---
title: Scoro Reviews
meta_title: 'Scoro Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 505 reviews by the users' company size, role or industry
  to find out how Scoro works for a business like yours.
aggregate_rating:
  rating_value: 4.5
  review_count: 505
  scale: '5'
date_modified: '2026-08-04'
parent_category:
  name: ERP
  url: https://www.g2.com/categories/erp
---

# Scoro Reviews
**Vendor:** Scoro  
**Category:** [Professional Services Automation Software](https://www.g2.com/categories/professional-services-automation)  
**Average Rating:** 4.5/5.0  
**Total Reviews:** 505
## About Scoro
Scoro is a professional services automation (PSA) software purpose-built for consultancies, agencies, IT firms, architecture companies, and other professional services businesses. It unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work. Core features include: - CRM &amp; pipeline – Get a complete overview of your sales funnel and upcoming work - Quote-to-cash – Estimate scope, track progress and budget burn, and bill for work in one system - Capacity &amp; resource planning – Plan ahead with live heatmaps and utilization forecasts - Time &amp; expense tracking – Log time with built-in timers and auto-populated timesheets - Cost &amp; profit forecasts – Understand margins with role or service-level insights - Billing &amp; invoicing – Automate time &amp; material, fixed-fee, and retainer billing - Revenue forecasting – Track project income based on pipeline and committed work - AI-powered insights &amp; actions – Save time with automation and data-driven suggestions - Live dashboards – Monitor progress, profitability, and capacity in real time By uniting this data, Scoro gives you end-to-end visibility across your business. Helping you spot risks sooner, allocate resources smarter, and protect profitability as you scale.



## Scoro Pros & Cons
**What users like:**

- Users appreciate the **ease of use** of Scoro, benefiting from its streamlined all-in-one platform for various tasks. (54 reviews)
- Users value Scoro for its **integrated project management capabilities** , simplifying task tracking and business conversations significantly. (49 reviews)
- Users value the **comprehensive project tracking** in Scoro, enhancing management and profitability for their campaigns. (43 reviews)
- Users value the **efficient time tracking** feature of Scoro, enhancing productivity without adding complexity. (38 reviews)
- Users find the **task management features** of Scoro invaluable for integrating projects, budgets, and workflows in one platform. (35 reviews)
- Reporting (31 reviews)
- Reporting Efficiency (31 reviews)
- Management Ease (29 reviews)
- Efficiency (26 reviews)
- Organization (26 reviews)

**What users dislike:**

- Users find the **learning curve** challenging due to complexity and rigidity, impacting workflow efficiency during setup. (28 reviews)
- Users find Scoro&#39;s interface **not intuitive** , especially for tasks like creating PTO days and using the mobile app. (13 reviews)
- Users note the **missing features** in Scoro&#39;s mobile version and some integrations that limit functionality. (12 reviews)
- Users experience a **steep learning curve** with Scoro, challenging for new users due to its complexity and usability issues. (12 reviews)
- Users find Scoro&#39;s **complexity** necessitates extensive training, hindering the initial user experience despite its robust features. (11 reviews)
- Users find the **limited features** in Scoro hinder effective invoice formatting and accounting efficiency. (11 reviews)
- Users find the **limited customization** options in Scoro frustrating, impacting their ability to tailor the software to their needs. (10 reviews)
- Users find Scoro&#39;s **limited functionality** in contract creation and document handling restrictive and time-consuming. (10 reviews)
- Time-Consumption (10 reviews)
- Lack of Customization (8 reviews)

## Scoro Reviews
  ### 1. Using Scoro to beat company record in sales. 

**Rating:** 5.0/5.0 stars

**Reviewed by:** Dmitry K. | Marketing manager, Maritime, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 01, 2018

**What do you like best about Scoro?**

Simplicity of Scoro, how easy it is designed and don't need any adapting time at all. 

**What do you dislike about Scoro?**

To be honest, i haven't found any major flaws in Scoro. For my daily Calls and Sales activity it is the perfect tool. 

**Recommendations to others considering Scoro:**

A great and simple CRM tool - in our case it helped to make Sales and relations with clients more efficient. And a great team that is behind Scoro always willing to help. Support works fast. Their representatives always help with issues on start and if there are some problems during use. 

**What problems is Scoro solving and how is that benefiting you?**

It helped to structurize relations between company and clients. Now every call and every event have its own place. And it helped by raising sales up to 50-60%.

  ### 2. Scoro has made keeping track of the projects and having an overview of my teams work real easy!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Merlin R. | Mobility Specialist, Environmental Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 01, 2018

**What do you like best about Scoro?**

I like that Scoro is linked to so many other applications and you can easily transfer your data directly. Also the flexibility of combining your own workspace is a great feature.

**What do you dislike about Scoro?**

At first it is a bit difficult to figure out what everything you can do with the application. Designing the first own workspace took some time. 

**What problems is Scoro solving and how is that benefiting you?**

Keeping track of time, managing projects from beginning till end and having a linked calendar saves much time from everyday activities

  ### 3. User-friendly and flexible

**Rating:** 4.5/5.0 stars

**Reviewed by:** Maarja R. | Sales Representative, Furniture, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 01, 2018

**What do you like best about Scoro?**

Scoro is very easy to use and it enables to customise different features according to the specific needs of the company.  Furthermore, it aggregates several important operations - project management, sales, purchasing, managing suppliers, partners and clients . All this helps to do daily tasks faster and more efficiently.  

**What do you dislike about Scoro?**

We have experienced some problems regarding the integration with our accounting program - some functions work and others do not which forces us to do some extra work. Also you have to approach creatively to some aspect of Scoro when the company deals in different fields f.e production and maintenance or manufacturing and resale.

**What problems is Scoro solving and how is that benefiting you?**

Better information flow, improved tracking of project process

  ### 4. Adaptable, functional and easy software

**Rating:** 4.5/5.0 stars

**Reviewed by:** Diogo N. | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 15, 2018

**What do you like best about Scoro?**

It's very flexible, easy to use and constantly updated for new features.

**What do you dislike about Scoro?**

Some lack of visual ways to show global info for our specific business, but with constant features coming in we're confident there'll be a way in the near future.

