Avis clients sur Scoro

Avantages

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.

Inconvénients

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.

Avantages

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.

Inconvénients

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.

Alternatives envisagées 

ClickUp

Pourquoi choisir Scoro 

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.

Logiciel antérieur 

Salesforce Sales Cloud

Pourquoi passer à Scoro

Scoro has way more features and better UI.

Avantages

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.

Inconvénients

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.

Avantages

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.

Inconvénients

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.

Avantages

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.

Inconvénients

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.

Alternatives envisagées 

Zoho Projects, Harvest, Replicon et Forecast

Pourquoi choisir Scoro 

Cost of maintaining bespoke solution

Logiciel antérieur 

Claris FileMaker

Pourquoi passer à Scoro

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

Avantages

We love the fact that all staff can see all information about projects at any one time. Covering holiday time is easy because of the open nature to the information stored against the project. We no longer need numerous spreadsheets to manage projects - all can be done in Scoro.

Inconvénients

Integrations can be problematic, like Xero and the double entry of some of the data that does not pull across from Scoro.

Alternatives envisagées 

monday.com

Pourquoi choisir Scoro 

No longer suited our larger projects

Logiciel antérieur 

Administrate Training Management

Pourquoi passer à Scoro

For the intregration with 365 and Xero plus the ease of use

Avantages

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.

Inconvénients

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

Alternatives envisagées 

Zoho CRM, Salesforce Sales Cloud et HubSpot CRM

Pourquoi choisir Scoro 

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

Logiciel antérieur 

Insightly

Pourquoi passer à Scoro

More features that were affordable.

Avantages

The visualization is very nice (For dashboards) and Pipeline is a great tool (which could still be improved)

Inconvénients

The CRM, little interaction allowed in Quotes, only through Comments and tagging.
Quotes cannot be found by name.
Some difficulties in saving (Apparently something related to Products, but I delete them and create them again exactly the same way, and I finally win! But takes long hours) - would need also to be able to merge quotes, bring other templates once the quote has already some information (like from a content library)

Avantages

The next obvious step was to track out Scoro. Scoro's unique features and advantages include a more user-friendly calendar, an overarching perspective, contacts, reports, and communication options, among many more. You might be put off by its ungainly appearance at first, but stick with it.

Inconvénients

I have to constantly remind my coworkers to record their progress in writing because they often forget to do so. Further, the Scoro financial management features are unnecessary for our company's operations.

Avantages

It is a great project management software.

Inconvénients

Marketing and CRM are very poor, suggest a bolt on to Zoho CRM Plus

Alternatives envisagées 

Zoho One

Pourquoi passer à Scoro

It was out of the box ready whereas Zoho One needed setting up.

Avantages

Drag and drop. Simple, usefull. Analize of results including margins, expenses etc per project.

Inconvénients

Creates new products, if you have written product name with mistake.

Avantages

The software is easy to use because it is logical and easy.
The software is color-rich and contains enough information. The software can transfer tasks to other members of the organization. The software can create tasks that are beautifully in sight and you will not forget to deal with them in a few moments or days. The calendar is very convenient because you can mark your reminders in days or years. The software reminds you of the tasks and reminders that you entered in the calendar. The software will quickly find the customer from its database. The software reminds you if someone has a birthday party in the organization. The software leaves the client with all the information that has happened to him. I like this software.

Inconvénients

The software does not show the content of the contract. It does not indicate which equipment is a contract with the client, does not show the latest transactions and does not show the valuation and the terms of the contract. Does not show customer balance. The filtration system is a bit complicated or not enough to teach us. For me, filtering is difficult. If you mark Make Task done, you will have to create a new reminder for yourself - it disturbs that there will be additional movement for me in this regard.
The most disappointing is the fact that you do not see the contents of the agreement.

Avantages

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.

Inconvénients

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.

Avantages

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.

Inconvénients

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

Avantages

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.

Inconvénients

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.

Avantages

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

Inconvénients

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.

Avantages

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.

Inconvénients

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.

Avantages

The quoting system is central to how Scoro works and includes all the components of the job in one screen including proposals, costings, invoices, purchase orders, projects and tasks.

This allows us a one stop shop about the job for the client with each component allowing configurable fields and workflows to allow us to tailor the way we do business inside each section.

Inconvénients

Some of the visuals on the dashboard are not clear what job they relate to so you need to open them up to view which one that was.

Avantages

368/5000
Easily monitor my time consumption at work.
It is very easy to monitor the dynamics of relationships with the client.
Never miss important things.
I know what my colleagues are doing and where they are.
We have gone through a new level of offer preparation.
Accounting supervision is available to everyone, you can see the status of each client-whether he delayed payment, whether the invoice was sent, etc.
Available from any device with Internet access

Inconvénients

It takes some time to understand the program and its features.
Sometimes the orientation between the sections is similar to the maze :)

Avantages

Scoro offers a full life-cycle product to take us from the initial quote, thru project management and onto billing. We primarily got it for time tracking, and the flexibility of its setup makes it a powerful tool and an excellent option for a company like ours.

Inconvénients

That planned activities are automatically turned into scheduled activities. This could work well if your work follows closely with the plan. We would use it as a rough resource planning tool, but as is it creates more headaches than it's worth.

Avantages

It's very important for me as a sales manager to analyze sales from every angle and Scoro allows it.

Inconvénients

I do not like the constant updating that has been forced on everybody. Updates are great, but let me choose. For example, the environment font was changed. Why? A little thing, but I'd rather like to change and choose things myself.

Avantages

Scoro is easy to use. It was easy to incorporate into our existing business structure. It has great features like Project tracking and Reporting, the calendar, and the task tracking section. An overall great platform to use.

Inconvénients

There are not really any bad things about Scoro. For beginners, it will take a couple of days to get a hang of the software, however there is always the help menu.

Avantages

It is SO intuitive, the app is excellent, the customer support is superb - we have been completely impressed with our account manager and the way in which she has worked with us to make Scoro an amazing success for our company. They has been so professional, utterly helpful in every way and a problem solver never a blocker. Congratulations on having such a wonderful person on your team for such a brilliant product. Since starting to use Scoro, I have recommended it to 3 people and will continue to do so.

Inconvénients

The expenses section needs to become more sophisticated to be able to handle multi currency expenses being scanned and captured against a project and flow then into XERO.

Avantages

Scoro is very easy to use and it enables to customise different features according to the specific needs of the company. Furthermore, it aggregates several important operations - project management, sales, purchasing, managing suppliers, partners and clients . All this helps to do daily tasks faster and more efficiently.

Inconvénients

We have experienced some problems regarding the integration with our accounting program - some functions work and others do not which forces us to do some extra work. Also you have to approach creatively to some aspect of Scoro when the company deals in different fields f.e production and maintenance or manufacturing and resale.

Avantages

given that I use this program every day, it is very convenient, easy to read and understand for anyone. customer tracking, project management, invoicing - all in one program that works online, which means I can go to work and do my things anywhere in the world

Inconvénients

As soon as the program was installed, we made some corrections that were necessary for our company, and since then the program has been continuously improved and updated. there are no minuses