Scoro is a cloud-based business management software especially adept at managing sales transactions and complicated financial data. It streamlines business processes and combines project management features with CRM tools such as custom invoices, billing, client profiles, and more. Scoro also allows teams to organize work, automate routine tasks, manage quotes and contracts, as well as track time and bill clients for completed work.
However, Scoro does not offer a free plan and its paid plans can be expensive for small companies. Due to its niche as a business management tool, companies looking for a general project management solution might have to consider other applications.
In this Scoro review, we will explore project management features, ease of use, pricing, add ons, and more.
What is Scoro?
Scoro is a business management solution founded by Fred Krieger in Tallinn, Estonia. In its seed round of funding, Scoro secured $1.9 million in investment capital and another $5 million in a Series A round funding in November 2018. Scoro is now headquartered in London, UK, but has offices in New York, Tallinn, Riga, and Vilnius.
Scoro is used by global companies around the world including Mediacom, WSI, Sotheby’s, and Grant Thornton.
Facts and Figures
Scoro Project Management Features
For companies that handle large volumes of sales information and financial transactions, Scoro is a candidate worthy of consideration. It helps companies stay on top of projects by providing a localized, dashboard view of all essential statistics. Scoro offers features such as Kanban boards and Gantt charts, task management, project budgeting, and more. Teams can set up client profiles and link them to custom invoices, track time working on tasks, and gain real-time visibility into financial metrics. For project-related communication, Scoro also offers a discussion feature where team members can post comments and share feedback.
Scoro helps businesses plan out project details with Kanban boards, Gantt charts, and workflow automation. Teams can choose to either display tasks on a Kanban board or view project timelines on a Gantt chart. Project managers can also assign tasks to multiple people or set tasks to recur on a schedule. Finally, teams can set up custom notifications and workflows, ensuring that tasks transition smoothly from one stage to another and nothing falls through the cracks.
In Scoro, the Gantt chart is also known as Project Phases and Milestones. The Project Phases and Milestones display project sections in a logical timeline and add different tasks under each section in the order they need to be finished. Project managers can also add milestones and change the order of tasks by dragging and dropping. This provides an overview of what has already been completed, what is currently in progress, and what needs to be finished.
Scoro’s version of Kanban boards, the Task Board, allows teams to visualize tasks as they progress through stages of completion. Users can customize the number of stages in a workflow and add details such as labels, assignees, and due dates in a task’s description menu. Reordering tasks is as easy and dragging and dropping. Team members can also filter tasks based on duration, priority, progress, assignees, and more.
In addition to Kanban boards and Gantt charts, project managers can create tasks and assign them to multiple people. Scoro also has a repeating task feature that allows teams to set tasks to recur on a schedule.
With Scoro’s Planner feature, project managers also have executive control over the team’s tasks, its progress, and its deadlines. The planner feature keeps track of all the assignments that team members are working on and new tasks can be added or removed accordingly to a team member’s workload. Tasks can be filtered by user, project type, deadlines, and priorities.
In Scoro, workflow automation is possible through a variety of methods. Teams can stay on track with custom notifications built based on rules set up by project managers and admins. Scoro also has an automatic reminder feature that notifies clients when payment is due. These reminders can recur on a schedule and are sent out during specific intervals. Users can also customize a message using dynamic fields, adding a personalized flair. Last but not least, teams have the option of creating email templates and saving them for future use.
Communication & Collaboration
Scoro offers a unified, real-time communication system that helps teams accelerate project timelines, improve efficiency, and make sure everyone is on the same page. In Scoro, all team members can communicate with each other and send feedback via the discussion feature. Scoro’s highly customized client profiles also ensure that all sales documents and invoices can be tailored to a specific client. Last but not least, teams can store and organize files within the Files section so that important documents never go amiss.
Scoro’s Files section keeps all documents and attachments neatly organized. Users can either upload files directly from the computer or via a third-party application such as Google Drives. Teams can also filter files by owner, category, project, size, and date.
File storage limits are tied to the plan a team is subscribed to. All accounts subscribed to the Essential plan receive 2GB of file storage. Teams on the Work Hub standard and Sales Hub Standard plans receive 3GB, whereas teams on the Work Hub Pro, Sales Hub Pro, and Ultimate plans receive 10GB. When the storage limit is reached, an additional 1GB is automatically added at a price.
Scoro does not offer a dedicated client portal, but teams are able to differentiate clients by profiles. While setting up a new client profile, teams can enter a custom tax rate, discount, invoice, deadline, currency, payment terms, and more. If there are multiple contacts from the same client company, they can also be linked to the same client profile.
Scoro’s price lists feature also enables teams to sell different products with different prices and currencies. Price lists can also be linked to specific clients.
Scoro allows users to leave comments and feedback via the comment feature. To use this function, team members have to open a task and write a comment. Once it is published, all users subscribed to this task will be notified. There is also the option to deselect users so the comment notification only goes to certain members. Finally, users can tag team members with the @ symbol tags users and ensure that they are kept in the loop.
