Avaliações do Scoro

The user interface is excellent, it is simple to work with the team, and there are several connectors that can be linked using Zapier. The interface's simplicity and intuitiveness make it simple to create and manage tasks, time tracking, feedback, and attaching tasks to projects, creating a wonderful workflow view for the entire team. Scoro is system-oriented and adaptable; we chose to have complete onboarding assistance since it fit our operation. This forced us to think in terms of systems, which enabled us to find methods to enhance efficiency. Recent enhancements, such as the Gannt chart, give easy-to-understand performance data.

Task builds/gantt chart view is a little hard, dependencies don't function very well, and there appear to be a few problems to sort out. When we introduced Scoro to our staff, they did not have an established CRM or PM system, thus the learning curve was extremely steep. The monthly fee is considerable, and a stronger incentive scheme may be implemented; adding additional customers should reflect the marginal cost.

It's a terrific tool for managers who need to be organized and on top of their game, arrange work between personnel, and provides an all-in-one solution for enterprises of any size. Scoro makes it simple to get the information you need quickly and effectively, and a plethora of performance indicators are available to monitor how each employee is performing in relation to their unique tasks. Scoro's project management features are superior, and the constant stream of system updates has proven beneficial. Scoro's adaptability is ideal for our purposes, as we've customized its setup to reflect our unique project delivery methodology, and it has all the features we sought but couldn't find elsewhere.

It might be difficult to trust the email settings; it may appear that the message was sent but was not received. Minor issues remain in the program, such as the inability to attach individuals to the CRM; even simple operations like calendar synchronization might occasionally fail.

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 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.

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.

Ease of use
Perfect interface and document relations in the sale chain
Adaptable
Configurable
Feature requests are implemented in a reasonable terms

The biggest problem currently - there is no line numbers at the proposal, and as far as I was informed - no quick solution for this
Price (especially for bigger enterprises) - as heard from potential customers....

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

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

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.

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.

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,

Scoro collects all info together and makes easy to create reports and get overview. For special needs it is easy to customize and export data for eternal analysis or viewing (pdf , xls etc)

The UI of Scoro could also be customizable (like colors, font sizes etc). The sync with other calendars is complicated. In some stages the filling with information is too time consuming and complicated

The Scoro helped me to consolidate everything into one demonstration. It brought together the project components task, schedules and finance.
Developing and executing quotes made much simpler. On top of that, having a visual lines sales to follow through, I could prioritize deals and push them faster.
By looking at Scoro reports I am able to tell out time wasters and boost the work.

We are bit short on some functions Scoro can not provide. Custom fields and dynamic form options would be something unexpected indeed.
Sometimes things were neither easy to find. If only they could make some performance tweaks that will save me precious click.
I got tired of recopying the same items on invoices. Bulk option will be a big time critter.

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.

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.

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

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.