The ideal software for consultancy should be easy to use and integrate, adding convenience to your business without being difficult to use or time-consuming.
This is what you should keep in mind when deciding to adopt new software to build your consulting business tech stack.
Read on to learn the essential software types for consultants to improve your business workflow.
Many software options are available for consultants, but the endless choices can make it challenging to decide what to use.
So, we’ve narrowed it down to five essential types of software for consultants and suggestions for specific software to start with. Let’s discuss the benefits and examples of each software below.
Consulting firms often find themselves unbalanced in guiding their leads through the buyer’s journey.
Either you focus too much of your resources on delivering to your current clients, sacrificing time that could be spent on new client acquisition. Or, in spending too much time on acquisition, you neglect to nurture current clients, and they end up dropping off.
A good customer relationship management (CRM) software for consultants can help you balance your priorities and keep a steady stream of new clients coming in.
With sales pipeline creation and management features, you have a visual view of where your current leads and clients are in their journey and what the next best action is for your sales team at any given moment.
Our picks for CRM software:
Consultants often work on a per-hour basis for clients, so good time-tracking software is essential to running your business.
Ensure you’re getting paid for the value you add to your clients with options such as:
A good invoicing software for consultants will allow consultants to accurately calculate your billable hours, manage taxes, and send personalized invoices to clients.
Use these invoicing software tools to make managing your client’ accounts simpler:
When you have a consulting team, it’s vital to coordinate your tasks in a central online location so you can collaborate more efficiently.
With project management software for consultants, each member will know their tasks as well as the responsibilities of other members on consulting projects.
Here are some picks for great project management software for consulting businesses:
Communication software enables consulting firms to communicate within the team in both one-to-one and group settings. Communication software is also a great place to start when you need a place to communicate with clients on record.
Here are some communication apps for consulting firms to get you started:
Help your clients succeed with Nutshell’s powerful CRM software while earning commissions on every new customer you bring on board. It’s simple to get started!
While we’ve made this list as simple as possible, building your consulting business tech stack can still feel overwhelming when you’re just starting out.
We recommend starting with CRM software for consultancy.
Why? It’s important to get clients, especially when you’re starting out. With Nutshell, our singular goal is to help you make more sales with an easy-to-use CRM that your team will love.
With customizable sales pipelines, task automation, and expansive integration options, Nutshell can help you get your consulting firm off to a running start.
Try Nutshell for free for 14 days. You’ll have full access to the plan of your choice, plus our white-glove services, including contact importing and live demo training.
Close more deals, get more clients, and grow your consulting business with Nutshell.
Sign up today for a 14-day free trial. Or contact our team to learn more about how Nutshell can help your business.
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