--- title: "Operating Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Operating Software - reviews, pricing plans, popular comparisons to other Resource Management products and more." source_url: "https://www.capterra.com/p/10022349/Operating/" page_type: "product" language: "en" publication_date: "2026-09-29" --- # Operating Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 29, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Operating ## What is Operating? Operating is an AI-enabled professional services automation (PSA) platform for running the business behind complex consulting work. It puts time, people, projects, and money in one place and sits in between the CRM and accounting platform. Operating is built by former IT services professionals. Operating does the following: - Skills-based project staffing & resource planning with timeline views - Project planning with rate cards, labor costs, and margin & profit forecasting - Time tracking - Project health monitoring: margin, profits, project progress, budget burndown - Revenue recognition: ASC-606 compliant revenue recognition specific to professional services - Invoice generation and integrations to accounting platforms (QuickBooks & Xero) to close the month. Operating is design to work with an MCP-first approach: anything you do in the UI, you can do with AI assistants. We also provide a robust REST API to connect with the rest of your tool stack. ## What is Operating used for? [Resource Management](https://www.capterra.com/resource-management-software/)[Sales Forecasting](https://www.capterra.com/sales-forecasting-software/)[Time Tracking](https://www.capterra.com/time-tracking-software/) Top alternative Featured Overall rating Based on 19 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $13 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Operating?[Manage this product listing](https://www.g2.com/products/operating/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Operating 4.8 (19) VS. [4.6 (6,123)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price $13 Per User, Per Month Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.7 (19) Ease Of Use 4.5 (567) Value For Money 4.7 (19) Value For Money 4.3 (432) Customer Service 5.0 (19) Customer Service 4.4 (504) ## Operating alternatives [4.5 (1,621)](https://www.capterra.com/p/136078/Float/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars Highest Rated [4.7 (541)](https://www.capterra.com/p/134429/Resource-Guru/reviews/) Starting price $5.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.7 (162)](https://www.capterra.com/p/206536/Projectworks/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.4 (3,042)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/10022349/Operating/alternatives/) ## FAQs about Operating Overview ### Which roles and teams benefit most from Operating? Operating is most used by operations leaders, project management teams, and consultants who need structured execution across complex initiatives. COOs, VPs, and directors use it to standardize processes and track accountability, while delivery leads and consultants rely on it to coordinate projects, align stakeholders, and improve operational visibility. Answer based on 19 reviews Overview ### What company size and industries is Operating built for? Operating serves IT services firms, consulting firms, and digital agencies, with most reviewers coming from small businesses at 89% and Information Technology and Services at 53%. It also sees use in Marketing and Advertising at 21% and Management Consulting at 16%, most often for resource management across complex, multi-country teams. Answer based on 19 reviews Features and Usability ### What are the key features of Operating? Operating offers project management and workforce tools like task management, project planning, Gantt/timeline view, resource allocation and planning, and capacity management. It also includes time and expense tracking, automatic time capture, billing and invoicing, budget tracking, role-based permissions, and real-time reporting and analytics. Pricing ### How much does it cost and what fees or limitations are included? Operating starts at $13 per user/month for the Planning plan, which covers resource planning, project staffing, and budgeting. The Full Suite costs $21 per user/month and adds timesheets, invoicing, and revenue recognition. Enterprise uses custom pricing for companies with more than 100 employees, and a free trial is available. Integrations ### Which third-party tools and platforms does Operating integrate with? Operating integrates with 12 third-party tools, including ChatGPT, Claude, Claude Code, and Gemini for AI workflows; Harvest, QuickBooks Online, and Xero for finance and time tracking; and HiBob, HubSpot Sales Hub, Pipedrive, Salesforce Sales Cloud, and Flowcase for sales and people operations. Getting Started and Support ### What training and onboarding options does Operating offer? Operating provides in person training, live online sessions, webinars, documentation, and videos. In person and live online formats support guided instruction, webinars provide scheduled group learning, documentation offers written reference, and videos support self-paced review of product features and setup steps. Getting Started and Support ### What customer support options does Operating offer? Operating provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and Chat. These channels give users multiple ways to find answers or contact support, but no reviewer feedback is available here to assess response times, helpfulness, or common frustrations. ## Features AI summary Based on 1,643 Resource Management reviews Capterra data shows that buyers of resource management software rank the following features as their top