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Get control from deal to delivery
Connect pipeline, resources, revenue, and execution in one seamless workflow. More visibility means no more surprise bookings or reactive planning required.
Quote with margins and capacity in mind
Scope projects with resourcing needs, cost plans, timelines, discounts, and tax—ensuring every Quote is realistic, profitable, and execution-ready from day one.
Tentative planning with real forecasting
Model different scenarios safely, create resource plans based on deal probability, and forecast resourcing demands. All without impacting live work.
Turn won deals into ready-to-run work
Launch delivery-ready projects with tasks, financials, and resources all predefined. Go live with speed, control, and total confidence.
The essential bridge between Sales, Operations, and Delivery
Plan for more than just closed deals—prepare for the work that’s likely coming next. Stay ahead of your pipeline and the resource demands it creates
Create airtight and accurate Quotes
Poor costing, resourcing, or timelines derailing work when it closes? Plan it right the first time and know your project is setup for success.
Map the Quote to a Project
Carry over all details, automatically. Line items become tasks, allocations, or expenses assigned to the right resources with the right cost rates.
Refine your plan with Tentative Projects
Your playground to reserve capacity, map resourcing, and forecast revenue. Set to "confirmed" when ready.
Keep your CRM connected
Sync with HubSpot to update project status based on deal stage. From negotiating to closed won, keep your CRM in lock step with your plans.
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The pipeline to project survival guide for client work
Reactive, last minute, and inaccurate plans will bust any booking. Run client work through one smart, connected flow, so you’re always prepped, polished, and one step ahead.
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Quoting and costing work
Custom Quotes, unique billable rates, and more. Start projects and budgets on the right foot.
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HubSpot integration
Things out of sync? Integrate to save time, align your internal teams, and have more visibility.
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Resource management
Overloaded? Underused? Flying blind? Let's get resource management right.
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Long term forecasting
Stay three steps ahead of client chaos. Know what’s needed for future success.