19%
gross margin increase per year
All in One
PSA software for HubSpot users
Run more profitable projects, straight out of HubSpot.
Whether you're new to PSA or switching tools, get projects, resourcing, time and billing in one place. A single source of truth for real project margin insights, with AI working on data it can trust.
Professional services firms already running on PSOhub
Five tools, five versions of the truth
Running the business on tools that were never designed to work together buries the expertise under admin work. Put everything in one place, and give the team their time back.
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You find out too late
Margin only becomes visible weeks after delivery, when the project is already closed and nothing can be corrected
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Your people do admin, not work
Setting up projects, logging hours, chasing status and rebuilding reports out of five disconnected tools.
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Your AI has nothing to work with
Agentic AI can only flag risk, forecast capacity and spot revenue leakage when the underlying data is complete and connected.
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Growth makes it worse, not better
Every new hire, client and project adds another thread to track by hand across completely disconnected tools.
One Platform. Zero Friction. Agentic AI.
One place for your project and financial operations
The deepest native HubSpot integration in PSA
Deals, tickets, tasks and insights stay connected end to end. Nothing is entered twice between winning the work and sending the invoice.
Pipeline and relationships
- Time
- Billing
- People
- Projects
Finance & ERP
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One source of truth,
Agentic AI that runs on it
Because your whole operation runs on one data model, AI has something real to work with — not five disconnected systems it can't read.
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Agentic AI Insights: Ask your data anything.
Ask questions across your operational and financial data in plain language, with Claude or ChatGPT. Get insights into profitability, margin and capacity as charts, graphs or plain answers, plus 24/7 alerts when budgets, planning, utilization or payments need attention.
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Agentic AI Actions: From insight to action.
Agentic AI Actions turn insights into action. From a simple prompt, create and update time entries, projects, invoices, quotes, contacts, and scheduling. Approve every action before it runs, so the AI handles the busywork while the decisions stay with you.
What teams say after the switch
Here's what changes once your projects and CRM finally share one source of truth: real results from professional services firms running on PSOhub.
“Everything our project and support teams need now sits in the same place, right on top of HubSpot.”
“The reporting finally tells us which engagements make money while we can still do something about it.”
“Timesheets stopped being a weekly chase. People review what PSOhub suggests and approve it in minutes.”
"Finally a time tracking solution that understands our needs. My team spends less time on administrative work and more on helping our clients."
Plan delivery against the budget you actually sold
Phases, milestones and dependencies sit on top of the contract value, so scope changes show their financial impact immediately.
Contract-linked project templates- Milestone & phase planning
- Change orders with budget impact
+24%
project performance in year one
Staff the right people without spreadsheet gymnastics
See who's free, who's overloaded and what each project needs before you commit. Resourcing runs against the same budget, so utilisation and margin move together.
- Capacity & availability at a glance
- Skills-based resource planning
- Utilisation tracked against margin
Increased
resource utilization across the team
Get hours in without chasing anyone
Time and expenses post straight against the project budget as they're logged. No spreadsheets, no month-end reconstruction, no weekly reminders to the team.
- Track hours automatically from your calendar
- Time & expenses auto-posted against budget
- Real-time budget-burn alerts
12%
Increase of billable hours through accurate time tracking
Invoice what you delivered, the week you delivered it
Billing runs off delivered work and syncs to your accounting or ERP system, so you invoice while the work is fresh and cash comes in faster.
- Billing from delivered work
- Native accounting/ERP sync
- Faster time-to-invoice
8%
More billable hours
Forecast revenue and capacity from the same numbers
Every project shows what is planned, what is delivered, and what is left. Roll it up for a revenue forecast, and include projects you have not won yet to see the effect on your team's capacity.
- Forecast by project, revenue and hours
- Utilization report per person and team
- Model concept projects before you commit
Increased Profitability
from more accurate, effective forecasting
Works with the tools you already use.
A native HubSpot integration at the core, with connections to the AI, accounting, calendar and collaboration tools your firm already runs on.
See all integrations
The practical questions
What professional services teams want to know before getting on the first call with us:
We're already on another PSA. How hard is it to switch?
The switch pays for itself in what stops breaking. Most PSAs bolt onto HubSpot through a shallow integration, so you're still re-entering data between systems. PSOhub is built to live inside HubSpot: deals become projects automatically, and the data you already trust in your CRM stays the single source of truth. Our team handles the migration of your active projects and historical data, and most firms are running live within X (we need a number here) weeks.
How long does it take to get up and running?
Faster than a typical PSA rollout. PSOhub runs natively inside HubSpot, so the deal and contact data most tools make you import is already in place: a won deal can become a project without anyone re-entering it. From there you're not left with a help doc: our customer success team sets you up hands-on, from a guided onboarding for smaller teams to a full Launch Program for larger ones.
Do I need HubSpot to use PSOhub?
PSOhub is built to run natively inside HubSpot, and that's where it's strongest. The integration is the foundation the product sits on, not a bolt-on. It was also designed from the start not to be dependent on HubSpot, so it can run alongside your other systems.
How does the accounting/ERP integration actually work?
Through a proper, API-based integration, not a CSV export you keep up by hand. You connect systems like Exact and QuickBooks (among other accounting and ERP tools) with a login, and from then on the data moves on its own: hours logged against a project flow through to billing, and once an invoice is sent or paid, that flows back so sales and delivery see the same picture. The idea is three systems of record (CRM, PSA, accounting), each doing what it does best while staying in sync, instead of a person acting as the glue between them.
What size of firm is PSOhub built for?
Professional services firms roughly in the 50–500 range, the point where running projects across five separate tools and a spreadsheet starts to cost real money. In these businesses people are the biggest cost and billable hours are the revenue, so even a small lift in utilization, or a project caught before it slips, lands straight on the bottom line. Smaller teams can often get by on spreadsheets; past a certain size, the gaps between disconnected tools start showing up as missed margin.
Can I start before committing?
Yes — PSOhub offers a 30-day free trial. Rather than dropping you into an empty tool, it's set up with our customer success team around the two or three things you most want to fix, so you're testing PSOhub against your own projects.
See your HubSpot deals become profitable projects.
A 20-minute demo call to explore if PSOhub fits your delivery model.
Prefer to explore first? Start a 30-day free trial