The missing link between sales and project delivery

For agency and consultancy operations

  • Allocate people to projects on a timeline
  • Connect your CRM and plan upcoming work
  • Keep track of planned capacity and actual hours
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Operating UI showing planning of tentative projects and project allocations

Agencies and consultancies all around the world use Operating

Columbia Road Logo
Omnicom Media Group Logo
Meltlake Logo
Iona logo
Norkdapp logo
Inventive logo

How it works

Hit the ground running – connect your sales pipeline & time tracking for efficient project staffing.

Operating integrates with Harvest, Pipedrive, and HubSpot
More on the product

Running a people business is chaotic.

  • If you’re in sales, you know how tough it is to promise the ideal team to a prospect.
  • If you’re hiring new people, you're never quite sure when the start date should be.
  • You might feel uneasy about the utilization & profitability forecast you put together for the board meeting.

Your calendar is packed with internal sync meetings.

Your have an impressive collection of spreadsheets, but others find them difficult to understand.

We felt it at Futurice, Reaktor, and Columbia Road. We would have loved to have Operating as a tool back then.
We help the next generation of agencies and consulting companies grow profitably and take care of their most important asset, their people.

Fewer Excel sheets, a reliable future outlook – what's not to like!

Centralizing our capacity planning and skill matrix Excels into Operating has made running the business easier.

John Kavaleff, Iona
JOHN KAVALEFF
COO
Iona & Co

We're growing the business – together with the whole team

Everyone now has visibility to upcoming and current projects. The information that used to live in people's heads is now in Operating.

Elisa Lipponen, Nordkapp
ELISA LIPPOnen
Director of Operations
Nordkapp

Staffing cross-border projects is much easier now

We have a lot of projects done together across our different offices. Operating helps find the right person for the right need - no matter where they are located.

Simon Fransson, Columbia Road
SIMON FRANSSON
General Manager
Columbia Road Sweden

Read how our customers are using Operating as the planning layer for their agency business.

Columbia Road
 — 

How Columbia Road drives a transparent and efficient consulting operation with a human touch

Read the story
Iona
 — 

IONA uses Operating integrated with Pipedrive CRM for predictive sales and hiring decisions.

Read the story

Do you see yourself or your COO in the story?