- Project Management : Provide tools to plan, track, and manage projects with tasks, milestones, and Gantt charts, which help ensure projects stay on time and budget.
- Time Tracking : Allow accurate recording of billable and non-billable hours.
- Sales and CRM : Help manage leads, contacts, and deals through a clear pipeline.
- Billing and Invoicing : Automate invoice creation from quotes or tracked time, which reduces manual work and ensures faster payments with clear financial records.
- Reporting and Dashboards : Offer real-time dashboards and detailed reports that give clear insights into performance, profitability, and team utilization for smarter business decisions.
- Resource Management : Optimizes staff workload by showing availability, capacity, and schedules.
- Financial Management : Include budgeting, cost tracking, and revenue forecasting.
- Workflow Automation : Support automated actions such as task creation and notifications, which minimize repetitive work and allow teams to focus on higher-value tasks.
Scoro CRM
Help service businesses manage projects, clients, finances, and workflows efficiently.
Updated February 27, 2026
Scoro CRM Overview
Scoro CRM is a comprehensive platform designed for service businesses that want to streamline client relationships, project management, and financial tracking in one place. It combines CRM, project planning, time tracking, invoicing, and reporting tools to provide a clear overview of operations.
With Scoro, businesses can manage sales pipelines, monitor project progress, and track profitability, which helps improve efficiency and ensure better decision-making across teams and client engagements.
Key Features
Pricing
| Plan | Monthly Price | Annual Price | Features |
|---|---|---|---|
| Core | $19.90 per user | $18.90 per user | Project management, calendars, task lists, Gantt charts, contacts & customers, quotes, bills, invoices, receipts, dashboards, labor cost tracking, detailed work reports. |
| Growth | $32.90 per user | $29.90 per user | All Core features plus project budgets & templates, quoted vs actual table, retainer management, recurring tasks, role-based labor cost, time off, multiple currencies, triggers & actions, utilization report, detailed financial reports. |
| Performance | $49.90 per user | $47.90 per user | All Growth features plus planner, timesheet, task matrix, quote estimation matrix, price lists, cost and profit forecast, revenue recognition & forecast, sales pipeline & report, team performance report, supplier management. |
| Enterprise | Custom pricing | Custom pricing | All Performance features plus company budgets & forecasts, time locking, approval flows, WIP report, multi-account reporting, periodization of invoice lines, single sign-on, user provisioning, FTP integration. |
Pros
| Competitor | Pros of Scoro CRM |
|---|---|
| Accelo | Scoro brings more comprehensive financial planning and forecasting tools and combines projects, CRM, and budgeting in one clear system. |
| Productive | Scoro covers CRM, invoicing, time tracking, and reporting in one unified platform and often shows stronger user satisfaction ratings. |
| Wrike | Scoro integrates CRM and billing with project and resource management and offers built-in invoicing and financial visibility, all in one. |
| Teamwork.com | Scoro adds invoicing, budgeting, and built-in financial reports and connects quotes directly to projects and billing workflows. |
| monday.com | Scoro has stronger financial automation, CRM-to-project workflows, and built-in invoicing and forecasting, which go beyond general task tracking. |
Cons
| Competitor | Cons of Scoro CRM |
|---|---|
| Accelo | Accelo may offer a simpler interface and faster setup for service teams, while Scoro can feel more complex in its interface and onboarding process. |
| Productive | Productive gives more flexible collaboration tools like built-in docs and highly customizable reporting, which Scoro lacks. |
| Wrike | Wrike may feel more intuitive for pure project teams and has widespread recognition, while Scoro’s breadth can add learning curve for users. |
| Teamwork.com | Teamwork may feel less “busy” and easier for new users, while Scoro can feel overwhelming until users become familiar with its many features. |
| monday.com | monday.com has a modern, visual interface with strong automation that some teams prefer over Scoro’s more traditional layout and workflow style. |
Reviews
- G2 Review (Rating: 4.5/5): One reviewer relies on Scoro CRM instead of a traditional calendar to track meetings, project deadlines, and follow-ups, and credits it with never forgetting a single lead since adoption. Visibility into colleagues’ availability and even conference room bookings eliminated scheduling conflicts, while another user highlighted continuous UI improvements and expanded automation rules that make navigation between projects, finances, and tasks feel cleaner and more intuitive.
- Capterra Review (Rating: 4.5/5): The all-in-one flow from quoting to invoicing stands out, with one customer noting that Scoro CRM covers “everything in between” and removes the need for extra software.
- Trustpilot Review (Rating: 3.3/5): Complaints focus on “very poor customer service,” unanswered support requests, and subscription changes that led to higher charges without notice. Others criticize the “extremely high price,” lack of basic CRM functionality, missing AI integration, limited custom fields, and no end-to-end email inside the CRM, though a separate reviewer calls it one of the best options for handling calendars, dashboards, quoting, budgeting, and billing in a single system.
- Software Advice Review (Rating: 4.5/5): Easy customization to match specific business processes earns praise, and the quick, responsive interface means no waiting around for pages to load.
- mcleanco.com Review: Customization features and analytics reports set Scoro CRM apart for one finance professional, who also values the implementation features but dislikes the reporting section. Another reviewer highlights the combined management, sales, CRM, billing, and reporting tools in one solution and calls it a reliable, continually improving product.
