Scoro Erfahrungen

Vorteile

The flexibility to be able to adapt the platform in a huge variety of ways to work for us - as opposed to us having to 'fit' into someone else's system. Also the integrations with Xero, which works very well and Mail Chimp.

The way that Scoro gives us a single platform to manage CRM, billing, work flow tracking and management is brilliant.

Nachteile

This is being picky, and with Scoro's regular updates I see this is in the pipeline, but developing Gantt Charting would be really helpful.

Vorteile

Best part of Scoro is how comprehensive it is to use it. We record every single step from capturing a lead to making an order, recording the qualifying process, thorough information about the client and their needs, communication, and every step that our team needs to do to convert the lead. Tracking communication and different initiatives allows me to track every single important KPI on my team's list and have transparency in where every team member needs to improve, helps to find concerning parts that need fixing. I love the Dashboard.

Nachteile

As we're a manufacturing company, we, unfortunately, can't use the invoicing part of Scoro, which is a bummer, because we lack the warehouse functionality. If we were providing services rather than products, I'd love that for us.

In Betracht gezogene Alternativen

ClickUp

Warum Scoro gewählt wurde

Salesforce has a huge price and we don't need majority of the functionality, it lacks in tracking projects, doesn't connect that part of our business to sales.

Zuvor genutzte Software

Salesforce Sales Cloud

Gründe für den Wechsel zu Scoro

Scoro has way more features and better UI.

Vorteile

My god is Scoro intuitive, so easy even those newcomers who have never used it manage to master it in a matter of a few hours.
Easy to navigate and visualize, but honestly for me, Scoro is the MVP in Time planing, which helps me keep me and my coworkers on track with day-to-day tasks and responsibilities. Everyone knows what they need to do and the timelines to stick by and that has been a key component in rampaging projects with prospects and clients.

Nachteile

Integrations :(, are no valuable integrations and even tho the APIs are there they sometimes malfunction when it comes to integrating with put systems. Never able to access the distro and contacts list no matter that I have tried to load and save them in different manners.

Vorteile

Scoro's hierarchical structure is its finest include. The assignment administration device is the foremost valuable since it permits you to rapidly and proficiently sort out your calendar with time inputs. The numerous components are all coherently related to one another and basic to utilize. Working with it is pleasant since everything can be seen outwardly and moved almost. Furthermore, Scoro's CRM device makes it straightforward to get to client data at any time and from any area. Our capacity to communicate and screen our time productivity is enormously supported by the association of our ventures and the capacity to follow time-to-person subtasks interior the extent.

Nachteile

On an errand card on my taskboard, I would need to be able to show data from a venture. I would need to have extra sorts of trigger coordinates with Zapier. The framework is additionally not user-friendly since it requires clients to explore a few layers of the board in arrange to achieve certain exercises. As of late, a few of my colleagues have complained about issues and challenges. Interior the stage, notice occasions are activated. Finally but not slightest, there ought to be a implies to keep track of or enter venture turning points.

Vorteile

The web interface is really well designed and easy to use. Customer support is the best I have experienced from any supplier. Updates are regular with real, valuable functionality added in each update.

Nachteile

The custom PDF template module for Quotes, Purchase Orders and Invoices is quite limited. The phone/table app is much less useful than the web version. The cost per user is very high which discourages us from bringing our whole organisation on board.

In Betracht gezogene Alternativen

Zoho Projects, Harvest, Replicon und Forecast

Warum Scoro gewählt wurde

Cost of maintaining bespoke solution

Zuvor genutzte Software

Claris FileMaker

Gründe für den Wechsel zu Scoro

Project-central model, excellent quoting and pipeline management, and good task management.

Vorteile

Our experience with Scoro to keep team members connected and up-to-date has been exceptional. With a brief learning curve on learning how to use the software, we were up and running in a week. Also, all of the integrations that Scoro allows saves time and increases production.

Nachteile

My hope is that one-day Scoro can integrate with Gmail.

In Betracht gezogene Alternativen

Zoho CRM, Salesforce Sales Cloud und HubSpot CRM

Warum Scoro gewählt wurde

The software we were using was not meeting our needs as our company was growing.

