{"id":43290,"date":"2020-07-01T17:58:32","date_gmt":"2020-07-01T17:58:32","guid":{"rendered":"\/us\/en\/blog\/?p=43290"},"modified":"2026-01-22T06:02:01","modified_gmt":"2026-01-22T14:02:01","slug":"best-consultant-apps","status":"publish","type":"post","link":"\/us\/en\/blog\/best-consultant-apps\/","title":{"rendered":"The 9 best consultant apps for staying organized &#038; keeping clients happy"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">The job of a consultant is extremely multifaceted. You\u2019re not just consulting\u2014you\u2019re often managing other parts of the job too, like prospecting for clients and project management.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Especially if you run your own consultancy or small business, you\u2019re probably doing a lot of this on your own\u2014while simultaneously working to get new clients onboarded and projects completed. With a myriad of activities going on, the best and easiest way to simplify your work life is to do something that sounds easy, but often isn\u2019t: use the right tools.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Sure, apps are popular and there are hundreds (if not thousands) of them to choose from. So where do you start, and how do you find what works best for you?\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">As a company that has helped countless consultants and small business consultancies communicate better with their clients, partners, and prospects, we understand the importance of building great relationships and having the right technology to do that.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In fact, we worked with Gareth Johns, a former independent consultant on our team, to put together a set of intuitive apps specifically for consultants, all of which are known for their overall user-friendliness and ease of use.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In this article, we\u2019ll be covering six categories of apps that consultants use most, along with strong options in each category if you\u2019re in the market for new software:<\/span><\/p>\n<ul>\n<li><a href=\"#crm\"><span style=\"font-weight: 400;\">Client relationship management (CRM)<\/span><\/a><\/li>\n<li><a href=\"#communications\"><span style=\"font-weight: 400;\">Communications<\/span><\/a><\/li>\n<li><a href=\"#project\"><span style=\"font-weight: 400;\">Project management<\/span><\/a><\/li>\n<li><a href=\"#proposal\"><span style=\"font-weight: 400;\">Proposal management<\/span><\/a><\/li>\n<li><a href=\"#time\"><span style=\"font-weight: 400;\">Time management<\/span><\/a><\/li>\n<li><a href=\"#finances\"><span style=\"font-weight: 400;\">Finances<\/span><\/a><\/li>\n<\/ul>\n<hr \/>\n<p>\ud83d\udcb8 What WFH expenses should you look for when you&#8217;re managing your finances? We collaborated with <a href=\"https:\/\/bench.co\/\" target=\"_blank\" rel=\"noopener noreferrer\">Bench<\/a>, an online bookkeeping service, to create this guide that&#8217;ll come in handy as you&#8217;re looking through your business expenses.<\/p>\n<div class=\"download-form-widget standart-download-form\" data-url=\"https:\/\/netstorage.ringcentral.com\/documents\/remote_work_finances_guide.pdf\" data-id=\"69d720076631f\" id=\"69d720076631f\">\n\t\t<button tabindex=\"on\"  on=\"tap:69d720076631f.toggleClass(class='open')\" class=\"open-modal-download-action download-form-button\" type=\"submit\">Download it now<\/button><\/p>\n<div class=\"download-form-modal\">\n<div class=\"download-form-modal-body\">\n<div class=\"download-form-modal-content\">\n<div class=\"download-form-modal-title\">Keep your finances on lock when you're working from home. Download the free guide to learn how <\/div>\n<form class=\"download-form SMB\" method=\"post\">\n<div class=\"download-form-part\">\n\t\t\t\t\t\t\t<input class=\"download-form-input\" aria-label=\"Full Name\" aria-required=\"true\" aria-invalid=\"false\" type=\"text\" name=\"fullname\" placeholder=\"Full Name\" data-dl-events-hover=\"true\" data-dl-element=\"text\" data-dl-additional-info=\"download form\">\n\t\t\t\t\t\t<\/div>\n<div class=\"download-form-part\">\n\t\t\t\t\t\t\t<input class=\"download-form-input\" aria-label=\"Email (please enter a work email address)\" aria-required=\"true\" aria-invalid=\"false\" type=\"email\" autocomplete=\"on\" name=\"email\" placeholder=\"Email (please enter a work email address)\" data-dl-events-hover=\"true\" data-dl-element=\"email\" data-dl-additional-info=\"download form\">\n\t\t\t\t\t\t<\/div>\n<div>\n\t\t\t\t\t\t\t<input type=\"hidden\" name=\"popup_form\" value=\"1\">\n\t\t\t\t\t\t<\/div>\n<div>\n\t\t\t\t\t\t\t<input type=\"hidden\" name=\"Lead_Entry_Source__c\" value=\"RC Blog\" class=\"download-form-input\"\/>\n\t\t\t\t\t\t<\/div>\n<div class=\"download-form-part\">\n\t\t\t\t\t\t\t<button class=\"download-form-submit\" type=\"submit\" data-dl-element=\"button\" data-no-auto-dl=\"true\" data-dl-additional-info=\"download form\" data-dl-name=\"Get it now\">Get it now<\/button>\n\t\t\t\t\t\t<\/div>\n<\/p><\/form>\n<p> \t\t\t\t\t<button on=\"tap:69d720076631f.toggleClass(class='open')\" role=\"button\" tabindex=\"0\"  class=\"download-form-modal-close\"><\/button>\n\t\t\t\t<\/div>\n<div class=\"download-form-modal-thank\">Enjoy!