Scoro

Scoro is the most comprehensive work management solution for creative and professional services. It helps to streamline work and eliminate routine tasks to ensure a business runs as smoothly and efficiently as possible – from sales right through to billing. Our users love having all the needed tools in one holistic solution. Let's have a closer look:

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.