Operating 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Operating

4.8

(13)

Pricing

Starting at $10.00 per month

About Operating

Operating is a resource allocation tool for consultancies and agencies that helps plan project teams, forecast availability and revenue, and align your sales pipeline for future work. By integrating with time tracking, you can monitor planned versus actual hours, minimizing revenue leakage.

Operating supports integration with various CRM, HR systems, time tracking, and other third-party applications, including HubSpot, Pipedrive, Dynamics, Personio, Workday, and more.

Operating is for businesses in advertising, creative, design, PR, software/IT, SaaS implementation, engineering, and other industries. It allows you to track ongoing and upcoming work, gather client requests and plan workloads on a weekly or monthly level on a unified portal.
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Operating Screenshots

Operating Pricing and Plans

Starting price: $10.00 per month

Free Trial

Free Version

Regular per person

$10.00

per user, per month

No plan information available

Enterprise

Pricing available upon request

No plan information available

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Operating Features

Popular features found in Resource Management
Calendar Management
Collaboration Tools
Forecasting
Multiple Projects
Project Planning
Reporting/Project Tracking
Task Management
Time & Expense Tracking
Utilization Reporting
More features of Operating
Access Controls/Permissions
API
Assignment Management
Capacity Management
Commenting/Notes
Customizable Reports
Dashboard
Data Import/Export
Gantt/Timeline View
Performance Metrics
Predictive Analytics
Projections
Project Management
Reporting & Statistics
Resource Allocation & Planning
Resource Scheduling
Sales Trend Analysis
Search/Filter
Skills Tracking
Third-Party Integrations
Timesheet Management

Operating Integrations

Pipedrive

Harvest

Flowcase

HubSpot Sales Hub

Operating User Reviews

Overall Rating

4.8

Ratings Breakdown

77%

23%

Secondary Ratings

Ease of Use

4.8

Value for money

4.7

Customer support

5.0

Functionality

4.5

Have you used Operating and would like to share your experience with others?

Viljo V.

Verified reviewer

Information Technology and Services

51-200 employees

Used daily for less than 2 years

Reviewed January 2025

Great tool for staffing and business transparency

Operating has been a fantastic addition to our workflow. It aligns perfectly with our sales and staffing process, making information easily accessible across the team. The platform’s skills feature has been particularly valuable, helping both in staffing decisions and in enabling our consultants to structure and communicate their expertise effectively. Additionally, the business transparency it provides has been a game-changer for keeping everyone aligned.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

One of the biggest advantages of Operating is how it makes our staffing process highly efficient while also providing company-wide business transparency. The platform is easy to use, integrates well with our HubSpot CRM and Harvest time tracking, and the support team is always quick to respond. It’s also highly reliable, with no downtime or technical issues. Another great aspect is that the team behind Operating is very receptive to feedback, continuously improving the product based on user input.

Cons:

Occasional duplicate records via the HubSpot integration. Additionally, while the reporting views are useful, they could be simplified in some areas to make analysis even more seamless

Reasons for switching to Operating

More advanced features, skills, integrates better

Vendor Response

Thank you so much! Feels to great to hear that the improvement areas are exactly what we're already working on: HubSpot integration 2.0 and better Reports, especially related to revenue and profitability. Lovely to hear that our product vision of increased transparency has come to life in your company.

Replied February 2025

Emil M.

Verified reviewer

Information Technology and Services

51-200 employees

Used daily for less than 12 months

Review source

Reviewed October 2025

Great tool for staffing and time usage monitoring - all the right features with no clutter

I have experienced that getting started with Operating has been easy regarding getting our project- and line managers to use it. There are basic functionalities you can start using right away and multiples levels of added features you can implement as you go for even more value from the platform.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It's easy and intuitive to use with all the right features implemented and no irrelevant clutter. The team is extremely responsive regarding both support and small feature requests

Cons:

I'd like a few more visual cues (e.g. color coding) on the data reports to make them even better, but that is a very minor thing.

Reasons for choosing Operating

More focused offering. Operating is not trying to replace every other system but focuses on being great at a core set of work processes.

Sofia P.