<\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<hr \/>\n<h2><span style=\"font-weight: 400;\">6 types of essential consultant apps that you&#8217;ll use most<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Almost every consultant has to juggle multiple aspects of the business. And while we love multifunctional apps, seeing as we\u2019ve built one ourselves, a truly holistic Professional Services Automation (PSA) solution may actually\u2014depending on your size\u2014be overkill.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">That\u2019s why we\u2019ve broken down these apps into six categories aligned to a usual consulting lifecycle, to show you more specific use cases.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\"><a id=\"crm\"><\/a><br \/>\n1. Client relationship management<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">A <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/best-crm-for-small-business\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer relationship management (CRM)<\/a> tool should be your ultimate source for up-to-date client information. Particularly as a consultant, your job relies on your ability to garner the trust of the people you advise and coach.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Having an app that concentrates on the needs of those you work with isn\u2019t just so you can have a collection of data stored away somewhere (even though that\u2019s great to have)\u2014it\u2019s ultimately so that you can <\/span><i><span style=\"font-weight: 400;\">use<\/span><\/i><span style=\"font-weight: 400;\"> that data to learn more about your clients, ultimately, to build a stronger <\/span><a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/customer-relations\/\"><span style=\"font-weight: 400;\">relationship<\/span><\/a><span style=\"font-weight: 400;\"> with them.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Plus, the importance of managing client accounts can\u2019t be understated for a consultant. For instance, if your initial service involves providing strategic advice (let\u2019s say in setting a new national marketing strategy), but your client is interested to keep you on for the execution of that strategy, you might end up working with a different contact altogether on their end. In cases like these, a CRM will help you organize various contacts within the client organization under one account\u2014without needing to onboard the overall client company all over again.<\/span><\/p>\n<h4><span style=\"font-weight: 400;\">Best client relationship management apps for consultants<\/span><\/h4>\n<h5><span style=\"font-weight: 400;\">Hubspot<\/span><\/h5>\n<p><i><span style=\"font-weight: 400;\">Best for consultants looking for a lightweight CRM that integrates easily with their communication tools (like <\/span><\/i><a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/find-best-phone-service-for-small-business\/\" target=\"_blank\" rel=\"noopener noreferrer\"><i><span style=\"font-weight: 400;\">phone services<\/span><\/i><\/a><i><span style=\"font-weight: 400;\">, <\/span><\/i><a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/best-video-conferencing-for-small-businesses\/\" target=\"_blank\" rel=\"noopener noreferrer\"><i><span style=\"font-weight: 400;\">video conferencing<\/span><\/i><\/a><i><span style=\"font-weight: 400;\">, and team messaging).<\/span><\/i><\/p>\n<p><span style=\"font-weight: 400;\">Hubspot is probably one of the most popular CRM tools out there\u2014and for good reason. While it has the ability to easily manage and organize contacts like most CRMs, that same key database can also be used by your sales team (to keep leads from slipping through the cracks) and your marketing team (to capture more new leads).\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With such an important focus on tracking relationships, of course it makes sense that it <\/span><a href=\"https:\/\/www.ringcentral.com\/apps\/hubspot\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">integrates seamlessly<\/span><\/a><span style=\"font-weight: 400;\"> with popular communication tools (like RingCentral!) to automatically sync every call, message, and SMS with a client to your CRM.