priorities: - **Resource Scheduling** (**68%** of reviewers rated this feature as critical) - **Progress Tracking** (**57%**) - **Multiple Projects** (**56%**) Operating supports all three features that reviewers rate most highly: **Resource Scheduling**, **Progress Tracking**, and **Multiple Projects**. With coverage across these core areas, the product gives teams a clear way to assign resources, monitor work as it moves forward, and manage several initiatives at once, helping businesses improve planning, stay on schedule, and keep project workloads organized. Resource Scheduling 4.8 (9) 88.89% of 9 reviewers that rated this feature as important or highly important Allocate and manage resources, such as employees, equipment, facilities, and other assets Capacity Management 4.5 (15) 86.67% of 15 reviewers that rated this feature as important or highly important Monitor service demand and performance to plan for adequate resources that meet business needs Forecasting 4.7 (15) 93.33% of 15 reviewers that rated this feature as important or highly important Form predictions based on past and present data/trends Third-Party Integrations 4.1 (13) 92.31% of 13 reviewers that rated this feature as important or highly important Set up connections to third-party platforms to improve business processes Resource Allocation & Planning 4.9 (12) 100.00% of 12 reviewers that rated this feature as important or highly important Assign available resources (human and/or non-human) to various projects and tasks API 5.0 (7) 100.00% of 7 reviewers that rated this feature as important or highly important Application programming interface that allows for integration with other systems/databases Operating 62 features ### All Features - "What If" Scenarios: Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Assignment Management: Assign issues and tasks based on availability or required skills - Automatic Time Capture: Automate recording of time to reduce human error - Billable & Non-Billable Hours: Track billable hours and/or non-billable expenses for work performed - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Budget Tracking: Track actual spending to ensure it's in line with the planned budget - Budgeting/Forecasting: Create budgets based on historical data and future projections - Capacity Management: Monitor service demand and performance to plan for adequate resources that meet business needs - Commenting/Notes: Leave comments and notes on documents for others to view - CRM Integration: Integration with third-party CRM systems - Customizable Reports: Alter the layout and content of reports - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Employee Database: Electronic storage of staff/employee contact information and job status in a centralized repository - Employee Scheduling: Assign working shifts or tasks to employees based on their availability - Forecasting: Form predictions based on past and present data/trends - Gantt/Timeline View: Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Graphical Data Presentation: Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids - Location Tracking: Identify the physical location of an individual, asset, device, etc. - Mobile Access: Access software remotely via mobile devices - Multi-Currency: Manage and handle various international currencies - Multiple Billing Rates: Different tiers of pricing and billing for different employees and situations - Multiple Projects: Ability to handle several projects simultaneously - Online Time Tracking: Track employee and task times using internet connection - Overtime Calculation: Manage and record overtime hours for hourly employees - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Reports: Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. - Predictive Analytics: Predict future data based on historical data sets - Productivity Analysis: Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Project Planning: Organize and schedule projects - Project Time Tracking: Measure time to completion or hours worked for projects - Projections: Estimate or forecast of a future scenario based on the study of present trends - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Reporting/Project Tracking: Track task progress, milestones, delays, or other key information and generate reports on them for evaluation - Resource Allocation & Planning: Assign available resources (human and/or non-human) to various projects and tasks - Resource Request: Approve or reject incoming requests for resources based on need and user permissions - Resource Scheduling: Allocate and manage resources, such as employees, equipment, facilities, and other assets - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Skills Tracking: Track employee skills, competencies, training & qualifications - Task Management: Create, manage and track all task activities and progression - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Timesheet Management: Track the amount of time spent on a job or task - Usage Tracking/Analytics: Track and interpret metrics on the usage of company resources - Utilization Reporting: Track the frequency of asset usage - Vacation/Leave Tracking: Request, track, and manage time off requests and vacation time - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data --- Get Advice We can help you find the software with the features you need. Features 4.6 (19) 4.6 Based on 19 reviews ## Pricing Value for money 4.7 (19) Free Trial [View pricing plan details](https://www.capterra.com/p/10022349/Operating/pricing/) Planning $13.00 Per User,Per Month It includes: - AI features for resourcing with MCP server - Resource Planning - Project Staffing - Utilization Reporting - Project budgeting - Project margin & profit forecasting - Consultant skill