Zuvor genutzte Software

Insightly

Gründe für den Wechsel zu Scoro

More features that were affordable.

Vorteile

Scoro is easy to setup and managing users is fairly easy to do but it would require someone knowing what they do. Their Gantt Chart feature is great and allows a quick overview of a project progress. Creating multiple tasks and assigning those to different users/managers is also super easy. When setting up Scoro from square-one, I would highly recommend that the team and company creates the setup completely and wouldn't allow individual team members to tinker with customizations.

Nachteile

Scoro has limited integrations with other solutions. Although APIs are available, APIs won't work for everything. Scoro's fields for postal codes and countries and mailing addresses are set to use UK-based and Europen based format, it makes it a little confusing when entering contact details.

Vorteile

Gives endless editable features that can tailor to your organisation when it comes to task and project management

Nachteile

A combined view of projects and planner would be useful to visualise both at the same time

In Betracht gezogene Alternativen

Microsoft Teams

Warum Scoro gewählt wurde

Scoro offered a more tailored approach to our organisation

Zuvor genutzte Software

Zoho One

Gründe für den Wechsel zu Scoro

Scoro allows for greater integration with our other software

Vorteile

Scoro was easy to customize and tailor to our company's business processes. The user interface is quick and responsive, meaning I'm never waiting for my information to load. The ability to collaborate with my teammates on projects and tasks is a critical feature that Scoro does so well!

Nachteile

The filtering and bookmarking of views is really a great feature. I would like to be able to filter and sort tasks based on parameters of the project, which is something I don't believe Scoro does at the moment.

Vorteile

Scoro covers most of what we need for project management and it's deployment won't suck up much of our time. All we need is in one single platform and so we don't have to jump back and forth using various tools. That is basically what we like most of Scoro. For example we can integrate our time tracking in one place together with our accounting function thereby giving us a overall view to see if we stay within project cost. There are a lot more possibilities and we are still exploring.

Nachteile

The disadvantage of Scoro is the cost. At the beginning cost of $26 per user it is certainly not cheap for a small and medium company. And to get most of the gist in using Scoro most companies would probably need a higher plan.

Vorteile

Its fantastic. When you use this platform, you will understand. We use to manage our daily work. We plan our calendar, task, contact, invoicec. Especially planing our agenda; in form of events is best value for us.

Nachteile

Mobile app its not so great. Need improvement.

In Betracht gezogene Alternativen

Zoho CRM

Warum Scoro gewählt wurde

In the begining was only blocking time with calendar. Latter we descover more and more features that we love. Also Scoro makes monthly updates.

Gründe für den Wechsel zu Scoro

Calendar. Scoro has oportunity of blocking time and planing events in calendar.

Vorteile

As a user of Scoro, I've found the software to be an all-in-one business management solution that streamlines my daily workflow. The software's interface is intuitive and user-friendly, making it easy for me to navigate and quickly find what I need. With Scoro, I can easily manage my tasks, schedule appointments, and track my time, all in one place. One of the standout features of Scoro is its robust reporting functionality, which allows me to generate detailed reports on various aspects of my business. I also appreciate the software's ability to integrate with other tools such as Dropbox, Google Drive, and Quickbooks, making it easy to sync data across platforms.

Nachteile

While Scoro has many useful features, it can be overwhelming for new users. I found that it took some time to get familiar with the software's many capabilities and customization options. Additionally, Scoro's pricing can be expensive, especially for small businesses or freelancers who may not need all of the features that the software offers. Another potential downside is that the mobile app lacks some of the functionality of the desktop version, which may be limiting for users who need to manage their business on the go. Overall, while Scoro may not be the best fit for every business, it can be a valuable tool for those who need a comprehensive business management solution.

Vorteile

Client-based quick access to purchase history and same order possibility with just a few cliks.
Category and sub-category segmentation possibilities, which makes it easier for other users to select suitable products for selling.
Able to see sales margin% while composing quotes and deciding upon possible discounts.
Possibility to link all active projects dierctly to the weekly/montly calendar --> providing a complete overview of th schedule ahead. NB! Possibility to activate active projects only for the employees involved (not everyone!).

