Scoro Features

Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. 50 reviewers of Scoro have provided feedback on this feature.

Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. 45 reviewers of Scoro have provided feedback on this feature.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 50 Scoro reviews.

As reported in 41 Scoro reviews. Enables users to view and transact business with the same content in multiple languages and currencies.

Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. 40 reviewers of Scoro have provided feedback on this feature.

Based on 49 Scoro reviews. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. This feature was mentioned in 46 Scoro reviews.

As reported in 106 Scoro reviews. Access pre-built and custom reports and dashboards.

Based on 86 Scoro reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Based on 52 Scoro reviews. Enables users to view and transact business with the same content in multiple languages and currencies.

Based on 110 Scoro reviews. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Based on 89 Scoro reviews. Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Based on 28 Scoro reviews and verified by the G2 Product R&D team. Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications.

Based on 29 Scoro reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies.

Based on 40 Scoro reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Based on 41 Scoro reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices including phones and tablets.

Based on 72 Scoro reviews. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information This feature was mentioned in 59 Scoro reviews.

Based on 70 Scoro reviews. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

As reported in 77 Scoro reviews. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. This feature was mentioned in 59 Scoro reviews.

As reported in 68 Scoro reviews. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. This feature was mentioned in 73 Scoro reviews.

Based on 74 Scoro reviews. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.

Based on 70 Scoro reviews. Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.

Ability to input, modify and extract data from the application in bulk through a structured file. 46 reviewers of Scoro have provided feedback on this feature.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. This feature was mentioned in 42 Scoro reviews.

As reported in 41 Scoro reviews. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

Integrate with CRM, marketing, or customer service software. 51 reviewers of Scoro have provided feedback on this feature.

Provide integration with accounting software and ERP systems. 56 reviewers of Scoro have provided feedback on this feature.

Connect to external data sources such as databases or BI software. 47 reviewers of Scoro have provided feedback on this feature.

Allows software to be easily used on multiple mobile devices include phone and tablet devices. 59 reviewers of Scoro have provided feedback on this feature.

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. 69 reviewers of Scoro have provided feedback on this feature.

Based on 76 Scoro reviews. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Based on 63 Scoro reviews. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Timesheet entry takes little time and is intuitive for new users This feature was mentioned in 79 Scoro reviews.

Users can easily track time based on task or activity and assign to projects This feature was mentioned in 87 Scoro reviews.

Allows users and administrators to adjust rates based on user, role, task, project assignments, etc. This feature was mentioned in 66 Scoro reviews.

As reported in 103 Scoro reviews. Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.

Accepts electronic payments from clients 66 reviewers of Scoro have provided feedback on this feature.

Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately 90 reviewers of Scoro have provided feedback on this feature.

Based on 75 Scoro reviews. Allows users to track and enter time spent on project tasks from mobile device.

Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems This feature was mentioned in 99 Scoro reviews.

Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer 108 reviewers of Scoro have provided feedback on this feature.

Enables administrators to create rules that enforce compliances of corporate time and expense policies This feature was mentioned in 79 Scoro reviews.

As reported in 111 Scoro reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Based on 33 Scoro reviews and verified by the G2 Product R&D team. Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems

Based on 36 Scoro reviews and verified by the G2 Product R&D team. Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions.

Based on 37 Scoro reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on access rights by users, user role, groups, etc.

Define and manage roles and access rights for the entire system. This feature was mentioned in 66 Scoro reviews.

Based on 59 Scoro reviews. Maintain procedures for data access and governance.

Allow users to use the system online and on mobile devices. 67 reviewers of Scoro have provided feedback on this feature.

Based on 130 Scoro reviews and verified by the G2 Product R&D team. Create and assign tasks for individual users with details and due dates.

Based on 135 Scoro reviews and verified by the G2 Product R&D team. Set deadlines and milestones for tasks, manually or automatically (based on project templates).

Based on 133 Scoro reviews and verified by the G2 Product R&D team. Set priority levels on tasks so individuals can organize their work.

Based on 131 Scoro reviews and verified by the G2 Product R&D team. Each user can view their list of tasks to be completed without having access to other tasks.

As reported in 102 Scoro reviews. Define dependencies between tasks and the rules to manage them.

Based on 96 Scoro reviews. Allows users to update multiple tasks at the same time, accross multiple projects.

