Avaliações do Scoro

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.

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.

Before I found Scoro I already had experience with couple other CRM softweres and Scoro was the one which allow me to develop this CRM according to my needs. Besides my company was one of the first customers of Scoro so I was able not only see how it was in begining but also how Scoro was developing constantly to become one of the most "easy to work with" systems to improve daily sales. The most what I like about Scoro from early beggining was that it does not force You to use something standartized but allow You to organize it according Your needs and daily processes. This CRM system allows me to solve different important issues to improve my project control and sales overall. After my suggestion this CRM was implemented not only by other sister companies but also by several partners of our company and are established as really helpful tool to conduct projects and also help sales personal to improve their abilities and skills.

As a new developing system no always all my wishes can be implemented by 100% but it is sort of understandable.

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.

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.

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.

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.

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!

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.

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.

Mobile app its not so great. Need improvement.

For anyone who wishes to oversee clients, ventures, and groups, this stage includes a part of supportive devices. The capacity to break up an expansive work into littler ones and spread it out over a few days is what I appreciate best almost the time passages. To create it indeed way better, they have moreover reliably upgraded it and included highlights and integrative. Our desires have been outperformed. I frequently work on an assortment of ventures and exercises, and Scoro's visual association of them truly helps in making a difference by keeping up my consideration when and where it is required.

The arrangement in which Scoro presents the tasks—beginning with the ancient one and progressing to unused ones—can be a small confounding at times. There are other issues as well, such as the best bar vanishing or your calendar not reflecting your changes until you reload. Indeed in spite of the fact that we have numerous assets that do not require people to be partnered with them, we are always constrained to do so.

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.

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.

Having used a lot of project management software in my past, I've found Scoro to be one of the easiest and most intuitive to use. I've rarely needed to read documentation or watch videos, because you can mostly just tell how it works. When I do have a specific question, their support team is one of the best I've ever encountered - I get detailed replies with screenshots from a real person typically wtihin just a few hours that answer my questions in full.

From an initial lead/ enquiry, Scoro can handle the full end to end process of converting that into a quote, project, set of tasks, project plan and invoice. It also has time tracking. We've been able to get rid of 3 different bits of software because Scoro can handle it all. It even integrates wtih our accounting software Xero.

One of the things I like the most are the customisable dashboards which pull whatever key metrics you'd like to measure into one place, giving you powerful insights into your sales and productivity performance.

It does take time to get all your data imported and work out how to set things up in a way that works for you. However this would be the case for all software of this type - if you want it to be tailored to you, you have to put the upfront effort in. This isn't a critique but rather something to be aware of when planning how long to get things initially set up - we did ours in 6 weeks due to an impending deadline, but 3 months would be more comfortable. Price wise, it's towards the higher end of the scale, but I think it's worth it.

We have a lot of repeatable processes for creating quotes and tasks, Scoro deals with this really well. Their development team are responsive and the reporting is simple to use and really flexible.
The recent introduction of the Gannt chart is fantastic.

The CRM side is a bit lacking and but we knew that when we signed up to Scoro. We push the boundaries of using the Google Calendar integration so we have to backtrack sometimes,

The best thing about Scoro is the detailness. Sometimes, administrative time spent in Scoro will take a lot of time, but on the other hand, it will gather together all the necessary elements of the project that are needed to evaluate the process. It is a great tool for managing the team by giving tasks. Very cool feature is the smart e-mail that will keep the important information outsourced from the company mailbox - also, You can simply connect the e-mails to certain projects so You will have all essential parts of the project in one bucket.

It is a bit tricky to learn the software quickly. Also, there are some obstructive steps e.g. automation of filling the form blanks takes a lot of time.

We were a start up and having worked for large companies using multiple software products for finance/vendor management I decided I wanted one product only. After an extensive search and a lot of research we decided on Scoro. The team at Scoro are helfpul and friendly and eager to keep users happy. They listen to your feedback and requirements and when possible and if demand is high enough they embelish their product e.g. Scoro Gantt being the latest additon.

I'm still learning and could really do with more training - perhaps not Scoro's issue but we would have had a 2nd visit from a consultant on site if it wasn't for the pandemic. I would like to arrange for a consultant to assist for our future development as soon as travel is possible.

It has everything we needed as company - time tracking, task management, calendar, incoming and outgoing bill register.
We have customised Scoro to the level where it is very convenient for all of our workers.
And we still are discovering new things on Scoro. There are so many tools to work with :)

Sometimes it is very hard to understand, especially for beginners.

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!).

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).