Features

Scoro helps to plan your team's time and projects, manage your clients, send invoices, and keep track of your business results.
project management & work planning
Project Management

See exactly how your projects are doing and what are the next steps.

  • Manage everything about a project on one page, including time spent and billed, planned tasks and meetings, invoices and expenses, comments and files.
  • Allocate billable and non-billable work and see how your team is doing, in real time.
  • Create budgets for projects and compare these against actual results.
  • Manage your project portfolio by configurable statuses (e.g. in progress, completed) and tags (e.g. type, department, market etc).
Work scheduling & time tracking
Work Scheduling & Tracking

You’re great at planning? So are we.
Let’s join forces!

  • Schedule work and assign tasks with Scoro’s Planner. It gives you an instant visual overview of everyone’s workload, realistic deadlines, potential overbookings & available slots.
  • Schedule meetings in a shared team calendar, and link all events to projects and customers for a complete overview.
  • Everyone can manage their own task lists by priorities, projects, statuses and deadlines.
  • Say no to timesheets! Everyone’s calendar events and completed tasks are automatically added to their work reports.
Billing Automation

Let Scoro take care of the routine tasks.

  • Track both the actual and billable time spent on a project or a client and transfer the hours to an invoice in a few clicks.
  • Set multi-currency custom rates based on team members, clients or projects. Manage your entire product and service library with custom price lists, margins etc.
  • Issue sales, prepayment and credit invoices and send these as PDF-files.
  • Automate late invoice reminders, scheduled and recurring invoicing.
  • Compare several budget scenarios against actual revenue, costs or profit and get forecasts based on scheduled invoices and booked deals.
CRM & Quoting
CRM & Quoting

Manage customers and track sales - all in one place.

  • Get a complete overview of a client or supplier on one page – from the first “hello” to the final invoice. This includes contact details, linked files, communication history, projects linked plus all quotes, orders and invoices.
  • Search, filter and sort your contacts based on configurable tags, categories, location, latest activity etc.
  • Get a visual overview of your sales funnel. Drag and drop deals as they move from one stage to another.
  • Compile quotes and send them as a beautiful PDF-files in just a few clicks.
Reporting & KPI Dashboard
Reporting & Dashboard

Make decisions based on facts
not gut-feeling.

  • Keep an eye on your KPIs and actionable items - all on one beautiful dashboard.
  • Know exactly how well your team is utilized, and what their time is spent on.
  • Get a detailed overview of billable and non-billable work, delegated and unassigned tasks, completed jobs, missed deadlines etc.
  • See how your projects are doing in real time - what is completed, billed, left to do etc.
  • View detailed financial reports on actual results with budget deficit and surplus.
Customization
Customization

You don’t have to change the way you work (if you don’t want to).

  • Configure activity/product types, tags, statuses and add custom fields to almost any feature.
  • Set permissions for each user to limit access to specific information or certain projects.
  • Select PDF templates for invoices, quotes, orders and reports from our library, or create your own.
  • Use bookmarks to create hundreds of custom views and reports.
Scoro Integrations
Integrations

Integrate Scoro with your current tools, and get a complete overview.

  • Synchronize your Scoro calendar with iCal, Outlook, Google and other calendar applications.
  • Connect your Dropbox account or FTP server to access your files right where you need them.
  • Connect Scoro with Mailchimp to keep your mailing lists synchronized.
  • Synchronize financial information with your accounting software via our API.
  • Use our full-featured API to build integrations with almost any software solution.

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