Based on 119 Scoro reviews and verified by the G2 Product R&D team. Users can move tasks and change dependencies using drag and drop.

Based on 117 Scoro reviews and verified by the G2 Product R&D team. Define recurring tasks that can be scheduled automatically at pre-defined intervals.

Based on 117 Scoro reviews and verified by the G2 Product R&D team. Plan and create work breakdown structure (WBS) based on the scope of the project.

Based on 108 Scoro reviews and verified by the G2 Product R&D team. Projects can be mapped out with milestones, due dates, deliverables and interdependencies.

Based on 99 Scoro reviews and verified by the G2 Product R&D team. Provide visual representations of tasks, dependencies, and progress.

Based on 124 Scoro reviews and verified by the G2 Product R&D team. Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.

Based on 109 Scoro reviews and verified by the G2 Product R&D team. Create customized project views for internal and external purposes (eg: for customers).

Based on 108 Scoro reviews and verified by the G2 Product R&D team. Associate a budget with a project and allocate it accordingly by task or resource.

Based on 95 Scoro reviews and verified by the G2 Product R&D team. Track issues at the project or task level, and manage resolutions.

Based on 114 Scoro reviews and verified by the G2 Product R&D team. Provide standards templates that can be customized by users to create new projects.

Based on 116 Scoro reviews and verified by the G2 Product R&D team. Track time and expenses associated with projects or tasks.

Based on 89 Scoro reviews and verified by the G2 Product R&D team. Support agile and waterfall project management methodologies.

Based on 100 Scoro reviews and verified by the G2 Product R&D team. Create human and material resources and categorize them based on skills and other criteria.

Based on 100 Scoro reviews and verified by the G2 Product R&D team. Monitor capacity in real time to track resource use and identify bottlenecks.

Based on 117 Scoro reviews and verified by the G2 Product R&D team. Allocate resources by matching capacity and demand, by project, team, or department.

Based on 78 Scoro reviews and verified by the G2 Product R&D team. Identify human and material resources and assign them to projects and portfolios.

Based on 82 Scoro reviews and verified by the G2 Product R&D team. Resources can be allocated and reallocated across multiple projects and portfolios.

Based on 80 Scoro reviews and verified by the G2 Product R&D team. Improve resource utilization across various projects and portfolios.

Based on 101 Scoro reviews and verified by the G2 Product R&D team. Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.

Based on 101 Scoro reviews and verified by the G2 Product R&D team. Monitor resource allocation to identify shortages and adjust accordingly.

Based on 111 Scoro reviews and verified by the G2 Product R&D team. Deliver dashboards that display project data and KPIs in real time.

Based on 68 Scoro reviews and verified by the G2 Product R&D team. Define multiple types of portfolios for projects, programs, and services.

Based on 83 Scoro reviews and verified by the G2 Product R&D team. Plan activities and tasks across various portfolios or programs.

Based on 73 Scoro reviews and verified by the G2 Product R&D team. Align different kinds of portfolios with business and financial goals.

Based on 68 Scoro reviews and verified by the G2 Product R&D team. Create the optimal mix of portfolios to achieve operational and financial goals.

Define multiple types of portfolios for projects, programs, and services. 32 reviewers of Scoro have provided feedback on this feature.

Based on 32 Scoro reviews and verified by the G2 Product R&D team. Monitor the performance of different types of portfolios and programs.

Based on 27 Scoro reviews. Identify risks that may negatively impact the performance of a portfolio of projects.

Based on 30 Scoro reviews and verified by the G2 Product R&D team. Create the optimal mix of portfolios to achieve operational and financial goals.

Based on 52 Scoro reviews and verified by the G2 Product R&D team. Manage dependencies between projects from one or multiple portfolios.

Based on 89 Scoro reviews and verified by the G2 Product R&D team. Assign priorities for projects that are part of portfolios.

Based on 75 Scoro reviews and verified by the G2 Product R&D team. Include lean project management features and best practices.

Based on 41 Scoro reviews and verified by the G2 Product R&D team. Generate plans that define tha main activities and resources needed for a project

Based on 43 Scoro reviews and verified by the G2 Product R&D team. Monitor the progress or all tasks and activities that are part of a project

Based on 35 Scoro reviews and verified by the G2 Product R&D team. Contains library of skills and resources to allow project managers to find and assign to projects.