**Recommendations to others considering Scoro:**

Invest on the setup stage to ensure smooth implementation (crucial)

**What problems is Scoro solving and how is that benefiting you?**

Processing data and extracting useful information and indicators about the business; access to data on the go; tracking of information, products and projects

  ### 5. Easy and accessible software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Design | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 13, 2018

**What do you like best about Scoro?**

It is easy to find different categories, either I am dealing with projects, price offers or assignments. The search bar actually works and finds quickly what I am looking for.  The small logos and details are clickable and I can make adjustments in everything I have just entered. 

**What do you dislike about Scoro?**

Working in a creative advertising sector it is importont to see the preview files of the images. We have skipped adding files in general to Scoro and use Wetransfer/email instead. 

**What problems is Scoro solving and how is that benefiting you?**

If you have a team, were each member works in it's own pace, it is easy to track what projects they are currrently dealing with. 

  ### 6. Scoro is bestest

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Import and Export | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 14, 2018

**What do you like best about Scoro?**

I was using many CRM systems and even SalesForce, but I must admit, Scoro is the one I like the most. I can do everything I need for my sales activities.

**What do you dislike about Scoro?**

Customer support can be better. We are worried about getting quick solution how to use for the industry of Export when we achieve new features on Scoro.  Everything else is fine. 

**Recommendations to others considering Scoro:**

Just try it and you will want it. :)

**What problems is Scoro solving and how is that benefiting you?**

Sales overview by the region in general, price quotes, marketing activities, follow ups and email integration.

  ### 7. Review from Printimiskeskus OÜ

**Rating:** 4.5/5.0 stars

**Reviewed by:** Indrek K. | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 23, 2018

**What do you like best about Scoro?**

I like that it is very easy to use this software, the whole company adapted to it in just couple of days.

**What do you dislike about Scoro?**

Sometimes it bothers that it is not possible to adapt every detail to a certain company's needs.

**Recommendations to others considering Scoro:**

Just do it!

**What problems is Scoro solving and how is that benefiting you?**

I linked sales and production departments and made the work processes a lot more fluent. 

  ### 8. Scoro Review

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 17, 2018

**What do you like best about Scoro?**

Scoro offers rich variety of functions and proves to be very useful in our daily project management.
The platform is user-friendly and there are frequent updates.
In addition the support team responds promptly to any questions and requests.

**What do you dislike about Scoro?**

The product groups disappear sometimes when entered in Invoices and quotes.

**What problems is Scoro solving and how is that benefiting you?**

The platform provides us with the ability to manage and distribute different tasks and projects  throughout our team.


  ### 9. Very good value for your money!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Erki R. | General Manager, Marketing and Advertising, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 16, 2018

**What do you like best about Scoro?**

It's very easy to use and configure. System is very reliable and we feel it's safe place for our client data!

**What do you dislike about Scoro?**

We needed to rethink some business processes in order to fit into scoro structure. But that's fine :)

**What problems is Scoro solving and how is that benefiting you?**

paper free client contract management.
fast and efficient sales management with good review tools.
automated invoicing procedure.
automated reports.


  ### 10. Everything you need in one place

**Rating:** 4.5/5.0 stars

**Reviewed by:** Veronika R. | Development Specialist, Management Consulting, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 13, 2018

**What do you like best about Scoro?**

Easy to use (easy on the eyes, easy to navigate). Largely customisable (see only the important features you need). Available in Estonian, which is really great. 

**What do you dislike about Scoro?**

Mobile app would be a great addition (iOS)! 

**What problems is Scoro solving and how is that benefiting you?**

We use Scoro to track time sent on different assignments and projects, for invoices, keeping up with project information, for basic daily planning etc.

  ### 11. Kadri´s review about Scoro

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Media Production | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 13, 2018

**What do you like best about Scoro?**

It is very simple so it is very easy to learn how to use.

**What do you dislike about Scoro?**

There is nothing i dislike, because i use it everyday and it makes my job a lot easier.

**What problems is Scoro solving and how is that benefiting you?**

All my database of my clients is in one place so with just one click i can find the one i need to do my priceoffers. To Do list is very good- i can plan my work several months ahead and don´t have to worry of not remembering important things. Calendar is also very good- all my meetings that i plan are there, so i don´t have to worry about not remembering them too. I can see how much have i brought money in by selling and how much i need to sell more to fill my budget.

  ### 12. Scoro - a perfect tool for sales division

**Rating:** 4.5/5.0 stars

**Reviewed by:** Kait K. | Development Director, Machinery, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 08, 2018

**What do you like best about Scoro?**

User interface, eas of use, customer relation management makes tracking customers and their process convenient, sending out quotation templates that saves time of creating a new quotation

**What do you dislike about Scoro?**

Making quotation templates is little bit clumsy as you need to check if all the fonts and font sizes are equal, especially when you copy information from other documents. This apply only if you make detailed and quite long quotations

**What problems is Scoro solving and how is that benefiting you?**

Tracking sales team and their efforts. Before using Scoro we didn't have good way to track our team processes and efforts. Right now the pipeline system, comments on customer profile and reminders help to keep the hole team up to date and focused. It helps to track sales numbers. 

  ### 13. Real time saver!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Magnus P. | Manager, Marketing and Advertising, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 08, 2018

**What do you like best about Scoro?**

I have been using Scoro for years and I am really happy with it. Scoro is very easy to use and very practical. I can keep eye on my projects, all the data is in one place  and I don't have to mess with different apps. And I don't need post-its anymore :)

**What do you dislike about Scoro?**

Some of the updates are bit confusing and can be a surprise. But customer service has been very helpful to solve those issues.

**Recommendations to others considering Scoro:**

Easy to use, good customer service, saves time and all the data is in one place

**What problems is Scoro solving and how is that benefiting you?**

Project management is way more easier with Scoro than with our previous solution. We have saved lot's of time and energy. 

  ### 14. Great tool for project team work planning 

**Rating:** 3.5/5.0 stars

**Reviewed by:** Karlina S. | Project Manager, E-Learning, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 23, 2018

**What do you like best about Scoro?**

-Planner functionality - provides great solutions for project team work planning
-Financial and work reports are both a great help in organization’s daily activities

**What do you dislike about Scoro?**

No Gantt charts in the tool (project milestones and schedule does not solve the issue)

**What problems is Scoro solving and how is that benefiting you?**

-Financial analysis
-Resource planning and provisioning  

  ### 15. Best virtual secretary!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Erle A. | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 08, 2018

**What do you like best about Scoro?**

The best thing of Scoro is that I have so many opporunities - like event calendar, fast information exchange with colleagues, opportunity to issue invoices, free or booked inventory overview and all this important information will remain in history. For us is also very good, that we import our client e-mails in one table and its good to sent important information to all our clients. 

