A resource planning tool for consulting firms that integrates with HubSpot
Connect HubSpot CRM with Operating to align sales and delivery teams, plan resources, and match consultants to projects before closing deals.
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 and add placeholder roles or named 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
- Track all client requests within your sales pipeline to ensure seamless collaboration across your staffing team.
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
Go deeper
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.
Book a setup call
Access our Operating Routine for Resource Planning
Agencies and consultancies of all sizes – from a boutique to an international powerhouse – should operate efficiently. We wrote a Resource Planning Routine and a solid agenda for your weekly meeting. Get the guide.
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Get the Staffing Routine by clicking below.
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