Benefits and Insights

Why use Scoro?

Key differentiators & advantages of Scoro

  • Project Management- Users can manage everything related to a project from one page, including time spent and billed, planned tasks and meetings, invoices and expenses, comments and files. They can allocate billable and non-billable work and see how their team is doing, in real time. They can create budgets for projects and compare these against actual results. They can also manage their project portfolio by configurable statuses and tags. 
  • Work Scheduling & Tracking- End-Users can schedule work and assign tasks with Scoro’s Planner. It gives users an instant visual overview of the team's workload, realistic deadlines, potential overbookings & available slots. Users can schedule meetings in a shared team calendar, and link all events to projects and customers for a complete overview. Everyone can manage their own task lists by priorities, projects, statuses, and deadlines. Users can also track both, the actual and billable time spent on a project or a client and transfer the hours to an invoice in a few clicks. 
  • Financial Management- End-Users can automate reminders ad alerts related to delayed, scheduled, and recurring invoicing. They can issue sales, prepayment and credit invoices and send these as PDF-files, keep track of their purchases and costs, compare several budget scenarios against actual revenue, costs or profit and get forecasts based on scheduled invoices and booked deals, set multi-currency custom rates based on team members, clients or projects and can manage their entire product and service library with custom price lists, margins, etc. 
  • CRM & Quoting- This feature gives a complete overview of users contacts on one page – from the first “hello” to the final invoice. Users can search, filter and sort their contacts based on configurable tags, categories, location, latest activity, etc. This feature provides the user with a visual overview of their sales funnel and define closing probability rates for each stage in their pipeline. Users can compile quotes and send them as beautiful PDF-files in just a few clicks. 
  • Customization- Users can configure activity/product types, tags, statuses and add custom fields to almost any feature. They can set permissions for each user to restrict access to specific information or certain projects. Users can select PDF templates for invoices, quotes, orders and reports from Scoro's library, or create their own and can use bookmarks to create hundreds of custom views and reports. 
  • Integrations- Users can synchronize their Scoro calendar with their current calendar application. They can access their files right where they need them by connecting their file storage with Scoro. They can keep their mailing lists synchronized by connecting Scoro with their marketing automation solution. They can synchronize financial information with accounting software. Also, users can connect Scoro with thousands of applications through Zapier to automate tedious tasks in their workflow.
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