Lightweight PSA: Resource planning, time tracking, project staffing, and invoicing. Great for consultancies and other professional service businesses.

Operating helps consulting and professional services with resource planning, time tracking, invoicing, and managing project finances and margins.

❌ Ditch resource allocation spreadsheets

👎 Quit spending hours per week manually keeping your tentative project bookings up-to-date

🛑 Stop guessing your project margins and budget overruns

💸 Stop revenue leakage from timesheet mistakes and resourcing mishaps

‍👉 Start Operating.

By connecting Operating to your Pipedrive CRM you can match consultants to upcoming projects automatically based on consultants' skills, seniority, and availability.

The Pipedrive App for Operating is a simple integration that does what you would expect: transfers the deal and related metadata so that the handover from sales to delivery is smooth and requires no double data entry.

As the deal makes progress through the stages, the real-time sync makes sure everyone using Operating knows what's up.

After winning the case, take a last look at the team setup, rates and scheduling, and confirm the project in Operating and you're good to go: track time, follow planned vs actuals in both hours and revenue, and see how the project profitability fluctuates as you go. Even send the invoices directly from Operating!

We assume you're already running your sales in Pipedrive. Whether you have an elaborate multi-pipeline configuration or a vanilla setup fresh out of the box, Operating will be able to interpret it all. The deal filtering and amount of historical data is scoped after you've connected Pipedrive and Operating.

1. Log in to Operating at https://use.operating.app

2. Go to Settings - Integrations https://use.operating.app/settings/integrations

3. Choose Pipedrive, Connect, and choose which pipelines and deal stages to import. You may Preview the incoming deal list here before you start using for real.

Once connected, all relevant changes to your Deals will get updated in Operating thanks to the real-time webhooks integration.