HubSpot + Oversight = 🔗
Unify data. Track progress. Stay ahead. Oversight is a data unification platform that connects seamlessly with HubSpot. Combine your disjointed project management metrics into one place and keep the CRM features features you love with HubSpot .Â
What Is Oversight?
Being bombarded by data and not having the right tools to balance all of the moving pieces is a nightmare. Oversight is a new-age workforce management system built to reimagine how remote and hybrid teams track project progress proactively.
Our Mission
Make spreadsheets obsolete
Ensure better project success
Create proactive alerts
Empower remote leadership
Provide insights, not just data
Build kickass software
Easier resource management
Why HubSpot?
Customer relationship management made easy.
HubSpot is one of the leading customer relationship management (CRM) platforms in the world that helps businesses gain full visibility into sales activity in real time. With 135,000+ clients in 120 countries and 150 HubSpot user groups online, there’s extensive documentation and community support to help with questions and tutorials for businesses of all sizes. No matter your business needs, HubSpot offers solutions focused on marketing, sales or services that help you narrow in on sales pipelines, traffic generation, or customer relationships more closely.
- Customize your sales pipeline
- Track trends in sales activities
- Keep records up to date with marketing analytics
- Utilize lead management software for prospect tracking
- Book appointments effortlessly with Meeting Scheduler
- Stay on track towards quota
The Problem: CRMs
CRMs lack intuitive resource management.
Over the past 13 years of managing a remote and hybrid agency, we have tried nearly every timer and project management solution. We decided that the problem is not with any single solution but with the amount of data and lack of deep integration from each.
Customer relationship management software requires constant supervision from a project manager, which wastes time and forces projects to run over.
We know first-hand that:
Time doesn't always get logged
It's easy to forget to run and verify reports
Priorities change quickly
Fires happen
Keeping track of all the siloed systems requires a lot of time, attention, and spreadsheets!Â
Herein lies the core problem of any existing management system: It only works if all of the data is accurate and up-to-date. And unfortunately, that tedious job is placed squarely on the shoulders of project managers.
The Solution: Combining The Two
Together, HubSpot and Oversight amplify your development with intuitive resource management.
Gain a holistic view of your projects’ progress with robust interactive dashboards, development metrics, and visual reports designed by advanced automated reporting, preventative forecasting, resource planning, and value stream mapping.
Oversight empowers remote and hybrid team leaders by unifying data from the platforms they already use. Oversight’s new-age workforce management software offers a central place to align all of your project management metrics and delivers proactive data insights daily, weekly, or to whichever cadence you set.Â
By merging HubSpot with Oversight’s remote work software, you get all the benefits of a single workforce management system and retain your favorite features with HubSpot.
- Email tracking & engagement notifications
- Email templates and scheduling
- Document sharing
- Contact deal and task management
- Live chat
- Sales quotes
- Resource management with real-time utilization
- Robust insights into workforce analysis
- Productivity measurements on people, projects, and codebases
- Proactive forecasting throughout the project management execution phase
HubSpot
HubSpot + Oversight
Keep HubSpot, Gain Insights
Combine HubSpot with Oversight to maximize the success of your agency projects and keep a better pulse on your resources.
We care about data privacy
Unify data. Track progress. Stay ahead. AND stay compliant.
We built Oversight with data privacy and compliace at top of mind. See how we minimize data storage and permissions to keep your data secure.
