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 a self-onboarding plan for free that include access to its help center, its onsite PDF library and its “Getting Started with Scoro Academy” materials. Clients will also get a Q&A call with Scoro’s implementation expert. The self-onboarding plan is intended for teams with less than nine people and implementation is expected to take a week.

Then, there are three onboarding plans for an additional cost.

• Light – For $1,699, clients with a team of up to 20 people can get one business process mapping session, one team training session,  assistance with data migration, access to Scoro’s onsite PDF library and four workflow consultations and setup. Implementation time is expected to take up to six weeks.
• Premium – The Premium plan costs $3,999 and is intended for companies with a team of up to 50 people. It includes one business processing mapping session, up to eight workflow consultations, assistance with data migration, assistance with integration, assistance with customizing PDF templates and four team training sessions. Implementation is expected to take up to 10 weeks.
• Custom – This onboarding package will be tailored to the client company’s exact needs and timeline. Pricing is based on a quote.

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 that require a minimum of five users.

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

• Projects
• Calendars
• A task list
• A task board
• The ability to book resources
• Contacts and customers
• Billing and quotes
• Invoices and receipts
• File management
• Up to five PDF templates
• 1 GB of storage per site
• Customizable dashboard
• Summary and detailed work reports
• Summary financial reports
• Integration with Google Calendar/Apple Calendar

Standard – The Standard plan costs $37 per user, per month and has:

• All features in the Essential plan
• Phases and milestones
• Gantt charts
• Recurring tasks
• Task bundles
• Time tracker
• Smart inbox for tasks
• Project templates
• Prepayment invoices
• Multiple currencies
• Partial invoicing
• Billable time
• Purchase orders
• Client profiles
• Multiple languages on PDFs
• Triggers and actions
• Up to 10 custom fields
• Up to 10 PDF templates
• Up to 10 watchdogs
• 3 GB of storage per site
• Detailed financial reports
• Dropbox, Zapier, and Google Drive integrations

Pro – The Pro plan is $63 per user, per month and provides:

• All features in the Essential and Standard plans
• Multiple project timelines
• Planner
• Time sheet view
• The ability to track billable time
• Task matrix
• Time locking
• Individual time allocation
• Project budgets
• In-house and outsourced services
• Sales pipelines
• Margin and mark-up
• Activity-based billing
• Labor cost calculations
• Suppliers
• Product codes
• Price lists
• Late invoice reminders
• Accounting objects
• Quote status change logs
• Quoted vs. actual tables
• News feed
• Granular permissions management
• Mandatory and unique fields
• Up to 20 custom fields
• Up to 20 templates
• Up to 20 watchdogs
• 5 GB of storage per site
• Pipelines, margin, utilization and accounting object reports
• Double groupings in reports
• Compare periods in reports
• Microsoft Exchange integration
• Xero, Expensify and QuickBooks integration

Finally, there’s the Ultimate plan that includes all of the features of the other plans, plus single sign-on, unlimited custom fields, budgeting and forecasting, orders and contracts, a customer portal, supplier report, work-in-progress report, multi-account reporting and FTP integration. The Ultimate plan is available by quote only.

Scoro offers optional custom modules and the multiple entities feature. Please contact the vendor for pricing of those add-ons.

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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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