Features

Everything you need to deliver won work

A complete delivery platform that lives on top of HubSpot, so revenue and delivery finally share one system.

Deal-to-project automation

When a HubSpot deal is marked Closed Won, RevProjects instantly creates a project from the template you choose — complete with tasks, milestones, owners, and a timeline mapped to the associated company and contacts.

Template per offering
Auto-mapped owners & companies
Zero manual re-entry

Two-way HubSpot sync

Projects, tasks, status, and time write back to the deal and company record. Changes in HubSpot — owner, close date, stage — reflect in the project so both systems always agree.

Status back to the record
Time & budget rollups
Bi-directional field mapping

Board, list & Gantt views

Work the same project data as a kanban board, a structured list, or a timeline with dependencies and milestone diamonds. Switch instantly without losing context.

Kanban board
Sortable list
Timeline / Gantt

On-time / off-time tracking

Every task and project rolls up a clear on-time versus off-time status so delivery health is visible at a glance — and that status syncs straight to HubSpot.

Task-level status
Project health rollup
Synced to CRM

Time tracking & budgets

Log time per task, project, or person, track budget versus actual, and tie effort and cost back to deal value to reveal true delivery margin.

Per-task time logs
Budget vs actual
Delivery margin

Resource & capacity

See who is overloaded, balance assignments across the team, and forecast capacity against the incoming pipeline before you commit to new work.

Workload view
Capacity forecasting
Pipeline-aware planning

Templates & playbooks

Build reusable project templates for onboarding, implementation, or retainer work so delivery is consistent and predictable every single time.

Reusable templates
Per-offering playbooks
Consistent delivery

Client-ready views

Share project status and timelines with stakeholders through clean, read-only links — no CRM seat or access required.

Shareable links
Read-only status
No CRM access needed

Portfolio dashboard

Leadership sees every project, its health, budget burn, and delivery margin sitting right next to the revenue that created it.

All projects at a glance
Health & burn
Margin next to revenue

Capabilities