Viss ir viena klikšķa attālumā.

Orientējiet savu biznesu uz panākumiem ar ‘viss vienā’ risinājuma palīdzību un pārvaldiet Jūsu pārdošanu un klientus, plānojiet Jūsu komandas laiku un projektus un sekojiet līdzi sava biznesa rezultātiem reālajā laikā.

Projektu vadība

Augsta līmeņa pārskats

  • Paveiciet augstas kvalitātes darbu laikā, plānojot un izsekojot visiem projektiem vienuviet.
  • Aplūkojiet lielo bildi un pārvaldiet visu savu projektu portfeli pielāgojamos skatos.
  • Vizualizējiet progresu, izmantojot projekta laika skalu. Plānojot nākotnes uzdevumus, prioritizējiet tos, izvairieties no uzdevumu pārklāšanās un iestatiet reālus termiņus.
  • 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. With Scoro’s dynamic reports, a granular overview of everything you need to know to succeed is just a click away.

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 visibility of 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 customizable – whether you want to see the big picture or zoom in on the details.
  • 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

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

Never miss another deadline

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

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.
Integrations Scoro

Enterprise Ready

Dedicated
support team

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

On-demand
knowledge base

Take advantage of our Help Center that provides a rich knowledge-base to answer your most pressing questions.

Role-based
access control

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

Activity
logs

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

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