Data Integration for Consulting Firms

Unify CRM, project management, time tracking, and billing systems to gain instant visibility into project profitability, client relationships, and resource utilization.

Talk to sales

Industry-Specific Outcomes

Client 360 views across CRM, projects, and billing

Project profitability and margin tracking

Resource utilization and capacity planning dashboards

Automated time tracking to billing workflows

Cross-project portfolio analytics and insights

Data engineering resources

Popular Connector Workflows

Source System

Destination

Use Case

Salesforce

Snowflake

Client intelligence and sales forecasting analytics

Harvest

BigQuery

Automated billable hours to revenue recognition

Smartsheet

Snowflake

Project health and performance monitoring

Workday

Snowflake

Workforce capacity planning and utilization forecasting

HubSpot

Tableau

Pipeline visibility and business development analytics

Consulting Data Integration Architecture

Unify CRM, PSA, time tracking, and financial systems into centralized analytics platforms for current insights.

Being able to iterate and adjust very quickly, and just having the confidence in our ability to obtain new data is worth something, especially at our increasing scale. At the end of the day, you want a tool like that to just work. We can forget about it and know that it's configured and it's connecting and it's working. That hands-free capability is a big appeal for the platform.