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What Is PSOhub?

Learn what PSOhub is, who it is for, and how it helps you manage projects, resources, and invoicing in one platform

Published: 1 June 2026

Audience

  • All users

Objective

Understand what PSOhub is, how it connects sales, delivery, and invoicing, and how its core structure supports project-based work.

Introduction

PSOhub is an all-in-one Professional Services Automation (PSA) platform designed to manage the full lifecycle of project-based work—from initial quote to final invoice.

It brings together sales, project delivery, resource management, time tracking, and financials into a single, connected system, enabling organizations to operate with clarity, control, and consistency.

A Single System For Your Entire Workflow

In many organizations, the journey from winning work to delivering and invoicing it is fragmented across multiple tools. This often leads to disconnected data, limited visibility, and inefficiencies in execution.

PSOhub addresses this by unifying your workflow into one platform:

  • Opportunities and deals originate in your CRM
  • Projects are created and structured in PSOhub
  • Work is planned, scheduled, and executed by your team
  • Time and expenses are tracked in real time
  • Invoices and financial data are generated directly from project activity

This end-to-end integration ensures that all parts of your business operate on the same data, reducing manual work and improving accuracy.

The PSOhub 4-Step Project Management Methodology

At the core of PSOhub is a structured, four-step methodology that reflects how project-based businesses operate:

  1. Scope and Setup
    Define the scope of work, create quotes, establish budgets, and structure your project with contracts, tasks, and milestones
  2. Planning
    Assign work to resources, schedule activities, and prepare your team for execution
  3. Execution
    Deliver the project by managing tasks, tracking time and expenses, and maintaining control over progress and costs
  4. Review and Optimize
    Monitor financial and operational performance, generate reports, and apply insights to future projects

This methodology provides a consistent framework that supports both operational execution and financial oversight.

How PSOhub Structures Your Work

PSOhub organizes your work into a set of connected components that reflect both delivery and financial perspectives:

  • Quotes define the commercial agreement before work begins
  • Projects represent the overall engagement with your customer
  • Contracts outline the financial and commercial structure of the work
  • Budgets capture the planned cost and effort required to deliver the work
  • Plans structure the work to be delivered in task lists, tasks and milestones
  • Resources represent the people and capacity required to deliver the work
  • Time and Expenses capture actual effort and costs
  • Invoices translate delivered work into billable output

These elements are fully connected, ensuring that what is sold, planned, delivered, and invoiced remains aligned throughout the project lifecycle.

Connect To Your Existing Tools

PSOhub integrates with leading CRM and accounting platforms, including HubSpot, Salesforce, Microsoft Dynamics 365, and Pipedrive.

This allows you to:

  • Create projects directly from deals or opportunities in your CRM
  • Maintain a single source of truth across systems
  • Synchronize financial data with your accounting solution

By connecting these systems, PSOhub ensures continuity between sales, delivery, and finance.

What This Means For Your Business

By centralizing your workflow in one platform, PSOhub enables you to:

  • Gain full visibility into project performance and financials
  • Improve resource utilization and planning accuracy
  • Reduce manual work and data duplication
  • Ensure consistency from sales through to invoicing

The result is a more efficient, scalable, and predictable way of managing project-based work.

Next Steps

✅ Start your PSOhub setup
Follow the step-by-step onboarding guide to set up your account and begin using PSOhub.
Start Here: Your PSOhub Setup Guide

✅ Set up your organization
Configure your users, roles, and financial settings to prepare your system for real projects.
Set up your organization in PSOhub

✅ Create your first project
Put everything into practice by creating your first project, adding a contract, and planning your work.
Create your first project in PSOhub

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