Best for consultants looking to cut proposal creation times in half. Best for consultants who want a strongly branded—and more efficient—proposal experience. Best for consultants focused on maximizing utilization and improving margins. Don’t worry if you answered “no” to those questions because that’s where LastPass comes in. With this app, you’ll only need to remember one master password and keep all your passwords in one central location.

What are the best apps for note-taking and organization for consultants?

• Remember that the best tech stack is one that actually gets used.
• Brand24 can send you customizable alerts about the changes in volume of discussion about your brand.
• It supports team-based scheduling where you can create booking links for different event types and durations.
• There’s also a seven-day free trial you can use to try out the Premium plan.
• Automated reminders help reduce these issues, ensuring that your time and resources are used efficiently with the consulting time tracking app and consulting management software.
• Toggl also has tools that help consultants keep focused and avoid detours, such as reminders and idle time detection.

Xero is one of the must-have tools for any small consulting business. It is accounting software that will spare you a ton of money and effort. First and foremost, you can handle your invoicing with online payment options. Xero connects with your bank and the transactions are processed daily. It’s worth noting that different tools present varying feature sets.

This ensures that you have full control over your information and can customize the level of privacy according to your needs. You can easily monitor how many hours and expenses are yet to be billed through the dashboard, it provides a clear overview of your finances. Zoho Invoice is the perfect solution to manage your client bills and create invoices. It offers a timer feature which can log hours from your mobile device or desktop as you work.

The 9 best consultant apps for staying organized & keeping clients happy

It’s nice if you can select the features you need and like the most. Otherwise, you’ll find it frustrating, complicated, and difficult to use. The main feature sold by the platform is the ability to create your own website with booking, payment, and customer communication systems. This is very convenient and really reduces the number of no-shows.

Key Features to Look for in Productivity Tools

The last app on this list is Brand24, which allows you to understand what comments are being made online regarding your brand. It gives you a fully-fledged feed with mentions and metrics in the form of a volume chart on discussion, sentiment, and mention analytics. You can also influence the overall participant score so you know which people can be engaged with. Evernote stores your thoughts and client information, making it simple to quickly access it on the go. MileIQ automatically tracks your mileage as you travel to clients. You can then classify each trip to separate and organise your work travel.

Best collaboration tools

These features empower consultants to work efficiently, share information, and collaborate seamlessly with clients. Consultants get paid for their expertise, and every hour worked goes towards billable time with clients. With rates often exceeding $150+ per hour, consultants must maximize their time efficiently. The right productivity and meeting tools become force multipliers that enable consultants to get more done in less time. They allow faster collaboration across continents, better organization of client deliverables, and the ability to quickly synthesize key insights from meetings. It keeps everyone on the same page with instant updates and notifications when anyone takes an action.

Best for consultants who need to communicate with clients in a variety of different ways, including phone calls, video calls, team messaging, and screen sharing. Calendly has become the gold standard for appointment scheduling, and for good reason. Check out these 8 productivity apps that will give you fighting chance of staving off distractions so you can cross those tasks off your to do list. However, if you want more than the 5GB of free cloud storage you’ll need to either sign up to a OneDrive plan or a Microsoft 365 subscription. When creating this list — as well as this best note-taking apps list — we considered how effective each tool is in creating and organizing notes. We also looked into integrations, note search options and the ease of sharing digital notes.

It provides you with a feed containing your brand’s mentions, metrics in the form of a discussion volume chart, mention analytics, and sentiment analysis. Brand24 gives you the influence score of participants in conversations, so that you know which people are important to engage with. The Boltic team has recently returned from their first workcation. We discovered that workcation is a vital aspect of the working culture after spending six days with the team. This is how we get to know your remote team, motivate them to collaborate, and create memories with them. Have you ever wondered if there’s a way to connect all your favorite productivity apps, and automate your entire workflow?

It helps to stay connected with clients from a single platform and ensure that communication is streamlined and accessible. Microsoft Teams is ideal for organizations that use Microsoft 365. It combines chat, video meetings, calls, file collaboration, whiteboarding, and task integration into a single hub. Teams provides consulting groups with security and compliance controls, integrations with Office apps, and seamless communication across devices. Features like private channels, @mentions, search, pinned posts, saved messages and more help consulting teams message efficiently. Slack offers capabilities like channels, chat, video calls, file sharing, app integrations, and more.

Simply play your saved articles in Pocket and enjoy the content during your journey. If you do a lot of writing for your business, Grammarly is a really great tool that saves you time on proofreading and editing. What Hubstaff does best is to prepare monthly timesheets without spending unnecessary effort. You can also turn it into a specialized smartwatch that keeps track of your sessions and projects. This list wouldn’t be complete without Teamgate, as this smart CRM integrates with every tool you can think of. You can connect it to Zendesk, Mailchimp, Zapier, or QuickBooks, to mention a few.

• In that case, there’s no other option than to upgrade to the paid plan.
• Document sharing tools facilitate real-time collaboration on files and projects.
• Its workflow automation can guide potential clients through your onboarding process, automatically send contracts and invoices, and even follow up on overdue payments.
• You have access to several filters that help you find the list you’re looking for with ease.
• Clockify made it to our list of the best time management tools because it’s more than a time-tracking tool.
• The bad news is that the majority of its most attractive features are locked behind a paywall, and it’s not cheap, either.

The solutions exist to enable agencies to work at peak effectiveness even with distributed teams and remote work. Taking advantage of the latest software and AI can give consulting agencies a competitive edge. For consulting agencies, having quick access to searchable, shareable transcripts saves countless hours. Both MindMeister and Coggle are excellent choices for consulting agencies looking to harness the power of mind mapping for planning and ideation.

Overall, it’s a good organization app for individuals and teams alike (and yes, we do have a full Any.do review). Aleksander Hougen, the chief editor at Cloudwards, is a seasoned expert in cloud storage, digital security and VPNs, with an educational background in software engineering. Beyond his prolific writing commitment, Aleksander helps with managing the website, keeping it running smoothly at all times. He also leads the video production team and helps craft e-courses on online technology topics. Outside of the professional realm, he is a digital nomad with a passion for traveling, having lived in many countries across four continents. In this article, we’ll take you through how to choose the best organization app for you, whether you need the app for personal use or to manage teams.

Team collaboration and communication are also made possible with Asana, allowing for smooth teamwork. Task management 9 essential productivity apps for consultants and coaches tools help you visualize, organize and prioritize all your work-related tasks in one location. The ideal task management app offers multiple views, integrations, automations and easy team collaboration. You can also create subtasks and handle analytics for reporting purposes.