Scoro

The user interface is excellent, it is simple to work with the team, and there are several connectors that can be linked using Zapier. The interface's simplicity and intuitiveness make it simple to create and manage tasks, time tracking, feedback, and attaching tasks to projects, creating a wonderful workflow view for the entire team. Scoro is system-oriented and adaptable; we chose to have complete onboarding assistance since it fit our operation. This forced us to think in terms of systems, which enabled us to find methods to enhance efficiency. Recent enhancements, such as the Gannt chart, give easy-to-understand performance data.

Task builds/gantt chart view is a little hard, dependencies don't function very well, and there appear to be a few problems to sort out. When we introduced Scoro to our staff, they did not have an established CRM or PM system, thus the learning curve was extremely steep. The monthly fee is considerable, and a stronger incentive scheme may be implemented; adding additional customers should reflect the marginal cost.

We love the fact that all staff can see all information about projects at any one time. Covering holiday time is easy because of the open nature to the information stored against the project. We no longer need numerous spreadsheets to manage projects - all can be done in Scoro.

Integrations can be problematic, like Xero and the double entry of some of the data that does not pull across from Scoro.

The next obvious step was to track out Scoro. Scoro's unique features and advantages include a more user-friendly calendar, an overarching perspective, contacts, reports, and communication options, among many more. You might be put off by its ungainly appearance at first, but stick with it.

I have to constantly remind my coworkers to record their progress in writing because they often forget to do so. Further, the Scoro financial management features are unnecessary for our company's operations.

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.

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.