Umfassende Arbeits- und Business-Managementsoftware.
4.6/5 (136 Bewertungen)Scoro ist die umfassendste Business-Managementlösung für kreative und professionelle Dienstleistungen. Sie hilft, Arbeit zu rationalisieren und Routineaufgaben zu beseitigen, um sicherzustellen, dass ein Geschäft so reibungslos und effizient wie möglich läuft - vom Verkauf bis zur Abrechnung. Die Benutzer lieben es, alle benötigten Tools in einer ganzheitlichen Lösung zu haben. Sieh sie dir mal genauer an.
Scoros Projektmanagement-Tools ermöglichen es Benutzern, Projektbudgets zu erstellen, nicht abrechenbare und abrechenbare Arbeiten zuzuweisen, Besprechungen, Aufgaben, Rechnungen, Ausgaben, Dateien und vieles mehr zu verwalten. Alle Projektinformationen können auf einer einzigen Seite verwaltet werden und der Teamfortschritt kann in Echtzeit verfolgt werden. Konfigurierbare Tags und Status ermöglichen es Benutzern, ihr Projektportfolio so zu verwalten, wie es für ihr Unternehmen am besten passt. Die Arbeit kann mithilfe des Scoro Planner geplant und angesetzt werden, der den Benutzern einen Überblick über die einzelnen Workloads, verfügbare Slots, potenzielle Überbuchungen und angemessene Fristen bietet. Besprechungen können in einem gemeinsamen Kalender geplant und mit Kunden und Projekten verknüpft werden, um den Teilnehmern einen vollständigen Überblick zu geben. Jeder Benutzer kann seine eigene Aufgabenliste basierend auf Terminen, Aufgabenprioritäten, Status und Projekten verwalten. Abgeschlossene Aufgaben und Kalenderereignisse werden automatisch den Arbeitsberichten der Mitarbeiter hinzugefügt, sodass keine Arbeitszeittabellen mehr benötigt werden.
Scoros CRM ermöglicht Benutzern den Zugriff auf vollständige Kundenübersichten auf einer einzigen Seite, einschließlich Kontaktdaten, Kommunikationsverläufe, Projekte, verknüpfte Dateien, Angebote, Bestellungen und Rechnungen. Kontakte können nach Standorten, Kategorien, Aktivitäten und konfigurierbaren Tags durchsucht, gefiltert und sortiert werden. Abrechenbare und tatsächliche Stunden, die für jedes Projekt oder jeden Kunden bearbeitet wurden, können nachverfolgt und auf Rechnungen übertragen werden, wobei die Option für benutzerdefinierte Tarife in mehreren Währungen zur Verfügung steht. Verkaufs-, Vorauszahlungs- und Kredit-Rechnungen können ausgegeben und im PDF-Format gesendet werden und wiederkehrende und geplante Rechnungen werden unterstützt. Scoro sendet auch automatisch Zahlungserinnerungen für unbezahlte Rechnungen aus. Benutzer können KPIs im Echtzeit-Dashboard anzeigen und die tatsächlichen Ergebnisse, Budgetdefizite und Überschüsse anhand von Finanzberichten verfolgen.
Um zu sehen, ob Scoro perfekt zu deinem Team passt, melde dich für eine 14-tägige Testversion auf der Website scoro.com an.
Vorteile
The software is easy to use because it is logical and easy.
The software is color-rich and contains enough information. The software can transfer tasks to other members of the organization. The software can create tasks that are beautifully in sight and you will not forget to deal with them in a few moments or days. The calendar is very convenient because you can mark your reminders in days or years. The software reminds you of the tasks and reminders that you entered in the calendar. The software will quickly find the customer from its database. The software reminds you if someone has a birthday party in the organization. The software leaves the client with all the information that has happened to him. I like this software.
Nachteile
The software does not show the content of the contract. It does not indicate which equipment is a contract with the client, does not show the latest transactions and does not show the valuation and the terms of the contract. Does not show customer balance. The filtration system is a bit complicated or not enough to teach us. For me, filtering is difficult. If you mark Make Task done, you will have to create a new reminder for yourself - it disturbs that there will be additional movement for me in this regard.
The most disappointing is the fact that you do not see the contents of the agreement.
My over all experience has been very good with good customer support especially in setting up the system to suit my needs.
Vorteile
Scoro Review.
As one of the most disorganised people around I have found Scoro very useful. Although I don’t have a big team to run I find the connectivity of Scoro helps me in the day to day running of my business.
The Dashboard gives me a quick overview of what is happening and what I need to do that day.
