Project Tracking & Task Management

Plan your projects directly from a deal or a quote. Use Kanban Taskboards, Gantt charts, or task lists to plan tasks and assign them to the available resources. You can always have a great overview of your completion management and see if your project is within budget and on the right track according to planning.

Resource & Capacity Management

Are your team members fully occupied, or is there room for additional tasks? Avoid overcommitting resources using the calculation sheet. Easily track team involvement, roles, and rates. Check available capacity using visual workload bars, AI tooling, and obtain a comprehensive overview of project hours booked for each team member.

Time & Expense tracking

Without lifting a finger you can create super-accurate timesheets and expense reports through automated calendar integrations with Outlook and G Suite, GPS tracking, and a smart mobile app.

PSOhub Insights for HubSpot

Report on all your project and HubSpot data within HubSpot dashboards with PSOhub Insights. Convert your deals to projects and track your time directly on your HubSpot Service Hub ticket.

Invoicing & Smart quotes

Easily create accurate quotes from HubSpot deals. After signing, convert them automatically to a project. Automate recurring invoices, installments, and approvals while tracking status. Seamlessly integrate with popular accounting software, ensuring a smooth client lifecycle.

Products & Pricelists

Manage products and pricing in one place. Set up each item once, choose how it should be billed, and keep all project information consistent from the first quote to the final invoice.