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Because RingCentral has a fully integrated phone (and message <\/span><i><span style=\"font-weight: 400;\">and <\/span><\/i><span style=\"font-weight: 400;\">video calling) feature, that means you can dial someone and take calls\u2014right in your HubSpot dashboard:<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><a href=\"https:\/\/www.ringcentral.com\/apps\/hubspot\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"alignnone size-large wp-image-43291\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/08\/HubSpot-RingCentral-integration-1024x642.png\" alt=\"HubSpot RingCentral integration\" width=\"1024\" height=\"642\" \/><\/a>\u00a0<\/span><\/p>\n<div class=\"tip\">\n<div class=\"tip-heading\"><b>\ud83c\udfc6 Did you know:\u00a0<\/b><\/div>\n<p>RingCentral is a <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/pc-mag-ringcentral-editors-choice\/\" target=\"_blank\" rel=\"noopener noreferrer\"><i>PCMag<\/i>\u2019s Editors\u2019 Choice Award<\/a> winner because of its reliable service and easy-to-use app (among other reasons)!<\/p>\n<\/div>\n<h5><span style=\"font-weight: 400;\">Capsule<\/span><\/h5>\n<p><i><span style=\"font-weight: 400;\">Best for consultants who need an easy, yet powerful, way to manage relationships.\u00a0<\/span><\/i><\/p>\n<p><span style=\"font-weight: 400;\">Capsule is a CRM used by both individuals and small businesses. With strong relationship management capabilities, it lets you track client information alongside information for contacts, leads, vendors, and more. Using Capsule is a great way to manage your <\/span><a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/sales-process\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">sales process<\/span><\/a><span style=\"font-weight: 400;\"> and keep track of bids, deals, proposals, and other opportunities, all within one app.<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-large wp-image-43293\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/08\/Capsule-CRM-app-1024x697.png\" alt=\"Capsule CRM app\" width=\"1024\" height=\"697\" \/><\/p>\n<p><span style=\"font-weight: 400;\">One of the nice things about Capsule is that it\u2019s designed for growing businesses. You can set up teams within Capsule to allow contributors to have varying levels of access control. This is particularly useful in consulting when different team members might work on different phases of a project (from its kickoff to its final handoff), meaning that you\u2019re likely going to need regular adjustments in permissions.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Capsule is a mobile-friendly app that allows you to use the tool at basically any time without being tethered to a desk. From a sales perspective, this is a huge bonus since time is often of the essence when it comes to closing a deal first before your competitors.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\"><a id=\"communications\"><\/a><br \/>\n2. Communications<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">A <\/span><a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/communication-tools\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">communications tool<\/span><\/a><span style=\"font-weight: 400;\"> that allows you to sync up with clients and team members while on the go is something that every consultant needs.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you work with clients based in different parts of the world, you could be traveling to their site for work, but more often than not (especially during COVID-19), most of a consultant\u2019s job happens remotely and relies significantly on video conferencing. A tool that supports this, as well as other <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/communication-channels\/\" target=\"_blank\" rel=\"noopener noreferrer\">channels to communicate<\/a> (such as by text, instant messaging, or phone), will make a big difference in terms of how easily clients can reach you:<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><iframe sandbox=\"allow-scripts allow-same-origin allow-presentation\" title=\"RingCentral app for Desktop: Message. Video. Phone.\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/EbIAZJd9rCU?