**What do you dislike about Scoro?**

Actually I like all, no negative experience so far. Just I think we still dont use all the Scoro opporunities and mayby its good to have somekind of training to discover all. 

**Recommendations to others considering Scoro:**

I really recommend! One place where you can actually do everything. Scoro is like virtual secretary, where you have overview of your clients, invoices, events and so on. No excel tables needed! :) And its possible to use it in phone also. 

**What problems is Scoro solving and how is that benefiting you?**

- event calendar / as we sell our rooms to different events, then its good overview what room is already booked and so on
- fast information exchange with colleagues /all colleagues see same information and technical team will take all needed information from Scoro (like how many tables, chairs needed and so on)
- opportunity to issue invoices / we send directly from Scoro invoices to our accountant and we do offers through Scoro to client
- free or booked inventory overview / like virtual warehouse, we know what is booked and what is free and its possible to add inventory to different event. 
- important information will remain in history

  ### 16. I use Scoro daily and it fulfills all my needs for a programme to run my business.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Raido R. | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 01, 2018

**What do you like best about Scoro?**

Scoro is easy to use. It is logically undrestandable even without any training

**What do you dislike about Scoro?**

Scoro mobile application does not provide all needed info. 

**Recommendations to others considering Scoro:**

Easy to use, You have to try it

**What problems is Scoro solving and how is that benefiting you?**

It helps to plan sales, take needed reports easily. Overall business management is done via Scoro

  ### 17. Scoro is irreplaceable

**Rating:** 4.5/5.0 stars

**Reviewed by:** Kalmer K. | Developer, Information Technology and Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 13, 2018

**What do you like best about Scoro?**

The functionality which you can build YOUR Scoro to be is amazing!

**What do you dislike about Scoro?**

The smarter you want your Scoro to be the more you need to use / understand / configure it.

**What problems is Scoro solving and how is that benefiting you?**

Time management used to be an issue, not anymore.

  ### 18. Makes work more efficient.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Marita R. | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 01, 2018

**What do you like best about Scoro?**

Provides the opportunity to analyze work results, make work faster and easier. All information is consolidated in one place and is accessible to everyone.

**What do you dislike about Scoro?**

The lack of satisfaction is caused by customer support. It is very difficult to get in touch with our account manager. There is nowhere to turn with urgent issues, and one has to wait a long time for a response.

**What problems is Scoro solving and how is that benefiting you?**

Every project information is in a specific place and accessible to all team members. Additionally, it is possible to track employees' tasks and work reports. Thanks to Scoro, we have also created a quality system for ourselves, directing all complaints to Scoro and assigning them as tasks to the project manager. When the project manager marks a task as completed, they must also provide feedback.

  ### 19. Scoro

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Human Resources | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 19, 2018

**What do you like best about Scoro?**

Everything is quite easy to use. It is in my mother language.

**What do you dislike about Scoro?**

When I want to put a reminder to myself, this "to do" page is very uncomfortable to use. I would litke to see my reminders all the time at the same page as calendar view. So thats why I don`t use to do list. I put my reminders to calendar with zero time usage.

**What problems is Scoro solving and how is that benefiting you?**

I use mostly calendar, invoices and client list

  ### 20. Easy-to-use and all-in one.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jüri A. | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 01, 2018

**What do you like best about Scoro?**

All needed features strting from Project lead up to invoicing are in one place.

**What do you dislike about Scoro?**

This software is more product sellers oriente than ohter type of businesses like consultancy.

**Recommendations to others considering Scoro:**

Good value for money

**What problems is Scoro solving and how is that benefiting you?**

CRm, Project management, used time and costs counting, invoicing and control.

  ### 21. Full of features, lazy support

**Rating:** 3.5/5.0 stars

**Reviewed by:** Tadas C. | Sales Executive, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 22, 2018

**What do you like best about Scoro?**

That software has lots of features and easy to adapt.

**What do you dislike about Scoro?**

Lack of plug and play integrations with third paties. 

**What problems is Scoro solving and how is that benefiting you?**

We are using Scoro as internal CRM to manage payments, orders and etc. 

  ### 22. Easy to use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Internet | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 27, 2018

**What do you like best about Scoro?**

Very easy to use tool and helps me and our team to get the job done by our deadline.

**What do you dislike about Scoro?**

Nothing much I can say here, so far i've been very happy with scoro.

**Recommendations to others considering Scoro:**

Just do it - "Nike"

**What problems is Scoro solving and how is that benefiting you?**

Planning our work schedule and getting the job done by our deadline. 

  ### 23. Smooth, Efficient & Realiable

**Rating:** 4.5/5.0 stars

**Reviewed by:** Roberts L. | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 26, 2018

**What do you like best about Scoro?**

The ability to have a unified platform for your business where you can effectively see the communication with clients along with following your profits and budget.

**What do you dislike about Scoro?**

When working with work reports, you constantly need to switch the default view to the current day.
Not so intuitive UI when creating .pdf templates.

**Recommendations to others considering Scoro:**

A Good CMR

**What problems is Scoro solving and how is that benefiting you?**

Ability to follow the workflow of employees. The overview of budget, profit, and ability to follow it in detail.
Ability to create projects where you can easily find all the related documents and info.

  ### 24. It makes my work easier and saves time. Thank you Scoro 

**Rating:** 4.0/5.0 stars

**Reviewed by:** Romek I. | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 01, 2018

**What do you like best about Scoro?**

I have much better overview of my work. Scoro draws together calendar, e-mail, notebook, document management etc. I can share simply all the information with colleagues, if needed.

**What do you dislike about Scoro?**

I would be very happy if there were app for phones. Software is not so comfort to use with phone right now.

**What problems is Scoro solving and how is that benefiting you?**

it gives me and my team a better overview about our work. It helps to share information and solving communication issues.

  ### 25. SCORO REVIEW

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Import and Export | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 15, 2018

**What do you like best about Scoro?**

Ease of use, ability to communicate with colleagues, event management etc.

**What do you dislike about Scoro?**

Low disc space, but can be integrated with Dropbox, so not really a problem.

**Recommendations to others considering Scoro:**

Create a Dropbox account and do an integration of files to Dropbox this way you will pay less for space you use in Scoro servers.

