Scoro is a cloud-based work management solution for small to midsize companies in advertising, consulting, IT and other professional service industries. The solution provides a control hub that displays outstanding tasks, account information, key performance indicators, calendar events and more all on a single screen.
Scoro's features include project and task management, resource planning, quoting and billing, enterprise-level reporting and a real-time dashboard. You can also add various integrations and customize Scoro according to your needs.
- 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 & TRACKING
- 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.
CRM & QUOTING
- 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.
- 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.
REPORTING & DASHBOARD
- Keep an eye on your KPIs and actionable items - all on one beautiful dashboard.
- Get a detailed overview of the workflow, and know exactly how well your team is utilized, and what their time is spent on.
- 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.
- Work Management
- CRM and Quoting
- Project Management
- Advanced Reporting
- KPI Tracking
- Custom Dashboards
- Billing and Invoicing
- Billing Automation
- Task Management and Team Collaboration
- Customization & Integrations