Scoro

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

Warum Scoro gewählt wurde

Zuvor genutzte Software

Gründe für den Wechsel zu Scoro

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

Warum Scoro gewählt wurde

Zuvor genutzte Software

Gründe für den Wechsel zu Scoro