
  • Forecast future sales using probability, weighted values and estimated closing dates to instantly see if you’re on track to meet your goals for the coming months.

Track sales goals and performance

  • View and manage your pipeline from any device and improve deal velocity.
  • Track individual and team sales targets, as well as sales budgets using customizable dashboards.
  • Get an insight into how your team spends their working hours, what type of activities take the most of their time, and which tasks could be optimized.

Finances

Farewell, spreadsheets

  • Manage your sales and finances in multiple currencies and get a comprehensive overview of your entire business.
  • Keep track of your purchases, orders and costs,
and compare budget scenarios to actual revenue, costs or profit.
  • Manage access to sensitive information using customizable roles and permissions.

Cover any billing scenario

  • Automate billing, eliminate routine tasks and make accurate forecasts with scheduled, prepayment and recurring invoices, as well as late invoice reminders.
  • Use partial invoicing to easily charge your customer for services rendered and bill for the rest upon project completion.

One clear financial view

  • All of your sales and finance documents feed directly into detailed reports, budgets and integrated accounting software, in your preferred base currency.
  • Compare budgeted forecasts of your entire company, division or office using actuals and scheduled invoices.
  • Manage customers, projects and finances of different companies centrally within one Scoro site using additional company accounts.
  • Easily track profitability of ongoing projects using the WIP report.

Reporting & Dashboards

A complete overview of real-time results

  • Enterprise-level reports covering every aspect of your business are automatically compiled and fully customizable.
  • Set up custom shareable dashboards for every team in your company for a comprehensive summary of everyone’s goals, targets, and KPIs.
  • Modify any relevant metrics and widgets when change occurs – effortlessly and according to your business needs.
  • You’re never limited to just one dashboard – add as many as you need to get a thorough overview of every aspect of your business.

Structured data at your fingertips

  • Build, bookmark, and share reports and views across Scoro that dynamically display relevant data based on user permissions.
  • Ensure good quality data hygiene by setting up mandatory and unique fields.
  • Access key business information and insights on the go with Scoro’s mobile app.

Optimize your team’s utilization

  • Get detailed insight into any aspect of your team’s capacity and utilization with automatically compiled reports.
  • Track projects and tasks with approaching deadlines. Set up automated rules and alerts to notify you ahead of time.

Integrations

Integrate Scoro with the tools you’re already using

  • Synchronize your Scoro calendar with your current calendar application.
  • Access your files right where you need them by connecting your file storage with Scoro.
  • Synchronize financial information with well-known accounting software like Xero and QuickBooks Online.
  • Connect Scoro with thousands of applications through Zapier to automate tedious tasks in your workflow.
  • Use our full-featured API to build integrations with almost any software solution.
scoro-integrations

Enterprise Ready

Dedicated
support team

Our dedicated Customer Support experts provide premium technical support to make sure our customers are receiving the assistance and service needed to achieve their goals.

On-demand
knowledge base

Take advantage of our Help Center that provides all the step-by-step guides and video tutorials to answer your most pressing questions.

Role-based
access control

Easily manage the permissions for each user role, so they can only see the features, actions, and information needed to do their day-to-day job.

Activity
logs

Get an overview of all end-user and admin actions taken in the site – when someone logged in or out, when and what was added, modified, deleted, and more across the whole platform.

Enterprise-grade
security

Regular backups, maintenance windows, and continuous infrastructure improvements enable Scoro to provide our customers with a safe and reliable work environment. Read more here.

Product
assortment

One size does not fit all. Find the right package that fits all your enterprise requirements.