Consulting businesses must keep up with the latest technologies and trends to remain dynamic and relevant in today’s fast-paced world. In the consulting industry, it’s vital that you are always in the know and are planning your next move. That’s why business consulting software is vital to your success.
Those with their own consultancy know that it’s not just about consulting, as you find yourself undertaking a large variety of administrative tasks, as well. This happens whether you’re coaching, management or business consulting. So, no matter what, this line of work comes with a constant inflow of tasks, and the easiest way to manage this is with excellent business consulting software. This will help you manage your workflow and focus on consulting.
Unlike other professions, software for consulting firms cannot be found in one category. Rather, it’s more beneficial to use a variety of software to get the best outcome for your company.
Trafft is a great option to use because it’s not just a scheduling tool. Trafft is a professional service business management software, a professional tool, and a digital business partner that covers different aspects of running a business.
It’s the kind of app that small and medium business owners, administrators, managers, and key staff in the service industry are using to take their processes and businesses to the next level.
How does it do that? Well, Trafft is a combination of an online no-code platform and human service from a team of service business automation experts. While that’s a mouthful, we can make it simple by saying that it provides all the necessary tools to organize schedules, accept bookings and payments, send reminders and integrate with other tools.
Trafft differentiates from typical apps and tools that automate smaller tasks like online bookings or personal schedules, and are usually hard to configure and maintain, and support is hard to get.
The Trafft app and its team do that by providing support for the complete workflow cycle of a service business, and has an extremely intuitive interface and UX.
What does that mean practically for you? You would not need to waste time on repetitive tasks like calling clients and confirming or rescheduling, and you won’t even need to hire additional people to do that.
It also comes with all the features that you need to get started, such as:
- Automatic online payment processing through multiple providers
- Two-way synchronization using external calendars (such as Google Calendar and Outlook)
- The ability for clients to reschedule
- The ability to create a call-to-action (CTA) booking page
- In-depth overviews of your business performance using key performance indicators
- Client management using email and SMS notifications and reminders
- Discount/loyalty coupons when managing appointments
- Ability to manage bookings, employees, locations, services, schedules, and more
Practice Ignition streamlines the proposal process. Craft comprehensive proposals with this business consulting software. These can then be sent straight to your clients, which maximizes efficiency and minimizes time spent on proposals while maintaining high standards.
If you use Gmail, you’ll find Followup.cc is a handy tool to have in your arsenal. It gives you the option of two kinds of solutions: for email and CRM. The first, for email, won’t let you miss work coming into your inbox. When you get an email, Followup.cc is quick to set up a reminder. Followup.cc follows through every time so you’ll have no trouble managing your inbox anymore.
With its notification system, you can see when the recipients open your messages. You can also use it to get notifications about social media and websites.
Conrep comes in handy for hiring with its applicant tracking system. Software management consultants appreciate that Conrep also provides professional services automation. This includes staffing, consulting, and recruiting for your organization. With efficient human resource functionality, Conrep will be a great asset to your team. You’ll no longer have to worry about timesheets and expenses or invoice management, as Conrep really does it all!
Many people have found in the past that CRMs are more of a nuisance than they are helpful. That’s why Pipedrive was created. It shows you your data with a simple visual so you can understand your data more efficiently. Inputting and organizing details about customers and clients has never been easier!
Don’t waste time with administration and data entry when it’s so quick with Pipedrive. It automatically documents your emails, projects, and calls with no extra effort from you. Plus, it integrates seamlessly with email, making it so simple to implement.
RescueTime is here to rescue your productivity. Many of us struggle to stay focused on work, whether it be because the phone rings, someone comes over for a chat, or because we simply get bored and can’t focus anymore.Whatever the reason is,
RescueTime will help you by tracking how much time you spend on activities. It gathers information from your mobile and computer to analyze how you’re spending your time. If it’s a scary thought for you to know how much time you spend on social media at work, you’re likely in dire need of RescueTime.
The reports show you how you’re doing, and you can decide to make adjustments accordingly. Your work style will never be the same!
Many management consultants feel like they spend half their lives on planes, heading from client to client. If this sounds like you, you should be happy to know that Flightradar24 is a simple way of tracking your flights and detecting potential delays. Often, the official flight status isn’t updated until the last minute. We’ve all been there, sitting at the airport and then getting the notification that we could have slept in an extra hour. With Flightradar24, you can track the flights beforehand to see whether your flights will leave on time or not. This can save you time and money in the long run!
If you need to know how many hours to bill a client for, TimeCamp will be your new best friend. It lets you self-report on how much time you’ve spent on projects or tasks. Flag them as billable or not, to follow up on later. This will make it so much easier when you go to invoice a client for time spent on their project.
Lots of people track time on their phones, but the benefit of TimeCamp is that it can be used by all your employees. You can see reports for work time for each person and for the business as a whole.
Proposify takes all the hassle out of making business proposals, making it one of the most necessary tools for consultants. This business consulting software has plenty of templates to start off your proposals. These can be completely customized for your business and needs.
The goal of Proposify is to make the whole proposal process easier, every step of the way. Proposify is very affordable and creates well-designed documents. When you give a client a Proposify proposal, they are sure to be impressed.
Teamgate is yet another business consulting software we recommend you look into. It’s a Sales CRM with many amazing features. It integrates with Zendesk, Mailchimp, Zapier, and Quickbooks, amongst others. This software for client management will help you keep track of your clients in order to expand your business. Repeat customers are the lifeblood of consultants, so take advantage of this Teamgate software.
Consultants always need to keep up with the latest news and trends in their sector, but it can be hard to keep up with all the different sites you want to. News, blogs, articles – it’s a bit of a hassle. Flipboard will be your new go-to for keeping up with everything you need to. You can see all your usual blogs and sites in one daily newsfeed. They have a massive range of sources, including Reuters, Financial Times, and Business Insider.
Company leadership teams, marketing teams, and sales teams are loving PandaDoc. It’s a software that helps you make fantastic proposals. PandaDoc is perfect for data analysis and dynamic companies. Improve your efficiency and proposals with this tool.
Wunderlist / Asana
Consultants have a never-ending to-do list of tasks to keep track of. Wunderlist and Asana are here to help! This project management software for consultants is loved because it lets you simplify and organize all your tasks.
Wunderlist and Asana let you do this for an entire team, so job managers love them too.
Another option for consulting management software is Harvest. It lets you section off tasks and clients to track how much time you spend on them. Every year, month, or week you can look at the data and analyze it to make adjustments.
Pro tip: It’s important that if you go to the trouble of tracking your time, you actually engage and make adjustments according to the information Harvest gives you.
Email campaigns have never been easier than with this management consulting software! Drip enables you to drag, drop, and customize parts of your email to create a flawless campaign.
Drip lets you match your business branding to the newsletter for a seamless look and feel.
With Drip, you can also store data on your email subscribers. You can even group them into demographics such as by industry or interests. Drip interacts well with CRM systems to keep your email database up to date.
It can be a challenge to keep track of all the business cards you receive, which is why many keep track of them online now. If you don’t want to manually add the details into your computer, a business card scanner app is a great tool to use. Just scan the card and it inputs the information into your contact list for you.
Spend Less Time on Admin and More Time on the Fun Stuff!
What’s important is the quality of your consulting. Unfortunately, admin can often clutter your mind and get in the way of your work. You’re good at what you do because you’re passionate about it. So, leave the boring stuff in the hands of technology. Focus on the quality of your consulting and tune out all the white noise.
Structure how you work with your clients with business consulting software and enjoy all the extra time it frees up. Your clients will appreciate that you have more time to focus on their needs.
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