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Sell it. Do it. Bill it.
Set your business up for success with an end-to-end solution to manage your sales and customers, plan your team’s time and projects, and keep track of your business results.
Time Management
Understand every aspect of both time and money
- Plan and prioritize your work, and avoid overlaps by distributing tasks with a drag-and-drop Planner or Kanban task board.
- Manage your time efficiently with shared calendars, timesheets, and a built-in time tracker.
- Monitor billable and non-billable hours and ensure accountability for time spent on client work.
Optimize your team’s utilization
- Define individual capacity, and allocate resources based on actual availability.
- Review current and future capacity, and make sure everyone in your team is appropriately utilized.
- Get detailed insight into your team’s capacity, and make restructuring or hiring decisions based on real-time data.
Project Management
The first real-time Gantt chart
- Track real-time progress, tasks, dependencies, events, and more in an always up-to-date view.
- Adapt quickly and see how changes, delays, or logged hours impact your plans.
- Minimize manual updates and double-bookings, as changes automatically reflect on your team’s actual capacity.
- Learn more about Scoro’s Gantt chart here.
Manage more than just projects
- Get a detailed overview of planned and completed activities, time spent and billed, income and expenses, and more.
- Track profitability in real time, compare budgets to actual results, forecast accurately, and keep margins on target.
Automate routine tasks
- Speed up processes by turning quotes into assigned projects, tasks, and more in a few clicks.
- Eliminate time-consuming repetition with the help of preset project templates and task bundles.
- Stay in the know with automatic notifications, deadline alerts, and live dashboards.
Sales & CRM
Never miss a deal again
- Get a 360-degree view of each customer – including contact details, communication history, projects, files, quotes, and invoices.
- Keep track of all your deals and opportunities in real-time as you optimize deal velocity.
Streamline quoting and billing for time
- Simplify quoting using predefined services, client profiles, standard quotes, and multi-currency rate cards.
- Create customizable invoices based on quotes, orders or work reports, and turn documents into personalized PDFs in just a few clicks.
Track sales goals and performance
- Track individual and team sales targets, as well as sales budgets using customizable dashboards.
- Forecast future sales using probability, weighted values, and estimated closing dates to see if you’re on track to meet your goals.
Finances
Farewell, spreadsheets
- Manage finances in multiple currencies and get a comprehensive overview of your entire business.
- Keep track of purchases, orders, and costs, and compare budget scenarios to actual revenue, costs or profit.
- Manage visibility of sensitive information using roles and permissions – or centrally manage multiple companies in a single platform.
Cover any billing scenario
- Automate billing and make accurate forecasts with scheduled and recurring invoices.
- Compare budgeted forecasts of your entire company, division or office using actuals and scheduled invoices.
- Use partial invoicing and prepayment options to easily charge customers in the way that works for you.
Reporting & Dashboards
A complete overview of real-time results
- Analyze processes, monitor risk areas, and create high-level reports in a single click.
- Track performance and KPIs, identify bottlenecks and opportunities, and plan for the future with real-time dashboards.
- No more delays and waiting for data to refresh – all reports and dashboards are displayed in real time.
Structured data at your fingertips
- Build, bookmark and share reports that dynamically display relevant data based on user permissions.
- Centralize workflows and eliminate double data entry with one system of record.
- Ensure good quality data hygiene by setting up mandatory and unique fields.
Bring all the data you need into one place
Instantly connect your favorite tools with our native integrations and supercharge the way you work.
COMING SOON
COMING SOON
Enterprise Ready
Dedicated global support team
We 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
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 infrastructure improvements 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 meets all your enterprise requirements.