We know many customers find us through recommendations from friends and colleagues. As our way of thanking you, we’re launching our referral program so you can start earning monetary rewards for referring others to Scoro! This month’s updates don’t stop there—we’re also launching our AI-powered chat assistant ELI and a selection of usability improvements to make your daily work run more smoothly.

Managing agency projects means managing multiple clients, team members, deadlines, and goals while focusing on profitability. No matter how unique each project is, one constant remains: The need to hit your profit margin targets. Miss those consistently, and your agency’s financial health—and long-term growth—will be at risk. After years of working with agency owners (and having former agency leads on our team), we developed a project management process designed to protect your margins.

Project tracking is the process of keeping an eye on how a project is progressing to make sure it’s staying on schedule, within budget, and meeting your goals. For agencies and consultancies, this usually means checking things like how well your team is managing their tasks, how long tasks are taking, and whether the project costs are sticking to the plan. Good project tracking helps teams stay on top of work and deliver high-quality, on-time projects that keep clients happy.

HubSpot is a popular platform used by thousands of companies to manage their sales, marketing, and customer service efforts. But can you use it for project management, too? Well, maybe. It depends on what you need. Let’s explore the HubSpot project management tool and the best PM platforms that integrate well with HubSpot.

Earlier this year, we introduced the concept of bookings into Scoro, making it possible to do high-level resource planning in the project view. Now, we’re taking it a step further with the new Bookings module, making it easier to manage bookings across your entire portfolio. Let’s explore this and other updates for the month!

Whether you’re a small business owner or part of a large sales team, automated quoting software can give you an edge in winning new business. But with so many options, finding the right quoting tool can feel overwhelming. So, we tested the best quoting software tools on the market to help you find the one that best suits your needs.

Everyone knows you need solid revenue and profits to build a sustainable business. But there are lots of different factors influencing those areas. To truly understand your revenue and profits, you need to first understand billable rates and your average billable rate (ABR). This way, you know how efficiently you’re generating revenue and profits. And can adjust your pricing or resource allocations to boost your margins. Here are the basics.

KPIs for consulting services tell you whether your firm is on track to achieve its objectives or falling short. Without tracking these metrics, you can’t objectively evaluate performance in key areas like financial health, resource utilization, client acquisition, and project efficiency. Boost your project success and profitability by accurately measuring the 11 most important KPIs for consultants.

Project profitability is crucial for agency growth and stability. Stronger profit margins mean leadership can invest more money into the business. And continue to scale at a sustainable rate. Even if you understand the importance of project profits, being tasked to find concrete ways to actually improve them can feel stressful. But no worries—we talked to agency experts to learn how they’ve boosted their project profits. Use their advice to help increase your own.

Don’t use simple to-do lists to manage complex projects. These basic lists leave lots of room for errors, like missed tasks and dependencies. Which lead to project delays, frantic resource shuffling, and frustrated teams and clients. Instead, use a project timeline that provides a clear, visual roadmap of all parts of the project. We’ll cover the ins and outs of different types of timelines. And how to build a realistic one that still lets you adapt to unforeseen challenges.