**What problems is Scoro solving and how is that benefiting you?**

Very smooth and good system, helps me organize events with ease.

  ### 26. Easy to use, made property management project calculating more easier

**Rating:** 4.5/5.0 stars

**Reviewed by:** Kristīna . | Assistant Administrative, Civic & Social Organization, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 15, 2018

**What do you like best about Scoro?**

I like that I am like a God, I know all about our company employee, what they did and what they are planing to do. I can prevent some unneeded steps. 

**What do you dislike about Scoro?**

No dislikes. I love this software it gives me more freedom. Now can \i spend time for more important problems. 

**What problems is Scoro solving and how is that benefiting you?**

Property management expenses is more easier to calculate.

  ### 27. Great project management tool

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 14, 2018

**What do you like best about Scoro?**

The system's features and functions and user friendly interface.

**What do you dislike about Scoro?**

The mobile app is lacking a lot of common functions which should be made available. Not user friendly at all

**What problems is Scoro solving and how is that benefiting you?**

Project management and accounting.

  ### 28. Easy and understandable!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 13, 2018

**What do you like best about Scoro?**

I like that I can fill up Scoro very easily and there are enough room for my job description.

**What do you dislike about Scoro?**

First I was little confused, where I can edit my job description, but not for long!

**What problems is Scoro solving and how is that benefiting you?**

I use Scoro for project management, so it would be clear how much hours have I worked with what project!

  ### 29. Simple and fast in use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Industrial Automation | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 17, 2017

**What do you like best about Scoro?**

Great support from Scoro team. Functionality, simple to use. Create any design for document you want.

**What do you dislike about Scoro?**

E-mail correspondence. Some search functions are complicated.  

**Recommendations to others considering Scoro:**

Need to go and to speak with Scoro team about needs. They will not offer what they cannot.

**What problems is Scoro solving and how is that benefiting you?**

Teamwork. Customer service. Remote work.

  ### 30. A complete overview of my team and work

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Automotive | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 06, 2018

**What do you like best about Scoro?**

Not having to use 5+ tools for my work. My team used separate software for – CRM, project management, everyday task management, dashboard, calendar, and loads of spreadsheets. Now with Scoro, we have project management, work scheduling and tracking, meetings management, customer database, reporting, dashboards, and budgeting, everything in one place. 

**What do you dislike about Scoro?**

It was a quite long and difficult process to start using Scoro and leave everything else behind. Our previous tools were added to our work one by one, and the team kind of fluently got used to them. Now it was this big project to transform all our processes. But I guess that every operational change is difficult for a larger team, and the end result has been great! Just a heads up – be prepared to make time for this transition. 

**What problems is Scoro solving and how is that benefiting you?**

- We insert our work into one place, no double-entries
- Very clear overview of our plans and progress in real time
- The team members are more eager to use Scoro than the previous tools (less hassle and better interface)
- Everything is connected and linked: projects with contacts, specific tasks and calendar events; contact view has all history; etc. 
- We can pull detailed reports because all the data is in one place
- The mobile app is very useful, as a manager, I can always check the most important things on the go
- Dashboards are also very useful – they look nice, are easy to compile and understand, yet they give us a lot of information in one view
- There are many opportunities to customise fields, set bookmarks, set activity types, create custom dashboards, set different levels of access for the team members, create PDF/invoice designs, etc. 

  ### 31. Fastest and easiest program to make offers, invoices and magaging clients.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jaana U. | Sales Manager, Marketing and Advertising, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 08, 2018

**What do you like best about Scoro?**

I like the best the fact that I can turn my approved offers to clients into invoices

**What do you dislike about Scoro?**

Adding new products and new projects but just at the first time

**Recommendations to others considering Scoro:**

I really recomend scoro. Good to keep an eye on the process of the work your employees are doing and everything else

**What problems is Scoro solving and how is that benefiting you?**

All the offers that I make to my clients to scoro look really good and clear - makes selling advertisement much easier

  ### 32. Its easy and comfortable to use.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 01, 2018

**What do you like best about Scoro?**

I can find orders quickly, see the status for them. Add info to orders for other to see.

**What do you dislike about Scoro?**

than when I want to find all orders by product, then i van't do that.

**Recommendations to others considering Scoro:**

Try it, i'm sure you won't regret it.

**What problems is Scoro solving and how is that benefiting you?**

It's good for making invoices. And add new orders.

  ### 33. Great tool for

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Food & Beverages | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 15, 2018

**What do you like best about Scoro?**

Gives a great overview of the jobs in process, jobs confirmed, jobs cancelled etc.
Gathers together valuable information about clients, assortment, purchase history, revenue-cost-margin data.
Efficient when a loyal client wants to order the same product again --> with just a few clicks and with the help of purchase history a few minutes and the first step of the work is done.

**What do you dislike about Scoro?**

Unable to delete customer data who has purchased something before.
Unable to change description of other details on the invoice, that do not affect the sum, once the invoice has been transferred.
Sometimes the need for too many filters the get the data required.

**What problems is Scoro solving and how is that benefiting you?**

Sales, customer feedback, client base analysis, sales and assortment analysis, cost-revenue-margin analysis.

  ### 34. Scoro

**Rating:** 5.0/5.0 stars

**Reviewed by:** Joel K. | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 13, 2018

**What do you like best about Scoro?**

Its fast and easy to do workorders. Its just great.

**What do you dislike about Scoro?**

So far I have not found anything that I dislike.
Fast workorders coming in and going out. Works perfectly.

**What problems is Scoro solving and how is that benefiting you?**

Im getting workorders from other coworkers and send them out by myself too. 

  ### 35. My feedback about Scoro

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jelena L. | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 15, 2018

**What do you like best about Scoro?**

Customer support, frequency of releases and system updates, visual appearance

**What do you dislike about Scoro?**

Before starting to register any data, it is very important to come up with the consistent approach to use

**What problems is Scoro solving and how is that benefiting you?**

Registration of working hours spent on the various projects / tasks

  ### 36. User friendly

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Media Production | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 11, 2018

**What do you like best about Scoro?**

Amazingly easy to use, great oprtions for statistics, good customer support

**What do you dislike about Scoro?**

Sometimes too often updates appear on many different features together

**What problems is Scoro solving and how is that benefiting you?**

Good overview on sales - past-present-future.