Resource Allocation & Planning
Scoro particularly excels at resource management and time management, featuring tools such as time-tracking and work scheduling. When starting on a new task, users can start a timer that automatically logs time spent on tasks. Project managers can list expenses and filter them by time period, team members, and more. With the Scoro Planner, project managers can set working hours for each user, as well as assign tasks to team members based on skills and availability.
Scoro features an automatic time-tracker that allows teams to keep track of time spent on tasks. All logged time can be associated with tasks and projects and turned into timesheets. Project managers can also view and edit any team member’s timesheet, as well as assign durations to all tasks. All planned and completed time entries can be turned into billable work hours or non-billable work hours. These time entries are also automatically generated in the team’s work reports.
Scoro compares budgets with actual results in real-time, so project managers can always keep an eye on KPIs, revenue, costs, and other crucial statistics. When adding in a new expense, project managers can also enter relevant data such as invoice number, date of issue, associated project, currency, and more. Project managers can also create custom invoices for clients, whereas team members can fill out expense forms and receive reimbursements.
Last but not least, project managers have the ability to filter expenses by time period, team members, and statuses such as “Unpaid”, “Paid”, and “Paid Partially”.
Scoro’s work scheduling feature, also known as the Scoro Planner, allows project managers to distribute work proportionally. Project managers can set working hours for each user and assign tasks to team members based on their skills and availability. For more granular planning, project managers can also view the Planner using the week view, three-week view, or three-month view. Scoro also provides a complete overview of a team’s work, including work reports, project progress reports, completed jobs, missed deadlines, and more.
Scoro features a comprehensive pricing model and offers five paid plans: Essential, Work Hub Standard, Work Hub Pro, Sales Hub Standard, Sales Hub Pro, and Ultimate. All plans require a minimum of five users.
On the Essential plan, teams receive access to basic project management features such as tasks, calendar invites, and resource planning. Teams on the Work Hub and Sales Hub plans unlock more features, including detailed work reports, recurring tasks, and project templates. Finally, teams on the Ultimate plan enjoy Scoro’s full range of features that include multi-account reporting, MailChimp integration, and FTP integration.
Visit Scoro’s pricing page for the full list of features.
Sales Hub Standard
Work Hub Standard
Work Hub Pro
Scoro takes data security seriously and strives to prevent the loss of customer data. Scoro uses HTTPS encryption protocol for every transaction and passwords are encrypted with an aes-256-cbc cipher. Servers are hosted around the globe in different data centers provided by Scoro’s trusted partners, Linx Telecommunications BV and Amazon Web Services. The security and availability of each data center are managed by external providers and are verified by Scoro to be competent.
The procedures employed by Scoro in safeguarding stored data are also in compliance with ISO 9001 and ISO 27001 certifications. Scoro is GDPR compliant. Last but not least, Scoro logs every end-user and administrator actions in Activity Logs. There are also internal background checks on personnel who have administrative access to servers, applications, and customer data.
Teams can integrate Scoro with third-party platforms such as Asana, Outlook, Dropbox, and Intercom. Other integrations include:
- Google Calendar
Scoro’s interface is fresh and modern, providing a pleasant user experience. Information is categorized into sections located at the top and in the sidebar with easy to locate icons. Charts and tables are also colored, providing a vibrant contrast that helps users identify and distinguish between elements of information clearly.
Scoro’s toolbar and dashboard are entirely customizable, allowing users to display the most important data to their businesses upfront. Overall, the interface is smooth, user-friendly, and users should have no difficulty familiarizing themselves with the application.
Scoro allows teams to be productive on the go with their mobile apps, designed for both iOS and Android devices. Users can view projects and tasks, add comments, view team calendar events, make approval decisions, more.
Scoro offers all users a high level of customer service, including support channels such as:
Knowledge base: As the first step, Scoro provides a help desk where users can find video tutorials and step-by-step instructions. These tutorials provide solutions to common questions and issues.
Blog: Scoro’s blog features insightful articles on case studies, infographics, and monthly version updates.
Direct support: Scoro’s customer support team can be reached via email and phone. Teams can also request a call-back should they wish to speak with Scoro’s support specialists. For companies that require assistance in onboarding process, Scoro provides paid onboarding services that start from $899.
Since Scoro is specifically targeted at businesses that deal with CRM, sales transactions, and financial reporting, companies looking for an all-purpose project management tool can consider the following alternatives:
Scoro is a one-of-a-kind business management solution that combines project management with sales, billing, and time-tracking. It caters to companies that deal with complex financial data while boasting great features such as Kanban and Gantt charts, task management, customizable templates, time-tracking tools, CRM, and more. It streamlines business operations into easy to manage workflows, helping teams keep tabs on all project activity and updates.
On the other hand, Scoro’s pricing plans start from $28 per user, per month, which might not be suitable for smaller companies on a budget. It is also a business management tool, so companies looking for a general project management solution may have to consider other applications.