A simple CRM built for professional services
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.
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.
Measure sales performance
Identify your top performers and most profitable services. Track closed business by user, service, or client to double down on what’s working.
Strengthen client relationships across every project
Collaborate with clients through shared quotes and instant approvals and track quotes, invoices, and docs in one connected system.
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.
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.
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.
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.
Connect your favorite apps and 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.
Customer success stories
Scoro has really become the backbone of our company. It has enabled us to pursue higher quality in every single thing we do. From sales and finances to project management and accountability.
Monica Fernandez, COO
Mallol Arquitectos
We feel that we finally have a tool that enables us to grow – and that will scale as we add more people to the team.
Tyler Webb-Harding, Operations Director
StrategiQ
We looked at many tools, so I can confidently say that there’s no other platform as thoughtfully and logically designed as Scoro.
Harv Nagra, Group Director of Operations
SAENTYS
Scoro has ensured my team is not overworked, resources are used optimally, and less time is wasted on project management confusion.
Anna-Kaisa Reed, Art Director and Design Team Manager
Aava & Bang
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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