Turn HubSpot deals into a tentative projects and start planning the right team
Connect HubSpot deals to project data so sales, delivery, and finance finally share the same live project numbers across your whole portfolio.
Win deals – and deliver the results you sold
Connect sales, delivery, and finance to one shared view so projects start correctly, stay on budget, and keep margins healthy.
Plan teams for projects when they reach the right pipeline stage
Auto create projects, budgets, and phases from HubSpot deals so scope, rates, and assumptions match what was sold without retyping details.
Keep delivery on budget and on pace
Track budgeted, planned, and spent hours plus burnup against the HubSpot deal so PMs spot overruns, scope creep, and margin risk early.
See true profitability across clients and deals
Combine HubSpot pipeline data with delivery hours, rates, and invoicing so leaders know which clients and project types actually make money.
Follow every HubSpot deal from sale to invoice
Turn deals into projects
Create projects and budgets straight from HubSpot deals so scope, rates, and dates stay accurate.
See budget, plan, and spend
Compare budgeted, planned, and spent hours in one place so you catch overruns while there’s still time.
Connect metadata from HubSpot to your project tool
Bring all the necessary metadata from HubSpot to your project tracking tool to eliminate double data entry.
Plan capacity without forgetting your pipeline
Match upcoming HubSpot deals with real capacity so staffing, hiring, and subcontracting decisions are based on data.
Track utilization and margins
View utilization, rates, and margins by client, project, and deal type so you know which work truly pays off.
Bill straight from tracked time
Generate accurate invoices from approved hours and billing rules tied to HubSpot clients in a few clicks.
With 150 people across countries, Operating helps us staff projects efficiently by aligning our sales pipeline, allocations, and our consultants’ skills and interests. This helps us minimize costly bench time.
Operating connected with HubSpot provides our team of 10+ staffing managers the forward-looking view they need to plan our company's work.
Frequently Asked Questions
What is Operating and how does it work with HubSpot?
Operating is a project tracking tool for services firms that use HubSpot. You sell work in HubSpot, then Operating turns those deals into projects with budgets, hours, and rates, so you see the full client story from pipeline to delivery in one place.
Who is Operating for?
Operating is built for consulting firms, IT services teams, digital agencies and other professional services firms (basically any organization who schedules people to delivery projects) that already run their sales in HubSpot and want the same clarity for delivery, staffing, and invoicing without juggling spreadsheets and extra tools.
How does Operating help after a deal is closed in HubSpot?
When you mark a deal as closed won, Operating creates the project for you using the details from HubSpot. You get the budget, phases, roles, and rates set up without retyping, so you start delivery with the right numbers from day one.
Can Operating help me catch budget overruns and scope creep earlier?
Yes. Operating tracks planned vs spent hours and shows burnup charts against what you sold in HubSpot. You see when hours burn too fast, phases slip, or scope grows, so you can talk with the client and adjust before margins disappear.
How does this help operations, finance, and leadership teams?
Operations sees incoming demand from HubSpot next to real capacity. Finance pulls invoices from approved hours instead of digging through exports. Leadership sees which clients and deal types are truly profitable using live margins and utilization, all tied back to HubSpot.
How do I get started with Operating if I already use HubSpot?
You connect your HubSpot account, pick which pipelines to sync, and deals start importing in real time. From there your team can start logging time, planning allocations, and testing invoicing. Our team helps you set things up so your data and workflows match how you already work.
Turn HubSpot deals into projects – without guesswork
Turn deals into live projects with real budgets, hours, and margins, so you spot overruns early and stop losing money in spreadsheets.