HubSpot Project Management Integration

Smart Quotes

Generate precise quotes and turn deals into digital contracts with just a few clicks. Start projects instantly after signing without any manual entry.

Project Tracking

Streamline project management with clear charts, simple dashboards, and seamless HubSpot and invoicing integration

Task Management

Keep track of priorities, assign tasks, and generate reports effortlessly. Oversee and organize your team’s activities with ease.

Resource & Capacity

Track your team's availability to help you allocate tasks efficiently, whether they're at full capacity or have room for more.

Time & Expenses

Generate precise timesheets and expense reports with calendar sync, a Chrome extension, GPS tracking, and a simple mobile app.

Smart Invoicing

Connect your billing software to HubSpot contacts, timesheets, and contracts to streamline and simplify invoicing.

Combine CRM & Project data in one HubSpot Dashboard

Bring all your project data into HubSpot for a unified view of CRM insights, sales performance, and detailed project metrics. This includes not only the overall value and profitability of your projects but also a breakdown of the hours spent on each task, enabling you to analyze efficiency and resource allocation.

By integrating these data points, you can make more informed decisions, streamline your workflows, and ultimately drive better business outcomes.

Count for every hour spent

Capture every billable hour effortlessly using a variety of advanced tools such as calendar sync, a Chrome extension, GPS, and mobile tracking. These features work seamlessly together to provide a comprehensive and accurate record of your time. Create accurate timesheets with no extra effort, allowing you to focus on your work without worrying about tracking your hours manually.

Annual Monthly

Essentials

$ 25 / user / month

$ 30 / user / month

Ideal for businesses tired of juggling with stand-alone tools for project management, time tracking, and invoicing.

Great choice if you need:

Task Management Manage all your project task in one overview

- - Project Planning Plan your project with Gantt Charts, Kanban Boards and task management.
    - Client Portal Standard Use our shareable link to give project info with unnamed guest accounts.

- - - Project Budgeting & Contracts Manage your budget with Fixed Fee, Expenses, Time & Material and Retainer contracts.
      - Time Tracking & Expense Tracking Track your time via your Calendar integration, plugins, mobile phone or via our timesheet.
        
        Invoicing BasicAutomate your invoicing with standard invoice lay-outs.
        
        Standard DashboardsGet direct insight in the progress of your project.
        
        Fast Track Basic 2 online one-on-one Fast Track session with customer success agent.

Try 30-days for free

Billed annually

Professional

$ 35 / user / month

$ 40 / user / month

For companies who want better financial insight, optimize resource usage, and manage projects strategically.

All features of Essentials, plus:

Task Management by Resource, Week and Project Manage all tasks from your resources and get an overview by resource, week and project.

Client Portal Advanced Use named guest accounts with financial access and task edit access to share your project with external users.

Extended Company Structure Extend your company structure with 3 additional business units.

Project Manager Approval Project Managers can approve, modify or reject time entries.

Quotes and SOW with Digital Signing Create detailed quotes and statement of works that you can share to sign digitally.

Calculate Project Workload Oversee planned versus used hours.

Basic scheduler It allows you to methodically organize events for your resource's day and list intended times where events take place.

Manage AbsenceRegister a known absence, holiday or public holiday for your resources.

Priority Support QueueGet priority support in the Chat.

Fast Track Advanced3 online Fast Track onboarding sessions to get you started one-on-one.

Try 30-days for free

Billed annually

Enterprise

$ 45 / user / month

$ 50 / user / month

The ultimate solution for large-scale project management. With advanced features tailored for complex operations.

All features of Professional, plus:

Multi-Company Seperate projects and financials of multiple organizations.

Multi-Currency Use multi-currencies for quoting, contracts, time and expense tracking and invoicing.
Advanced Company Structure Extend your company structure with adding unlimited business units.
Team Lead ApprovalTeam Leads can approve, modify or reject all time entries.

Invoicing AdvancedAutomate your invoicing and use custom invoice lay-outs for every business unit.

Resource PlanningPlan and schedule your resources.

Resource Capacity OverviewDisplay each available resource's totals and zoom into a resource to see which projects they are planned for, the hours planned and the used hours.

Advanced Scheduler It allows you to methodically organize events for your resource's day and list intended times where events take place.
Smart Planning* Optimize your resource capacity with self-driving scheduling - *Available soon.

Data Warehouse AccessCreate your own dashboards & reports via access to your data warehouse.
Advanced Dashboards*Create your own dashboards and select your widget from our library - *Available soon.