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen sandbox=\"allow-same-origin allow-scripts allow-presentation\"><\/iframe><\/p>\n<p><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">And if you <\/span><i><span style=\"font-weight: 400;\">are<\/span><\/i><span style=\"font-weight: 400;\"> traveling, then having a <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/remote-working-tools\/\" target=\"_blank\" rel=\"noopener noreferrer\">remote work-friendly tool<\/a> that works on different mobile devices to help you stay connected when you\u2019re not near a desktop will be important for those last-minute requests and changes that happen on the fly.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">More than finding the right solution for their clients, a major challenge for consultants is often effective communication with all stakeholders to make sure no one is left out of the loop when the project moves quickly.<\/span><\/p>\n<div class=\"tip\">\n<div class=\"tip-heading\"><b>\ud83d\udca1 Pro-tip:\u00a0<\/b><\/div>\n<p>Because of the frequent communication between you and your clients, having a communications tool that integrates with your CRM allows you to consistently report and log interactions so that you can gain greater insight on how to meet your clients\u2019 needs.<\/p>\n<\/div>\n<p>&nbsp;<\/p>\n<h4><span style=\"font-weight: 400;\">Best communication tool for consultants<\/span><\/h4>\n<h5><a href=\"https:\/\/www.ringcentral.com\/rcapp.html\"><span style=\"font-weight: 400;\">RingCentral<\/span><\/a><\/h5>\n<p><em>Best for consultants who need to communicate with clients in a variety of different ways, including phone calls, <a class=\"waffle-rich-text-link\" href=\"https:\/\/www.ringcentral.com\/video-call.html\">video calls,<\/a> team messaging, and screen sharing.<\/em><\/p>\n<p><span style=\"font-weight: 400;\">Let\u2019s face it. Email is not the only way you communicate with clients and prospects. Nor should it be!<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you\u2019ve ever had a particularly demanding client who expects near-instantaneous responses, you know what we mean. You can\u2019t just be using email.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">One of the biggest strengths of RingCentral\u2019s desktop and mobile apps is that they\u2019re a truly multifunctional collaboration tool. No matter how your clients prefer to reach out to you, they can do that. You don\u2019t even have to make them download the app\u2014if you want to get on a <\/span><a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/secure-video-conferencing\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">secure video call<\/span><\/a><span style=\"font-weight: 400;\">, you can invite them to one on the RingCentral using just a meeting link and password, and they can join from their internet browser:<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-large wp-image-42922\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/08\/gcal-meeting-1024x674.png\" alt=\"RingCentral's Google Calendar integration\" width=\"1024\" height=\"674\" \/><\/p>\n<p><span style=\"font-weight: 400;\">You can do screen shares, you can share files\u2014even flip your meeting from a phone call to a video screen share in one click without interrupting the meeting:<\/span><\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-43036 size-full\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/08\/541703413-Call-to-Video-Blog-Post-Images_mobile.gif\" alt=\"flipping a call between devices\" width=\"375\" height=\"812\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">Other perks:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>Work on the go:<\/b><span style=\"font-weight: 400;\"> With the accompanying <\/span><a href=\"https:\/\/www.ringcentral.com\/mobile-app.html\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">iOS and Android mobile app<\/span><\/a><span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">, teams can work from their personal devices from anywhere, sharing information in real time without delay to increase overall transparency amongst the entire team.<\/span><\/span><\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Screen share with annotations:<\/b><span style=\"font-weight: 400;\"> Remember what we said about screen sharing? Well, actually you can do more than that\u2014with RingCentral, you and your clients and teammates can make annotations on a screen share in real time. It\u2019s as close to an in-person collaboration experience as you can get:<br \/>\n<img decoding=\"async\" class=\"alignnone size-large wp-image-43075\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/08\/Annotations-1024x598.png\" alt=\"screen share annotations in ringcentral video\" width=\"1024\" height=\"598\" \/><\/span><\/li>\n<\/ul>\n<hr \/>\n<p class=\"p1\"><span class=\"s1\">\ud83d\udd79\ufe0f<\/span> Get a hands-on look at how RingCentral works by booking a product tour:<\/p>\n<p class=\"p1\"><button data-href=\"#leadform-popup\" class=\"js-open-popup-activator btn primary\" >Choose a time<\/button><\/p>\n<p>\ud83d\udcb0 You can also <strong><a href=\"http:\/\/www.ringcentral.com\/roi-calculator\" target=\"_blank\" rel=\"noopener noreferrer\">use this calculator<\/a> <\/strong>to see roughly how much your business could save by using RingCentral to support your team&#8217;s communication with each other\u2014and clients.