Scoro
PaidEnd-to-end work management software combining project management, CRM, billing, and reporting for professional services and agencies.
What does this tool do?
Scoro is a Professional Services Automation (PSA) platform designed to consolidate project management, CRM, resource planning, financial management, and billing into a single system. Unlike generic project management tools, Scoro emphasizes financial visibility—its quote estimation matrix breaks down deliverables by role and effort to ensure profitable pricing, while real-time budget tracking forecasts profitability at the project, service, and role level. The platform includes time tracking, resource allocation tools to prevent burnout, and invoicing capabilities. It's built specifically for consultancies, agencies, IT firms, and professional services companies that need to manage multiple interconnected workflows without jumping between spreadsheets and disconnected tools. The platform recently added ELI, an AI assistant that interprets business data and helps teams take action based on natural language queries.
AI analysis from Feb 23, 2026
Key Features
- Advanced quote estimation matrix with role-based cost breakdown and margin visibility
- Real-time project financial tracking with budget burn and profitability forecasting at project/role/service level
- Resource planning and workload balancing to identify shortages and prevent team burnout
- Integrated time tracking, invoicing, and receipt management
- ELI AI assistant for natural language queries against business data
- Granular access control and role-based permissions
- Third-party integrations and API support for connecting other business tools
Use Cases
- 1Consulting firms managing multiple client projects with varying team compositions and billable rates per role
- 2Design and creative agencies tracking project profitability across different service offerings and team utilization
- 3Architecture and engineering firms estimating project scope, managing resource constraints, and forecasting margins
- 4IT services companies allocating staff across projects while balancing billable hours and preventing resource conflicts
- 5Professional services firms consolidating sales pipelines, project delivery, and financial reporting into one system to eliminate data silos
Pros & Cons
Advantages
- Advanced financial depth beyond typical project tools—quote estimation matrix with role-based cost visibility and real-time profitability forecasting helps firms identify which clients/projects actually generate profit
- Unified platform eliminates the need for multiple tools (eliminating $146/month in combined tool costs per user across CRM, time tracking, invoicing, and analytics tools)
- Modern, intuitive UI makes adoption easier for non-technical teams compared to legacy PSA tools, with implementation experts handling onboarding
Limitations
- Entry pricing at $19.90/user/month is higher than individual point solutions like Asana ($11) or Toggl Track ($9), making cost justification critical for smaller teams
- Website lacks transparent feature comparison between plans—users must click through to pricing page to understand what each tier includes
- Learning curve likely steeper than simple project management tools due to PSA complexity; requires understanding of financial modeling, resource allocation, and project estimation workflows
Pricing Details
Scoro offers a free 14-day trial with no credit card required. Paid plans start at $19.90/user/month and include contact management, quoting, project management, time tracking, resource planning, invoices, and receipts. The website positions Scoro as replacing approximately $146/user/month in combined costs from Pipedrive ($15), Monday ($19), Asana ($11), Toggl Track ($9), Harvest ($11), and Tableau ($75). Specific details for higher-tier plans are not fully transparent on the homepage.
Who is this for?
Professional services firms including consultancies, agencies, IT service providers, architecture and engineering firms, and other service-based businesses with 10-500+ employees. Best suited for teams that bill by hours/roles, manage multiple concurrent projects with different team compositions, need to track profitability per client or service line, and currently use 3+ disconnected tools. Most valuable for finance-conscious operations managers, project managers, and business owners who need visibility into margins and resource utilization.