Scoro is de meest uitgebreide oplossing voor bedrijfsmanagement voor professionele en creatieve diensten. Het helpt om het werk te stroomlijnen en routinetaken te elimineren zodat een bedrijf zo soepel en efficiënt mogelijk kan functioneren, van verkoop tot en met facturering. Gebruikers waarderen het feit dat alle benodigde hulpmiddelen zich in één holistische oplossing bevinden. Hier zijn meer details over dit product.
Met de projectbeheertools van Scoro kunnen gebruikers projectbudgetten creëren, zowel niet-factureerbare als factureerbare werkzaamheden toewijzen, en vergaderingen, taken, facturen, uitgaven, bestanden en meer beheren. Alle projectinformatie kan op één enkele pagina worden beheerd en de voortgang van het team kan in realtime worden gevolgd. Met configureerbare tags en statussen kunnen gebruikers hun projectportfolio beheren op de manier die het beste bij hun bedrijf past. Werk kan worden gepland en ingeroosterd via de Scoro Planner, die gebruikers een overzicht geeft van individuele werklasten, beschikbare openingen, potentiële overboekingen en redelijke deadlines. Vergaderingen kunnen in een gedeelde agenda worden ingepland en gekoppeld aan klanten en projecten, waardoor deelnemers een volledig overzicht krijgen. Alle gebruikers kunnen hun eigen takenlijst beheren op basis van deadlines, taakprioriteiten, statussen en projecten. Voltooide taken en kalenderevenementen worden automatisch toegevoegd aan de werkverslagen van werknemers, waardoor er geen urenstaten meer nodig zijn.
De CRM van Scoro geeft gebruikers toegang tot volledige klantoverzichten op één pagina, inclusief contactgegevens, communicatiegeschiedenis, projecten, gekoppelde bestanden, offertes, bestellingen en facturen. Contactpersonen kunnen worden doorzocht, gefilterd en gesorteerd op basis van locaties, categorieën, activiteiten en configureerbare tags. De factureerbare en daadwerkelijk gewerkte uren per project of klant kunnen worden bijgehouden en overgedragen op facturen, met de optie voor aangepaste tarieven in meerdere valuta's. Facturen voor verkoop, vooruitbetaling en krediet kunnen worden gepubliceerd en verzonden in pdf-indeling, waarbij ook terugkerende en geplande facturering wordt ondersteund. Scoro verzendt ook automatisch betalingsherinneringen voor onbetaalde saldi. Gebruikers kunnen in het realtime dashboard KPI's bekijken en via financiële rapporten de daadwerkelijke resultaten, begrotingstekorten en overschotten volgen.
Meld je op scoro.com aan voor een 14-daagse gratis proefperiode om te zien of Scoro een goede match voor jouw team zou zijn.
Pluspunten
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.
Minpunten
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.
Pluspunten
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.
Minpunten
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
Pluspunten
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!).
Minpunten
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.
Pluspunten
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.
Minpunten
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
Pluspunten
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.
Minpunten
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.
Hieronder zie je enkele veelgestelde vragen over Scoro.
Scoro kent de volgende prijsmodellen:
Vanaf: US$ 26,00/maand
Prijsmodel: Abonnement
Gratis proefversie: Beschikbaar
We hebben geen informatie over functies van Scoro
Scoro heeft de volgende typische klanten:
Grote ondernemingen, Middelgroot bedrijf, Klein bedrijf
Scoro ondersteunt de volgende talen:
Engels
Scoro kent de volgende prijsmodellen:
Abonnement
Scoro ondersteunt de volgende apparaten:
Android, iPhone, iPad
Scoro kan worden geïntegreerd met de volgende toepassingen:
ActiveCampaign, Mailchimp, Shopify, SurveyMonkey, SurveyMonkey, Tasker, Wordpress, Xero, Zendesk, Zendesk
Scoro biedt de volgende ondersteuningsopties:
Kennisbank, Online ondersteuning, Telefonische ondersteuning, Video-instructies
Reminds me of the priority tasks in my day's work today