<\/p>\n<hr \/>\n<h3><span style=\"font-weight: 400;\"><a id=\"project\"><\/a><br \/>\n3. Project management<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Keeping a project in scope and delivered on time while not exceeding the budget is what makes a consultant\u2019s time profitable. A project management tool that allows you to monitor milestones and scope in real time while keeping an eye on resource allocation and margins will help you manage projects effectively\u2014with no surprises to come later.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Often, a client\u2019s confidence in your ability to handle their project comes down to who on your side is leading the team. If you run a consulting business, an effective <\/span><a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/project-management-tools\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">project management tool<\/span><\/a><span style=\"font-weight: 400;\"> can help you track your team\u2019s utilization to match incoming work with the right individual skill sets on your team.\u00a0<\/span><\/p>\n<h4><span style=\"font-weight: 400;\">Best project management tools for consultants<\/span><\/h4>\n<h5><span style=\"font-weight: 400;\">Mavenlink<\/span><\/h5>\n<p><i><span style=\"font-weight: 400;\">Best for consultants focused on maximizing utilization and improving margins.<\/span><\/i><\/p>\n<p><span style=\"font-weight: 400;\">Mavenlink is a resource and project planning tool that\u2019s built for service businesses\u2014like consulting!\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With Mavenlink, every project tracks its own profit or loss, which makes it easy for consulting teams to separately manage the success of different projects. As a unified platform that allows you to stitch together different workflows, you can connect multiple teams (project contributors, accounting managers, resource managers, and so on) onto Mavenlink for increased visibility and data sharing.\u00a0<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-large wp-image-43294\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/08\/Mavenlink-app-1024x655.png\" alt=\"\" width=\"1024\" height=\"655\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Other perks:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>Track issues as they happen:<\/b><span style=\"font-weight: 400;\"> With margins, budgets, and burn rates being reported in real time, you can see project profitabilities at any point in time and spot opportunities to course correct as needed.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Super effective resource management:<\/b><span style=\"font-weight: 400;\"> The Master Planning feature gives you a comprehensive overview of resources and team member information, enabling you to manage resources effectively (by scheduling and controlling what team members are working on and assign projects based on specific skills and roles).<\/span><\/li>\n<\/ul>\n<h5><span style=\"font-weight: 400;\">Accelo<\/span><\/h5>\n<p><i><span style=\"font-weight: 400;\">Best for consultants looking for a project management tool that can help them save time.<\/span><\/i><\/p>\n<p><span style=\"font-weight: 400;\">Accelo is another strong choice for consultants to consider when deciding on a project management tool\u2014especially if you\u2019re hell-bent on saving time.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With Accelo, you can <\/span><a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/task-automation\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">automate many tasks<\/span><\/a><span style=\"font-weight: 400;\"> that would typically require manual inputs or tracking.<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-large wp-image-43295\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/08\/Accelo-project-management-app-1024x636.png\" alt=\"\" width=\"1024\" height=\"636\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Other perks:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>Automatic time capturing:<\/b><span style=\"font-weight: 400;\"> Accelo\u2019s ability to integrate with apps you\u2019re already using (like Gmail, Google Calendar, Microsoft Office, and Outlook) helps you automatically capture time spent throughout the work week so you don\u2019t have to worry about manually tracking the time yourself.