BigTime Salesforce integration

Keep your sales and project teams in sync, from the first proposal to the final invoice.

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I've been able to stop using tedious spreadsheets to track invoices and payments, and the Salesforce integration means I never forget to enter new projects into my PSA because they are created automatically.
Natalia K.
SFO opp

Kick-off projects faster

Rely on one system as the source of truth so teams can spend less time level-setting and more time moving forward.

  • Automate the conversion of Salesforce opportunities to BigTime projects
  • Enable your sales and project teams to work together from the get-go
BigTime's integration with Salesforce

Build an accurate pipeline

Get a real-time view of how WIP, existing contacts, and likely closes will contribute to monthly revenue.

  • Leverage BigTime’s intuitive reporting to see project forecasts enriched with your Salesforce data
  • Give your team more visibility into project status and other insights they need to prepare for your contacts
Professional services resource allocation software

Create better Salesforce reports

Arm your client-facing team with more project details than ever before, in the system they already use daily.

  • Pull in up-to-date budgeting information within Salesforce reports
  • Summarize time and expense data for every opportunity
  • Keep tabs on when projects are invoiced and payments are processed

Explore the full BigTime ecosystem

Our integrations make it possible for your systems to talk to each other fluidly.

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