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Compare Scoro vs Salesforce Financial Services Cloud

What is better Scoro or Salesforce Financial Services Cloud? When looking for the ideal Accounting Software for your enterprise it is suggested that you examine the features, costs, and other crucial data about the product and vendor. Here, you can check the similarities and differences between Scoro (overall score at 8.8 and user satisfaction at 100%) and Salesforce Financial Services Cloud (overall score at 8.8 and user satisfaction at 98%).

It's also possible to look at their specific modules, for example tools, plans, pricing, terms, etc. Moreover, analyze the terms thoroughly for information on hidden costs, including, setup cost, separate helpdesk support, upgrade fees, disk space fees, and others.

In the event you need to quickly locate the top Project Management Software according to our experts we suggest you examine one of these services: monday.com, Smartsheet, Wrike.

NOAWARDS
YET

SmartScore™

OUR SCORE 8.8

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $26

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Business dashboard
  • Calendar management
  • Task management
  • Project management
  • Quote management
  • Customer management
  • Invoices & expense management
  • Financial reporting
  • Work-time billing
  • Scheduled invoicing
  • Late invoice reminders
  • Comparative reports
  • Commission calculator
  • Budgets & forecasts
  • Resource planning
  • File management & sharing
  • Company news feed
  • Custom fields
  • Custom tags
  • Multi-currency
  • Multi-language
  • Automated alerts
  • Configurable statuses
  • Lead management

Pricing Info

Scoro offers four packages, all of which require a minimum of five users, payable on a monthly basis. There is also a free 14-day trial available. Here are the details:

Essential – $26 per user per month
For smaller teams looking to manage all the essential aspects of their business in one place. No more switching between applications and spreadsheets – all the tools you and your team need to get things done are just a click away.

  • Minimum of 5 users
  • Onboarding from $899
  • Business dashboard
  • Calendar & task management
  • Basic project management
  • CRM & quote management
  • Invoices & expenses
  • Summary work reports

Work Hub – $37 user/month
Define your team’s capacity and plan accordingly to make the most of your resources. Automate work processes and save hundreds of hours with task bundles, recurring tasks, and project templates.

  • Minimum of 5 users
  • Onboarding from $899
  • Customizable dashboards
  • Planner
  • Timesheet view
  • Work-time billing
  • Advanced task management
  • Advanced project management
  • Scheduled invoicing & late invoice reminders
  • Advanced & comparative reports
  • Low-volume QuickBooks & Xero integrations

Sales Hub – $37 user/month
Track opportunities, deals, sales goals, team performance, and much more with fully customizable dashboards, as well as financial and sales reports. Maintain customer relationships with a 360-degree overview of all your clients and communication history. Take charge and get a complete overview of your sales with all of your orders, purchases, and suppliers just a click away.

  • Minimum of 5 users
  • Onboarding from $899
  • CRM & sales pipeline
  • Quotes, orders, invoices & receipts
  • Budgets & forecasts
  • Commission calculator
  • Advanced customizable dashboards
  • Work-time billing
  • Advanced task management
  • Scheduled invoicing & late invoice reminders
  • Advanced & comparative reports

Ultimate – Contact Scoro for pricing. A powerful toolset for getting a complete overview of your business and managing your projects and sales together. Get all the features of Work Hub Premium and Sales Hub Premium, alongside detailed insights into your team’s time, work and utilization, and powerful sales and finance reports.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Integrations

Scoro is built to be the control hub of your whole business – you can fully customise Scoro to fit your workflow.

  • Xero
  • QuickBooks
  • Dropbox
  • MailChimp
  • Google Calendar
  • Toggl
  • Zapier
  • Outlook
  • iCal

Scoro is also on Zapier, so you can easily integrate with over 1000 applications.

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Scoro is a cloud-based business management software trusted by small to medium enterprises. It is currently one of the most comprehensive work management solutions on the market as it offers end-to-end features for scheduling, billing, CRM, financial reporting, and collaboration.

Company Email

info@scoro.com

Contact No.

Company's Address

Salisbury House,
London Wall,
London EC2M 5QZ,
United Kingdom

NOAWARDS
YET

SmartScore™

OUR SCORE 8.8

User Satisfaction

CUSTOMER EXPERIENCE 98%

Pricing

By quote

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Einstein Analytics
  • B2C Client Data Model
  • Client and Household Profiles
  • Financial Goal Management
  • Wallet Share Calculations
  • Client and Household List Segmentation
  • Needs Assessment Options
  • Alerts/Notifications
  • Advisor Home Page
  • Household and Relationship Groups
  • Relationship Mapping
  • Financial Account Management (Wealth and retail Banking)
  • Custom Financial Rollup Summaries
  • Wealth Reports and Dashboards
  • Referral Management
  • Banker Console
  • Banking Data Model Extensions
  • Flexible Integration Options
  • Account and Contact Management
  • Advanced Case Management
  • Case Email Auto-Response
  • Case Management
  • Chatter Options
  • Collaborative Forecasting
  • Configurable Profiles
  • Computer Telephony Integration (CTI)
  • Developer Sandbox
  • Email Integration
  • Enterprise Territory Management
  • Integration via Web Service API
  • Lead Management
  • Opportunity Tracking
  • Orders Management
  • Task Management
  • Workflow Automation