Based on 38 Scoro reviews and verified by the G2 Product R&D team. Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc.

As reported in 77 Scoro reviews. Include features to create, assign, and manage tasks.

As reported in 73 Scoro reviews. Deliver project plans that can be customized by users.

As reported in 72 Scoro reviews. Provide visibility into collaborative processes accross the company

As reported in 58 Scoro reviews. Provide integration with task management and project management software.

Based on 85 Scoro reviews and verified by the G2 Product R&D team. Consolidate project and portfolio data from separate sources.

Based on 87 Scoro reviews and verified by the G2 Product R&D team. Provide custom project and portfolio monitoring visualizations.

Based on 90 Scoro reviews and verified by the G2 Product R&D team. Monitor the performance of different types of portfolios.

Based on 68 Scoro reviews and verified by the G2 Product R&D team. Perform risk analysis at the portfolio or project level.

Based on 29 Scoro reviews. Provide standard activities and tasks that can be customized by users

Based on 29 Scoro reviews. Users can easily create flows using drag and drop features

Based on 27 Scoro reviews. Define and manage dependencies between tasks and workflows

Include alters that can be used with workflows This feature was mentioned in 31 Scoro reviews.

As reported in 30 Scoro reviews. Ability to update multiple workflows at the same time

Maintain a history of all workflow changes 27 reviewers of Scoro have provided feedback on this feature.

As reported in 29 Scoro reviews. Integrate with ERP or project management software

Create human and material resources and categorize them based on skills and other criteria. This feature was mentioned in 13 Scoro reviews.

Monitor capacity in real time to track resource use and identify bottlenecks. This feature was mentioned in 13 Scoro reviews.

Based on 15 Scoro reviews. Allocate resources by matching capacity and demand, by project, team, or department.

Monitor the performance of each resource by project, portfolio, or resource type. 15 reviewers of Scoro have provided feedback on this feature.

Provide demand-driven forecasts to prepare and plan for future projects. This feature was mentioned in 13 Scoro reviews.

Identify misutilizations and provide suggestions to improve planning and scheduling. This feature was mentioned in 13 Scoro reviews.

Based on 41 Scoro reviews and verified by the G2 Product R&D team. Maintains a central repository of customer information and communications.

Based on 38 Scoro reviews and verified by the G2 Product R&D team. Identify sales opportunities and manage leads pipelines by customer or region.

Based on 31 Scoro reviews and verified by the G2 Product R&D team. Provides a portal for clients to view project progress, budgets, resources, project documents, etc.

Automate revenue recogniton by project, portfolio, or milestone and deliverable. This feature was mentioned in 40 Scoro reviews.

Based on 39 Scoro reviews and verified by the G2 Product R&D team. Ability to create and send electronic invoices, including templates that can be customized/branded.

Accepts multiple types of payments from clients and match with invoices. 37 reviewers of Scoro have provided feedback on this feature.

Based on 36 Scoro reviews. Deliver features to track and manage costs and revenues by project.

Based on 35 Scoro reviews and verified by the G2 Product R&D team. Enables accountants and project managers to track and manage budgets.

Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments. 30 reviewers of Scoro have provided feedback on this feature.

Based on 35 Scoro reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards that can be configured by users.

Based on 34 Scoro reviews and verified by the G2 Product R&D team. Include business and financial KPIs that are specific to project and portfolio management .

Provide standard workflows that can be used accross the company. This feature was mentioned in 66 Scoro reviews.

Based on 67 Scoro reviews. Allow administrators to configure workflows and processes.

Deliver a single data repository for all project information. 55 reviewers of Scoro have provided feedback on this feature.

As reported in 68 Scoro reviews. Set priority levels on tasks so individuals can organize their work.

Based on 57 Scoro reviews. Define dependencies between tasks and the rules to manage them.

Based on 68 Scoro reviews. Plan and create work breakdown structure (WBS) based on the scope of the project.

Create customized project views for internal and external purposes (eg: for customers). 63 reviewers of Scoro have provided feedback on this feature.

As reported in 65 Scoro reviews. Allocate resources by matching capacity and demand, by project, team, or department.

As reported in 68 Scoro reviews. Deliver dashboards that display project data and KPIs in real time.

Monitor resource allocation to identify shortages and adjust accordingly. 60 reviewers of Scoro have provided feedback on this feature.

