RevProjects
Coming July 2026

Where closed deals become delivered work.

HubSpot-native project management — turn won deals into projects, plan tasks and timelines, track time and budget, and sync delivery status back to your CRM automatically.

Book a DemoSee How It Works
  • Two-way HubSpot sync
  • Kanban, list & Gantt views
  • Time & budget tracking
Built on top of HubSpot
RevProjects
Synced with HubSpot
Deal “Acme Corp — $48k” marked Closed Won → project created from template
Board List Timeline
In Progress2

Kickoff & discovery call

JDJul 14
On time

Data import mapping

MKJul 16
At risk
Review1

Workflow config sign-off

RSJul 12
Overdue
Done1

Contract & SOW

ALJul 08
On time

Timeline

Discovery
Configuration
Data migration
Go live

Close the deal. The project builds itself.

A closed-won HubSpot deal spins up a project from your template — tasks, milestones, owners, and timeline, mapped to the associated company and contacts.

HubSpot DealClosed Won

Acme Corp

$48,000

Owner
Jamie Doe
Close date
Jul 10, 2026
Acme Corp — OnboardingAuto-created

From “Implementation” template

  • Kickoff & discovery call
  • Account setup & data import
  • Workflow configuration
  • Training & go-live
Why RevProjects

Delivery that never leaves your revenue stack

Projects live on top of HubSpot, so the work you deliver stays connected to the deals that created it.

Deal-to-project automation

Closed-won deals spin up a fully populated project from a template.

Two-way HubSpot sync

Status, time, and budget write back to the deal and company record.

Board, list & Gantt views

Plan the way your team works, from kanban to timeline.

On-time / off-time tracking

Every task and project rolls up a clear delivery-health status.

Time tracking & budgets

Track effort and cost against deal value for true margin.

Resource & capacity

See who is overloaded and balance work across the team.

Templates & playbooks

Reusable project templates make delivery consistent every time.

Portfolio dashboard

Leadership sees health, burn, and margin next to revenue.

Client-ready views

Share project status with stakeholders without CRM access.

Anatomy of a project

From closed deal to delivered work

Every project follows the same connected path — no context lost, no status left behind.

  1. 01

    Close

    A HubSpot deal is won.

  2. 02

    Spin up

    Project created from a template.

  3. 03

    Plan

    Tasks, milestones & dependencies.

  4. 04

    Execute

    Board or Gantt, with assignees.

  5. 05

    Track

    Time, budget & on/off time.

  6. 06

    Sync

    Status flows back to HubSpot.

Views

Plan the way your team works

Board, list, and timeline views over the same project data. Whatever the view, delivery health stays front and center.

  • Switch views without losing context
  • On-time / off-time status on every task
  • Assignees, due dates & dependencies
In Progress

Kickoff call

On time

Data import

At risk
Review

Config sign-off

Overdue
Done

Contract & SOW

On time
How it works

Live in your CRM in three steps

Step 1

Connect HubSpot

Link your portal in minutes. RevProjects reads deals, companies, contacts, and owners securely.

Step 2

Won deals become projects

Closed-won deals automatically spin up a project from your template, mapped to the right company and team.

Step 3

Deliver, track & sync back

Plan and execute the work while status, time, and budget sync back to the CRM record automatically.

Capabilities

Everything you need to deliver

A complete delivery toolkit, built to live inside HubSpot.

Deal-to-project automation
Two-way HubSpot sync
Kanban board view
List view
Timeline / Gantt view
Tasks, subtasks & dependencies
Milestones
On-time / off-time tracking
Time tracking
Budget vs actual & delivery margin
Resource & capacity planning
Project templates & playbooks
Client-ready shareable views
Portfolio / leadership dashboard
Notifications & reminders
Roles & permissions
Use cases

Built for everyone who delivers

One system that connects revenue and delivery for the whole team.

Agency leadership

See portfolio health and delivery margin sitting right next to the pipeline that created it.

Delivery & PMs

Plan, assign, and track work with clear on-time vs off-time status across every project.

Account managers

Share live client status and timelines with stakeholders — no CRM access required.

Finance & ops

Track time, budget burn, and delivery margin per deal to protect profitability.

Pricing

Plans that scale with your delivery

Start small and grow into full portfolio management. Every plan includes two-way HubSpot sync.

Starter

from $29per seat / month

Deal-to-project and core views for a small delivery team.

  • Deal-to-project automation
  • Board & list views
  • Two-way HubSpot sync
  • Tasks, subtasks & milestones
  • Up to 10 active projects
Book a Demo
Most popular

Growth

from $59per seat / month

Full delivery management for scaling teams.

  • Everything in Starter
  • Timeline / Gantt view
  • Time & budget tracking
  • Resource & capacity planning
  • Templates & playbooks
  • Portfolio dashboard
Book a Demo

Enterprise

Customcontact us

Security, control, and scale for larger organizations.

  • Everything in Growth
  • SSO & advanced permissions
  • Security review & SLAs
  • Custom templates
  • Unlimited projects
  • Priority support
Book a Demo

Stop throwing won deals over the wall

Bring delivery into your revenue stack. See how RevProjects turns closed deals into delivered work — without ever leaving HubSpot.

Book a DemoExplore Features