Project budgeting built on real rates and costs

Budget fees and costs — labor and expenses — before the work starts. Operating prices the plan with your actual rate cards and cost rates, so every estimate shows revenue, cost, and margin. Not just a number in a cell.

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Both sides of the budget: fees and costs, labor and expenses

Plan the people and price them two ways at once — cost rates for what the work costs you, rate cards for what it earns on time-and-materials. On fixed price, the budget sets the top line. Add planned expenses, and the estimate is the whole project, not just the hours.

Labor priced from cost rates (bottom line) and rate cards (top line)
Fixed price or time-and-materials — the billing model sets where revenue comes from
Planned expenses included: subcontracting, travel, hotels, and the rest

Off-the-shelf integrations with

+ integrations to other CRMs possible via our REST API

Budget the deal before it closes

Pipeline projects get real budgets, not guesses. Plan with placeholder roles that carry costs and rates from your rate cards — and when a real person is staffed, their actual costs take over. Deal value flows straight in from your CRM.

Tentative pipeline projects budgeted like real ones
Placeholder roles carry rates and costs until someone is staffed
Budget prefilled from deal value — HubSpot, Pipedrive, or Salesforce

Sketch fast, refine when it matters — and see every project's margin

Rough out a plan in broad strokes to sanity-check a deal, then refine it into phases and varying workloads as it firms up. Across the portfolio, one list shows every upcoming project with its planned revenue, cost, and profit.