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Projectworks

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Projectworks

Run a More Profitable, Scalable Firm

Byggd av
Projectworks
Installationer
100+ installationer
Betyg

3,8(4)

Logga in för att installeraKräver prenumeration på Projectworks

Krav

HubSpot-plan
Behörigheter för HubSpot-konto
Visa de obligatoriska kontobehörigheterna
Projectworks prenumeration
Scale, Unleash, eller Build planer

Översikt

Projectworks is professional services automation software that helps consulting firms grow.


By bringing pipeline, resourcing, time tracking, invoicing, and project reporting into one live system, we free your experts from admin and reveal the consulting metrics that matter – so you can see what’s working, fix what’s not, and scale your firm with confidence.


The team behind our project intelligence platform has 150+ years of collective experience in professional services. These days, our software is used and loved by 15,000+ consultants across 56 countries, who have invoiced $3 billion within the platform. On average, Projectworks customers grow by 20% in their first year of use.


Projectworks is an all-in-one professional services automation software. Core features include:

  • Time tracking: Easy-to-use timesheets that actually get filled out, with a simple review and approval process. Simplify project time tracking and keep billing up to date with integrated time management software for consultants.

  • Expense tracking: Track expense burn against your project budget, with painless expense submission for employees.

  • Resource management software: Plan and allocate resources effectively. See availability and utilization in real time with powerful resource planning tools that make project delivery predictable.

  • Revenue forecasting & project profitability: Combine time tracking, expenses, and resourcing data to model revenue, monitor utilization and profitability, and make confident growth decisions.

  • Invoicing: Create pre-populated invoices that auto-sync seamlessly with Xero, reducing admin and helping you get paid faster.

  • Project management: Track budget burn, employee utilization, and other key metrics to complete projects on time and budget.

  • Reporting & insights: Access real-time dashboards, project profitability reports, and PSA analytics that bring clarity to every decision. Track the consulting metrics that matter most - across projects, clients, and teams.

  • Simplified rate management: Easily assign and modify custom rates by project.

  • Deep integrations: Connect HubSpot and other popular software tools to run your firm on a unified project management and financial reporting platform.

Projectworks offers three methods of integrating with HubSpot to allow teams to sync HubSpot companies and deals into Projectworks, reducing the time spent setting up new projects.


You can set up a simple workflow in HubSpot to send and update contacts from HubSpot into Projectworks. The contact information can include their email, name, primary associated company and phone number.


Start your free trial of Projectworks here.

Egenskaper

The Projectworks interface showing the HubSpot integration.

Turn HubSpot Deals into Projectworks Projects, automatically

Connect Projectworks and HubSpot and pull data from deal stages in up to two different HubSpot pipelines to create and update Projectworks Projects. Save time with a single automated view of opportunities through to signed projects.

Automatically create new projects, companies and budgets in Projectworks from deal stages in up to two HubSpot pipelines.

Automatically create Projects and Contacts using HubSpot workflows

For HubSpot customers on a tier with workflows enabled, the same project creation automation can be enabled using workflows. Additionally, contact-based workflows can be used to automatically create a contact in Projectworks.

The Projectworks interface showing how to configure the HubSpot integration.

Turn HubSpot deal amounts into Budgets in Projectworks

If this is selected, the integration will create a single budget for the Projectworks Project from the HubSpot deal amount.

Appfunktionalitet

Delade data
Datakälla
Synkroniseringsriktning
I HubSpot
I HubSpot

Budgets

Attribut för affärer

Attribut för affärer

Companies

Företag

Företag

Contacts

Kontakter

Kontakter

Projects

Affärer

Affärer

Mer information om delade data

Projectworks offers three methods of integrating with HubSpot to pull in HubSpot Deals into Projectworks as projects, automatically. - Use Projectworks Native Integration (automatically create projects and companies in Projectworks from your HubSpot deals). - Use HubSpot Workflows - Use Zapier to Connect Projectworks to HubSpot

Recensioner

Genomsnittligt betyg

3,8

Baserat på 4 omdömen


Totalt antal granskningar

4

Antal recensioner totalt


5
25 % slutfört
25 %
4
25 % slutfört
25 %
3
50 % slutfört
50 %
2
0 % slutfört
0 %
1
0 % slutfört
0 %

