Scoro Reviews & Product Details

The Planner view is really intuitive. It helps to visualise team member capacity, ensuring that workloads are balanced and avoid burnout. Eliminate switching between multiple apps as all CRM, task tracking, resource management and invoicing is in one place. Its dashboards are easy to read and can be customised. We can quickly see our key metrics including profitability, utilisation and project statuses. Once we have become familiar with the layout, we find it very easy to use. Overall it is saving time on administration tasks such as invoicing and reporting. It also provides more insight into our project profitability which helps us make better decisions. Review collected by and hosted on G2.com.

The system is very feature rich and therefore can take time to train new non-technical members of the team. The cost can be a bit high, in particular for smaller teams. As more users and advanced features are added to the account, the cost will increase. However, this can still be worth it if we are using most of the modules. It can take some time to set up the reports, dashboards and workflows to match our processes. Due to how feature rich the system is, there can be quite a large learning curve and it can overwhelm new users. The native mobile application doesn’t have some of the advanced planning and reporting features that are available in the desktop web app. Review collected by and hosted on G2.com.

I find it really helpful that Scoro can handle several tasks I previously had to spread across multiple tools. Before Scoro, I used Pandadoc for quotes, Resource Guru for resourcing, and ClickUp or Monday for day-to-day project management. Now, with Scoro, I can quote, manage projects, allocate resources, and report while staying in the same platform. Additionally, it allows us to track the sales pipeline for projects as well by having a CRM function. I do not use it that much but it's helpful for Sales and Account Managers.

This is especially valuable for reporting, because we can link projects, quotes, and invoices that all relate to the same work, so the paper trail is straightforward to follow. Overall, Scoro still feels like one of the most versatile options for bringing several solutions together under one roof.

Some additional notes:

As for the UX/UI I believe it is as intuitive as it can be inside the complexity of information that it allows us to navigate. It has a helpful integration with our calendars to allow us to more easily see someone's capacity based on their scheduled meetings. I was also pleasantly surprised by the speed of the platform. I used some custom solutions previously but they were usually very slow and they had less information in the database. I cannot provide any feedback on the pricing as I am not responsible for this topic. However, in my previous company we considered acquiring Scoro but we ended up choosing another tool mostly due to pricing. That said, we would have benefited from making that choice because we ended up investing a lot of time into fixes and integrations that probably wouldn't be needed. The Help button provides a lot of helpful tutorials that come in handy when we hit a road block. I saw that there's the AI assistant ELI to assist us but I haven't used it that much yet. I hope to give it a go soon. Review collected by and hosted on G2.com.

Because I work on large campaigns, the lack of subtasks is a bit of an issue, although I’ve heard we may be getting that functionality soon. I’d also like an option to integrate Scoro with Slack, so comments from Slack could be automatically carried over to Scoro and vice versa. Another thing I’ve noticed is that it doesn’t seem easy to partially invoice a specific quote, though I might be mistaken.

At times, when using the Planner in the general view, it was hard to locate a task, so I ended up using the Planner within the project itself to find it more easily. Finally, if the pricing is as high as it was before (or higher), that’s a pity, because I think a lot of people are missing out on a good tool. I also don't find the bookings to be that helpful, to be honest as I'm mostly referring to the Planner. I also saw some issues with reporting on projects as the profitability seemed lower than in reality because it was not only looking at time actually registered but also other factors as planned time that we're disturbing the data. Review collected by and hosted on G2.com.

I’m Siska Finders, an Industrial Client Account Manager at NorthRail Manufacturing Co. We build custom railroad components, and I live in Maximizer CRM day in and day out to keep up with our rail customers. We’ve been running Scoro for our quoting and project work for a while now, and honestly, it fixed a really broken process for us. Before we got Scoro, all our project details, quote revisions and client change notes were floating around in random spreadsheets and emails. It bit us hard on a rail bracket order a few months back. The customer reached out to switch the coating spec, I typed the update into my personal sheet, but the production crew never saw it. They cranked out the full batch to the old requirements, we had to scrap everything, and we almost blew the delivery window for that rail project. That was the wake‑up call — we needed somewhere everyone could see those changes, not just me.

The thing I appreciate most about Scoro is that it wraps quotes, timelines, resource planning and change orders all in one place. Once I pull up a client profile in Maximizer and lock down their needs, I build out the quote and kick off the project inside Scoro. If that rail buyer comes back later and tweaks dimensions, inspection rules or delivery dates, I log that as a formal change order right there. The production team sees it right away, and every edit gets saved, so we can always look back at what was agreed. No more crossing my fingers that I remembered to shoot an update to the shop lead. The milestone tracking is huge for us too. I map out each phase: material procurement, fabrication, third‑party inspection, final crating and dispatch. Anyone on the team can jump in and check where a job sits.

It fits our custom fabrication workflow really nicely. When we land a new rail assembly job, I assign the right team members, set the budget and lay out the schedule. If I get tied up taking a call with another railroad client through Maximizer, our shop supervisor can hop into Scoro, check upcoming milestones and shift resources around. All the inspection docs, spec sheets and client messages get attached straight to the project, so nobody has to chase me down for files.

We don’t have a fancy PM department here; it’s just our sales group and shop leads juggling dozens of rail jobs at once. Scoro isn’t clunky or overloaded with features we’ll never touch. I still go over every change order and quote line by line before locking it in — rail parts are unforgiving if you get the specs wrong. But compared to our old way of tracking everything on spreadsheets, it’s night and day. It keeps sales and production on the same page, cuts those expensive rework incidents down, and helps us hit our shipment commitments to our railroad customers. Review collected by and hosted on G2.com.