  ### 37. User experience

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Civil Engineering | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 13, 2018

**What do you like best about Scoro?**

I like the possibility to give tasks to other teommembers and follow the progress.

**What do you dislike about Scoro?**

I don't dislike anything, however there are many feature I have not used yet.

**Recommendations to others considering Scoro:**

Great tool.

**What problems is Scoro solving and how is that benefiting you?**

Keeping track of projects and wirking hours, planning meetings.

  ### 38. Scoro review

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 21, 2018

**What do you like best about Scoro?**

Calender, where is possible to see what coworkers have planned

**What do you dislike about Scoro?**

Interface is quite old-fashioned and hard to use

**What problems is Scoro solving and how is that benefiting you?**

To see clients and their contacts, it is very easy to contact with clients

  ### 39. easy work

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 16, 2018

**What do you like best about Scoro?**

The best thing in scoro is that, you can easly plan your week meetings and scoro will remind you about them, if you forget.

**What do you dislike about Scoro?**

Last week we had problems with map.     

**What problems is Scoro solving and how is that benefiting you?**

No one.

  ### 40. SCORO - so far so (very) good.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Matt B. | Founder, Construction, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 04, 2018

**What do you like best about Scoro?**

Excellent on-boarding. Easy to use programme. Great for managing a large number of leads / sales enquiries.

**What do you dislike about Scoro?**

Need to be able to add contact person and company at the same time - when creating. 

**Recommendations to others considering Scoro:**

Use 'projects' for leads.

**What problems is Scoro solving and how is that benefiting you?**

Tracking of large quantities of projects.

  ### 41. Veronika´s review

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 14, 2018

**What do you like best about Scoro?**

Easy to use, easy to plan your day, quick

**What do you dislike about Scoro?**

having label home office, all the activities you plan that day could also get home office label automatically

**What problems is Scoro solving and how is that benefiting you?**

plan business meetings, invoices

  ### 42. Excellent solution for teams that want to have everything in one system

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 09, 2018

**What do you like best about Scoro?**

We used to use several smaller tools, but Scoro made us get rid of them all. It solves many of our "everyday" problems and lets you organize the time and tasks for everyone. Also, it's an important tool for measuring productivity and helps managers to make data-driven decisions.

**What do you dislike about Scoro?**

I have not found anything that bothers me yet.

**What problems is Scoro solving and how is that benefiting you?**

Given that many of our team works off-site, we needed a central place to track projects, tasks, and time. Scoro has helped us tremendously by doing that and more! We are able to communicate within the team, schedule resources, allocate tasks, and get an instant overview of every project and client.

  ### 43. Good for PM

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 13, 2018

**What do you like best about Scoro?**

Good for project management, easy to keep an eye on company's overall situation. Easily accessible.

**What do you dislike about Scoro?**

Sometimes it is difficult to find where to change settings. Getting help might be difficult and time consuming.

**What problems is Scoro solving and how is that benefiting you?**

It is easy to keep track of the orders and take actions when it's time for that (order transportation etc). Easy to monitor the invoices. Easy to compare the company's situation on different time periods.

  ### 44. I recommend

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Recreational Facilities and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 30, 2018

**What do you like best about Scoro?**

It is adjustable to your business type. Easy to use, easy to control staff tasks 

**What do you dislike about Scoro?**

For our type of business we need more possibilities with prepayment invoices.
More choices for reports would be nice. But I hope it will get it with new updates.

**What problems is Scoro solving and how is that benefiting you?**

Staff tasks, invoices, prepayment invoices, projects, reports.

  ### 45. Scoro feedback form

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 01, 2018

**What do you like best about Scoro?**

Scoro is a convenient and essential assistant in doing my daily work.

**What do you dislike about Scoro?**

In general, 99% of things are okay, except in some places you have to use the "Back" button too much.

**Recommendations to others considering Scoro:**

This is a convenient assistant in your daily work when you need to constantly be up to date with the client's life and history.

**What problems is Scoro solving and how is that benefiting you?**

There is my clients' entire life and history. If I didn't have it daily, I wouldn't be able to do my job.

  ### 46. Scoro is super

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mariliis T. | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 01, 2018

**What do you like best about Scoro?**

A convenient and simple place to add data about your client.

**What do you dislike about Scoro?**

The volume is too small for our company.

**What problems is Scoro solving and how is that benefiting you?**

There seem to be no problems.

  ### 47. The best business management software available today

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 10, 2018

**What do you like best about Scoro?**

It's intuitive, easy to use, and you can pretty much adapt it to any workflow. Very user friendly, detailed reporting, great support team and great value for the price. Thank you, Scoro!

**What do you dislike about Scoro?**

Nothing. Everything went well with the implementation and no one has had any issues using it.

**Recommendations to others considering Scoro:**

Use their Onboarding team, so worth it!

**What problems is Scoro solving and how is that benefiting you?**

Elliminating spreadsheets, so everyone is always on the same page, no data gets lost, no silos, etc.
When working out of the office (which we do often) you can access all the business data on the go.

  ### 48. Scoro user

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 08, 2018

**What do you like best about Scoro?**

Scoro is really easy to use, has great features and it is a great help to everyday work duties.

**What do you dislike about Scoro?**

Sometimes the softwares creates projects too fast or just by typing and searching a project that already exists.

**What problems is Scoro solving and how is that benefiting you?**

Scoro helps us to schedule, plan and organize our work.

  ### 49. Scoro review 

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Aviation & Aerospace | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 22, 2018

**What do you like best about Scoro?**

It is very easy to use and understand everything. 

**What do you dislike about Scoro?**

That I cannot use calendar week view as I would like. Whole day appointments take too much space from the calendar. 

**What problems is Scoro solving and how is that benefiting you?**

Very easy to add all information  to one program. 

  ### 50. Easy and understandable

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 13, 2018

**What do you like best about Scoro?**

It is really easy to use and everything is understandable! 

**What do you dislike about Scoro?**

At the beginning did not find where I can change the description, but now it is clear!

**Recommendations to others considering Scoro:**

This program is very easy to understand!

**What problems is Scoro solving and how is that benefiting you?**

I use Scoro for project management!


