What I like best about Scoro is its speed, customisability, and clean UI. I’ve used a few CRMs in the past—mainly Salesforce—and Scoro has given me a better experience in all three of those areas. It’s also quite intuitive, so it didn’t take long to get comfortable using it day to day. Overall, I’ve recommended Scoro to friends in sales. I’ve also had a fairly positive experience with Scoro’s support team whenever I needed help. Review collected by and hosted on G2.com.
The main drawback for us is the contract creation process. The workflow requires repeating the same selection steps for all customers, even though the required details differ depending on the client type (company vs. individual). We would benefit from more flexibility—ideally, the ability to configure conditional fields based on legal status (e.g., LLC vs. private individual). In addition, PDF exports occasionally generate unclear or inconsistent file names.
Also, it would save us a lot of time if Scoro allowed exporting documents in Word format (e.g., .docx), not only as PDFs. When we need to make individual changes to a contract, we currently do it by duplicating and editing the PDF template. Because this relies on manual steps, human error sometimes happens—occasionally a change is missed or left out—which can lead to issues later. Having a Word export option would make these one-off edits easier and reduce mistakes.
I think commenting and tracking information in Scoro could be cleaner. In one company I worked for, we used a custom CRM (more call-center oriented) that handled task tracking really well. You could create a task and expand it like a thread to see all colleague comments and updates in one clear place. In comparison, Scoro’s documentation/history for tasks and comments doesn’t feel as clean or easy to follow because everything is under one category. Review collected by and hosted on G2.com.
Hi Justas, thank you for leaving such an awesome and detailed review of your experience with Scoro.
It is great to hear how Scoro is streamlining your task management and delegation, especially by providing a central hub that ensures work continues smoothly even when colleagues are away. By utilizing our CRM and pipeline features alongside integrated reporting, you are able to move away from manual tracking in Word files and focus on driving sales while keeping your supervisor updated on margins and statistics in real time. We are thrilled that you are enjoying the speed, customizability, and clean UI of the platform, as we aim to provide an intuitive alternative to tools like Salesforce that fits naturally into your daily sales workflow. Regarding your feedback on contract workflows, you can use PDF templates with multiple sets of conditions to better manage different client types, and for those one off edits, our recent version updates have introduced more flexibility in document handling and integration options that might reduce the need for manual PDF duplication. To address your point about communication clarity, you can use the Activity Feed or the comments section within specific tasks to centralize updates, and you might find that using the Task Board view helps visualize these threads more clearly.
We truly appreciate you choosing Scoro and recommending us to your network.
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