Scoro est la solution de gestion de projet et de gestion d'entreprise la plus complète pour des services professionnels et créatifs. Il permet de rationaliser le travail et d'éliminer les tâches routinières afin de garantir le fonctionnement le plus fluide et le plus efficace possible de l'entreprise, de la vente à la facturation. Ses utilisateurs aiment à avoir tous les outils nécessaires dans une solution holistique. En y regardant de plus près.
Les outils de gestion de projets de Scoro permettent aux utilisateurs de créer des budgets de projet, d'allouer des tâches facturables et non facturables, de gérer des réunions, des tâches, des factures, des dépenses, des fichiers, etc. Toutes les informations sur le projet peuvent être gérées sur une seule page et les progrès de l'équipe peuvent être suivis en temps réel. Les balises et les états configurables permettent aux utilisateurs de gérer leur portefeuille de projets de la manière qui convient le mieux à leurs activités. Le travail peut être planifié et programmé à l'aide du Scoro Planner, qui donne aux utilisateurs un aperçu des charges de travail individuelles, des créneaux disponibles, des surbookings potentiels et des délais raisonnables. Les réunions peuvent être planifiées dans un calendrier partagé et liées aux clients et aux projets pour donner aux participants une vue d'ensemble complète. Chaque utilisateur peut gérer sa propre liste de tâches en fonction des délais, des priorités de tâches, des statuts et des projets. Les tâches terminées et les événements du calendrier sont automatiquement ajoutés aux rapports de travail des employés, ce qui supprime le besoin des feuilles de temps.
Le CRM de Scoro permet aux utilisateurs d'accéder à une vue d'ensemble complète des clients sur une seule page, comprenant les coordonnées, les historiques de communication, les projets, les fichiers liés, les devis, les commandes et les factures. Les contacts peuvent être recherchés, filtrés et triés en fonction des emplacements, catégories, activités et tags configurables. Les heures facturables et réelles travaillées sur chaque projet ou pour chaque client peuvent être suivies et transférées sur des factures, avec l'option de tarifs personnalisés dans plusieurs devises. Les factures de vente, de prépaiement et de crédit peuvent être émises et envoyées au format PDF et les factures récurrentes et planifiées sont prises en charge. Scoro envoie également automatiquement des rappels de factures en retard pour les soldes impayés. Les utilisateurs peuvent afficher les KPI dans le tableau de bord en temps réel et suivre les résultats réels, les déficits budgétaires et les excédents grâce à des rapports financiers.
Pour voir si Scoro conviendrait parfaitement à une équipe, il suffit de s'inscrire pour une version d'essai gratuite de 14 jours sur le site scoro.com.
Avantages
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.
Inconvénients
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.
Avantages
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.
Inconvénients
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
Avantages
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!).
Inconvénients
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.
Avantages
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.
Inconvénients
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
Avantages
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.
Inconvénients
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.
Voici quelques-unes des questions fréquentes sur Scoro.
Types de licences disponibles pour Scoro :
À partir de: 26,00 $US/mois
Type de licence: Abonnement
version d'essai gratuite: Disponible
Nous n'avons pas d'informations sur les fonctionnalités de Scoro.
Utilisateurs habituels du logiciel Scoro :
Grandes entreprises, Entreprises de taille moyenne, PME
Langues dans lesquelles Scoro est disponible :
anglais
Types de licences disponibles pour Scoro:
Abonnement
Appareils pris en charge par Scoro :
Android, iPhone, iPad
Applications s'intégrant à Scoro :
ActiveCampaign, Mailchimp, Shopify, SurveyMonkey, SurveyMonkey, Tasker, Wordpress, Xero, Zendesk, Zendesk
Ressources d'aide disponibles pour Scoro :
Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo
Reminds me of the priority tasks in my day's work today