Project management for Salesforce Users

Project management to help you track, scope, and budget

With handy visualizations, at-a-glance dashboards, and seamless CRM and invoicing integrations, PSOhub helps you keep projects on-budget, on-time, and on your radar. It seamlessly picks up where Salesforce leaves off.

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"It gives us one place to manage all our time and tasks, ties all our records to customer contracts, and reveals profit and loss data, by customer. "

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Project Management features

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Automated project setup

After you close a deal in CRM, set up a project in PSOhub in just one click with our intuitive self-driving setup flow.

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Calculation sheet

Manage the handoff from sales to project management by using PSOhub's calculation sheets to estimate the project budget.

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Project task board

Use familiar Kanban boards to create and manage tasks and advance your agile approach directly within PSOhub's project management tools.

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Project planning

Set and prioritize goals, define deliverables, and create a project schedule Gantt chart in PSOhub. Or, integrate PSOhub with your existing project management software with our comprehensive API.

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Project status tracking & Alerts

PSOhub gives you a crystal-clear overview of all your projects at a glance and lets you set up alerts for hitting certain project milestones or going over budget to ensure none of your projects get off-track.

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Dashboards and reporting

What can you learn from successful (and less successful) projects? PSOhub uses powerful reporting to give you the insights you need to optimize your business.

More reasons to love PSOhub

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Break down the wall between sales and project management

A single click is enough to create a project from Salesforce without losing any relevant information from sales. Sales teams can easily track project progress to stay informed.  

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Keep an eye on all your projects

Alerts and intuitive dashboards let you make sure none of your projects get out of hand, even if you only have a minute to check in. PSOhub delivers 360 degree Project Management through actionable insights. 

Connect PSOhub to Salesforce and experience flawless integration!

 

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Manage your tasks and prioritize your resources

Improve project success by setting up a clear, simple project plan. Gantt charts in PSOhub help you prioritize resources through a visual representation of the work that needs to be done. 

PSOhub-Insights. Perfect for your coffee break.

Read all insights →

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