Scoro

Predict project timelines, budgets, and resource needs using historical data.

Analyze team productivity metrics and identify optimization opportunities.

Create custom reports and dashboards to track KPIs, project status, and team performance.

Generate automated summaries, task descriptions, and project insights using AI.

Route documents and requests through multi-step approval processes.

Design automated workflows with custom statuses, rules, and approval processes.

Centralize customer, vendor, and team member information with custom fields.

Manage customer relationships, track sales pipelines, and monitor deal progress.

Automatically rank leads based on engagement and fit criteria.

Visualize deals through stages and track probability, value, and close dates.

Track all changes and updates across projects in a centralized activity log.

Provide clients with access to projects, tasks, and updates without full system access.

Share project and task status with stakeholders through automated updates.

Communicate with team members through comments, @mentions, and file attachments.

Add custom data fields to projects, tasks, and contacts to match business needs.

Store and manage contracts with expiration tracking and renewal reminders.

Store, organize, and share documents with version control and access permissions.

Set project budgets, track expenses, and monitor spending versus estimates.

Record and categorize business expenses linked to projects for accurate costing.

Create and send invoices, track payments, and manage recurring billing cycles.

Create professional quotes and proposals that convert to invoices.

Track vacation, sick leave, and other absences for resource planning.

Integrate with external tools and build custom solutions using the Scoro API.

Sync emails directly to projects and contacts for seamless communication tracking.

Trigger automated actions in external systems when events occur in Scoro.

Use Scoro in multiple languages for global team collaboration.

Access projects, tasks, and client information on iOS and Android devices.

Customize alerts and notifications based on project events and changes.

Edit multiple tasks or projects simultaneously to save time on updates.

Use pre-built or custom templates for projects, tasks, and documents.

Link tasks to show dependencies and automatically flag blocked work.

Plan projects with timeline visualization, dependencies, and resource allocation views.

Visualize workflow stages and drag-and-drop tasks across columns for better project visibility.

Prioritize and manage multiple projects simultaneously with portfolio-level insights.

Create, organize, and manage projects with customizable workflows and task dependencies.

Plan team capacity based on skills, availability, and project requirements.

Allocate team members to projects, track capacity, and optimize resource utilization.

Identify team member overallocation and rebalance workloads for better capacity.

Quickly find projects, tasks, and contacts using advanced search and filtering.

Control user access levels with role-based permissions and data encryption.

Set and visualize task priorities to focus teams on high-impact work.

Set up tasks that automatically repeat on schedules for routine work.

Track billable hours, monitor team productivity, and generate time reports.