What it is
Scoro is professional services automation (PSA) software for agencies, consultancies and professional firms. It connects quotes, projects, resource planning, time tracking, billing and profitability reports, so you can see which projects and clients actually make money. It's aimed at teams of five or more that currently spread their operations across several tools and spreadsheets.
How to use it
- Quote and convert an approved quote into a budgeted project.
- Plan your team's workload and spot who's overbooked.
- Log time against each task and bill it to the client.
- Track profitability by project, client and department with live reports.
- Sync billing with Xero or QuickBooks.
What it's good for
- A 30-person ad agency in Mexico City that wants to know which accounts are profitable.
- An IT consultancy in Bogotá billing hourly that needs to plan consultant availability.
- An architecture firm tracking budgets, hours and billing for each project phase.
Pros
- Quote, project, time and invoice connected in one system
- Resource planning that shows each person's workload
- Profitability reports by project and by client
- Integrates with Xero, QuickBooks, Google Calendar and Zapier
Cons
- Five-user minimum, so it doesn't work for solo operators
- Takes setup time and training to fit your processes
- No e-invoicing for Latin American countries
