Teams | Collaboration | Customer Service | Project Management

Scoro

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7 PSA Software To Try For Your Agency or Consultancy

Nov 23, 2024 By Liis Milk In Scoro
Professional Services Automation (PSA) software helps businesses streamline project management, resource planning, invoicing, and financial tracking. It’s an essential tool for firms relying on service delivery, such as consulting, IT support, design, or marketing, by centralizing operations and minimizing inefficiencies. Below is a comparison of 7 top PSA tools designed to optimize your business processes.
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How to document and embed best practices that stick with Harv Nagra

Nov 19, 2024 By Scoro In Scoro
Are you battling with inconsistent processes, bad practice and poor staff training? In this episode, Harv Nagra explains the benefits of documenting and embedding best practices – to take your agency one big leap forward in operational maturity. Harv shares his best tips on: Creating an agency handbook – to create a single source of truth for your business, and help your team work consistently Choosing the right documentation tools – specific tools that are helpful in documenting and communicating workflows.
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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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