Love Harvest, hate spreadsheets? Plan & Forecast in Operating instead!
Keep tracking time in Harvest, and do the rest in Operating! By connecting Operating to Harvest, you can keep clients, projects, people and time tracking data in sync between the systems. Compare planned allocations from Operating to actual hours from Harvest.
Join the group of happy customers using
Harvest
and Operating together
Operating replaced a ton of spreadsheets that used to link our CRM and time tracking systems
Operating integrates with HubSpot and Harvest, automatically importing data to plan optimal project teams and workloads.
It's great to have one place to plan all the projects and teams.
Plan teams
Connect your CRM and organize all work in one place
- See deals when they reach a chosen pipeline stage
- Start planning early, add required skills and roles
- Create a project in Harvest when you have the team confirmed - directly from Operating!
Allocate
Solve the resource allocation puzzle: see people, projects, and budgets on a timeline
- Keep clients and projects in sync with Harvest and easily navigate to Harvest and back
- Allocate work with hourly rates and project budgets
- Supports both day-to-day scheduling and longer term resource planning for months ahead
Monitor actual hours from Harvest
Make sure consultants are not overworked or underutilized and minimize revenue leak.
- Pull data from Harvest to see planned capacity and actual hours tracked in the same view
- Drill down to individual, project, and client level: spot project overruns and underutilization in real-time
- Spot differences in utilization at a glance
Harvest is great!
We've been there: using Harvest with a headcount of 5, 50, 100, 150...
Harvest is a great time tracking tool. However, when it comes to reporting and forecasting your business, you need to build a lot of custom reporting. Information got scattered in a handful of spreadsheets that our sales team and managers had crafted. We were frustrated.
Turns out lots of agencies are using a CRM and Harvest. Operating connects with both, so you can have a 360 view to running your business.
The best part: your whole company, from sales and HR to consultants can enjoy the increased visibility.
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