--- description: Review of Operating Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Operating | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Resource Management Software](/directory/1296/resource-management/software) > [Operating](/software/521115/Operating) # Operating Canonical: https://www.softwareadvice.co.nz/software/521115/Operating Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/521115/Operating?page=2) > 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. . > > Verdict: Rated **4.8/5** by 13 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.8/5** | 13 Reviews | | Ease of Use | 4.8/5 | Based on overall reviews | | Customer Support | 5.0/5 | Based on overall reviews | | Value for Money | 4.7/5 | Based on overall reviews | | Features | 4.5/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Operating Solutions ## Commercial Context - **Starting Price**: US$10.00 - **Pricing model**: Per User (Free Trial) - **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: Afghanistan, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antigua & Barbuda, Argentina, Armenia, Aruba, Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium and 208 more ## Features - API - Access Controls/Permissions - Assignment Management - Capacity Management - Commenting/Notes - Customisable Reports - Dashboard - Data Import/Export - Forecasting - Gantt/Timeline View - Multiple Projects - Performance Metrics - Predictive Analytics - Project Management - Projections - Reporting & Statistics - Reporting/Project Tracking - Resource Allocation & Planning - Resource Scheduling - Sales Trend Analysis ## Integrations (4 total) - Flowcase - Harvest - HubSpot Sales Hub - Pipedrive ## Support Options - Email/Help Desk - Knowledge Base - Phone Support - Chat ## Category - [Resource Management Software](https://www.softwareadvice.co.nz/directory/1296/resource-management/software) ## Related Categories - [Resource Management Software](https://www.softwareadvice.co.nz/directory/1296/resource-management/software) - [Time Tracking Software](https://www.softwareadvice.co.nz/directory/3834/time-tracking/software) - [Sales Forecasting Software](https://www.softwareadvice.co.nz/directory/4678/sales-forecasting/software) ## Alternatives 1. 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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 > > 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. ----- ### "Great tool for staffing and time usage monitoring - all the right features with no clutter" — 5.0/5 > **Emil** | *21 October 2025* | Information Technology & Services | Recommendation rating: 10.0/10 > > **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. > > 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. ----- ### "Operating / Qnordics" — 4.0/5 > **Sofia** | *2 September 2024* | Marketing & Advertising | Recommendation rating: 8.0/10 > > **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. > > 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. ----- ### "Great resourcing and time tracking software" — 5.0/5 > **Reetta** | *29 July 2025* | Marketing & Advertising | Recommendation rating: 10.0/10 > > **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. > > 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. ----- ### "Streamlined Operations and Seamless Integration" — 5.0/5 > **Alisha** | *19 September 2024* | Marketing & Advertising | Recommendation rating: 10.0/10 > > **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. > > 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. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/521115/Operating?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/521115/Operating) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data