Run each engagement from a single record: scope, dates, team, rates, contracts, and financial health, all connected and always current instead of scattered across tools and spreadsheets.
Connect HubSpot, Salesforce, or Pipedrive and auto-create a project on Closed Won.
Every active project with health status, billing type, and end date in one table.
Weighted pipeline chart by month, with deal stage, probability, and close date.
Multiple projects under one client account, with total FTE and project count.
Linked to project, account, CRM deal, and PO, with PDF download and status tracking.
T&M, Fixed Price, Investment, and Organizational, all running simultaneously.
Sync your CRM and let a Closed Won deal flow straight into delivery, with the client, budget, and Statement of Work carried across automatically.
HubSpot, Salesforce, or Pipedrive deals sync into Synthelio in real time.
When a deal is marked Closed Won, Synthelio picks it up automatically.
Client, budget, and start date map straight onto a new project.
A Statement of Work is drafted from the deal and linked for traceability.
Every active, planning, and recently completed project in a single view, with the health, billing, and dates that matter, filterable and sortable without opening each one.
A weighted pipeline chart by expected close month, plus stage, probability, and value for every synced deal, so delivery and finance can plan resources and cash flow ahead of the close.
Every project is billed the way its contract works, and all four types run side by side, handled correctly across timesheets, resourcing, and financials.
Invoiced from approved timesheet hours at the SoW rate, the standard model for staff augmentation.
A fixed budget invoiced on milestone completion rather than on time logged.
Internal product or tooling work, tracked but not billed to a client.
Overhead like time off and internal meetings, kept separate from billable work.
Group multiple projects under one client account to see total FTE and project count at a glance, and hand a single group manager ownership of the whole relationship.
Answers to the questions teams ask most about this part of Synthelio.
Connect HubSpot, Salesforce, or Pipedrive. When a deal moves to Closed Won, Synthelio creates the project automatically and pre-populates a linked Statement of Work from the deal data.
T&M, Fixed Price, Investment, and Organizational, all able to run simultaneously and handled correctly across timesheets, resource management, and financials.
A Project Group collects multiple projects under one client account, showing total FTE and project count so account managers get a relationship-level view.
Yes. The CRM Deals tab lists every pipeline deal with a one-click option to convert any deal into a project when you don't want fully automatic creation.
Every active, planning, and recently completed project with billing type, status, a health indicator, end date, and unit, all filterable and sortable in one table.
Visit our support page or contact our support team.
See allocations, billability, and bench time update the moment work changes. Get early access and plan your next engagement with confidence.
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