Scoro Review - Features, Pricing & Deals

Scoro is a cloud-based work management platform that combines project management, time tracking, CRM, and billing into one unified system. It caters mainly to service-based businesses like marketing agencies, consulting firms, and IT companies.

The software helps teams handle their daily operations by offering tools for project planning, resource management, and financial tracking. Users can create detailed project timelines, manage tasks through Kanban boards, and track both billable and non-billable hours. The platform also includes features for handling client relationships, from initial contact through to invoicing.

One notable aspect is its financial management capabilities. Teams can generate invoices directly from project quotes, monitor expenses in real-time, and access over 50 different report templates for analyzing business performance. The system also supports integration with common tools like QuickBooks, Xero, and Slack.

Pricing starts at $26 per user monthly for the Essential plan, with more advanced features available in the Standard ($37) and Pro ($63) tiers. Larger organizations can opt for the Ultimate plan, which offers custom pricing and additional enterprise-level features.

While the platform offers comprehensive functionality, new users should note that there's a moderate learning curve to master all its features. The mobile app provides basic functionality for on-the-go access, though it's not as extensive as the desktop version.

• Comprehensive Project Management: Use intuitive Gantt charts to visualize project timelines, leverage Kanban boards for task organization, and optimize resource allocation with advanced planning tools.
• Automated Time Tracking: Easily record billable and non-billable hours with smart timesheets and time-locking features that ensure accurate project time documentation.
• Advanced CRM and Sales Pipeline: Manage client proposals, track deal progress, and set up long-term retainer agreements with a flexible sales management system.
• Integrated Financial Tools: Create invoices directly from project quotes, monitor real-time expenses, and generate detailed financial reports to track business profitability.
• Powerful Reporting Capabilities: Access over 50 customizable report templates, track key performance indicators, and gain real-time insights into team productivity and business metrics.
• Dynamic Resource Planning: Monitor team workload in real-time, use flexible scheduling with tentative and fixed bookings, and optimize resource allocation across projects.
• Seamless Integrations and Security: Connect with popular tools like QuickBooks and Slack, and enjoy advanced security measures that protect your business data across different scales.

• Free two-week trial available to test platform features before committing to a paid plan.
• Essential Plan starts at $26 per user monthly (when billed annually), covering basic project management and invoicing needs for small teams.
• Standard Plan priced at $37 per user monthly (annual billing), adding advanced process automation and project management capabilities.
• Pro Plan costs $63 per user monthly (annual billing), offering comprehensive features like resource planning, advanced reporting, and sales pipeline management.
• Ultimate Plan provides custom enterprise pricing with tailored solutions, requiring direct contact with Scoro's sales team for specific pricing details.
• Minimum user requirements exist for most plans, with Essential Plan requiring at least 5 users, impacting total monthly subscription costs.
• Flexible billing options include monthly, annual, multi-year, and multi-month payment cycles, with support for multiple currencies (USD, EUR, GBP, AUD, CAD).

Scoro stands out by combining project management, CRM, billing, and time tracking in one platform. Unlike tools that focus on just one area, Scoro lets you manage your entire business workflow without switching between apps. This all-in-one approach is perfect for service-based companies that need to track projects from initial client contact through to final billing. Many users find that having everything connected in one system helps them spot trends and improve profitability that would be missed when using separate tools.

Most teams can get the basics of Scoro working within a few days, but expect a full implementation to take 2-4 weeks. The learning curve depends on how many features you plan to use. Basic task management and time tracking are quick to learn, while the financial reporting and custom workflows take more time to master. Scoro offers onboarding support, and many teams find it helpful to start with core features before gradually adding more complex functionality. Setting aside training time for your team will speed up adoption.

Yes! Scoro connects with many popular business tools. You can link it with accounting software like QuickBooks and Xero, communication tools like Slack and Microsoft Teams, and marketing platforms like Mailchimp. It also offers a REST API if you need custom integrations. That said, some users note that certain integrations work better than others, so it's worth checking if your specific tools are fully supported. Many companies find they need fewer external tools after switching to Scoro since it handles so many functions internally.

While Scoro works for businesses of all sizes, it's probably overkill for solo freelancers or very small teams. The minimum user requirement and pricing structure make it better suited for established small-to-medium businesses that manage multiple projects and clients. If you're handling complex client work, juggling several team members, or struggling to track profitability across projects, Scoro offers value that justifies the cost. For simple project tracking, cheaper or free alternatives might be more appropriate until your business grows.

Scoro is highly customizable and works well for various service-based businesses. You can rename fields, create custom data fields, build industry-specific dashboards, and design workflows that match your processes. Marketing agencies, consultancies, IT service providers, and professional service firms all use Scoro successfully. The platform is flexible enough to adapt to different business models, though some users mention that certain modules (like the PDF templates) have customization limitations. The more complex your needs, the more you'll benefit from the Ultimate plan's expanded customization options.