Link HubSpot to Operating and plan teams for projects in your sales pipeline
Operating is a resource allocation tool for professional services companies. By connecting your HubSpot CRM, you can plan teams and match the right consultants for upcoming projects. Link sales and delivery, and have one place to plan for upcoming work.
Join the group of happy customers using
HubSpot
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.
We replaced our complex finance projection spreadsheet with HiBob leaves visible in Operating, keeping our calculations up-to-date.
Connect your deal pipeline 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 staffing
- Increase transparency between sales & operations
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
- Navigate between Operating and HubSpot with ease
- 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
See how Supreme Optimization saves hours per week in resource allocation by reducing manual data input and distributing the responsibility for project staffing to the whole team.
.jpg)
.jpg)