CH Cheryl H. Client Services Manager Small-Business (50 or fewer emp.) 5/10/2024 "Scoro for the win!" 4.5/5 What do you like best about Scoro? 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. What do you dislike about Scoro? 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 problems is Scoro solving and how is that benefiting you? Scoro helps us streamline our entire workflow, from quoting to project delivery and invoicing - all within one system. Before Scoro, we spent extra time managing client details, tracking project progress, and following up on payments in separate tools. Now, quotes are easily converted into projects with defined tasks, ensuring all deliverables stay on track. The ability to manage project statuses, generate invoices directly, and automate follow-ups for outstanding payments has saved our team time and reduced errors. Having visibility across all stages of a job helps us stay organized, meet deadlines, and maintain consistency with every client. Review collected by and hosted on G2.com. Show More Response from Karin Kanamäe of Scoro [Editedit](https://www.g2.com/survey_responses/scoro-review-9631281/official_response/edit) Hi Cheryl, thank you so much for leaving such a happy and detailed review for Scoro! It is wonderful to hear how Scoro has helped you streamline your entire workflow from quoting to project delivery and invoicing within a single system, especially as it has saved your team time and reduced errors by eliminating the need for separate tools. By utilizing our quote to cash features, you have successfully bridged the gap between sales and execution, ensuring that all deliverables stay on track through defined tasks and automated payment follow-ups. You mentioned that you particularly enjoy how quotes can be converted into projects with client-specific checklists and pricing in multiple currencies, which directly contributes to the consistency and end-to-end visibility that keeps your business organized. We are thrilled to hear that our monthly updates and thoughtful new features continue to impress you, and we are glad that our onboarding specialist was able to help you navigate the initial setup so you could tailor the many customizations to fit your specific business needs. We truly appreciate you choosing Scoro as your partner for the past three years and look forward to continuing to support your team's success. Rating Updated (1/20/2026) Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller See what 488 reviewers think of Scoro 4.5 out of 5 · Verified reviews from real users [ Read all reviews ](https://www.g2.com/products/scoro/reviews)