A Comprehensive Scoro CRM Review in 2025: My Take

What does Scoro CRM do?

Scoro, a cloud-based management software solution, aims to simplify workflow services delivery through a single platform. It is designed to provide businesses with an all-in-one platform to manage their relationship with customers, customer projects and overall finances enhancing productivity and driving growth. It has an intuitive dashboard that is user-friendly making it easy to navigate and implement.

The software offers a comprehensive set of features, with highly customizable options to enable organizations to customize the Scoro CRM to suit their organization’s needs. It also integrates with other third-party tools and services, such as email clients, accounting software, and marketing automation platforms which enable users to streamline workflow and enhance productivity.

In addition, Scoro CRM centralizes all customer and prospective customer data, including contact information, communication history, invoices, and financial data in one database. This helps the users to have all the data well organized, easily accessible, and secure, ensuring consistency. 

Moreover, Scoro offers collaboration features such as file sharing and team messaging which promotes communication among teams encouraging teamwork and productivity. It’s also available on mobile apps and can be accessed anywhere, anytime. 

Now, let’s delve into an in-depth review of Scoro CRM:

Key Features of Scoro CRM

Scoro CRM offers several features that make it a perfect choice for your business. Now let’s explore the features in-depth: 

Project Management

Scoro CRM helps users to manage every aspect of their projects from capturing a lead and planning to delivery and invoicing in a single platform. The software does all these by:

Automation

Scoro CRM automates most features streamlining workflow processes, saving time, and making sure that your teams are not overworked. It also eliminates repetitive and strenuous tasks for the administrative team to boost productivity within your teams and drive growth.

Time Management

It helps you set dynamic timelines and deliverables enabling less time to be wasted. You can also follow the progression of a project from initial stages to completion.

Automate Project Planning

It helps you to create customized templates and convert them to new projects saving time on the project planning. It sets up all the necessary tasks and milestones needed to complete the project. 

Project Profitability

The software allows the user to gain a real-time overview of how the projects are progressing to ensure smooth flows and profitability.

 Plan Resources

It helps an organization plan to get a clear overview of how to go along with the project. You can see who is available to work, what kind of tasks you can assign them, and the time to ensure the successful completion of projects.

Quoting and Budgeting

The software helps users create project proposals and estimate their total cost to ensure their profitability. It helps track the estimated versus actual results to determine whether a project is delivered on time and within a set budget. To achieve this, users need to:

Analyze Past Results

Critically analyzing your past trends helps you to determine if the past project was a win or a failure. The analysis will help you know how to quote, like how many hours you need to complete a similar project. You’re also able to determine costs like when to charge more and when to cut costs to ensure profitability.

Workflow Automation

Scoro CRM helps you to generate invoices and purchase orders in no time and shares them with customers via a link for approvals. This saves time ensuring optimal utilization of resources and enhancing business growth.

Is the venture profitable?

The software allows you to compare the estimated delivery costs and income versus the actual results on a real-time basis. Users can promptly act on this to ensure the project is profitable and is delivered on time within the set budget.

Customize Templates

Users can easily customize general quotes for standard service packages. They can segment customers and automate the sale process for each group, ensuring quick turnaround.

Time Tracking

Scoro helps users to track both billable and non-billable time in detail. It allows you to take full control and visibility over your most valuable asset, which is time. This feature helps users determine if they’re spending time efficiently, areas they can improve, and how to reduce time wastage. This can be effectively done by:

Tracking your team’s time

You are required to track time spent on billable and non-billable activities. You should analyze what activities, projects, and clients take most of your team’s time and work on how to minimize that. This will enhance your team’s productivity and drive business growth.

Time-billing Feature

The software helps users to pre-fill sheets with personalized to-do lists showing what everyone is working on and for how long. This ensures that all work is accounted for and ready for invoicing.

Accountability

The software gives everyone complete visibility of how much work is before them, deadlines to pursue, and deliverables, making them accountable. Users can set realistic deadlines with customers, ensuring timely and efficient deliveries and enhancing customer relationships. 

Resource Monitoring

The software helps to realize shortages, burnouts, or workloads early enough and prevent disruption to business activities. The time feature helps you know when to hire, re-distribute work, and look for more work.

Gauge Team Productivity

Analyzing time spent and work output will enable you to determine your most productive team members.

 Invoicing

This feature helps users to automate billing processes. It helps you create templates for recurring invoices. The software can be integrated with finance tools for accuracy and timely payment processes. This is achievable by:

Invoice Automation

Users can automate fixed-fee invoicing by converting quotes into invoices. It allows for partial invoicing as the work progresses. 

Time and Material Billing

The software helps you to create invoices based on time spent and cost incurred including client meetings and all the work done.