## Scoro Discussions
  - [DO YOU HAVE MANUALS/VIDEOS?](https://www.g2.com/discussions/manuals) - 1 comment, 2 upvotes
  - [WILL SCORO REPLACE OUTLOOK?](https://www.g2.com/discussions/getting-started-543492aa-ed40-4fe7-afb8-55138badde60) - 2 comments, 2 upvotes
  - [WHAT DOES SCORO INTEGRATE WITH?](https://www.g2.com/discussions/integrations-fb2646ce-633d-4860-bd45-a4312de8d542) - 1 comment, 2 upvotes
  - [IS MY DATA SECURE?](https://www.g2.com/discussions/security-898afcb5-6b1d-4dca-ada6-7f909c217f5a) - 1 comment, 2 upvotes
  - [WHERE IS SCORO HOSTED?](https://www.g2.com/discussions/hosting-ffde8354-a2d0-4476-8e8e-49dec426b841) - 1 comment, 2 upvotes

- [View Scoro pricing details and edition comparison](https://www.g2.com/products/scoro/reviews?page=30&section=pricing&secure%5Bexpires_at%5D=2026-08-05+14%3A41%3A19+-0500&secure%5Bsession_id%5D=0058d3f9-d947-4468-ab59-adff3451688c&secure%5Btoken%5D=19cc298b76107e0e6dcce3b4087fd7e43059f3603ed7d3935c1e688d39a4f96c&format=llm_user)
## Scoro Integrations
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
  - [Asana](https://www.g2.com/products/asana/reviews)
  - [BambooHR](https://www.g2.com/products/bamboohr/reviews)
  - [Basecamp](https://www.g2.com/products/basecamp/reviews)
  - [Box](https://www.g2.com/products/box/reviews)
  - [Calendar](https://www.g2.com/products/calendar/reviews)
  - [Calendly](https://www.g2.com/products/calendly/reviews)
  - [Claude](https://www.g2.com/products/claude-2025-12-11/reviews)
  - [Docusign](https://www.g2.com/products/docusign/reviews)
  - [Drift](https://www.g2.com/products/drift/reviews)
  - [Dropbox](https://www.g2.com/products/dropbox/reviews)
  - [EROnline](https://www.g2.com/products/eronline/reviews)
  - [Eventbrite](https://www.g2.com/products/eventbrite/reviews)
  - [Evernote](https://www.g2.com/products/evernote/reviews)
  - [Exact](https://www.g2.com/products/exact-exact/reviews)
  - [Expensify](https://www.g2.com/products/expensify/reviews)
  - [Facebook for Business](https://www.g2.com/products/facebook-for-business/reviews)
  - [Fin](https://www.g2.com/products/fin/reviews)
  - [Freshdesk](https://www.g2.com/products/freshdesk/reviews)
  - [FTP Attachments](https://www.g2.com/products/ftp-attachments/reviews)
  - [G2 Marketing Solutions](https://www.g2.com/products/g2/reviews)
  - [GitHub](https://www.g2.com/products/github/reviews)
  - [Google Analytics](https://www.g2.com/products/google-analytics/reviews)
  - [Google Workspace](https://www.g2.com/products/google-workspace/reviews)
  - [Harvest](https://www.g2.com/products/harvest/reviews)
  - [Hootsuite](https://www.g2.com/products/hootsuite/reviews)
  - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews)
  - [iCal](https://www.g2.com/products/ical/reviews)
  - [Intuit QuickBooks](https://www.g2.com/products/intuit-quickbooks/reviews)
  - [Jira](https://www.g2.com/products/jira/reviews)
  - [Leadfeeder](https://www.g2.com/products/leadfeeder-leadfeeder/reviews)
  - [LinkedIn Marketing Solutions](https://www.g2.com/products/linkedin-marketing-solutions/reviews)
  - [Memtime](https://www.g2.com/products/memtime/reviews)
  - [Microsoft Exchange](https://www.g2.com/products/microsoft-microsoft-exchange/reviews)
  - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews)
  - [monday AI Work Platform](https://www.g2.com/products/monday-com/reviews)
  - [PayPal Payments](https://www.g2.com/products/paypal/reviews)
  - [Pipedrive](https://www.g2.com/products/pipedrive/reviews)
  - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews)
  - [Sage Intacct](https://www.g2.com/products/sage-intacct/reviews)
  - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews)
  - [ServiceNow IT Service Management](https://www.g2.com/products/servicenow-it-service-management/reviews)
  - [Slack](https://www.g2.com/products/slack/reviews)
  - [Stripe Billing](https://www.g2.com/products/stripe-billing/reviews)
  - [Stripe Payments](https://www.g2.com/products/stripe-stripe-payments/reviews)
  - [SurveyMonkey](https://www.g2.com/products/surveymonkey/reviews)
  - [SyncHub](https://www.g2.com/products/synchub/reviews)
  - [Trello](https://www.g2.com/products/trello/reviews)
  - [Typeform](https://www.g2.com/products/typeform/reviews)
  - [WooCommerce](https://www.g2.com/products/woocommerce/reviews)
  - [Xero](https://www.g2.com/products/xero/reviews)
  - [Zapier](https://www.g2.com/products/zapier/reviews)
  - [Zendesk for Customer Service](https://www.g2.com/products/zendesk-for-customer-service/reviews)

## Scoro Features
**Sales Force Automation**
- Contact & Account Management
- Partner Relationship Mgmt. (PRM)
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management
- Contract/License Management

****
- Data Import/Export
- Estimating
- Timer
- Multi-Currency
- Customizable Reports
- Alerts/Notifications
- Reporting/Analytics
- Real-Time Updates
- Projections
- Customizable Fields
- Approval Process Control
- Mobile App
- Generative AI
- Activity Dashboard
- Billing & Invoicing
- Budgeting/Forecasting
- Resource Allocation & Planning
- Access Controls/Permissions
- Real-Time Notifications
- AI Copilot
- Summary Reports
- Reporting & Statistics
- Real-Time Data
- Automatic Time Capture
- Overtime Calculation
- Clock In/Out
- Productivity Analysis
- Multi-Language
- Employee Scheduling
- Employee Database
- Billable & Non-Billable Hours
- Usage Tracking/Analytics

**Marketing Automation**
- Email Management
- File Management
- Deal Management

**Tasks**
- Creation & Assignment
- Due Dates
- Task Prioritization
- To-Do Lists
- Dependencies
- Mass Updates
- Drag & Drop
- Recurring Tasks
- Real-Time Updates

