Best Resource Management Software for HubSpot CRM

The Kantata Professional Services Cloud, formerly known as the Mavenlink Industry Cloud for Professional Services, is an incredibly powerful collection of operational management and resource optimization, business insight, integration, workflow automation functionality, and workflow optimization functionality that optimizes resources. It also enhances operational performance. This resource-first architecture allows services businesses to have the best team possible and monitor progress against budgets and timelines so that projects run smoothly, predictably and profitably. The Kantata Professional Services Cloud is purpose-built to help agencies and professional services organizations with 50 to 5000+ employees. Kantata is your business's heart. Kantata was designed to address the challenges you face in resource management every day. Kantata's resource optimization functionality leverages operations management science, advanced algorithms and analytics to solve previously unsolvable business problems.

You can create standalone projects easily or use your favorite CRM to do it in one click. All project details are available at a glance. You can also plan your resources using built-in Gantt charts. You can assign tasks, visualize progress of projects, increase team collaboration, reduce waste, and break down projects into organized tasks. PSOhub's Task Manager allows you to eliminate spreadsheets and make everything online. Self-driving time tracking allows you to bill clients more accurately and spend less time on timesheets. PSOhub makes it possible to stop making assumptions about resource allocation. Real-time insight allows you to manage your team and see what is ahead. PSOhub automates the invoicing process by automatically entering data. It's never been easier to bill clients and get paid.

ClickUp is the future for work. It provides tasks, documents, goals, and much more. In today's workplace, data silos and duplicate spending are unacceptable. ClickUp unites all your work in one place. It can replace all of them with one app. ClickUp can be customized for any size team, whether you're working on sprints or proofing ads. ClickUp AI is an AI-powered writing assistant that can help you with a variety of tasks, including summarizing text, generating ideas, and writing different kinds of creative content. ClickUp is a fully customizable and exclusive platform that can be used by teams of any size and industry. It is a must-have tool for any team who wants to manage all aspects of design and development from one place. The platform allows for deep modularity through add-ons called "ClickApps", which allow for rich customization for each team. ClickUp allows for the creation of custom views that can be saved and shared with anyone. It also has proprietary features like Assigned Comments, LineUp™ and Box view which allow for unprecedented management of people.

monday.com Work OS is a no-code work management platform that helps teams manage projects and workflows more efficiently. This software provides fully customizable solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and many more. With monday.com you can easily plan, manage, and track every project in one place, with the help of time-saving and easy-to-use features such as automations, time tracking, document sharing, real-time collaboration, and more. Multiple visual board views such as Gantt, Kanban, and Cards help you prioritize, structure, and navigate tasks and projects the way that suits you and your team’s needs, while dashboards give a high-level overview of your progress and help you make data-driven decisions. In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools directly within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries.

Wrike is a powerful work management platform that gives cross-functional teams full visibility into complex projects. Our cloud-based collaboration software software is trusted by 20,000+ leading companies around the world, including tech giants such as Fitbit and Siemens. Wrike boasts a wide range of award-winning features, including dynamic request forms, automated workflows, cross-tagging, custom item types, and 400+ app integrations. Work smarter with Work Intelligence™: our advanced communication software that offers voice commands, smart replies, and document processing. We also offer tailor-made templates to help teams kick-start Agile projects and tick every box for compliance. As well as 99.9% uptime, our enterprise-grade security offers single sign-on, role-based access control, and continuous data backup. For extra peace of mind, you can use the Wrike Lock add-on and gain full ownership of your master encryption key. Wrike has been proven to make organizational processes 40% more efficient, eliminating time-consuming admin work and reducing costs across the board. Discover how it can benefit your team — start your free two-week trial today.

ProjectManager is project and portfolio management software featuring in-depth project data and the market's most comprehensive planning features. Thousands of users worldwide trust our platform for advanced scheduling, automated cost and time tracking, resource management and risk analysis. We enable flawless project execution while providing unbeatable insights at every stage.