management - Ready-made integrations (CRM, HRIS) Plan & Track $17.00 Per User, It includes: - AI Time Tracking with MCP Server - Timesheets & actuals reporting - Timesheet approval flows - Planned vs. actual hours reporting - Time balance tracking - Tasks for time tracking - Time entry notes & location - Flexible time off types Full Suite $21.00 Per User,Per Month It includes: - AI features with MCP Server - Invoicing: multiple billing types - Flexible invoicing cycles - Multi-company support - Project expense management - Revenue recognition - Accounting integrations: QuickBooks & Xero Enterprise Contact Vendor for Pricing It includes: - AI features with MCP Server - Volume discounts - Custom contract - Enterprise SLA - On-site onboarding - Option for custom integrations Value for money 4.7 (19) 4.7 Based on 19 reviews ## Integrations [ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Xero](https://www.capterra.com/p/120109/Xero/)[ Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[ Harvest](https://www.capterra.com/p/75598/Harvest/)[ HubSpot Sales Hub](https://www.capterra.com/p/214215/HubSpot-SalesHub/)[ ChatGPT](https://www.capterra.com/p/10009334/ChatGPT/)[ HiBob](https://www.capterra.com/p/156106/Hibob/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (19) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (19) 5.0 Based on 19 reviews ## User reviews Overall rating 4.8 Based on 19 reviews Filter by rating 5(15) 4(4) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent AN Anonymous User VP of Operations Information Technology and Services ### "Saves Time and Centralizes Resource Management" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 1, 2026 We moved to Operating from Google Sheets after also trialing Harvest Forecast. It's now our source of truth for resource allocation, project budget tracking, and productivity reporting, and it syncs with Harvest so earned revenue stays current for financial analysis. The biggest friction point was UI/UX, specifically drag-and-drop for moving or duplicating allocations between projects, but using MCP has resolved most of that and saved us significant time on data maintenance and reporting. The team has also been responsive to feedback. We plan to extend the integration to Pipedrive next. Pros Operating replaced manual, error-prone tracking of projects, people, and allocations in spreadsheets. It's now our source of truth for resource allocation and availability. It syncs with Harvest for updated earned revenue, which is valuable for financial analysis and project managers. MCP has been a big time-saver for maintaining data and extracting reports. The team is also agile and responsive to feedback. Cons Mainly UI/UX: I'd like more drag-and-drop, for example moving or duplicating people and allocations between projects directly in the frontend. Using MCP has resolved a lot of this. Alternatives considered [Forecast](https://www.capterra.com/p/166339/Forecast/) Reasons for choosing Operating much more comprehensive and can sync with Harvest. It also fit our workflow better Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Greg M. Chief Operating Officer Information Technology and Services ### "A PSA tool that understands how consulting actually works" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 30, 2026 We adopted Operating to get resource planning and utilization reporting onto a single system, and it has done that. Rollout was smoother than expected largely because the product's model already matched how we think about delivery, so the conversations were about our data hygiene rather than about fighting the software. We currently use it for staffing and allocations and for utilization and margin reporting, and we expect to expand into time tracking and financials over time. The team is responsive and clearly knows the domain, which shows up in how quickly they understand what you're asking for. Pros It's obvious from day one that Operating was built by people who have lived in professional services. The resource model, positions, allocations, and phases, matches how consulting work is actually planned and delivered, so we spent almost no time bending the tool to fit our reality. Staffing and allocations and the utilization and margin reporting are where we get the most value: we can see planned versus actual capacity and delivery economics in one place instead of assembling them from exports. The integration ecosystem is also a real differentiator. Native HiBob and HubSpot connections, a well-built API, and an MCP server mean the data doesn't stay trapped in the product Cons Reporting flexibility. The standard planned and actual reports answer the main questions, but for non-standard cuts, we end up going through the API and analyzing outside the tool. More configurable dimensions and saved custom views would remove that step. Worth noting that the API makes the workaround easy, which is why this hasn't been a real problem for us. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Joseph S. COO Computer Software ### "ROI on Operating is fantastic " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 18, 2026 Pros Super simple and clean interface. Very easy to get started using and update. New MCP connection for AI tools is fantastic. Support team is very responsive. Cons Pretty happy with them overall not sure I have a ton to complain about. Good bang for the buck all around. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RL Rachel L. VP, Federal Civilian and Commercial Management Consulting ### "Impressed!