Switch from Scoro
Move your client work from Scoro to Workspace369.
Scoro is a professional services platform priced by the apps you combine, with a 5-user minimum on every combination. Its popular combinations are listed at $17 a user (Time-billing), $29 (Projects & Resources or Quote to Cash) and $57 (End-to-end); the pricing page doesn’t say whether those prices are monthly or annual, and annual billing takes 13–17% off. If you are a smaller team paying for five seats, or you want the client portal without buying an add-on, Workspace369 includes CRM, proposals, invoices and the client portal on every plan, with seats included. Scoro exports contacts, quotes and invoices as CSV or XLS. There is no Scoro importer in Workspace369. What it has is AI Import, which maps your spreadsheet columns and shows what it will cost before it writes anything. Scoro prices were checked on its own pricing page on October 18, 2026.
14-day free trial. Card required. After the trial: $74/month for Voyager. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Last updated October 18, 2026
The honest part first
What moves, what doesn't
There is no one-click import from Scoro, and Workspace369 does not claim one. Scoro’s list exports are spreadsheets, so clients, quotes and invoices move through AI Import; projects and tasks are set up again.Moves with you
- Your client list, as clients. In the Scoro contact list, select the contacts, click Export and choose CSV or XLS (if you separate companies and people, you can export either or both). AI Import maps the columns to client records, and you review the mapping first.
- Quotes and invoices. Export them from the list of quotes and the list of invoices as CSV or XLS. AI Import reads files of proposals and invoices, and of products too.
- The cost, before you commit. The import shows its token cost before it starts, so nothing runs on a surprise bill.
You re-create these
- Projects and tasks. Scoro exports most list views, but AI Import doesn’t create projects or tasks. Set up your active projects again; Workspace369 has tasks and subtasks with list, Kanban and calendar views on every plan, and Gantt views and task dependencies from Voyager.
- Resource plans and forecasts. Workspace369 has no capacity planner or revenue forecasting. Keep Scoro’s reports for your records; Workspace369 shows utilization in its team reports on every plan, and project and customer profitability from Specialist.
- Triggers and web forms. Rebuild your key triggers as workflows and your web forms as intake forms or funnels. Email automations run on every plan, and SMS steps start on Voyager.
No lock-in either way: the Workspace369 workspace owner can request a full export of the workspace data. In Scoro, exporting is available on the Standard and Enterprise platforms and legacy plans, and needs the Export data permission, which a site administrator grants in Settings, then Administration, then Permission sets, and an export only includes what your viewing rights let you see. Export before you cancel.
The seat math
Per-user pricing against included seats
Scoro charges per user by app combination, with a minimum of 5 users. Workspace369 plans include a set number of seats, with extra seats at $10 from Voyager.Prices checked October 18, 2026 on the vendors’ own pages. Scoro’s listed combination prices are used as shown, counting the 5-user minimum; Workspace369 prices are on monthly billing.
| Team size | Scoro Time-billing ($17) | Scoro Quote to Cash ($29) | Workspace369 |
|---|---|---|---|
| 1 person | $85 (5-user minimum) | $145 (5-user minimum) | $29 (Cadet, 1 seat) |
| 2 people | $85 (5-user minimum) | $145 (5-user minimum) | $74 (Voyager, 2 seats) |
| 3 people | $85 (5-user minimum) | $145 (5-user minimum) | $84 (Voyager $74 + 1 extra seat at $10) |
| 4 people | $85 (5-user minimum) | $145 (5-user minimum) | $94 (Voyager $74 + 2 extra seats at $10) |
| 5 people | $85 | $145 | $104 (Voyager $74 + 3 extra seats at $10) |
| 6 people | $102 | $174 | $114 (Voyager $74 + 4 extra seats at $10) |
| 7 people | $119 | $203 | $124 (Voyager $74 + 5 extra seats at $10) |
| 8 people | $136 | $232 | $134 (Voyager $74 + 6 extra seats at $10) |
| 10 people | $170 | $290 | $149 (Specialist, 10 seats) |
| 20 people | $340 | $580 | $249 (Specialist $149 + 10 extra seats at $10) |
Against Time-billing, which covers time tracking and invoicing only, Workspace369 costs less for 1 to 3 people and from 8 people, and Scoro costs less at 4 to 7. Against Quote to Cash, Workspace369 costs less at every team size. Scoro’s pricing page lists the customer portal as a paid add-on; Workspace369 includes the client portal on every plan. Source: Scoro pricing, checked October 18, 2026.
Step by step
The switching checklist
Seven steps, in order.Export what you need from Scoro
Make sure you have the Export data permission, then export your contacts, quotes and invoices as CSV or XLS from their list views. Save the project reports you want to keep, too.
Start the trial and set up your services and prices
The 14-day trial gives you time to move. Add your services, packages and rates first so proposals and invoices take minutes afterwards.
Run AI Import for your clients
Upload your Scoro CSV or XLS files. AI Import maps your columns, you review the mapping, and the token cost is shown before you start.
Set up your active projects
Recreate the projects you are delivering now, with tasks, subtasks, due dates and estimates.
Add your team and set permissions
Seats are included in the plan, with extra seats at $10 a month from Voyager. You can limit a contractor to the clients assigned to them.