To be frank, Scoro has helped our team at NorthRail Manufacturing Co. organize quotes and track our railroad component projects, but there are a few pain points that keep adding extra work to my plate, and I ran into a stressful situation a couple weeks ago. I was updating a rail assembly project after the client sent over a revised inspection checklist. Once I edited the project details and saved it, the old milestone deadlines didn’t refresh automatically for everyone assigned to the job. A couple people on the production floor were still viewing the original timeline. I spent a bunch of time reaching out to the team to confirm what version they were working off, all while I was busy following up with another rail customer inside Maximizer CRM. Now I duplicate the project first whenever we have major spec changes and send out a separate team alert, which adds another manual step I wish I didn’t have to do.

The reporting options also feel too generic for railroad manufacturing. Our leadership wants clean, filtered breakdowns showing project margin, change‑order cost, and schedule slippage for our rail component jobs. Scoro’s default reports are pretty basic, and I can’t save a custom report template formatted exactly how our controller prefers. Last month, they asked for a full margin review for our Q3 rail orders. I had to export a raw CSV, rearrange all the columns, and match it against our shop logs manually to put together what they needed. That ate up most of an afternoon I had set aside to update client records in Maximizer.

I also wish the approval workflow for quotes and change orders was more flexible. Right now, a change request only routes to one primary approver. If our production manager is out visiting a rail site, there’s no automatic backup reviewer. I once let a high‑priority coating change sit unapproved for nearly a week because the approver was traveling. There’s no alert to flag stalled approvals, so I have to remember to log in and hunt for pending items every few days. Review collected by and hosted on G2.com.

I think what stands out the most about Scoro is the MCP connector with Claude. It allows us to hold all our data and analyze it in real time, in any way we like. Additionally, the reporting and dashboards in Scoro provide us with a pulse on the business. I appreciate that it has data and reporting I can rely on rather than just guessing numbers, and Scoro's reporting and dashboards are very flexible and customizable, making it easy to present information in a way that’s understandable and tailored to our focus. The initial setup was very easy, thanks to the templates for upload and the guidance from the Scoro team. Review collected by and hosted on G2.com.

I find project management a sticking point. We used Asana previously, which is really best in class in that area, so we knew that it would be harder for the team, but we potentially underestimated how much of a difference it would be. Having lots more different views to oversee projects, customisable timelines for whichever view a client wants, and fewer clicks on the system for a nicer UX/UI would make it better. Review collected by and hosted on G2.com.

Task lists and planner are my most used tools. Project views work well, and I like the pace at which new improvements are being rolled out. Lately, AI both within Scoro and the possibilities to use the data gathered further with other AI tools has made a great difference. Scoro's own AI assistant sets projects up for me, which is a great help! I just tell it in plain language what I want, and things happen.

In our workflow, we've also created reminders to Slack, which helps people keep up with projects and tasks.

Support is great, they also proactively approach us to point out where we could do better.

We've been users for a long time, so I cannot offer accurate ROI figures, but I still see pricing as good value for all the features Scoro offers.

There are rarely any problems with performance, and updated are rolled out with good communication. Review collected by and hosted on G2.com.

It can be overwhelming and complicated to many. Calendar view is not the best. Review collected by and hosted on G2.com.

Best for managing and tracking the project Review collected by and hosted on G2.com.

Little bit can be worked on UI part for better interaction Review collected by and hosted on G2.com.

Scoro is really good for tracking progress and creating tasks for the team. It's especially helpful for working remotely. It also gives you the possibility of centralising everything from a project into one place, and making it easily accessible to the whole team. Review collected by and hosted on G2.com.

Sometimes it feels like a lot of work for things that should be simple. Creating a task under a phase, for example - the fact that you can't completely populate the task directly from the phase is annoying. Adding photos to the task description could also just be a drag and drop instead of having to click the image icon, and then uploading the image. I feel like there are a lot of little processes that these that could be easier / require less clicks. Review collected by and hosted on G2.com.

As a small and medium business owner, I use Scoro mainly for its integrations with Xero and Expensify. With Xero, Scoro makes it easy to sync invoices, bills, and payments between my projects and accounting. I just create invoices for my clients in Scoro, and everything is automatically updated in Xero, saving me and my team lots of time and manual work.​

For expenses, Scoro’s integration with Expensify is a big help. After approving expense reports in Expensify, all receipts and expense details show up in Scoro attached to the right project or invoice. This keeps my records organized and makes tracking spending simple.​

Overall, Scoro helps me keep my finances in order without needing to jump between apps or worry about things getting missed Review collected by and hosted on G2.com.

Can have more alert features built in for over delivery and other data points Review collected by and hosted on G2.com.

Scoro's time tracking and task management/setting is incredibly helpful. It does take a minute to learn/get used to, as everything does, but it has helped increase my productivity and has also been a massive help in showing me where my time is going in the day (to what tasks, etc). Another great feature about Scoro is its dashboard abilities; I can display as many widgets as I need. Review collected by and hosted on G2.com.

The only thing I dislike about Scoro is not being able to see my bookmarks (that I have made custom) as charts (or expanded reports on my dashboard). This is potentially an option available that I haven't found yet though. Review collected by and hosted on G2.com.

I can add a lot of custom fields to know who is my client, the invoicing status, etc. Also, I can budget really well with Scoro Review collected by and hosted on G2.com.

If I have multiple Scoro entities, I cannot get total values across those entities Review collected by and hosted on G2.com.