Pricing Info

Salesforce FInancial Services Cloud currently has three editions for you to choose from: Financial Services Cloud Professional, Financial Services Cloud Enterprise, and Financial Services Cloud Unlimited. These are bundled according to the types of features you need and the number of functionalities you want. However, the vendor does not offer their pricing details publicly, so be sure to get in touch with their representatives for more information.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Farmers Insurance, OneUnited Bank, United Capital, and Central Bank

Integrations

Salesforce Financial Services Cloud can be used alongside the other productivity tools in the Salesforce Suite. Moreover, it has a custom functionality to connect with DriveWealth, at third-party open API. This allows it to integrate with a multitude of applications, build Lightning components to extend the platform, and more. For more details about the integrations Salesforce FInancial Services Cloud can support, don’t hesitate to contact the vendor.

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Salesforce Financial Services Cloud is a wealth management platform that lets you manage your finances in line with CRM goals.

Company Email

Contact No.

Company's Address

The Landmark at One Market
Suite 300, San Francisco, CA 94105
United States

Popular Alternatives

Product Name
Score

monday.com

Partner

This product is our partner, which means they paid for being featured as one of the suggestions. Our team takes great care to ensure all sugested products are reliable, top-quality solutions.

SmartScore™

OUR SCORE 9.8

User Satisfaction

CUSTOMER EXPERIENCE 99%

Pricing

Starting from $39

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • A collaboration tool for multiple employees
  • A many-to-many communication tool
  • A visual display of progress
  • An Execution Board – with big screen display
  • Easy collaboration: tag teams
  • Easy communication: tag people
  • Eliminate noise: get updates based on relevance
  • Email notifications – get notified by email
  • Email updates – send updates by email
  • Integrations: Dropbox, Google Drive, Pipedrive
  • Knowledge base – auto generated, completely searchable, full documentation
  • Motivational tool
  • New employees can hit the ground running
  • Personal and public Boards
  • You can copy and paste from Adobe
  • You can leave live comments on visuals
  • Zero emails and meetings overhead

Pricing Info

monday.com offers a free trial, and four SMB and enterprise pricing plans for users to choose from. You can add up to 5 users in these packages. Upgrades for more users are also available. Give the details a look, and select the best plan for your business:

Basic – $39/month (billed annually)

  • 5 GB of storage
  • Simple search function
  • Filter by person
  • iOS and Android apps
  • Add unlimited boards
  • Two-factor authentication
  • 24/7 email and phone support

Standard – $49/month (billed annually)

  • Everything in Basic, plus:
  • 50 GB of storage
  • Crazy powerful search
  • Filter by anything
  • Create your own account templates
  • Add updates via email
  • External integrations
  • Share boards with guests
  • Limited number of guests
  • Full API
  • Timeline

Pro – $79/month (billed annually)

  • Everything in Standard, plus:
  • Unlimited storage
  • Unlimited guests
  • Private boards
  • Tags
  • Detailed activity stats
  • Google authentication
  • User profile customization

Enterprise – Contact the provider

  • Everything in Pro, plus:
  • Higher API rate limit
  • VIP support with an account manager
  • One-on-one training
  • Two-factor authentication
  • Advanced security features
  • Single Sign On
  • Audit log

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Uber, NBC Universal, Fiverr.com, Saatchi Art

Integrations

monday.com is an open API system, which means that develops can build custom connections, and integrate it with literally any third-party system or application. Premade integrations include:

  • Zapier
  • Slack
  • Github
  • Asana
  • JIRA
  • Dropbox
  • Gmail
  • Google Calendar
  • Google Drive
  • Email
  • Pipedrive
  • Trello

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

An industry-leading collaboration app for on-site and remote work teams. This leverages tools such as Kanban boards, Gantt charts, and workflow automations to help teams handle any type of project. It also seamlessly integrates with third-party apps to ensure easier adoption and extend its capabilities.

Company Email

Contact No.

Company's Address

Begin Road 52,
Sonol Tower, floor 13
Tel Aviv 6713701
Israel

You shouldn’t expect just a broad range of useful tools and scalable pricing from a well-known Accounting Software. Almost as essential as key features is a quality customer support. You want to ensure that in a situation where you have any questions about Scoro or Salesforce Financial Services Cloud, or you face some problems, or perhaps you’ll want to ask for a certain update or functionality beneficial to your business you can trust in a responsive and helpful customer support. Check out whether solutions such as phone support, tickets or live chat are provided. Additionally, it’s a significant advantage if you can benefit from personal training or at the very least an FAQ you can use.

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