**Portfolio Management**
- Portfolio Types
- Planning
- Alignment
- Portfolio Mix
- Resource Allocation & Planning

**Setup**
- Activities
- Flows
- Dependencies
- Notifications
- Calendar Management
- Business Process Automation

**Planning**
- Resource Definiton
- Capacity
- Scheduling
- Real-Time Data

**Customer Management**
- Customer Profiles
- Sales
- Client Portal

**Automation**
- Workflows
- Customization
- Data repository

**Communication**
- Discussions
- External
- Announcements

**Customer Support**
- Workflow Management
- Opportunity Management
- Sales Pipeline Management
- Reporting/Analytics
- Calendar Management
- Pipeline Management
- Content Management
- Communication Management
- Visual Analytics
- Template Management
- Predictive Analytics
- Document Management
- Channel Management
- Commission Management
- Field Sales Management

**Projects**
- Planning
- Project Map
- GANTT
- Calendar View
- Views
- Project Budgeting
- Issue Tracking
- Templates
- Time & Expense
- Methodologies
- Project Time Tracking
- Bug Tracking
- Milestone Tracking
- Task Progress Tracking
- Activity Tracking
- Project Tracking
- Status Tracking
- Progress Tracking
- Agile Methodologies
- Sprint Planning
- Project Planning
- Release Planning
- Multiple Projects
- Multi-Department/Project
- Customizable Templates
- Project Templates
- Gantt/Timeline View
- Percent-Complete Tracking
- Reporting/Project Tracking
- Goal Setting/Tracking
- Time Tracking
- Traditional Methodologies
- Task Planning

**Project Management**
- Dependencies
- Priorities
- Lean Management
- Deadline Management
- Calendar Management
- Change Management

**Management**
- Updates
- Audit Trail
- Integration

**Optimization**
- Performance
- Forecasting
- Corrections

**Project Management**
- Project Planning
- Project Tracking
- Resource Definition
- Resource Management
- Resource Allocation & Planning
- Progress Tracking
- Project Time Tracking

**Administration**
- Permissions
- Procedures
- Remote Work

**Content & Documents**
- File Sharing
- Notes
- Search

****
- Calendar Management
- Shop Floor Management
- Performance Management
- Real-Time Monitoring
- KPI Monitoring
- Availability Management
- Third-Party Integration
- Drag & Drop
- Project Management
- Activity Dashboard
- Recommendations
- Collaboration Tools
- Equipment Management
- Task Management
- Gantt/Timeline View
- Progress Tracking
- Alerts/Notifications
- "What If" Scenarios
- AI Copilot
- For Manufacturers
- Real-Time Reporting
- Mobile Access
- Cost Management
- Scenario Planning
- Historical Database
- Inventory Control
- Reporting/Analytics
- Generative AI
- Time Tracking
- Resource Management
- Predictive Analytics
- Resource Allocation & Planning
- Projections
- Prioritization
- Search/Filter
- Timesheet Management
- Workflow Management
- Skills Tracking
- Utilization Reporting
- Approval Process Control
- Access Controls/Permissions
- Third-Party Integrations
- Reporting & Statistics
- Customizable Reports
- Commenting/Notes
- API
- Project Planning
- Assignment Management
- Customizable Fields
- Multiple Projects
- Time & Expense Tracking
- Resource Request
- Data Import/Export
- Reporting/Project Tracking
- Capacity Management
- Real-Time Notifications
- Real-Time Updates
- Project Templates
- Document Management

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

**Time Tracking**
- Ease of Completing Timesheets
- Tracking Time to Project/Task
- Billable Time Rate Management
- Reimbursement Management
- Task Progress Tracking

**Resource Management**
- Resource Definiton
- Capacity
- Scheduling
- Task Scheduling
- Project Planning/Scheduling

**Resource Management**
- Definition
- Allocation
- Optimization

**Accounting**
- Revenue Recognition
- Invoice Management
- Payments
- Project Accounting
- Budget Tracking
- Time & Expense Tracking
- Activity Tracking
- Billable Items Tracking
- Document Management
- Multiple Projects

**Project management**
- Task Prioritization
- Dependencies
- Planning
- Views
- Scheduling
- Dashboards

**Controls**
- Custom Views
- Followers
- User Management
- Calendars

**Generative AI**
- AI Text Generation
- Generative AI

**Mobile & Social**
- Mobile User Support
- Third-Party Integrations
- Social Media Integration
- Customer Support
- Multi-Channel Social Integration

**Client Invoicing**
- Invoice Creation and Delivery
- Electronic Payments
- Project Accounting / Revenue Recognition
- Biometric Recognition
- Optical Character Recognition

**Project Monitoring**
- Baselining / KPIs
- Resource Allocation
- Dashboards
- Activity Dashboard

**Data & Analytics**
- Data Consolidation
- Visualizations
- Performance
- Risk Analysis

**Portfolio Management**
- Portfolio Definition
- Portfolio Performance
- Risk
- Portfolio Mix

**Workload**
- Resource Allocation
- Workspace
- Configuration
- Insights

**Project Management**
- Task Management
- Planning
- Visibility
- Integration

**Agentic AI - Workflow Management**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

****
- Drag & Drop
- Template Management
- Approval Process Control
- Customizable Dashboard
- Rules-Based Workflow
- Document Management
- Monitoring
- Progress Tracking
- Workflow Configuration
- Collaboration Tools
- Commenting/Notes
- Task Management
- Forms Management
- No-Code
- Data Import/Export
- Email Management
- Customizable Reports
- Access Controls/Permissions
- Graphical Workflow Editor
- Real-Time Data
- API
- Search/Filter
- AI Copilot
- Mobile Access
- Customizable Fields
- Activity Tracking
- Compliance Tracking
- Role-Based Permissions
- Reporting/Analytics
- Project Workflow
- Activity Dashboard

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Document & Content Mgmt.
- Performance and Reliability
- Output Document Generation
- Mobile Access
- Lead Generation

**Analytics**
- Forecasting
- Reporting
- KPIs
- Real-Time Reporting

**Communication & Collaboration**
- Communication Channels
- Document Management
- Collaboration

**Remote Collaboration**
- Alignment
- Accountability
- Connectivity

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI

**Strategy - Project and Portfolio Management**
- Simulation
- Tracking
- Planning
- Objectives
- Visiblity
- Alignment
- Risk Management
- Implementation
- Optimization
- Prioritization
- Timesheet Management
- Workflow Management
- Resource Management
- Task Management
- Requirements Management
- Assignment Management
- Document Management
- Project Time Tracking
- Status Tracking
- Progress Tracking
- Time & Expense Tracking
- Project Tracking
- ROI Tracking
- Activity Tracking

