Scoro Professional Services Automation Software Review for 2025
Scoro is a professional services automation software that helps you manage projects, resources, and finances in a single system. It is purpose-built for mid-sized professional services businesses who are primarily selling their time, such as consultancies, agencies, architecture and engineering firms, and IT and software companies. Scoro helps improve your workflows and create visibility by consolidating your data and letting you focus more on growth and less on administrative tasks.
I've tested Scoro extensively and evaluated its features pros and cons, best and worst use cases, and pricing. Whether you want to gain visibility into project progress and finances, boost profitability, improve utilization, or increase team collaboration, my review can help you decide if Scoro is right for your team.
Scoro Evaluation Summary
- From $19.90/user/month (billed annually)
- 14-day free trial + free demo available
Why You Can Trust Us
Scoro Overview
pros
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You can generate detailed reports to make informed decisions.
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Scoro is highly-customizable with different permission sets, user-based menus, and settings.
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Scoro lets you plan capacity and forecast utilization so you can allocate resources more efficiently.
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You can monitor progress in real time and compare estimates vs actuals.
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You can manage projects and track time efficiently in one place.
cons
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User interface can feel cluttered for new users (although this can be fixed by creating simplified views via permission sets).
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Some users find the learning curve steep for advanced features.
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Our Review Methodology
How We Test & Score Tools
We’ve spent years building, refining, and improving our software testing and scoring system. The rubric is designed to capture the nuances of software selection and what makes a tool effective, focusing on critical aspects of the decision-making process.
Below, you can see exactly how our testing and scoring works across seven criteria. It allows us to provide an unbiased evaluation of the software based on core functionality, standout features, ease of use, onboarding, customer support, integrations, customer reviews, and value for money.
Core Functionality (25% of final scoring)
The starting point of our evaluation is always the core functionality of the tool. Does it have the basic features and functions that a user would expect to see? Are any of those core features locked to higher-tiered pricing plans? At its core, we expect a tool to stand up against the baseline capabilities of its competitors.
Standout Features (25% of final scoring)
Next, we evaluate uncommon standout features that go above and beyond the core functionality typically found in tools of its kind. A high score reflects specialized or unique features that make the product faster, more efficient, or offer additional value to the user.
We also evaluate how easy it is to integrate with other tools typically found in the tech stack to expand the functionality and utility of the software. Tools offering plentiful native integrations, 3rd party connections, and API access to build custom integrations score best.
Ease of Use (10% of final scoring)
We consider how quick and easy it is to execute the tasks defined in the core functionality using the tool. High scoring software is well designed, intuitive to use, offers mobile apps, provides templates, and makes relatively complex tasks seem simple.
Onboarding (10% of final scoring)
We know how important rapid team adoption is for a new platform, so we evaluate how easy it is to learn and use a tool with minimal training. We evaluate how quickly a team member can get set up and start using the tool with no experience. High scoring solutions indicate little or no support is required.
Customer Support (10% of final scoring)
We review how quick and easy it is to get unstuck and find help by phone, live chat, or knowledge base.Tools and companies that provide real-time support score best, while chatbots score worst.
Customer Reviews (10% of final scoring)
Beyond our own testing and evaluation, we consider the net promoter score from current and past customers. We review their likelihood, given the option, to choose the tool again for the core functionality. A high scoring software reflects a high net promoter score from current or past customers.
Value for Money (10% of final scoring)
Lastly, in consideration of all the other criteria, we review the average price of entry level plans against the core features and consider the value of the other evaluation criteria. Software that delivers more, for less, will score higher.
Core Features
Quoting & Estimating: Scoro’s quotes let you build a price proposal for the client and simultaneously assess delivery costs to get a better understanding of margins. The quotes can be converted into projects and corresponding budgets with just a click.
Project Management: Scoro lets you plan, track, and execute your projects in one place. You can assign tasks, set deadlines, and track progress, so your team always knows what’s next. Its interactive Gantt chart lets you map out project timelines visually, set milestones, and manage task dependencies to keep everything on track.
