Scoro

Scoro PSA software is designed for agencies, consultancies, and other professional service businesses to help them optimize operations, manage resources, and run profitable projects with minimal effort.

With Scoro, you cover the whole project lifecycle in a single system:
- Estimating and budgeting
- Timeline and resource planning
- Profit and progress tracking
- Billing and payment monitoring

All this data feeds into powerful reports, providing you insights into project performance, capacity and utilization, financial metrics, and more.

By consolidating data, Scoro empowers you to gain visibility into their business, standardize workflows, maximize efficiency, and ultimately boost profitability.

PROJECT MANAGEMENT
* Manage everything about a project on one page, including time spent and billed, planned tasks and meetings, invoices and expenses, comments and files.
* Allocate billable and non-billable work and see how your team is doing, in real time.
* Create budgets for projects and compare these against actual results.
* Manage your project portfolio by configurable statuses (e.g. in progress, completed) and tags (e.g. type, department, market, etc).

WORK SCHEDULING & TRACKING
* Schedule work and assign tasks with Scoro’s Planner. It gives you an instant visual overview of everyone’s workload, realistic deadlines, potential overbookings & available slots.
* 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.
* 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.
* Easily get a complete overview of your team's time as everyone’s calendar events and completed tasks are automatically added to their work reports.

FINANCIAL MANAGEMENT
* Automate late invoice reminders, scheduled, and recurring invoicing.
* Issue sales, prepayment and credit invoices and send these as PDF-files.
* Keep track of your 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. Manage your entire product and service library with custom price lists, margins, etc.

CRM & QUOTING
* Get a complete overview of your contacts on one page – from the first “hello” to the final invoice. This includes contact details, communication history, projects, quotes, orders, and invoices.
* Search, filter and sort your contacts based on configurable tags, categories, location, latest activity, etc.
* Get a visual overview of your sales funnel and define closing probability rates for each stage in your pipeline.
* Compile quotes and send them as beautiful PDF-files in just a few clicks. Turn any quote into a purchase order for a supplier or turn the services on a quote into tasks for your team.

REPORTING & DASHBOARD
* Keep an eye on your KPIs, actionable items, and conversions - all on one beautiful dashboard.
* Know exactly how well your team is utilized, and what their time is spent on.
* Get a detailed overview of billable and non-billable work, delegated and unassigned tasks, completed jobs, missed deadlines, etc.
* See how your projects are doing in real time - what is completed, billed, left to do, etc.
* View detailed financial reports on actual results with budget deficit and surplus.