An end-to-end work management platform for agencies and consultancies: projects, quoting, billing, and reporting. Per-user pricing with a 5-seat minimum.
Scoro is a mature agency operations platform with published per-user pricing and a 5-seat minimum. Helm covers the same operational footprint with autonomous AI agents and per-workspace pricing (no seat minimums). Pick Scoro for battle-tested agency ops at 5+ seats. Pick Helm if you're smaller, AI-curious, or want a flat workspace price.
Last reviewed: April 18, 2026
Pricing, scope, and what you actually get on day one.
| Helm | Scoro | |
|---|---|---|
| Pricing model | Per-workspace | Per user/month (5-seat min) |
| Starting paid price | $49/mo per workspace | $23.90/user/mo × 5 seats = $119.50/mo (Core, annual) |
| Free tier | No | No (14-day trial) |
| Team scale sweet spot | 1-50 services team | 5-500 agencies and consultancies |
| AI approach | Autonomous agents that execute | Limited AI capabilities |
| Seat minimum | None | 5-seat minimum across all tiers |
Capability-by-capability breakdown. We describe what's in the product, not what's on a roadmap slide.
| Feature | Helm | Scoro |
|---|---|---|
| Pricing model | Per workspace | Per user/month (5-seat min) |
| CRM / accounts | Native | Native |
| Sales pipeline | Native + SDR / Sales Rep agents | Native (strong) |
| Project management | Kanban, list, calendar | Native (strong agency features) |
| Time tracking | Native, rolls into invoices | Native |
| Invoicing / payments | Native (Stripe) | Native |
| Estimates / quotes | Native | Native (strong quote-to-invoice flow) |
| Retainer management | Native + Ops Manager agent surfacing under/over use | Native |
| Workflow automation | Native + agents as steps | Native (rule-based) |
| Autonomous AI agents | Pre-built roles | No |
| Analytics / reporting | Built-in views, agent summaries | Configurable dashboards (strong) |
| External integrations | 300+ via Composio | Native + Zapier |
| White-label / client portal | Business tier | Business tier |
Both tools have real use cases. Here's when each one wins.
What moves cleanly, how to do it, and the places you'll want to plan ahead.
Contacts, accounts, projects, time, invoices, and quotes can be exported from Scoro and imported into Helm via CSV.
Export each entity from Scoro. Import into Helm. Reconnect Stripe. Rebuild workflow automations and dashboards. Helm Analytics covers the common reporting views out of the box, but complex custom dashboards may need to be rebuilt or replaced by agent-generated summaries.
Scoro's dashboard customization is a strength. Helm's analytics views are more opinionated. Plan to replace specific custom dashboards with either built-in views + agent summaries, or CSV export into an external BI tool.
The questions we hear most from teams evaluating both platforms.
For a 5-person team, yes. Scoro's 5-seat minimum at $23.90/user = $119.50/mo vs Helm Starter at $49/mo. The gap widens as team size grows because Helm is flat per workspace and Scoro scales per seat.
Scoro is stronger on customizable dashboards out of the box. It's been a focus feature for years. Helm pairs built-in views (revenue, utilization, profitability, aging) with Operations Manager agent summaries that proactively surface issues instead of waiting for you to open a dashboard.
Multi-currency invoicing is supported via Stripe settings. Scoro has more mature multi-currency reporting and quoting built in.
Yes. Helm is designed to scale to that size on Business tier. Scoro has more maturity at 30+ person agencies today. For the largest agencies, that installed base matters.
Per-workspace pricing. All 12 apps. AI agents that execute the work.