Scoro Reviews & Ratings

Scoro

4.0 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Ratings and Reviews 1 Rating

Total 4 out of 5 stars
ease 5 out of 5 stars
features 5 out of 5 stars
design 4 out of 5 stars
support 4 out of 5 stars

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What is Counterpart?

Our software solution is crafted to elevate and unify your organization's efforts while ensuring optimal resource utilization in real-time. It includes features that provide transparent reporting, effective resource management, budget oversight, project coordination, and task tracking. Counterpart promotes enhanced collaboration between diverse teams and projects. But what is a Work Management Platform, and how can Counterpart be of assistance? Essentially, it is a suite of digital tools designed to help organizations efficiently plan, manage, and report their initiatives and projects. By improving work management practices, organizations can make informed strategic choices that enhance operational efficiency, save time, and maximize resources and budgets. As your organization grows and changes, we evolve with you, guaranteeing real-time cloud backup for increased security. Furthermore, our platform allows your team to work together more effectively and productively, using less time and fewer resources, ultimately driving greater success. With Counterpart, you can embrace the future of work management, unlocking your organization's complete potential and paving the way for innovative solutions.

What is Scoro?

Manage your entire business operations seamlessly from a single platform. Oversee the full project lifecycle, from generating quotes to processing invoices, ensuring that sales, delivery, and financial data are integrated for a comprehensive view of your performance and progress in real time. Optimize your resource planning and forecasting effectively. Anticipate when to take on additional work and identify potential resource shortages before they arise, enabling you to make informed decisions about outsourcing or expanding your team. This approach ensures workloads are balanced, preventing burnout for some team members while others remain underutilized. Ensure that your business remains profitable. While completing projects is essential, understanding your profitability is crucial. Gain insights into which clients, projects, services, or teams contribute positively to your margins and which are detracting from them. This knowledge empowers you to make timely decisions about improving efficiency, adjusting pricing, or reducing expenses. Facilitate collaboration in the context of your work environment. With easy access to all files and discussions related to customers, projects, or tasks, you can eliminate the inefficiencies of constant status checks and document retrieval. All necessary information is available with just a single click, enhancing productivity and communication across your organization. By streamlining these processes, your team can focus more on delivering value and less on administrative tasks.

Media

Media

Integrations Supported

Integrations Supported

ActiveCampaign
Basecamp
Dataddo
Eventbrite
Evernote
Freshdesk
Gmail
Google Drive
Google Forms
Harvest
HubSpot CRM
HubSpot Marketing Hub
HubSpot Sales Hub
Leadfeeder
LinkedIn Ads
Microsoft 365
Twilio
WooCommerce
WordPress
Yodify

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

$19.90/month/user
Core – from $19.90/month/user
Growth – from $32.90/month/user
Performance – from $49.90/month/user
Enterprise – Custom
Free Trial Offered?

Supported Platforms

SaaS
Windows

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Counterpart Solutions

Date Founded

2017

Company Location

United Kingdom

Company Website

www.counterpart.com

Company Facts

Organization Name

Scoro

Date Founded

2013

Company Location

United Kingdom

Company Website

www.scoro.com/

Categories and Features

Categories and Features

Advertising Agency

Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking

AI PSA

Not specified

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Multi-Currency
Online Invoicing
Online Payments
Project Billing
Recurring/Subscription Billing
Tax Calculator

Budgeting

Forecasting
Multi-Company
Multi-Department / Project
Project Budgeting

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Order Management
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Vendor Management

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Collaboration
Process Change Tracking
Visual Workflow Management

Collaboration

Calendar Management
Contact Management
Document Management
Project Management
Task Management

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

CRM

Calendar/Reminder System
Call Logging
Document Storage
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Gantt Chart

Alerts/Notifications
Capacity Monitoring
Color Coding
Dependency Tracking
Drag & Drop
Milestone Tracking
Progress Tracking
Task Management
Templates

Invoice Generators

Not specified

IT Project Management

Issue Management
Milestone Tracking
Percent-Complete Tracking
Portfolio Management
Prioritization
Resource Management
Status Tracking
Supports Agile
Supports Scrum
Task Management
Time & Expense Tracking

Order-to-Cash

Not specified

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Project Planning

Agile Methodologies
Budget Management
Collaboration Tools
Due Date Tracking
Gantt Charts
Kanban Board
Prioritization
Progress Tracking
Resource Management
Task Management
Template Management
Traditional Methodologies

Project Portfolio Management

Budget Management
Collaboration
Dashboard
Issue Management
Milestone Tracking
Portfolio Management
Project Planning
Requirements Management
Resource Management
Status Tracking
Task Management
Time & Expense Tracking

Project Tracking

Collaboration Tools
Cost-to-Completion Tracking
Gantt Charts
Kanban Board
Milestone Tracking
Percent-Complete Tracking
Prioritization
Status Tracking
Time & Expense Tracking

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Knowledge Library
Pipeline Management
RFP Management
Task Management
Templates

Purchase Order

Not specified

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Resource Management

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

Sales

Not specified

Task Management

Collaboration
Create Subtasks
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Team Management

Assignment Management
Commenting / Notes
Goal Setting / Tracking
Productivity Analysis
Progress Tracking
Project Planning
Resource Management
Task Management
Third Party Integration
Time Tracking

Time and Expense

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project

Time Tracking

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

Work Management

Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Workflow Management

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

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