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.

Scoro is a great tool for deep financial insights into your business. When implemented correctly, its strongest features are in sales and finance.

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.