Invite clients to the portal
Send proposals, share files and invoices, and let clients follow along in the client portal, which is included on every plan.
Cancel Scoro once you’ve moved
Keep Scoro until your exports are saved and your team works in Workspace369, then cancel your subscription.
Fair is fair
Stay on Scoro if…
- You plan capacity and forecast revenue. Scoro lists a resource planner, utilization and WIP reports, and revenue forecasting and recognition. Workspace369 has team productivity reports with utilization on every plan and a team workload view on Commander, but no capacity planner or revenue forecasting.
- Your team of 4 to 7 runs on Time-billing alone. If all you use is time tracking and invoicing, Scoro Time-billing costs less at those sizes. Workspace369 starts at $29, with a 14-day free trial and no free plan.
- You need finance approvals across the team. Scoro lists supplier management and approval of financial documents. Workspace369 has purchase orders and expenses from Specialist and full accounting on Commander; check that its approval steps fit your process before you move.
- You have built deep custom reporting. Scoro lists customizable dashboards and comparative reports across projects, people and money. If your management meetings run on those reports, weigh that before you move.
Pick your plan
Five plans, priced by seats
Every plan starts with a 14-day free trial. Pay annually and each plan drops by about 20%. Extra seats are $10 a month each from Voyager.| Plan | Monthly | Seats | Pick it if… | Trial |
|---|---|---|---|---|
| Cadet | $29 | 1 | You're solo with up to 5 active projects. CRM, proposals, invoices, timesheets and the client portal included. | Try Cadet |
| Voyager | $74 | 2 | You want no project cap, task dependencies, Gantt views and a project financials dashboard, plus texting and calling. | Try Voyager |
| Specialist Recommended | $149 | 10 | You want project and customer profitability, expense tracking, online booking, payment plans, and up to 25 active workflows. | Try Specialist |
| Commander | $299 | 20 | You want a team workload view, unlimited workflows with AI drafting, plus full accounting. | Try Commander |
| Enterprise | $699 | 50 | You run several teams and need 50 seats in one plan. | Try Enterprise |
Prices in USD. Full feature matrix on the pricing page.
FAQ
Switching questions, answered straight
What is the best Scoro alternative?
It depends on what you bought Scoro for. For resource planning and budgets, compare Productive (Essential $12 a user a month on monthly billing, $10 billed yearly, three-seat minimum). For projects and retainers billed from logged time, compare Teamwork Accelerate ($29.99 a user a month, $24.99 billed yearly). If proposals, invoices, the client portal, texts and calls should sit on one client record, five people on Workspace369 cost $104/mo (Voyager plus three $10 seats). Stay on Scoro if capacity planning and profitability reporting are the job and you are past its five-user minimum. Prices checked October 17–19, 2026; the Scoro alternatives page has the full comparison.
Is there a Scoro importer?
No. Workspace369 has no Scoro-specific importer and no one-click import. What it has is AI Import: you upload a CSV or XLSX of clients, products, expenses, invoices or proposals, it maps the columns, and you review the result. Projects and tasks are set up again.
How do I export my data from Scoro?
Scoro exports from most list views and reports on its Standard and Enterprise platforms and legacy plans. In the contact list, select the contacts, click Export and choose CSV or XLS; quotes and invoices export from their lists the same way, and invoices can be exported in a compact or detailed view. You need the Export data permission, which a site administrator grants under Settings, Administration, Permission sets, and exports only include data you can see.
Is Scoro cheaper than Workspace369?
Usually not for small teams, because every Scoro combination has a 5-user minimum. At Scoro’s listed prices, Time-billing ($17 a user, time tracking and invoicing) costs less than Workspace369 at 4 to 7 people, and Workspace369 costs less for 1 to 3 people and from 8. Quote to Cash ($29 a user) costs more than Workspace369 at every team size. Scoro lists its customer portal as a paid add-on; Workspace369 includes the client portal on every plan.
Can Workspace369 replace Scoro’s quotes and invoices?
Yes for the client side. Workspace369 has proposals and contracts with e-signature, invoices, recurring invoices and retainers on every plan, and payment plans from Specialist. Purchase orders start on Specialist. It has no capacity planner or revenue forecasting, so teams that rely on those should weigh them before switching.
What does AI Import cost?
It uses your workspace’s AI tokens, and the token cost is shown before you start the import, so you can decide before anything runs. Tokens are separate from email credits.
Am I locked in to Workspace369?
No. The workspace owner can request a full export of the workspace data and can delete the workspace, with a 24-hour grace period to cancel the deletion.
Keep exploring
Before you decide
Scoro alternatives
Scoro next to Productive, Teamwork, Avaza, Accelo and Workspace369, with prices and who should stay.
Read →Workspace369 vs Scoro
The feature-by-feature head-to-head, from tasks to billing.
Read →Switch from Productive
Comparing agency tools? The guide for moving off Productive.
Read →Client portal
What clients see: approvals, files, invoices and messages.
Read →Pricing
All five plans, the full feature matrix, and annual billing discounts.
Read →AI Import
How the CSV import maps columns and shows the cost first.
Read →Ready to make the move?
Start the trial, run the checklist above, and cancel Scoro once your exports are saved and your team is working in Workspace369.
14-day free trial. Card required. After the trial: $74/month for Voyager. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.