****
- Collaboration Tools
- Budgeting/Forecasting
- Kanban Board
- Projections
- Demand Forecasting
- Multiple Projects
- Third-Party Integrations
- Customizable Fields
- Customizable Reports
- AI Copilot
- Reporting/Analytics
- API
- Project Templates
- Commenting/Notes
- Dashboard
- Gantt/Timeline View
- Agile Methodologies
- Planning Tools
- Real-Time Updates
- Project Workflow
- Task Scheduling
- Generative AI
- Drag & Drop

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications
- Third-Party Integration
- Internal Chat Integration
- Collaboration Tools
- Prospecting Tools
- Real-Time Data

**Administration**
- Standard Integrations
- Workflow
- Access Management
- Email Management
- Workflow Management
- Task Management
- Portfolio Management
- Calendar Management
- Timesheet Management
- Accounting Integration
- Third-Party Integrations

**Cost Management**
- Project Budgeting
- Time & Expense
- Profitability

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Agentic AI - Project Management**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Third-Party Integrations
- File Transfer

****
- Backlog Management
- API
- Retrospectives Management
- Task Management
- Access Controls/Permissions
- Supports Scrum
- Team Management
- Kanban Board
- Request Management
- Commenting/Notes
- Charting
- @mentions
- Planning Tools
- Projections
- Collaboration Tools
- Calendar Management
- Email Management
- Project Workflow
- Deadline Management
- Role-Based Permissions
- Alerts/Notifications
- Reporting & Statistics
- Customizable Fields
- AI Copilot
- Resource Management
- Workflow Management
- Template Management
- Negative Feedback Management
- Data Import/Export
- File Management
- Assignment Management
- Progress Reports
- Budget Management
- Real-Time Reporting
- Real-Time Notifications
- Requirements Management
- Search/Filter
- Issue Management
- Document Management
- Release Management
- For IT Project Management
- Product Roadmapping
- Change Management
- Mobile App
- Portfolio Management
- Testing/QA Management
- Billing & Invoicing
- Risk Management
- Web-based Deployment
- Idea Management
- Client Portal
- File Sharing
- Version Control
- Availability Management
- Productivity Analysis
- Multi-Channel Communication
- Forecasting
- Key Performance Indicators
- Remote Support
- Predictive Analytics
- Tagging
- Feedback Management
- User Management
- Network Diagram
- Project Management
- Document Storage
- Visualization
- Customizable Reports
- Time Clock
- Reminders
- Daily Reports
- Configurable Workflow
- Roadmapping
- Iteration Management
- Timeline Management
- KPI Monitoring
- For Small Businesses
- Chat/Messaging
- Messaging

**Mobile Time Tracking**
- Time Tracking
- Expense Tracking
- Progress Tracking
- Activity Tracking
- Time Tracking by Client
- Project Tracking
- Billable Items Tracking
- Attendance Tracking
- Vacation/Leave Tracking
- Project Time Tracking
- Leave Tracking
- Budget Tracking
- Online Time Tracking
- Offline Time Tracking
- Location Tracking

**Platform**
- APIs
- Internationalization
- Performance and Reliability
- Mobile

**Integration**
- Front Office
- Back Office
- External data

**Generative AI**
- AI Text Generation
- Generative AI
- Proposal Generation

**Agentic AI - Project Collaboration**
- Multi-step Planning
- Cross-system Integration

**Administration**
- Business Tool Integration
- Workflow
- Policy Compliance Management
- User, Role, and Access Management
- Timesheet Management
- Payroll Management
- Employee Management
- Invoice Management
- Calendar Management
- Workflow Management
- Task Management
- Mobile Access
- Mobile Access
- Workflow Management

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Proposal Generation
- Generative AI

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Artificial Intelligence - Professional Services Automation**
- Predictive Forecasting
- Smart task suggestions
- Automated workflows

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Calendar/Reminder System

**Platform**
- Reporting
- APIs / Integration
- Internationalization
- Performance and Reliability
- Mobile User Support
- Accounting Integration
- QuickBooks Integration
- Real-Time Reporting
- Third-Party Integrations
- Payroll Integration
- Accounting Integration

**Agentic AI - Work Management**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Natural Language Interaction

**Agentic AI - Professional Services Automation**
- Adaptive Learning
- Proactive Assistance

****
- Activity Dashboard
- Gantt/Timeline View
- Quotes/Estimates
- Collaboration Tools
- Customizable Fields
- CRM
- AI Copilot
- Customizable Reports
- Performance Metrics
- Access Controls/Permissions
- Billing & Invoicing
- Approval Process Control
- Reporting & Statistics
- Project Templates
- Task Scheduling
- Real-Time Data
- Document Storage
- Drag & Drop

****
- Search/Filter
- Alerts/Notifications
- Data Import/Export
- Lead Capture
- Batch Processing
- Email Tracking
- Tagging
- Pipeline Reports
- Drag & Drop
- Segmentation
- Customizable Fields
- Role-Based Permissions
- Interaction Tracking
- CRM
- Document Storage
- AI Copilot
- Contact Database
- Referral Tracking
- Quotes/Estimates
- Multi-Channel Communication
- Lead Qualification
- Marketing Automation
- Email Templates
- Sales Reports
- Customer Journey Mapping
- Reminders
- Lead Scoring
- Data Security
- Customizable Reports
- Calendar Sync
- For Startups
- Performance Metrics
- Sales Trend Analysis
- For iPad Devices
- Customizable Templates
- Activity Tracking
- Reporting & Statistics
- For Mac Devices
- Landing Pages/Web Forms
- Lead Nurturing
- Gamification
- Prioritization
- Web-based Deployment
- Softphone
- Single Sign On
- Customer Database
- Event Triggered Actions
- Mobile App
- Email Sequences
- Customer Segmentation
- Lead Assignment
- For Small Businesses
- Live Chat
- Business Card/Badge Scanning
- Data Visualization
- Customer Social Profiles
- Social Promotion
- Monitoring
- Engagement Tracking
- Social Media Monitoring
- Customer Engagement
- Sentiment Analysis
- Brand Tracking
- Audience Targeting

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