I find especially useful the quotes and invoicing. I was notoriously bad at keeping track of invoices before, now with this system I have all the information I need there in front of me. This has been a tremendous help. It is useful to see instantly the figures for income and outstanding debt.
The Calendar works well as does the Task section, which sends me timely reminders of things I have to do coming to me via email. I have found in the past that I don’t always look at my diary to see what I have to do that day.
I have used it for marketing via Mail Chimp and that worked well and was easy to set up even though I am not the best at IT.
Although I am normally a visual person liking bright colours, I find this system much better than say Drop Task . The information is clear and easy to read when you scan the information quickly. Which lets face Most of us do when we are busy.
Nachteile
Contacts can be hard to find. I find on a few of my contacts they seem to disappear. I am not sure why.
Before we were using Excel. The comparison is enormous:
- work efficiency has risen tremendously
- "forgetting" or "loosing" offers on paper has dropped to 0
- can always keep an eye on what has been done, what is in the process etc.
- all data (clients, assortment, purchase history) is in one general system together
Vorteile
Client-based quick access to purchase history and same order possibility with just a few cliks.
Category and sub-category segmentation possibilities, which makes it easier for other users to select suitable products for selling.
Able to see sales margin% while composing quotes and deciding upon possible discounts.
Possibility to link all active projects dierctly to the weekly/montly calendar --> providing a complete overview of th schedule ahead. NB! Possibility to activate active projects only for the employees involved (not everyone!).
Nachteile
Unable to delete expired data once some previous action has been taken.
Sometimes you need to apply too many filters before you get the data you require.
Unable to change description or other data on the invoice, that does not affect the sum, once the payment has been transferred (it becomes locked in the system).
Ready day 1 to automate our business processes, both main that bring money in and supportive , eg reminders for unpaid bills; time tracking, labor cost tracking, calendar oversight vs resource, mobile phone usage, integration with other platforms.
Vorteile
Very well-thought interconnected "modules" of the system: all main functions any company would need are all present. I like a lot visualization of dashboard, re-usability of filters and views, ability to click on anything you see and being redirected directly onto another part of Scoro where you can do more work in what you clicked on. Also comfortable to use with smalls screen devices as interface is restructured and you still see all your data but in an optimised screens - very handy for smartphones.
Nachteile
just 2 things come to my mind after extensive use for 1+ year.
1. Absence of contacts synchronization with gmail - really annoys.
2. sales pipeline does not track time when status of quote was changed, so no way to know how long did quote spend in each status, eg. time from contact to deal closed is 4 weeks, from them 1 week for quote preparation, 2 weeks for customer feedback etc.
Syzygy has used Scoro to manage our workflow, CRM and billing for a couple of years now. We found them after two painful and unsuccessful experiences with software that promised the earth but just did not have the flexibility to be able to adapt to what we and having tried two other platforms wasting time and money.
The onboarding experience and the service provided since we have been using it has been brilliant throughout - there are real people at the end of the phone or on skype that go above an beyond to help us fully utilise their software. This is so unusual in this industry which is a shame in one sense, but a great USP for Scoro
Vorteile
The flexibility to be able to adapt the platform in a huge variety of ways to work for us - as opposed to us having to 'fit' into someone else's system. Also the integrations with Xero, which works very well and Mail Chimp.
The way that Scoro gives us a single platform to manage CRM, billing, work flow tracking and management is brilliant.
Nachteile
This is being picky, and with Scoro's regular updates I see this is in the pipeline, but developing Gantt Charting would be really helpful.
Weiter unter folgen häufig gestellte Fragen über Scoro.
Scoro bietet folgende Kostenpläne an:
Beginnt ab: 26,00 $/Monat
Preismodell: Abonnement
Kostenlose Testversion: Verfügbar
Wir haben keine Informationen über die Funktionen von Scoro
Scoro hat die folgenden typischen Kunden:
Großunternehmen, Mittlere Unternehmen, Kleine Unternehmen
Scoro unterstützt die folgenden Sprachen:
Englisch
Scoro hat folgende Preismodelle:
Abonnement
Scoro unterstützt die folgenden Geräte:
Android, iPhone, iPad
Scoro kann in folgende Anwendungen integriert werden:
ActiveCampaign, Mailchimp, Shopify, SurveyMonkey, SurveyMonkey, Tasker, Wordpress, Xero, Zendesk, Zendesk
Scoro bietet folgende Optionen für Kundensupport:
Wissensdatenbank, Online-Support, Telefon-Support, Video-Anleitungen
Reminds me of the priority tasks in my day's work today