1. Scoro OverviewStarted with a simple idea, ‘there’s always a smarter way to get work done,’ Scoro began its journey in 2013. Fred Krieger and Priit Matiisen are the cofounders, who, along with their team, are focused on providing the most comprehensive business management solution to the firms. Their dedication has led to over 30,000 users across the globe. Scoro is an all-inclusive SaaS-based software that helps managers monitor the project’s progress, resources’ performance, sales, project’s finances, and also provides intuitive insights into project metrics. Since Scoro covers everything under one umbrella, managers need not switch to multiple platforms. It eliminates the hassle and reduces the efforts of double-downing the data on different platforms. To help you understand the product better, I will cover the following features in this Scoro review:
- Project Management
- Work management
- Sales and CRM
- Reporting and Dashboards
2. Scoro Review & Rating139 and 165 users have given a robust average rating of 4.6/5 and positive Scoro review on Capterra and G2, respectively. Its seamless project management feature, automation, and billing have received considerable appreciation from users leading to a powerful score. However, users expect a better user interface in mobile apps and face trouble while working on the task element while scheduling projects. The Scoro team could work on these shortcomings to enhance the product further. Overall, it’s a refined solution for managers to work smarter and not harder. It’s time to delve into the features:
3. Scoro Review: Its' Features
How does it add value to the remote team?Centralized visibility of all the critical project KPIs like estimated and actual time spent, billing, project’s progress, labor cost, and incidental expenses against every task and resource is the best benefit for a remote project manager. My team and I could control and maintain the project's health with these real-time updates. Their automation feature reduced our manual efforts of creating reports and also facilitated the automated generation of invoices, which enhanced the accuracy and precision of billing. The next best thing is the range of templates you can use to create plans, schedule tasks, WBS (work breakdown structures), and more. It helped our team stay in sync while we were working remotely.
Possible improvementsAlthough I love every bit of this feature, the automation element wasn’t on par. It creates individual tasks in the timesheet, which disturbs my original timesheet and schedule.
How does it add value to the remote team?My primary concern as a remote project manager has always been employee burnout, especially when you don’t have all the physical signals and cues in an in-person setup. Because of this, real-time visibility of the team's workload and their progress helped me allocate tasks uniformly, avoiding over- or under-utilization. We could finally bid farewell to the scattered data and kept it in one place. The seamless generation of tasks from quotes and invoices from the locked time hours made our work a whole lot easy. The customized views of workflows added that missing piece to the puzzle.
Possible improvementsThe Scoro Work Management feature can be limited based on the level of complexity you’re looking for. Having experience with a lot of different resources and work management tools (i.e., Saviom and Float), Scoro tends to limit your allocation ability as well as provide only a few reports. But if you are only looking for a high-level view, then this one should work fine.
Sales and CRM
How does it add value to the remote team?Managing the sales process from co-located offices is one thing and from a distributed set-up another. But with Scoro, the sales team was in complete sync with visibility of each activity and followed through with potential clients to sail through the sales funnel and achieve their monthly targets. The generation of quotes for the clients became a whole lot easier with the Sales and CRM portal. Our clients were happy with the customized invoices that well-suited their needs and requirements. It’s a win-win for both.
Possible improvementsThe addition of more intuitive invoicing and billing templates would enhance the client’s experience and fill the existing gap in customization.
How does it add value to the remote team?The tool is highly beneficial for teams working in a distributed set-up. Every critical aspect of project finances is taken care of. From forecasting budgets and profitability to comparing them with the actual expenses to calculate billability, every process can be done seamlessly with enterprise-wide visibility. We could also automate our recurring invoices and send them across to clients on designated dates. This reduced the frequency of delayed payments and enhanced our financial management process.
Possible improvementsOverall, it’s a great feature. However, if we could digitize our receipts and upload them on cloud software to report the expenses, it would become a whole lot better.
Reporting and dashboards
How does it add value to the remote team?The data-driven reports provided me with a comprehensive overview of firms' day-to-day activities, expenses, projects, ’ and resources’ progress. We could track profitability ahead of time and take necessary actions well in advance in case of budget overruns. Not only that, but bench-time for resources also reduced substantially with utilization reports and, in fact, enhanced billability. Centralized visibility and quick drag and drop helped me mobilize the resources to billable projects. Our teams’ performance and productivity grew considerably with the help of these reports.
Possible improvementsAlthough the toolkit has got everything covered, adding what-if reports to compare different project KPIs before creating a detailed plan would take project planning to another level.
How does it add value to the remote team?As already mentioned, being a tech-savvy, I already had a toolkit in place for my team. These integrations helped me and my team to gather data in one place and eliminated the need to switch to different platforms to create tasks or schedule or create events, and so on. Integration with Slack was of great help as our team’s conversations were stored there. So the collaboration and task management became better with it.
Possible improvementsEven though Scoro has gone the extra mile to cover most of the crucial integrations, I think integrating with third-party video conferencing apps will become the game-changer for Scoro.
4. Scoro Review with CompetitorsAfter a thorough analysis of every feature in the Scoro review, let’s see how it compares with its competitors. Below is the list of competitors I would be covering in detail: