Resource allocation tool for consulting companies that integrates with HubSpot
Connect your HubSpot CRM to Operating to plan teams and match consultants to projects before closing deals to help you sales and delivery teams collaborate better.
Rated ⭐️⭐️⭐️⭐️⭐️ in HubSpot marketplace
Join the group of happy customers using
HubSpot
and Operating together
Operating is the glue between Harvest time tracking, HubSpot, and our reporting. Both the native integrations, and the APIs are great!
Operating replaced a ton of spreadsheets that used to link our CRM and time tracking systems
We replaced our complex finance projection spreadsheet with HiBob leaves visible in Operating, keeping our calculations up-to-date.
Connect your HubSpot deal pipeline to Operating with a couple of clicks
See your HubSpot deal pipelines and choose when deals flow into Operating
- Sync data from HubSpot to Operating with our plug and play integration
- Choose the deal stages relevant for project staffing
- Make collaboration between sales & delivery more efficient
- Navigate between Operating and HubSpot with ease
Plan teams for projects before they start
Plan the team setup, roles or specific consultants, to projects in your sales pipeline
- HubSpot deals create tentative projects automatically
- Assign placeholder roles for projects to forecast your tentative capacity
- Match the right consultants to projects based on role, skills, and availability
Allocate & Forecast
Allocate resources to meet the budget from CRM, and forecast tentative capacity
- A project and people timeline for different points-of-view
- Allocate work with hourly rates and project budgets
- Visualize your deal stages on the project timeline
- Forecast tentative capacity and use HubSpot deal probabilities to account for uncertainty
9x More Efficient Resource Allocation
With Operating And HubSpot
See how Supreme Optimization saves hours weekly in resource allocation by integrating Operating with HubSpot CRM.
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