Keep consultant resumes from Flowcase in sync with Operating PSA

Flowcase is the automated proposal solution for professional services firms looking to manage resumes, CVs, and case studies more effectively. With this integration, you can keep people's skill data in sync with Operating.

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Join the group of happy customers using 

Flowcase

 and Operating together

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Operating horizon screenshot
Operating Timeline screenshot

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
HubSpot marketplace
Planned vs. actual hours comparison
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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.

Thank you! Find the Staffing Routine guide here.
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