Scoro

One of very few that receive all 5 star!

Comments: Ready day 1 to automate our business processes, both main that bring money in and supportive , eg reminders for unpaid bills; time tracking, labor cost tracking, calendar oversight vs resource, mobile phone usage, integration with other platforms.

Pros:

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.

Cons:

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.

Great tool to manage our sales process and follow internal projects

Comments: Scoro has an awesome onboarding & support team, I've witnessed firsthand how on top of everything they are and how easy it is to get ahold of help if I'm working on a new workflow and have a question about the best way to do it. Scoro's Dashboards are the key to my sales team's performance and I love the level of transparency we have in the team due to numerous ways to delegate and track work!

Pros:

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.

Cons:

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.

Alternatives Considered: ClickUp

Reasons for Choosing Scoro: Salesforce has a huge price and we don't need majority of the functionality, it lacks in tracking projects, doesn't connect that part of our business to sales.

Switched From: Salesforce Sales Cloud

Reasons for Switching to Scoro: Scoro has way more features and better UI.

Best CRM alternative: for time planind and agenda

Comments: I love it. Best CRM and All-In-One Platform. You can manage everything. We are an accouting office and our bigest challenge was our time blocking. Before we use Capsule CRM; also very good alternative, but, Scoro is definitly better. Also mor expensive but worth.

Pros:

Its fantastic. When you use this platform, you will understand. We use to manage our daily work. We plan our calendar, task, contact, invoicec. Especially planing our agenda; in form of events is best value for us.

Cons:

Mobile app its not so great. Need improvement.

Alternatives Considered: Zoho CRM

Reasons for Choosing Scoro: In the begining was only blocking time with calendar. Latter we descover more and more features that we love. Also Scoro makes monthly updates.

Reasons for Switching to Scoro: Calendar. Scoro has oportunity of blocking time and planing events in calendar.

CRM system

Comments: First of all, it is project control and ability to see the future market potential. This tool first of all was meant to be as helping tool fore sales persons but it is also good tool for budgeting and future planning by segments and customer groups. It also helps us to keep up with our customers.

Pros:

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.

Cons:

As a new developing system no always all my wishes can be implemented by 100% but it is sort of understandable.

Perfect for managing large projects for your team

Comments: It has been essential in managing the billable hours and tasks for our team

Pros:

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

Cons:

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

Alternatives Considered: Microsoft Teams

Reasons for Choosing Scoro: Scoro offered a more tailored approach to our organisation

Switched From: Zoho One

Reasons for Switching to Scoro: Scoro allows for greater integration with our other software