Task Management: You can break projects into milestones, phases, tasks, and subtasks, assign owners, and set priorities, which makes it easy to keep your team focused on what needs to get done first.
Time Tracking: Scoro has built-in time trackers and timesheets that track how much time you spend on each task. This helps you stay on top of billable hours and make sure nothing slips through the cracks.
Resource Planning: You can see your team’s workload and availability in real time. This makes it simple to allocate resources and avoid overloading anyone.
Budgeting & Cost Tracking: Scoro lets you set project budgets and track expenses as you go, so you always know whether your project is on budget or headed off course.
Billing: Scoro supports different types of native invoicing options for fixed fee, time & materials, and retainer projects. It can also be integrated with all main accounting tools (Sage Intacct, Xero, QuickBooks, Exact Online) for automated document and payment info sync.
Reporting & Dashboards: Scoro provides ready-to-use reports and customizable dashboards, which gives you a clear view of your team’s performance and project status metrics without digging for data.
Ease of Use
Scoro is fairly user-friendly, though new users might find the interface a bit crowded. Admin users can help reduce mental overload by setting up a simplified interface for non-power users with the help of permission settings. Once you become familiar with the software, managing projects and tracking time becomes significantly easier. Customizable dashboards and shared calendars also help you simplify daily tasks.
Some of the advanced features do have a steeper learning curve and may take time to master, but Scoro's AI features can help you find data with natural language prompts, which can make adoption easier for all new users.
Scoro Specs
- API
- Billing/Invoicing
- Budgeting
- CRM Integration
- Dashboards
- Document Management
- Expense Tracking
- External Integrations
- Forecasting
- Gantt Charts
- Inventory Tracking
- Project Management
- Resource Management
- Status Notifications
- Task Scheduling/Tracking
- Time Management
- Workflow Management
New Product Updates from Scoro
Scoro's New Features and Enhancements
This update for Scoro introduces several key enhancements to improve time tracking and project management:
- Internal Project Type: Introduces a new project category that automatically marks tasks and time entries as non-billable, effectively distinguishing internal efforts from client work.
- Standardized Billable Time at the Task Level: Offers precise control over billable vs. non-billable hours, enhancing accuracy in billing and time management.
- Refreshed Project Modify View: Features a new tabbed layout for quicker and more intuitive project setup and modification.
- Expanded ELI AI Capabilities: Enhancements include ELI chat and insights, providing data-driven assistance and natural-language interaction for informed decision-making.
- Sync with QuickBooks: Enables automatic or on-demand syncing of invoice and bill attachments, ensuring consistent financial data management across platforms.
These updates are designed to enhance user experience and provide better tools for managing projects and tracking time. For further details, refer to the Scoro version updates blog.
Scoro's New Updates: AI Insights, Project Metrics, and Usability Enhancements
The new update for Scoro introduces several enhancements to improve usability and data management:
- ELI Insights: A new skill for Scoro's AI assistant, allowing natural-language prompts to generate reports quickly. Available for Enterprise and Ultimate plans, with an add-on option for others.
- Enhanced Project Metrics: Project summary bars now include 7-day trend lines and customizable "watchdog" email alerts for financial or operational thresholds, with options to select visible metrics per project type.
- Revamped Project Task List: Redesigned with quick actions, inline task additions, calendar popups for due dates, and comment indicators, enhancing task management efficiency.
- Team Performance Report Improvements: Export reports in CSV/XLS formats from filtered views, usable as data sources for dashboard metrics.
- Custom Time-Off Types: New categories can be defined to align with organizational policies under Settings.
- Other Updates: Xero integration toggle to import documents once, Google Calendar toggle to disable recurring event sync, and a shortcut for support requests from the Help Station.
Scoro FAQs
How does Scoro handle data security and compliance?
Can Scoro support remote team collaboration?
Is Scoro customizable to fit my business needs?
How often does Scoro update its software?
Does Scoro offer mobile access?
How does Scoro help with project management?
Can Scoro handle multiple projects simultaneously?
What's Next?
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