Verified reviewer

Marketing and Advertising

11-50 employees

Used daily for less than 2 years

Reviewed September 2024

Operating / Qnordics

It has been a really good experience so far. Not always internally the easiest to determine i.e who to include/exclude from the team in Operating and how to keep Toggl vs. Operating data updated to take full advantage of the reports.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Clear and mostly easy to use. Offers a good overview on the allocations and resources available. Easily becomes a part of daily planning routine.

Cons:

Team members finding the platform complex at times and the UX to be slightly 'boring' and colourless. Integrating certain tools such as Toggl data seems a bit complex to be done by different team members.

Vendor Response

Thank you so much for sharing your thoughts. You've been with us since the very early days and have seen a lot! We're now building Operating Hours, our own time tracking tool, to potentially make all of the Toggl headaches go away.

Replied September 2024

Reetta J.

Verified reviewer

Marketing and Advertising

2-10 employees

Used daily for less than 6 months

Review source

Reviewed July 2025

Great resourcing and time tracking software

Our consultants have been very happy with the software saying it's easy to use and is time saving compared to the previous system. The Operating team also offers great support whenever needed.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The workflow is optimal for what we are aiming to achieve with the software. We also really benefit from the reporting and forecasting features in our consultancy business.

Cons:

Some features are still under way since the software is quite new. For example recurring monthly resourcing and work time balance features are still coming.

Reasons for choosing Operating

The features, pricing model and level of support matched what we needed and the reviews were impressive.

Vendor Response

Thanks Reetta! Happy to report that the Time Balance feature is now live!

Replied October 2025

Alisha D.

Verified reviewer

Marketing and Advertising

51-200 employees

Used daily for less than 12 months

Reviewed September 2024

Streamlined Operations and Seamless Integration

My overall experience with Operating has been very positive. The tool is simple to use, and the support from the developers has been excellent—they are quick to respond and address any questions or concerns. Operating has greatly improved our team planning and forecasting by integrating smoothly with HubSpot and Harvest, automating many tasks that used to be manual. It's helped us reduce errors and be more efficient in our operations, especially with forecasting hours and planning for upcoming projects. Overall, it’s made a big difference in how we manage our workload and resources.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

What I like most about Operating is how seamlessly it integrates with both HubSpot and Harvest, which has streamlined our entire workflow. It pulls in sales pipeline data automatically, so we no longer need to manually update spreadsheets or rely on constant updates from the sales team. The tool also makes it easy to plan the best teams for projects by using real-time data on current workloads and historical time tracking. The filtering and reporting features have significantly improved over time, allowing us to make more informed decisions with less effort. Overall, the ease of use and the ability to automate key processes have been the biggest advantages.

Cons:

What I like least about Operating is the lack of a built-in comments feature, which means we have to rely on Slack for discussions and notes about assignments. Additionally, the data from Harvest and HubSpot requires manual refreshing, which can sometimes be overlooked. Lastly, it can be tricky to ensure that all deals are correctly connected to a Harvest project if not monitored closely.

Reasons for choosing Operating

We chose Operating over alternative products because it offered the right balance of simplicity and functionality while integrating seamlessly with our existing tools, HubSpot and Harvest. Many of the alternatives we evaluated were either too complex, requiring us to switch time tracking or project management platforms, or too simple, lacking key features like HubSpot integration. Operating stood out because it didn't require us to change our current systems and workflows. It filled the gap we needed by automating data flow between sales and operations, simplifying our resource planning, and improving our forecasting capabilities without adding unnecessary complexity.

Reasons for switching to Operating

We made the switch from Google Sheets to Operating because managing multiple manual spreadsheets became too cumbersome and error-prone. Keeping track of our sales pipeline, project details, and forecasting hours required constant manual updates, which was time-consuming and often led to mistakes.

Vendor Response

Thank you for your thoughtful review! We've made the conscious choice of not going too far into the instant messaging direction. The need for tighter Slack/Teams/email integration is naturally there. We're constantly improving the integrations reliability and ease of use.

Replied September 2024

Brad R.