Combining powerful project management and easily streamlined operations - we’re the only platform built for managing client projects, profitably. Deliver work on time and on budget, eliminate client chaos, and understand profitability in one platform. Teamwork.com's customers track and manage their projects with a suite of integrated solutions such as helpdesk, collaboration, knowledge sharing, and customer relationship management add-ons, enabling Teamwork.com to be the 'one-stop shop' solution for business owners. Teamwork.com is trusted by over 20,000 companies worldwide with a global team of over 350 employees, making project management more straightforward, more efficient, and more impactful with our project planning software, integrated with all the tools you already use.

Ravetree is an all-in-one platform built specifically for client service businesses that need advanced project management, budgeting, and billing—far beyond generic tools. Forecast project budgets, track actual spend, and get instant insights into fees, costs, and profitability with powerful visualizations and reports. This clarity helps you make informed decisions and keep projects financially on track. Ravetree’s robust time tracking and billing features offer unmatched flexibility. Create time logs in one click, assign them to projects or clients, and manage approvals with custom workflows. Set up client-specific rate cards with start and end dates for billing accuracy and consistency. Assign multiple team members to the same task—each with their own bill rate, work role, and time estimate—so you accurately reflect every specialist’s unique contribution and cost. Generate invoices directly from approved time logs and expenses, with seamless QuickBooks integration for efficient financial management. Benefit from advanced resource planning, real-time project visibility, and customizable dashboards—eliminating the need for spreadsheets and disconnected tools. With unlimited file storage, secure client portals, and real-time collaboration, Ravetree keeps your team and clients connected and informed throughout every project. Whether you manage creative, digital, or consulting projects, Ravetree is the ideal solution for businesses that need a platform that truly supports their needs and drives client satisfaction.

Scoro is work management software specifically designed for service businesses that have grown weary of dealing with disjointed systems, unpredictable workloads, and shrinking profit margins. With its powerful features and intuitive interface, Scoro streamlines and optimizes the entire workflow of agencies, consultancies and other professional service businesses, providing them with a unified platform to manage all aspects of their operations. By consolidating essential functions such as project management, time tracking, collaboration, invoicing, and reporting, Scoro eliminates the hassle of switching between different tools and brings coherence to the work process. It enables businesses to gain better control over their projects, allocate resources efficiently, and monitor progress in real-time. Scoro's data-driven insights and analytics empower businesses to make informed decisions, identify areas for improvement, and drive overall growth and profitability.

Save on administrative costs with Nostra's straightforward time tracking and approval system. Users can gain a precise understanding of how their employees allocate their time compared to the plan. This feature provides detailed insights into the company's performance, enabling users to make more strategic decisions for business growth. Our modules include staffing, time tracking, sales pipeline, milestone management, roles tracking and reporting.

VOGSY is the only Professional Services Automation (PSA), software designed for Google Workspace. VOGSY manages your services business from Quote through Cash using the Google Workspace tools that you use every day. Gmail, Docs, Sheets, and Drive all seamlessly integrate with VOGSY workflows, giving you and your team real-time collaboration capabilities that are unmatched by any other PSA. All this from the beautiful, intuitive Google interface they already know. Global B2B service companies trust VOGSY's quote-to-cash ERP system to ensure that their business runs more efficiently, profitably, and predictably. Plan, execute, track, and improve your service lifecycle. - Management of opportunities - Project planning and management - Resource planning and management - Task management Time and expense tracking - Invoicing & Billing - Revenue and resource forecasting - Real-time reporting and analytics