Retainer Invoicing

It automates invoices for clients who pay the same amounts every month. The software generates and sends the invoices to the customers, saving your team time and effort.

Forecast Billing

Scoro CRM helps users to determine what they have left after invoicing ensuring steady cash flow within the organization.

Global Reach

The software helps users to invoice their global customers in multiple currencies seamlessly.

Prompt Payment Collection

Scoro’s has integrated with Stripe, allowing users to accept payments from anywhere. It also helps users set up reminders on late payments to ensure steady cash flow.

Financial Reports

The software automates financial reports giving you an overview of how your organization is performing on a monthly and yearly basis. The analysis helps you evaluate the delivery costs and also determine your most profitable projects and clients. The results will help in future project forecasts.

Sync with other Finance Tools

With Scoro CRM, you can easily send financial data to and from your accounting software allowing the project managers to track all the payments done.

Cost Management

The CRM helps you to control your budget by allowing you to manage bills, costs, and expenses on one platform. Effective control of these parameters helps to increase profitability. Cost management is best achieved through:

Issuance of Purchase Orders

This helps users to keep track of their supplier agreements, enabling them to see how much has been ordered and how much of their budget has been spent.

Outsourced Costs

Helps you track bills and costs getting a complete overview of all payments and outstanding balances without having to consult the accounting teams.

Financial Reports

The software helps you analyze all your income from month to month and year to year. Helps to determine how much money is used to cover fixed costs.

Multiple Currencies

Scoro allows your global suppliers to use their preferred currencies to honor orders. 

Track Expenses

It helps you track all costs and expenses determining project profitability and how much budget you have left.

Planning Work

The delivery costs help you determine how work is distributed among teams. It also allows you to determine if you’ll comfortably work within your budget or reallocate more resources.

Pricing Plan

Scoro CRM offers a free 14-day trial period on all plans, after which a user can decide to pay the subscription fee. The paid plans are grouped into tiers as below:

Essential 

This plan helps users to manage sales processes. It costs＄26 per user per month.

It includes the following features:

• Calendars
• Projects
• Quotes
• Task list and task board
• Invoices, bills, and receipts
• Contacts and customers
• Dashboards 
• Detailed work reports

Standard

Helps automate sales processes and manage projects. It goes for＄37 per user per month.

It includes features in the essential plan plus:

• Gantt chart and dependencies
• Time tracker
• Recurring tasks
• Project templates
• Multiple currencies
• Triggers and actions
• Detailed financial reports

Pro

Helps in budgeting, resource planning, and reports. It goes for＄63 per user per month.

It includes features in standard plus:

• Project budgets
• Retainer management
• Planner
• Timesheet, time locking
• Sales pipeline and report
• Labor cost
• Utilization report
• Tracking of billable time

Custom

This plan gives users enhanced access control and a wide range of customization options. The subscription fee for this plan is not available, and you have to contact sales to subscribe.

Its features include everything in Pro Plus:

• Unlimited custom options
• Single sign-on
• Customer Portal
• WIP report
• Company budgets and forecasts
• Scheduled invoicing and bills
• Multi-account opening
• FTP integration

Scalability

Scoro CRM is accommodative to the needs of growing businesses from start-ups to large organizations. 

Billing Frequency

The billing frequency can be monthly or annual, though paying annually helps you save 16％ of the fee. The software helps you to automate and create recurring invoices and create invoices from fixed-fee projects.

Is Scoro CRM easy to Use?

Scoro has an intuitive and user-friendly interface that is easy to use and explore. Many users don’t require prior technological experience to navigate the platform. 

Training Resources

From their website, we found various learning avenues about the software, such as blogs, Ebooks and guides, webinars and events, success stories, and a help center tab in which you submit a query to customer service.

Available Integrations

Scoro CRM has integrations with popular brands such as:

• Google Calendar
• Ical Calendar
• Calendly 
• Gmail 
• Microsoft Exchange
• Zapier
• Trello 
• Harvest 
• Base Camp
• GitHub 
• Jira Software
• Evernote 
• Asana 

Free version Versus Paid version

Scoro CRM doesn’t have a free version. The paid versions offer many features that help businesses manage their customer relationships, billing, and accounting in one platform, enhancing business growth.                              

Which Companies work with Dynamic 365 Sales?

Here’s a list of popular companies using the software:

• Columbia lake partners
• Inventure
• Kennet
• Livonia partners
• Tera ventures
• Alchemist Accelerator

Suitability Assessment

Choose Scoro CRM if:

• You run a start-up organization.
• You need to access the CRM on a mobile device.
• You want to manage all your customer interactions and financial data on one platform.
• Your organization is rapidly expanding.

Avoid Scoro CRM if:

• You have limited resources to cover subscription, onboarding, and customization costs.
• You want to run your teams independently.
• You find the interface cluttered.