❌ Ditch resource allocation spreadsheets

👎 Quit spending hours per week manually keeping your tentative project bookings up-to-date

🛑 Stop guessing your project margins and budget overruns

💸 Stop revenue leakage from timesheet mistakes and resourcing mishaps

🧾 Keep your resource planning and invoicing connected with native integrations to accounting platforms.

‍👉 Start Operating.

Operating helps consulting and professional services with resource planning, time tracking, invoicing, and managing project finances and margins.

By connecting Operating to your HubSpot CRM you can match consultants to upcoming projects automatically based on consultants' skills, seniority, and availability. Operating is fully AI-enabled, and you can use our platform directly in Claude, ChatGPT by any other AI assistant tool by using our MCP Server.

Rated 4.9/5 in the HubSpot marketplace!

Rated 4.7/5 on G2

Rated 4.8/5 on Capterra

--

⭐️⭐️⭐️⭐️⭐️

Great intuitive tool with excellent support and all the right features for staffing and time usage monitoring

--

⭐️⭐️⭐️⭐️⭐️

Operating connected to HubSpot makes our resource allocation 6x more efficient

Before Operating, I used roughly 3 hours every week to update upcoming project plans from HubSpot deal cards to resource allocation spreadsheets. That now takes me 15-30 minutes, and our team enjoys a common big picture helping team leads resource projects autonomously. - Alisha David, COO, Supreme Optimization 🇺🇸

--

💼 Built by ex-consultancy founders and partners

💰 Monetary planning features: project budgets, burnup charts, rate cards, consultant cost rates, and project profitability monitoring

📚 Includes consultants' skill management for skills-based staffing decisions

⏱️ Time tracking module: timesheets with a slick UX to minimize the hassle in time tracking

✉️ Invoicing module: generate invoices for time & materials and fixed price client engagements

🏦 Native connectors to accounting platforms (QuickBookS & Xero)

🔗 Connects to your favorite tools (e.g. time tracking, HR tools) via our ready-made-integrations and REST API

By connecting HubSpot with Operating, you can make sure your sales, delivery, and consultants are on the same page on the newest project opportunities. The integration turns HubSpot deals into tentative projects in Operating, so you can plan teams and allocations for projects before the contracts are signed.

The webhook-based integration will move deals from your sales pipeline to Operating automatically. You can filter out irrelevant deals with HubSpot deal properties to only show the deals that need staffing in Operating.

The HubSpot <> Operating integration lets you

1. Connect HubSpot to show upcoming projects in Operating automatically. Include extra fields from HubSpot deal properties to avoid double data input: demo video

2. Schedule tentative projects on a timeline. Add hourly rates for consultants to match the HubSpot deal budget and forecast your gross margin based on consultant cost rates

3. Account for your sales pipeline when predicting your capacity and revenue

4. Automate revenue forecasting: bring the deal value from HubSpot as the budget in Operating

5. Match the right consultants to upcoming projects based on their skills to increase your chances of winning the pitch

6. Track time and create invoices for the projects that relate to your HubSpot deals.

⭐️⭐️⭐️⭐️⭐️

Staffing process efficiency to next level

"We have improved the efficiency of one of the most essential operative functions of the consulting business: Staffing. We now make decisions based more on data, and our transparency into the business situation has jumped a huge step forward. We can also share information about our business situation with employees and other stakeholders in entirely new ways." - Ville

⭐️⭐️⭐️⭐️⭐️

Excellent for resource allocation

"Operating has made it much easier for us to keep track of our workforce across all departments and projects. It's been a crucial tool for our team planning, especially with its forecasting feature that helps us understand future workloads and hiring needs. The platform is intuitive, with almost no learning curve, so our team got the hang of it quickly. In short it has been a game changer for our resource allocation." - Kjær

⭐️⭐️⭐️⭐️⭐️

Essential feature for running Operating together with HubSpot

"Operating has received warm welcome within the organization. Clearly categorized components for resource allocation and job planning in different phases help using the tool systematically. Integrations allow real-time data retrieval from HubSpot, eliminating the need to input the same information manually." - Kai Vainio