Scoro Reviews & Product Details

We’ve used Scoro for over three years and remain very satisfied with its performance. It has improved efficiency across our team compared to our previous system. The ability to set detailed client information—such as categories, pricing in USD or CAD, and client-specific checklists—ensures accuracy and consistency from the quoting stage onward. Quotes can be created, approved, and automatically converted into projects with related tasks, saving significant time. Custom views for quotes, projects, and tasks make tracking progress straightforward and help us meet deadlines. We also value the ability to change project and quote statuses, allowing for an easy handoff to our payments team. Invoices can be generated and sent directly through Scoro, with automatic follow-ups for outstanding payments. The system also alerts us to overdue invoices when creating new quotes. We’re always impressed with the monthly updates and how Scoro continues to improve with thoughtful new features that reflect real user needs. Review collected by and hosted on G2.com.

Scoro was a bit of a challenge to set up initially as there are so many customizations. However, our onboarding specialist helped us navigate this step really well. It is worth going through to have Scoro work as you need it to for your business. Review collected by and hosted on G2.com.

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.

What I appreciate most about Scoro is its intuitive and detailed calendar, which allows easy tracking and management of all resources, including colleagues' availability, meeting rooms, and various project-related elements. The visibility provided by Scoro significantly improves our team's organization and resource planning, making project management smoother and more efficient. Review collected by and hosted on G2.com.

The least helpful aspect of Scoro is its task creation functionality, which feels somewhat cumbersome. It is simpler and quicker to add tasks directly into the calendar rather than using the designated task creation feature. This minor inconvenience disrupts workflow efficiency, especially when frequent task updates or additions are required. Review collected by and hosted on G2.com.

Scoro fits my workspace perfectly, as it allows multiple users to connect seamlessly and supports nearly every type of activity I need, from client meetings and business travel to administrative tasks. I rely on it entirely instead of fragmented calendars and notebooks because its intuitive interface makes scheduling effortless, and the robust mobile app ensures constant access on my phone—a huge advantage for on-the-go sales professionals like me.

Overall, I consider it one of the best—if not the best—products of its kind, with powerful CRM features for lead tracking and customizable dashboards for real-time insights. I would definitely recommend it to any company dealing with customers, though its versatility extends far beyond, aiding project management and resource planning in dynamic environments.

In our weekly team meetings, we use Scoro to track each other's progress, review pipelines, and discuss all relevant topics, making it nearly impossible to overlook key details or deadlines. We also leverage it to register new leads, follow up systematically, and even organize company team-building events with ease.

In summary, Scoro masterfully combines calendar, notes, lead management, team collaboration, and reporting into a single, scalable app, complete with a mobile version that keeps everything synchronized. Its time-saving automation and comprehensive analytics have boosted our efficiency by a lot. 10/10. Review collected by and hosted on G2.com.

To be completely honest, I haven't found anything to dislike about Scoro. The only problem we've experienced was when my colleague was unable to access the app on their phone for a week. Aside from that, we have no complaints. Review collected by and hosted on G2.com.

A few new things I’ve come to appreciate about Scoro are its continuous interface improvements, enhanced automation tools, and growing integration ecosystem. The updated UI feels cleaner and more intuitive, making it easier to navigate between projects, finances, and tasks. I’ve also found the expanded automation rules incredibly helpful—they reduce repetitive admin work by automating status updates, notifications, and data syncing. Finally, the increasing number of native integrations, especially with accounting and productivity tools, has made Scoro even more central to our workflow. These updates show that the platform is evolving in ways that genuinely improve day-to-day efficiency. Review collected by and hosted on G2.com.

Another area where Scoro could improve is the overall complexity of initial setup and configuration. Many of the most powerful features—like automation rules, permissions, and financial settings—require a fair amount of trial and error to get right. More guided setup tools or prebuilt best-practice workflows would make onboarding much smoother. Additionally, some of the reporting customizations still feel rigid, especially when trying to combine financial and operational data in more advanced ways. Improving flexibility in these areas would help teams fully tailor Scoro to their processes without relying on workarounds. Review collected by and hosted on G2.com.

Still the best and managed app to keep track the project and finance data under one place Review collected by and hosted on G2.com.

Still they need more visibility in the market Review collected by and hosted on G2.com.

I have a good overview of my existing customers, what solutions are in use, what can be sold, when agreements end and need to be reviewed again. It is very good to keep new sales under control and move them forward in stages, in addition, it is very convenient for our internal exchange of information, making worksheets for different departments that need to be solved, communicating with assistants, sending them tasks. I always get a feedback email when someone has solved my worksheet, added something to it or completed it. It is very convenient to work this way Review collected by and hosted on G2.com.

Sales offers could include more information about our company, shape the content of the offer, and have more flexibility in preparing the offer. Review collected by and hosted on G2.com.

Before Scoro, my "system" was a colorful, scary mix of Google Calendar, a spreadsheet for due dates, and a CRM that only told half the story. Scoro didn't just replace those tools; it forced me to be a better, more accountable professional. Review collected by and hosted on G2.com.

The integrated CRM isn't just a place to store phone numbers; it's the beginning of the entire process. Once a lead (a new contact) is qualified, I can instantly convert that contact into a project, pulling all their initial requirements and budget constraints straight into the workflow. No manual data transfer is needed. This seamless hand-off saves me at least 30 minutes per qualified lead. Review collected by and hosted on G2.com.

It is very easy to find things in Scoro - whether that's projects, time reports, invoices... there is a place for everything and it can be found easily using the ample search and search filters. Review collected by and hosted on G2.com.

As Scoro has become more popular over the last 5 years, I've noticed additional delays in getting responses back from support. Support is always helpful, but it does take much longer to get a response. Review collected by and hosted on G2.com.

It brings everything together in one clear, organized place. Instead of juggling separate tools for projects, finances, and client management, Scoro connects the full workflow from sales and planning to time tracking, invoicing, and reporting. We also appreciate how it supports for clear decision with real time insights, without feeling overly complicated. Overall, it feels like a practical system designed for real teams who want more clarity, control, and structure in their daily work. Review collected by and hosted on G2.com.

With features like detailed task planning, budgeting, time tracking, and custom reporting all in one place, it takes some time to learn. Some actions require more clicks than expected, so it doesn’t feel as quick as simpler tools. And if your team doesn’t already have structured processes, features like work schedules and profitability dashboards can feel complex rather than helpful. Review collected by and hosted on G2.com.