Genomsnittligt betyg

3,8

Baserat på 4 omdömen

Totalt antal granskningar

4

Antal recensioner totalt

5
25 % slutfört
25 %
4
25 % slutfört
25 %
3
50 % slutfört
50 %
2
0 % slutfört
0 %
1
0 % slutfört
0 %

Filtrera omdömen:

Sortera:


3 / 5
    31 jul 2024

Over rated

I feel the integration is a bit overrated: 1. The new contacts created in HubSpot should push back into Project Works 2. This minimum delay of 15minutes to pulse a "create new project" command from HubSpot to PW is too long. This should be instantaneous.

Vad är det för problem du försöker lösa?

Quote, Time, invoice, Margin, Utilization, Forecast and Resourcing

Vad är det du tycker om?

Really very good. .

Vad är det du inte tycker om?

Would like to quote disbursements with qty x rate and manage monthly draw accordingly.

  • Buhrmann, H.

  • Konsultverksamhet
  • 2 till 5 anställda

Svar från Steel, C., Projectworks18 sep 2024
Dear H. Buhrmann, we appreciate your constructive feedback. Thank you for taking the time to share your thoughts with us. It sounds like your overall experience with Projectworks has been good, but that the Hubspot integration didn't live up to your expectations. Regarding the sync timing, you are correct in that 15 minutes is the shortest interval for auto-sync. However, you can elect to run a manual sync if you would like the data to push through faster. In terms of contact creation, our native HubSpot integration doesn't offer contact sync from HubSpot to Projectworks. We are open to feedback about what HubSpot contacts would be valuable to pull through so we can consider this in the product backlog - please reach out to support@projectworks.io to share further details if this is of interest.

5 / 5
    27 aug 2023

Just what we needed

We have tried a number of different project management tools including Mavenlink, Workflow Max and Accelo. Projectworks is our favorite by far. Its the right balance of advanced features but simplified functionality and usability. Unlike many of the other tools, the controls it has (i.e. to stop people entering time on the wrong timecode etc.) actually work. the team were very helpful getting us started and have been so responsive to any ideas we have of feedback. The resourcing element is better than most because you can resource at a project level rather than specific timecodes which is great when you have an autonomous team who know what they need to do. They also constantly push out updates and changes that you actually need (previous tools would push out changes to layout of color schemes when core functionality wasn't even working).

Vad är det för problem du försöker lösa?

Resourcing, project management, time tracking, leave management, reporting

Vad är det du tycker om?

Simple resourcing at project level, responsive team, good controls

  • Kearney, N.

  • Teknik – programvara
  • 11 till 25 anställda

Den här appen kräver en av följande prenumerationsplaner för Projectworks.

Scale

24 US$

/månad

For growing firms who want custom workflows, multi-office, and payroll integrations.

  • Everything in Build, plus...

  • Quotes

  • Jira integration

  • DevOps integration

  • HubSpot integration

  • HR/Payroll integrations

  • Multi-office

  • Multi-currency

  • SSO

  • 20 Custom Fields

  • 20 Custom Reports

Onboarding, Training, Migration starting at $1,000

Scale

24 US$

/månad

For growing firms who want custom workflows, multi-office, and payroll integrations.

  • Everything in Build, plus...

  • Quotes

  • Jira integration

  • DevOps integration

  • HubSpot integration

  • HR/Payroll integrations

  • Multi-office

  • Multi-currency

  • SSO

  • 20 Custom Fields

  • 20 Custom Reports

Onboarding, Training, Migration starting at $1,000

*Priserna här är endast avsedda som exempel. I priserna ingår inte skatter, incitament, rabatter eller andra prisvariabler. Ta kontakt med partnern för den senaste och mest uppdaterade prisinformationen. HubSpot har inget ansvar för den här prisinformationen, vilken tillhandahålls av våra partner. Priserna uppdaterades senast: 2024-12-05

Mer information

Byggd av
Projectworks
Installationer
100+ installationer
Kategorier
Språk som denna app finns på
Engelska

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