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 10, 2026 The customer service and enablement is nothing like I have every experienced. The team really cares about your company and gets to know you along the way to ensure it will work well for you. Pros Intuitive and easy to use. Our team found the transition incredibly easy and were impressed. The features were incredibly thought through and I appreciate the continual desire to innovate and further develop the tool. Cons The ability to customize invoicing for particular clients is something we are actively working on with the Operating team. Switched from [Kantata](https://www.capterra.com/p/110832/kantata/) We felt duped by Kanata sales team and many of the functionalities and integrations promised were not available. It ultimately did not do what we needed it to, the price was high, the customer service low and reporting functionality was awful. Alternatives considered [monday AI Work Platform](https://www.capterra.com/p/147657/monday-com/) Reasons for choosing Operating Did not have functionality we wanted or price Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SR Sophia R. Strategy and Operations Lead Information Technology and Services ### "Resource Allocation Made Easy with MCP Connector" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 August 5, 2026 Overall, it's been a great experience and has made my life a lot easier. The biggest plus is the MCP connection with Codex. It is so easy to update without even going into the application, and that is so important for me so that nothing falls through the cracks. I have many skills that automatically update aspects multiple times a day. Pros I love the native integration with HubSpot and the incredible MCP connector for use within any LLM. Additionally, the team is incredibly communicative and open to feedback. Cons The UI, invoicing aspect, and reporting are less advanced. I have to outsource our automated invoicing for now and wish I could do that all in one platform. I also need to pull many of the reports myself in my LLM, and it would be nice if they were just in operating instead. Finally, I think that the UI could use some updating. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Wojciech C. founder Information Technology and Services ### "BEST PSA with MCP" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 5, 2026 Very good, good support, robust integration, clear platform, benefits \[sensitive content hidden\] at the same time + the employes who can better undersstand wider org. Pros MCP Server that allows for claude integration so i can ran staffing / proposals / scoping via chat window. Cons Very hard to say honestly, there is a learning curve to using the platform but it wasn;t like SalesForce or some large enterprise soft, it just needed a bit of time. Alternatives considered [Productive](https://www.capterra.com/p/169710/Productive/) [Kantata](https://www.capterra.com/p/110832/kantata/) [Harvest](https://www.capterra.com/p/75598/Harvest/) Reasons for choosing Operating native integrations with existing tools and MCP server Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. EM Emil M. Director of Project Management Organization Information Technology and Services ### "Great tool for staffing and time usage monitoring - all the right features with no clutter" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 21, 2025 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. 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. Alternatives considered [Agileday](https://www.capterra.com/p/10025670/Agileday/) 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RJ Reetta J. Senior Consultant and HR responsible Marketing and Advertising ### "Great resourcing and time tracking software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 29, 2025 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. 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. Alternatives considered [Actually](https://www.capterra.com/p/218000/Actually/) [Memtime](https://www.capterra.com/p/199674/memtime/) [Toggl](https://www.capterra.com/p/247745/Toggl/) Reasons for choosing Operating The features, pricing model and level of support matched what we needed and the reviews were impressive. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor October 31, 2025 Thanks Reetta! Happy to report that the Time Balance feature is now live! JV Jussi V. CTO Information Technology and Services ### "Modern resourcing tool with superb customer support " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 16, 2025 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. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor June 17, 2025 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. CK Chandru K. Senior VP Computer & Network Security ### "A straightforward and efficient platform for resource management." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 14, 2025 A well-designed platform that simplifies resource management by offering intuitive navigation, streamlined workflows, and efficient tools for planning, allocating, and tracking resources. Pros User-friendly with intuitive configuration, minimal learning curve, and effective fulfillment of key use case requirements. Cons While the platform operates smoothly overall, adding greater flexibility in resource planning, workforce allocation, and utilization would further enhance its value. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor June 19, 2025 Thank you so much for sharing your thoughts Chandru! We're eager to add more power & flexibility to the planning experience. AM Anandarupan M. Delivery Lead Information Technology and Services ### "Simple and Effective for Resource Planning and Work Allocation" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 1, 2025 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. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MD Mourad D. Operations manager Information Technology and Services ### "Staffing tool that saved our day" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 6, 2025 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. