Teams | Collaboration | Customer Service | Project Management

Scoro

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How a multi-entity agency saved over two days a month on reporting, with live dashboards

Nov 19, 2024 By Kadri In Scoro
Before Scoro, Saentys was using a range of systems to run its daily operations: This resulted in project management, time tracking, and billing being spread across different systems, creating challenges throughout the business. In 2021, Saentys decided to transition to Scoro to improve their processes. This is what they were able to achieve.
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December 2024 Version Update: Calendar Event Invites & Time-Off Report

Nov 13, 2024 By Sintija Ērgle In Scoro
With the end of the calendar year approaching, we’ve focused our December update on enhancing the calendar and time management features. From sending calendar event invites from Scoro to a new time-off report and other usability improvements, we’ve packed in something useful for everyone!
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November 2024 Version Update: Referral Program, ELI chat & Usability Improvements

Oct 23, 2024 By Sintija Ērgle In Scoro
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.
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Agency Project Management: Creating Your Profit Machine

Oct 15, 2024 By Team Scoro In Scoro
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.
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Project Tracking 101: What It Is and How to Do It Effectively

Oct 14, 2024 By Liis Milk In Scoro
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.
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9 Project Management Tools That Integrate with HubSpot

Oct 10, 2024 By Marilyn In Scoro
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.
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Richard Brett: What is 'rev rec' & which metrics matter?

Oct 8, 2024 By Scoro In Scoro
Which metrics should you track, to run your agency as efficiently as possible? In this episode we speak with Richard Brett. Rich is a seasoned FinOps professional with 15+ years of experience, including a decade in the agency world. Rich has played a key role in scaling agencies, setting up financial processes, and supporting sustainable growth. Rich will take us into a deeper dive of agency finances, starting with revenue recognition – recording revenue when it's earned, not when payment is received – and explain why this is so important.
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October 2024 Version Update: Portfolio-Level Bookings & Bank Payments with Stripe

Sep 25, 2024 By Sintija Ērgle In Scoro
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!
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