Verified reviewer

Marketing and Advertising

51-200 employees

Used daily for less than 12 months

Reviewed September 2024

An Amazing Tool to Save You Time

Operating has been a useful tool for us to better manage forecasting, project assignments, and bandwidth management. We moved from Google Sheets and having to manage multiple worksheets to this system. It has saved us time and added sophistication to our process.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

- Ease of use - Helpful integrations - Customer support - Constant improvements and updates

Cons:

- Some of the UI takes time to learn - Initial set-up can be a bit time consuming

Reasons for switching to Operating

Google Sheets was too time-consuming and prone to errors. It also wasn't able to grow with our company.

Vendor Response

Thank you so much for sharing your experience, Brad! You've been very patient with our setup process – to be perfectly honest, some of the things we did together were the first times for us. We've been able to solidify the migration/import a lot. You're on point about the error-prone nature of Google Sheets. Too many companies live in the fear of accidentally breaking their formulas in a spreadsheet. It's exciting to follow your growth! Happy to be a part of it.

Replied September 2024

Ilona K.

Verified reviewer

Management Consulting

51-200 employees

Used weekly for less than 12 months

Reviewed August 2024

Operating is the tool we were missing without knowing we needed it

I think Operating is the tool we were missing without knowing we needed it. Hours were being tracked and revenue forecasts were made, but it was all in separate tools and required quite a lot of effort to get the insights that Operating offers.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Operating has different reporting layers, that I used on a daily basis. For example I could see at a glimpse how our marketing technology consultants are staffed for the next months to come. It's also possible to dig deeper and find out which individuals are being over or under staffed. What I enjoy the most is the revenue forecasts linked to the staffing situation.

Cons:

Since there are many reporting layers and different views to choose from, the user interface takes some time to learn. Once you find your favorite views and build your routines it's easy to use.

Reasons for switching to Operating

Doing all the staffing and revenue forecasting in google sheets or slides required a lot more work.

Vendor Response

Thanks for sharing your experience. Great to hear that Operating was able to pull important things together for you! We keep working on the learnability of the UI. It does have a bit of a "power user friendly" feel at the moment.

Replied August 2024

Anandarupan M.

Verified reviewer

Information Technology and Services

51-200 employees

Used daily for less than 6 months

Review source

Reviewed June 2025

Simple and Effective for Resource Planning and Work Allocation

Overall, it has been great to have been introduced to Operating. Within a couple of weeks, I was able to build or achieve almost all of my use case requirements with minimal assistance on certain areas.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Simplistic design, Easy of use, Reduced learning curve with respect to inbuilt capabilities and functionalities, achieves a wide range of use case requirements with respect to resource planning, utilization and work allocation

Cons:

From a usability point of view, I would prefer Operating to also come up automated report generation capabilities (auto scheduling) as a future capability.

Jussi V.

Verified reviewer

Information Technology and Services

201-500 employees

Used weekly for less than 12 months

Review source

Reviewed June 2025

Modern resourcing tool with superb customer support

We have been extremely happy with Operating, and any challenges or questions we have had, have been resolved super fast by their excellent customer service team.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

UI is very responsive and intuitive to use. Operating makes resourcing and budgeting projects extremely simple, and their comprehensive APIs allow us to connect data and our project tracking systems solidly together.

Cons:

More granular user permissions would allow us to adapt Operating for wider user-base. Enhancing the time tracking to support flexi hours, would also help us to consolidate tooling, although their excellent APIs enable us to have nearly seamless integrations.

Vendor Response

Thank you for your kind words Jussi! We're rolling out new permissions later this Summer to also enable time tracking for all employees, subcontractors, etc. – it's going to be amazing.

Replied June 2025

Mourad D.

Verified reviewer

Information Technology and Services

51-200 employees

Used daily for less than 2 years

Review source

Reviewed February 2025

Staffing tool that saved our day

Operating is the software I wished I had 20 years ago when I started working in consulting. The application is continuously developed to meet customer needs, providing an efficient and intuitive tool for personnel management/staffing. The company's technical support has always resolved our issues quickly and expertly.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The flexible and easy-to-use interface. The software is excellent for IT consulting staffing and planning.

Cons:

The reporting provides basic reports and visibility into staffing data. During self-service reporting, I would like to have more options for slice and dice reports.

Vendor Response

Lovely to hear your thoughts Murre! Thank you for sharing.

Replied February 2025

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