Teambook provides an intuitive, visual, cloud-based solution for project team planning, medium-term capacity planning and real time (timesheet) monitoring. These three modules are based on two sets of master data, Projects and Users, whose management is facilitated by an adapted and intuitive ergonomics. Finally, the tool is completed by a flexible and efficient reporting system. 1. Project resource planning : Teambook's Planning module gives you an instant, real-time overview of your teams' occupancy, showing you “who's doing what and when”, as well as “who's available or not”. On this basis, you can allocate your resources to future projects by simply clicking and dropping. This information can be synchronized in real time in your collaborators' calendars to inform them of upcoming tasks, without them having to register with Teambook. 2. Capacity management : The Capacity module presents your resource load rates and project staffing over a 6 to 24 month horizon ... and enables you to anticipate possible future over- or under-capacity! Although you can use the Capacity module as a stand-alone tool, you can also easily synchronize or copy information from operational planning, then complete the information for the more distant future. Finally, features will help you to automatically distribute workload to resources, so you can easily simulate planned utilization. 3. Track actual time spent on projects: Teambook's Actuals module enables all users to enter their timesheets, as well as project managers to validate them. Instead of entering data, it is possible to use operational planning data to pre-fill timesheets. Finally, the approval system enables planners/project managers to check the data entered, approve it and, if necessary, download it.

Silverbucket is a user-friendly resourcing solution, you can make resource plans easily and get a clear view your company’s resource allocations. Achieve results without random spreadsheets, sweat and tears. We can help you manage resources in a way that increases both profitability and job satisfaction. All projects, people and capacity levels can be monitored from a single view. Master the project at hand also with skills tracking, competency management, and possibility to compare resource plans to actual hours. SILVERBUCKET PRODUCT OVERVIEW At a glance you can see the resource situation from the whole company’s perspective, or even just for a single team Allocate resources easily and see updates in real-time Allocate to people or roles. Task management included. Tentative reservations to help with project planning Compare the actual results with the plans Holiday and absence management Time tracking Silverbucket data flows can be automated Custom API's Silverbucket has proven track record of successful projects, high recommendation rate and over 40 000 happy Silverbucket users all around the world.

PickYourSkills is an innovative software solution designed for project and resource management that assists companies focused on projects in automating the management of staffing requests while scheduling personnel and other resources online. By digitizing skills management and incorporating 360-degree feedback, the platform enables organizations to make informed staffing choices. With features like on-demand dashboards and automated email notifications, all team members stay informed and engaged. By utilizing this tool, businesses can enhance their productivity, conserve valuable time, and boost employee satisfaction with their assignments, ultimately contributing to a more successful work environment. Moreover, the intuitive interface ensures that users can easily navigate the system, further streamlining the process of resource allocation.

OfficeRnD hybrid is a workplace management tool that allows companies to efficiently manage a hybrid workplace environment. The software makes it easy to book desks and rooms, manage visitors, and manage inventory. The platform includes a range of mobile and web apps that increase employee engagement and help employers to communicate benefits and perks. OfficeRnD hybrid helps companies create and manage hybrid offices using modern, easy-to-use web and mobile apps. It's easier and smarter to support remote and office work. Employees can easily see and reserve desks at the office on the days that they are going to be there. You can reserve a desk anywhere you are. You can see the real-time availability of desks. You can manage shared and assigned desks. Everyone can see a live floor plan with desks and availability. It's easy to find and book the right space from any device. Smart room scheduling automatically sends reminders and notifications.

Markets change. Pivot your marketing plan faster. Uptempo allows you to plan, spend, and execute quickly. Uptempo's enterprise-level marketing operations suite allows teams to move at an unprecedented pace and change direction as market conditions dictate. Uptempo is the most trusted SaaS provider of scalable and effective marketing operations management solutions. Uptempo provides enterprise marketers with the visibility, control and agility they need to optimize their marketing operations. Uptempo simplifies the complexity of multi-national marketing campaigns, budgets, team workflows, and allows companies to collaborate across cultures, borders, and silos in order to maximize efficiency and increase value. Independent research firms recognize Uptempo's leadership in marketing operations. Uptempo is a combination of BrandMaker and Allocadia. It was created by a bold vision to help marketers lead with confidence and love what they do.