PSOhub is a cloud Professional Services Automation (PSA) and project management platform focused on supporting an end-to-end services delivery lifecycle: sales handoff from CRM → project planning/execution → time & expense tracking → invoicing/financial management → reporting/insights. A central positioning theme is integration across CRM, delivery, and finance, with detailed integration patterns for HubSpot (deals, companies/contacts, and service tickets), and integrations for Salesforce and Microsoft Dynamics 365.
PSOhub offers an "AI Copilot" feature set for analytics and reporting, implemented via an optional OpenAI integration that requires consent.
Key functional modules (from vendor materials and help center):
- Project management: tasks, Kanban views, planning, resource/capacity features (e.g., rescheduling planned hours).
- Time & expense tracking and approvals.
- Quotes / SOWs and vendor-claimed digital signing in higher tiers.
- Invoicing and accounting integrations; OData feed for reporting/external analytics.
- Integrations marketplace approach: native integrations + API + Zapier.
Sources:
- Official product site overview and AI Copilot positioning
- Help center articles on project types, resource planning, and OData
- Integrations overview and marketplace documentation