Define customizable workspace for teams, departments, and external users. This feature was mentioned in 56 Scoro reviews.

Provide drag and drop options to configure workspaces. 55 reviewers of Scoro have provided feedback on this feature.

As reported in 55 Scoro reviews. Monitor work accross the company and analyze performance.

Support multiple channels for internal and external communications. This feature was mentioned in 57 Scoro reviews.

Allow users to share and collaborate on documents and files. 57 reviewers of Scoro have provided feedback on this feature.

Help users meet, share workspaces, and collaborate on tasks. This feature was mentioned in 60 Scoro reviews.

Based on 55 Scoro reviews. Associate a budget with a project and allocate it accordingly by task or resource.

As reported in 59 Scoro reviews. Track time and expenses associated with projects or tasks.

Monitor project proftability by team or department. This feature was mentioned in 57 Scoro reviews.

Ability to involve multiple users in public or private discussions This feature was mentioned in 53 Scoro reviews.

Based on 50 Scoro reviews. Allow external users to use chat and discussions

Manage news and announcements by company or department 53 reviewers of Scoro have provided feedback on this feature.

Documents can be shared between users and teams 65 reviewers of Scoro have provided feedback on this feature.

User can share notes with colleagues or external users This feature was mentioned in 63 Scoro reviews.

Based on 70 Scoro reviews. Help users find documents and other types of content

Create personalized project views for collaboration This feature was mentioned in 64 Scoro reviews.

Based on 52 Scoro reviews. Allow users to follow tasks which are not assigned to them

As reported in 67 Scoro reviews. Define and manage users access to documents and collaboration features

As reported in 71 Scoro reviews. Manage private and shared calendars and associated events

Align remote employees with their colleagues and external users 60 reviewers of Scoro have provided feedback on this feature.

As reported in 65 Scoro reviews. Define and track responsabilities for remote users

Allow users to connect to tools that they use remotely This feature was mentioned in 59 Scoro reviews.

Allows users to generate text based on a text prompt. 14 reviewers of Scoro have provided feedback on this feature.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

As reported in 14 Scoro reviews. Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary. 14 reviewers of Scoro have provided feedback on this feature.

As reported in 24 Scoro reviews. Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary. This feature was mentioned in 24 Scoro reviews.

Allows users to generate text based on a text prompt. This feature was mentioned in 13 Scoro reviews.

Based on 13 Scoro reviews. Condenses long documents or text into a brief summary.

Based on 10 Scoro reviews. Allows users to generate text based on a text prompt.

Simulate the outcomes of various business case scenarios and mix of projects 13 reviewers of Scoro have provided feedback on this feature.

Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios 12 reviewers of Scoro have provided feedback on this feature.

As reported in 12 Scoro reviews. Create plans to implement activities to achieve strategic objectives

Based on 12 Scoro reviews. Define strategic objectives related to project and portfolio management

Provide a 360 view of all projects and portfolios and their corresponding strategies 13 reviewers of Scoro have provided feedback on this feature.

Based on 12 Scoro reviews. Align project and portfolios with the strategic objectives of the company

As reported in 12 Scoro reviews. Mitigate risks related to projects and portfolios that may impact strategic objectives

Deploy strategic planning to project and portfolio management activities This feature was mentioned in 12 Scoro reviews.

As reported in 13 Scoro reviews. Help with continuous improvement and to adapt to strategy updates and market changes

Based on 12 Scoro reviews. Assign priorities to projects and portfolios based on strategic objectives

Predicts project profitability, revenue, and resource utilization based on historical data and current trends.

Gives task and resource allocation suggestions based on project context.

Automates time-tracking, invoicing, and expense reporting.

Capability to perform complex tasks without constant human input This feature was mentioned in 15 Scoro reviews.

As reported in 15 Scoro reviews. Ability to break down and plan multi-step processes

Works across multiple software systems or databases 16 reviewers of Scoro have provided feedback on this feature.

As reported in 15 Scoro reviews. Improves performance based on feedback and experience

Engages in human-like conversation for task delegation This feature was mentioned in 15 Scoro reviews.

Anticipates needs and offers suggestions without prompting This feature was mentioned in 15 Scoro reviews.

Makes informed choices based on available data and objectives This feature was mentioned in 15 Scoro reviews.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting