Retainer management software for ongoing client work

Manage recurring client retainers from sales to delivery and finance in one platform. Stay productive and profitable with real-time insights into time and budget burndown.

Based on 1,000+ reviews on

The proof is in the results

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 Aava & Bang

We can now be highly accurate on project profitability because of Scoro.

Colleen Kelley, President of Management Consulting Stratford Group

With 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

Why choose Scoro over other retainer management softwares?

Thorough project financials

Your project team will love it. Scoro excels at financial insights. From powerful quoting and budgeting capabilities to project, client, and service-level profitability tracking.

Superior accounting integrations

Your finance team will be impressed. Scoro’s powerful native integrations with different accounting software are unmatched. Customizable setup and a two-way sync guarantee a seamless data flow.

Ease of use and implementation

Your specialists will appreciate it. Scoro is far easier to implement compared to other all-in-one solutions. Clean and intuitive interface ensures teams adopt it quickly.

Agree on retainer terms

Secure a predictable revenue stream and workload with retainer agreements. Centralize all relevant information by using Scoro’s quotes to record retainer terms.

Automate retainer management

Set up retainer projects with a few clicks. All retainer periods and budgets are automatically created so you can easily track the actual results against each period’s target.

Focus on the now

Managing ongoing client work becomes a breeze. Prioritize what matters most by viewing only the activities, sales, and financial documents relevant to the current period.

retainer project management in Scoro by periods

Stay within budget

Set retainer time and monetary budget and track burndown by period. Got a flexible contract? Roll over unused hours or borrow time from future periods.

Automate invoicing

Save time by automating the entire billing process. Automatically generate and issue invoices for each period. Set up late payment reminders to maintain a healthy cash flow.

Control costs

Track internal delivery costs to know the true profitability of each period. Include project-related bills and expenses to ensure they are accounted for in the budget.

Avoid overservicing

Understand how work is distributed among junior and senior team members. Reallocate resources to stay within the budget.

Why choose Scoro?

You are in good hands

Enterprise-grade security

Your data is safe with us. Security and reliability are guaranteed with regular backups and constant infrastructure improvements. GDPR-compliant and ISO 27001 certified.

Outstanding onboarding

Enjoy a smooth start thanks to implementation experts who have onboarded thousands of users. Competent technical support is always just an email away.

Granular access control

Set up granular user permissions to ensure everyone sees only the information and features relevant to their role.

Scoro significantly improves our team's organization and resource planning

Scoro is solving issues related to resource allocation and team scheduling by providing clear visibility of team members' availability and overall project timelines.

Annija B. / Project Manager

High Performer

Mid-market

2025

Scoro is the core of our business

Scoro does the job of for 4 or 5 different products. It's very simple to use and has been one of the core reasons of our recent growth.

Scott P. / Owner

Excellent customer service

Proactive communication and regular product updates reflect a company that listens to its users and evolves based on feedback.

Rebecca B. / Finance Manager

One of the best business process tracking software on the market

It provides capability not only for time tracking, but for budget planning, marketing pipeline creation, invoice delivering

Andrew L. / Senior Strategy Analyst

Consolidated view what our team are working on and who has capacity in real time

Customisable dashboards for pipeline, project delivery and resourcing have dramatically given me insights as to which part of the business I need to focus my attention.

Matthew P. / Owner