Resource allocation tool for consulting companies that integrates with Pipedrive
Connect Pipedrive CRM with Operating to align sales and delivery teams, plan resources, and match consultants to projects before closing deals.
Connect your Pipedrive deal pipeline to Operating with a couple of clicks
See your Pipedrive deal pipelines and choose when deals are pushed to Operating
- Sync data from Pipedrive 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 Pipedrive with ease
Plan teams for projects before they start
Plan the team setup, roles or specific consultants, to projects in your sales pipeline
- Pipedrive 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 Pipedrive 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 Pipedrive deal probabilities to account for uncertainty
Go deeper
See how to staff the right consultants to projects efficiently with Operating integrated with Pipedrive
Matching the right skill sets to a project has never been this simple. Simply plug in your Pipedrive CRM to Operating, and start staffing projects faster than ever before.
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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