Scoro ERP Review

Product:
Vendor:
Founded:
Headquarters:

Scoro
Scoro Software
2013
London, England

Ownership:
Customers:
Deployment Model:
Free Trial:

Private
1,100+
Cloud
Yes

Product Overview

Scoro aims to deliver structure to your business as a single source of data, knowledge and operations for all workflows. It is designed to be an all-in-one business management solution that brings together a company’s teams, projects, sales and reports in a simplified and organized manner.

Scoro enables users to plan and track their work across an unlimited amount of projects. It also helps users manage quotes, contacts and invoices, track time and bill for completed work.

This comprehensive business management application supplies a complete profile of every customer, gives real-time analytics of processes and generates automated reports on most performance data related to your company. It can compare established budgets against actual results in real time.

Features

Scoro’s features range from time scheduling to tracking production and financial results — and just about everything in between. The following features are primary:

• Project Management – This feature allows users to manage the entirety of a project from a single webpage. Functions include time spent and billed, planned tasks and meetings, invoices and expenses, comments and files. Users can also allocate billable and non-billable work, create budgets and compare these against actual results. The project portfolio can be managed by configurable statuses, like in-progress or completed, and tags, like type, department or market.
• Time Management – Scoro’s Planner gives an instant, visual overview of all users’ workloads, realistic deadlines, potential overbookings and available workflow slots. Users can schedule meetings through a shared team calendar and link all events to projects and customers. Each user can manage individual task lists by priorities, projects, statuses and deadlines. Because each user’s calendar events and completed tasks are automatically added to their work reports, timesheets become redundant and obsolete. Also, with a few clicks, users can track both the actual and billable time spent on a project or client and transfer the hours to a designated invoice.
• Financial Management – This tool automates many tasks, like sending late-invoice reminders, scheduling standard and recurring invoices, issuing sales, prepayment and credit invoices and sending them as PDF files. It also tracks all purchases and costs. Users can compare several budget scenarios against actual revenue, costs or profit and get forecasts based on scheduled invoices and closed deals. For an international company, Financial Management lets users set multicurrency custom rates based on team members, clients or projects. The entire product workflow and service library can be managed with custom price lists, margins and more.
• Sales and CRM – Users can manage customers and track sales throughout the client lifecycle with a complete, single-page overview of contacts, including contact details, communication history, projects, quotes, orders and invoices. Users can also filter and sort contacts based on configurable tags, categories, location, latest activity and more. This tool gives a visual overview of the sales funnel and defines closing probability rates for each stage in the workflow. It additionally allows users to compile quotes and send them as PDF files and to turn a quote into a supplier’s purchase order or convert the quote’s service into tasks for any team.
• Reporting and Dashboard – The Scoro dashboard organizes all KPIs, actionable items and conversations.  It reports on how a team is being used, what it’s working on, and dashboards all billable and non-billable work, delegated and unassigned tasks, completed jobs, missed deadlines and other vital data. It also displays project status in real time, including what has been completed and what remains left to do. Users can generate detailed financial reports on actual results that include budget deficit/surplus numbers.
• Customization – Scoro lets users configure activity, identify product types, tags and statuses, add custom fields to almost any feature and set permissions for each user. It also offers a selection of PDF templates for invoices, quotes, orders, and reports and the option to create custom templates – and use bookmarks – to make hundreds of varied and effective reports.

Target Market

Scoro is used by businesses ranging in size, from small to large, across a variety of different industries. The following list is a sampling of Scoro’s customer base:

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Implementation/Integration

Scoro is deployed in the cloud and offers three onboarding plans for an additional cost.

• Essential – For $899, buyers will get one hour of help on configuring the site and necessary integrations, two hours of business-process mapping, one hour of important data analysis, two hours of help configuring PDF templates and four hours of admin and team training.
• Standard – For $1,699, buyers will get twice the amount of features as the Essential plan. For example, instead of receiving one hour of help on setting up the site and integrations, they will receive two hours. The only feature that doesn’t get double the time is admin and team training, which receives seven hours instead of the four hours given in the Essential plan.
• Custom – This plan starts at $3,399 and the onboarding package will be tailored to your company’s exact needs and timeline.

Customer Service & Support

Scoro hosts a help center on their website. It features:

• A “Getting Started” section that includes Introduction, Walkthrough, Site, and menu configuration, as well as access to informative Scoro webinars that train users and impart both basic and advanced Scoro knowledge.
• A knowledge base with answers to questions regarding system basics, dashboards, projects, calendar and planner, tasks, contacts, quotes, orders, invoices, purchase orders, bills, budgets, marketing, news feed, files, media, reports, administration, integrations, settings and imports/exports.
• Video tutorials that demonstrate all major aspects of Scoro.

If customers can’t find an answer through these channels, they can also email Scoro or request a callback, although the website doesn’t give average wait times for responses.

Pricing

Scoro offers a 14-day free trial that doesn’t require submission of credit card information. After the free trial, Scoro offers three different payment plans: Essentials, Work Hub Standard and Work Hub Pro. Each plan requires a minimum of five users.

The Essentials plan is $26 per user, per month and features:

• File management
• News feed
• Dashboard widgets and metrics
• Customizable dashboards
• Dashboard library
• Custom fields
• Calendar and task management
• Basic project management
• Resource planning
• CRM and quote management
• Invoices and expenses
• Summary work reports
• PDF templates
• API
• Multiple currencies
• Google Calendar, Apple Calendar and Outlook integrations

The Work Hub Standard costs $37 per user, per month and has:

• All features in the Essentials plan
• Planner
• Work-time billing
• Advanced task management
• Advanced resource planning
• Scheduled invoicing
• Late invoice reminders
• Phases and milestones
• Gantt charts
• Project timelines
• Project templates
• Multiple languages on PDFs
• Smart inbox for tasks
• Rules and alerts
• Advanced and comparative reports
• Dropbox, Zapier, and Google Drive integrations

The Work Hub Pro plan is $49 per user, per month and provides:

• All features in the Essentials and Standard plans
• Advanced project management
• Time sheet view and time tracker
• Task matrix
• Quoted versus actual table
• Sales pipelines
• Clients profiles
• Suppliers
• Purchase orders
• Standard quotes
• Activity-based billing
• Labor cost calculations
• Orders and contracts
• Partial invoicing
• Pipelines, sales activity, detailed financial, accounting object and supplier reports
• FTP server and Microsoft Exchange integration
• Unlimited customizability options
• Unlimited PDF templates
• Xero, Expensify and QuickBooks integration

There’s also the Sales Hub Standard and Pro plans that are oriented to sales teams and are priced the same as the Work Hub plans. And then there’s the Ultimate plan that includes all of the features of the other plans, plus advanced reporting and automation features. The Ultimate plan is available by quote only.

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Shortcomings

The time to get up and running with Scoro can be extensive, particularly if you have large amounts of data to import and many users to train. Scoro claims that it can take anywhere from a few days to a few weeks. Some users would prefer an on-premise or offline mode of the application, which hasn’t been developed.

Screenshots

About

Scoro was founded in 2013 in Tallinn, Estonia, based on the idea that there’s always a smarter way to get work done. Offices can be found in Tallinn, New York, Riga, Latvia and Vilnius, Lithuania. The company is headquartered in London and employs more than 50 workers.

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