Nachteile

Unable to delete expired data once some previous action has been taken.
Sometimes you need to apply too many filters before you get the data you require.
Unable to change description or other data on the invoice, that does not affect the sum, once the payment has been transferred (it becomes locked in the system).

Vorteile

The most important features for our use has been the ability to have quotations and projects built in one central location under a common template. This gives consistency and easy access for all staff without having to know where items are stored on a central server.
Ability to create products and servers which leads to consistency in the text provided in quotations.
Have replaced estimated income documents with Scoro's Pipeline function.

Nachteile

Inability to separate out lines of a quote so that income from a certain line can be in our pipeline on one month and another in the next. We have a lot of clients who we quote one single quote but the lines of the quote are completed over a period. For invoicing this is not an issue but for estimating income only the total appears in the close by date month.

Vorteile

Easy to use once it's all set up.
good for tracking projects into quotes and orders. Companies and person allocations also easy and good.

Nachteile

some of it is hard to change and selecting some options can lock out part.

Vorteile

I really like the feature time tracking feature for each project as it allows me to forecast time how much time I can spend on a project. I also think the buffer time spend on the project is useful as again it allows me to forecast a project.

Nachteile

I'm not a massive fan of the activity-type feature. It's tedious to keep inputting an activity type into my scoro calendar. I wish there was a way you could sync it up with google calendar so I only need to put it on my google calendar as this will save time and seems like a good feature. I also wish there weren't as many notifications from Scoro robots as it clogs up my emails.

Vorteile

it is really easy to use and the customer support is quick and effective.

Nachteile

Sometime when we enquire about a feature the answer we receive is that we have to upgrade to a package that then includes lots of features that we don't need for our business. Also - we don't tend to email through the scoro email because it kept getting lost in clients 'junk' mail, so it made us look un-credible.

Vorteile

The scalability and ease of project management make Scoro a fantastic tool. It helps keep track of the total time consumed on each activity and the one-stop option to create both task and project makes it more convenient to use.

Nachteile

The permissions in Scoro could be improved. Most of the minute options like changing the status of the Project, changing a few custom fields, etc. are restricted to the administrator level of access and do not have the opportunity to delegate to other non-administrative members.The custom fields could have more types, for example, have the option to select multiple options from a dropdown menu so that we can feed information about the type of Operating Systems a customer uses in an array or a list.

Vorteile

We evaluated two CRM applications that could meet our company's requirements. One of the raisons we selected Scoro was that it was easy to manage several pricelists in different currencies. We are sending our invoices with Scoro and this process is easy to manage. The User Interface is uncluttered and all users can organize their own dashboard according to their specific needs.

Nachteile

Company users that were de-activated by the administrator still show up in the list of users. It's a minor thing but could lead to some confusion.

Vorteile

Everything is understandable and so it is very easy to learn how to use.

Nachteile

I don´t have anything that i don´t like about this software.

Vorteile

Our company like most that we can plan jobs by day, we see what jobs is overdued, what is lost, what we should do today and plan work for designer and programmer by job planner. It easy to use invoices, offer and proformas with tasks, and we never loose this information.

Nachteile

Best thing is invoicing and proforming system what we can easy to generate, send reminders, place task to collegues from email to scoro.

Vorteile

In one service I can have sales pipeline, invoices and dashboards. It is single solution that I need for my small company. It is web based, so I and my teams can access it from everywhere.

Nachteile

There is no offline mode. It is suitable for one of group companies (equipment rental) so all group companies except one is using Scoro.

Vorteile

KPI dashboard is in real-time
shared team calendar and scheduling of meetings. There's detailed information on the status and financing of the project.

Nachteile

It takes time to adjust with Scoro most especially to someone newbie like me.

Vorteile

The overseeing of projects and contacts is the best part of Scoro. And offcourse tracking contacts and the amount work that has but in , in different time frames.

Nachteile

The offer segment is a bit confusing where you have to choose the time period or week - often we dont have a time period for that offer.

Vorteile

The possibility to link all sort of activities, contacts, projects, quotes, invoices between them in order to always have a clear view of dependecies. It is also very customizable and flexible.

Nachteile

Very few things. One example is that we would like to easily see remaining amounts to be invoiced in a quote when we need to issue partial invoices. This would be particularly useful when making sales reports.