Scoro Erfahrungen

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.

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.

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

The quoting and opportunity tracking is the reason we gravitated to Scoro. It drastically improved our ability to turn around quotes and track the status of all our opportunities. Our largest sales cycle has a cyclical time period, and Scoro's API allowed us to automate the creation of opportunities without any manual intervention. The pipeline helps us visual track our sales cycle and make sure we don't miss any deadlines.

There are small features that are missing from the software. I would like to see some dynamic capabilities in the software and custom fields. IFTTT functionality so that forms can dynamically change based on different scenarios. There are also some small searching and sorting annoyances that could easily be fixed. I would also like to duplicate multiple items on a quote. Doing it one line at a time does not save time.

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.

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.

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.

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.

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.

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.

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.

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

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

I like that Scoro provides a real all-in-one package, from quoting to invoicing a project and everything in between. No more needs for extra software.

Sometimes, I miss a few extra drag-and-dropp options. Also, it is not easy to keep up to date with all the new functionalities and software updates.

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.

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.

Very well-thought interconnected "modules" of the system: all main functions any company would need are all present. I like a lot visualization of dashboard, re-usability of filters and views, ability to click on anything you see and being redirected directly onto another part of Scoro where you can do more work in what you clicked on. Also comfortable to use with smalls screen devices as interface is restructured and you still see all your data but in an optimised screens - very handy for smartphones.

just 2 things come to my mind after extensive use for 1+ year.
1. Absence of contacts synchronization with gmail - really annoys.
2. sales pipeline does not track time when status of quote was changed, so no way to know how long did quote spend in each status, eg. time from contact to deal closed is 4 weeks, from them 1 week for quote preparation, 2 weeks for customer feedback etc.

The software is easy and intuitive to understand and to use. Clear overviews and everything looks fresh and up to date.

It is not particularly something I do not like, but for me the software has a lot of functionalities and I simply do not use them all.