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor February 7, 2025 Lovely to hear your thoughts Murre! Thank you for sharing. Viljo V. Managing Consultant Information Technology and Services ### "Great tool for staffing and business transparency" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 30, 2025 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. 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 Switched from [Forecast](https://www.capterra.com/p/166339/Forecast/) [Google Sheets](https://www.capterra.com/p/169718/Google-Sheets/) More advanced features, skills, integrates better Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor February 4, 2025 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. AD Alisha D. COO Marketing and Advertising ### "Streamlined Operations and Seamless Integration" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 19, 2024 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. 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. Switched from [Google Sheets](https://www.capterra.com/p/169718/Google-Sheets/) 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. Alternatives considered [Forecast](https://www.capterra.com/p/166339/Forecast/) 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. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor September 25, 2024 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. BR Brad R. Director of Project Management Operations Marketing and Advertising ### "An Amazing Tool to Save You Time" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 10, 2024 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. 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 Switched from [Google Sheets](https://www.capterra.com/p/169718/Google-Sheets/) Google Sheets was too time-consuming and prone to errors. It also wasn't able to grow with our company. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor September 16, 2024 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. NK Nur K. CDO Information Technology and Services ### "Use Operating if you deal with Staffing & Resourcing. " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 5, 2024 Overall it makes it much easier. Previously we would be using Excels and the information was in peoples minds and it usually easily got lost. With Operating we have a handle on our resourcing and staffing needs and we can have a forecast for the future needs for the projects and clients we have. Pros Good integrations to other systems like Harvest, Pipedrive that we are using already. It makes it easy to schedule the times of the resources we have and see at a glance what are the project requirements. Cons You need to remember to sync with other systems as it doesn't necessarily do it automatically. Also When you have externals it sometimes messes up the reports. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor September 11, 2024 Thank you so much! Making the integrations sync automatically is high on our priority list, coming soon. I'll DM you about the reporting issues, let's investigate asap. Our subcontractor support is straight-forward but some calculations might be complicated to understand. SK Suvi K. Chief Operating Officer Management Consulting ### "Great tool for staffing and running a professional service business efficiently " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 3, 2024 Easy implementation with active and fast support from Operating. Smooth user experience. Operating welcomes our feedback and has developed the solution quite a bit since we took it in use a few months ago. Pros Fast overview of ongoing &new projects, capacity, and performance for both consultants and staffing-team leaders. Super easy to find people with right skillset and availability for each project. Cons In our system landscape, taking Operating into use meant implementing a new system on top of already existing ones (CRM + hour registration/billing system). Ideally we would have as few as possible systems, but in the end it is just important that each system is very good at their key-purpose and that it is easy to integrate. Alternatives considered [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) Reasons for choosing Operating Operating was more user friendly and fit for purpose. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor September 9, 2024 Thank you so much for your kind words! You're 100% on point about the integrations and choosing each SaaS for the purpose it's best for. Working with you has helped us improve our API quite a lot, and that helps all of our current and future API users. SP Sofia P. Operations Director Marketing and Advertising ### "Operating / Qnordics" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 September 2, 2024 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. 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. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor September 9, 2024 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. IK Ilona K. Managing Consultant Management Consulting ### "Operating is the tool we were missing without knowing we needed it" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 23, 2024 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. 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. Switched from [Google Sheets](https://www.capterra.com/p/169718/Google-Sheets/) Doing all the staffing and revenue forecasting in google sheets or slides required a lot more work. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor August 29, 2024 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. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.