What software do consultants use?

CRM software Customer relationship management (CRM) software is an essential tool for any consultant. You'll most likely be working with multiple clients at once, and good CRM software can keep their records and information stored in one place for easy access. Add up to 4 apps below to see how they compare. You can also use the comparison buttons while you browse.

Keap is an all-in-one CRM (customer relationship management) software designed to collect, organize and manage customer (and prospective) information, all in a centralized system. But Keap is also much more than just a CRM. It's also a sales and marketing automation platform that allows you to collect more leads, convert more customers and build more followers, while saving hours every week. Considering that the average small business uses 102 different applications, bundling all of these tools into comprehensive consulting, sales and marketing software like Keap can streamline day-to-day organization and save a lot of money on subscriptions.

If you have a team, there's a tool that will facilitate communication between all the members of your team: Slack. There are a lot of project management tools available on the market. We love using Trello in our marketing consulting agency because of the customization and visual aspect it provides, which allows us to collaborate, capture the details of the project and manage projects until completion. Trello also has a lot of applications with which they are integrated so that you can “power up” your boards and optimize your efficiency and productivity.

As a consultant, you are likely to bill clients by the hour. Harvest is a time tracker that integrates seamlessly with Trello so that you and your team can keep track of the time spent on projects. Depending on where you are in your business career, your team is likely to start working for you remotely. Harvest is a perfect way to ensure that all team members keep track of their time, so that customers are billed and the team is properly paid.

I'm pretty sure that (almost) everyone has heard of Zoom by now. We've been using the zoom before it was really popular. It allows us to serve customers from all over the world, record our calls and send the recordings to our customers for added value. Calendly eliminates this hassle of coming and going by automatically checking the available times on the calendars so that customers can choose the time that best suits them.

You can also configure your own availability to keep appointments locked at certain times without lifting a finger. QuickBooks makes it simple to prepare for tax season all year round. You can manage all your money and expenses in one central place. Your experience, in addition to the cutting-edge technology you use to execute your processes, can help you differentiate yourself from the competition, grow your consulting business and provide top-notch recommendations to your clients.

It seems that everywhere you look, there's a new software or application that promises to improve your consulting business life. There's no denying that some software will make your life easier: the 12 sales and marketing tools I shared with you here are essential to the success of your consulting business. This is ironic, since most IT consultants are dedicated to helping the company to make radical changes in its business processes, in order to adapt to this new world and way of working. Running a consulting business can cause you to take what seems like a million directions on any given day.

Customer relationship management (CRM) software is an especially important part of the business consulting software matrix, as they often work with a large number of different clients at any given time. This cloud-based application has a lot of features that can help you take your consulting business to the next level. Consultants must assess the current situation, obtain information from key stakeholders on what the company's needs are, create a list of requirements, determine the validity of each requirement, prepare an RFP, etc. This tool is absolutely essential for consultants looking to take advantage of social media marketing in their businesses.

If you're looking for an all-in-one business consulting software, you'll definitely want to check out Mavenlink. Your experience, in addition to the cutting-edge technology you use to execute your processes, can help you differentiate yourself from the competition, grow your consulting business and provide top-notch recommendations to your clients. Mavenlink is a project management software dedicated to helping consulting firms maximize utilization and improve overall margins. Xero is an in-depth accounting software company that also offers a comprehensive billing solution for consulting firms.

With greater security and a large library of pre-made templates, this invoicing software is a good choice for small and large consulting companies. Even if the big five consulting agencies continue to carry out the technology evaluation process with outdated tools (basically, a collection of spreadsheets), it doesn't mean that the entire consulting industry should be prevented from transforming and automating its processes to help other companies transform faster. .

Dominic Mccoard
Dominic Mccoard

Avid foodaholic. Infuriatingly humble bacon nerd. Lifelong beer advocate. Total sushi scholar. Passionate pop culture scholar. Typical travel guru.