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Projector PSA

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App

Projector PSA

Integrate CRM data to predict staffing & profitability

Installs
<10 installs
Sign in to installRequires Projector PSA subscription

Requirements

HubSpot Plan
    Works with all HubSpot plans
Learn more
HubSpot Account permissions
View the required account permissions
Projector PSA Subscription
Team, Professional, or Enterprise plans

Overview

Projector’s streamlined integration with HubSpot allows services teams to bridge the gap between sales and delivery. HubSpot CRM data can be easily accessed In Projector to understand demand and capacity. Benefits include clarity around estimated revenue and staffing needs as opportunities move down the sales pipeline, shorter time to staff new work, and a view into projected utilization and skills requirements. Services organizations use Projector and HubSpot to improve their capacity and demand planning, define expectations earlier in the sales cycle, and ultimately enhance the customer experience – which, of course, leads to more wins.

Features

Revenue Projections at a Glance

Opportunity data from HubSpot CRM flows to Projector PSA to provide unified view of projected revenue from pipeline and projects under management

Proactive Staffing

Opp data can be used to project anticipated staffing needs allowing projects to start faster and surfacing hiring needs.

App Functionality

Shared Data
Data Source
Sync Direction
In HubSpot
In HubSpot

Client

Companies

Companies

Project

Deals

Deals

More info about shared data

Information around deals and companies can be used in a highly customized way to indicate when deals flow to Projector and to control information from both systems.

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This app requires one of the following Projector PSA subscription plans.

Team

$15

/user each month

For small organizations getting started or companies seeking a phased approach to implementing Projector

  • Project Accounting

  • Time & Expense Entry

  • Reporting

  • Accounting Integration (optional add-on)

$400 monthly subscription minimum; implementation fees quoted separately

Team

$15

/user each month

For small organizations getting started or companies seeking a phased approach to implementing Projector

  • Project Accounting

  • Time & Expense Entry

  • Reporting

  • Accounting Integration (optional add-on)

$400 monthly subscription minimum; implementation fees quoted separately

* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 03/28/2022

More info

Built by
Projector PSA, Inc.
Installs
<10 installs
Categories
Languages this app is available in
English

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