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Automatic invoicing: <\/b><span style=\"font-weight: 400;\">You can generate invoices automatically using project and timesheet details tracked within Accelo. For recurring invoices, you can even set these to send automatically each month. If you\u2019re using a separate accounting software (like Xero and QuickBooks Online), invoices can also be linked to keep information consistent between apps while reducing the need to enter that information again.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Collaborate directly with clients:<\/b><span style=\"font-weight: 400;\"> Give your clients access to a portal where they can access shared documents and track ongoing project tasks. Not only does this make your workflow more efficient, it also increases transparency between you and your clients and gives them the flexibility to check on projects themselves.<\/span><\/li>\n<\/ul>\n<h3><span style=\"font-weight: 400;\"><a id=\"proposal\"><\/a><br \/>\n4. Proposal management<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">When a request for proposal (RFP) comes in (with not a lot of time given for a response), having the right proposal management tool can help you streamline the process of organizing recommendations, creating timelines, and putting together estimates so that you can focus on keeping your hours billable.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A strong proposal management tool will have features like the ability to collaborate in real time with other contributors, provide insights and analytics on your client\u2019s interaction with your submitted proposal, as well as let you customize your proposal so that it\u2019s consistently on-brand.<\/span><\/p>\n<div class=\"tip\">\n<div class=\"tip-heading\"><b>\ud83d\udca1 Pro-tip:\u00a0<\/b><\/div>\n<p>Having a proposal management tool that integrates with your CRM tool allows you to quickly share information between the two, such as having a renewed contract be updated on both ends at once.<\/p>\n<\/div>\n<p>&nbsp;<\/p>\n<h4><span style=\"font-weight: 400;\">Best proposal management tools for consultants<\/span><\/h4>\n<h5><span style=\"font-weight: 400;\">Qwilr<\/span><\/h5>\n<p><i><span style=\"font-weight: 400;\">Best for consultants who want a strongly branded\u2014and more efficient\u2014proposal experience.<\/span><\/i><\/p>\n<p><span style=\"font-weight: 400;\"><a href=\"https:\/\/qwilr.com\/\">Qwilr\u2019s online proposal software<\/a> lets you create stunning documents in minutes. It comes with a simple editor that lets you design using building blocks to create beautiful, customized proposals without needing to be a great designer.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Their interactive and mobile-responsive documents help stand you apart from other candidates submitting stale and static proposals.<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-large wp-image-43296\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/08\/Qwilr-proposal-management-app-1024x728.png\" alt=\"Qwilr proposal management app\" width=\"1024\" height=\"728\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Other perks:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>Automatic proposal creation: <\/b><span style=\"font-weight: 400;\">Because Qwilr can integrate with popular CRM tools like HubSpot and Salesforce, you can automatically create personalized documents using data directly from these CRM tools and edit from there.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Built-in insights:<\/b><span style=\"font-weight: 400;\"> Feeling antsy about whether a potential client is leaving you hanging? Qwilr\u2019s analytics show you when a client has viewed your proposal, and it\u2019ll notify you immediately so that you can find the perfect time to follow up without needing to guess if the client\u2019s made a decision yet.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Create proposals as web pages:<\/b><span style=\"font-weight: 400;\"> Unlike PDF-style documents, Qwilr\u2019s proposals are viewable completely online. This saves your clients from having to download a file while also giving them the convenience of viewing the proposal on mobile or tablet. Plus, you can password-protect proposals and set time limits on when they\u2019re viewable.<\/span><\/li>\n<\/ul>\n<h5><span style=\"font-weight: 400;\">Bidsketch<\/span><\/h5>\n<p><i><span style=\"font-weight: 400;\">Best for consultants looking to cut proposal creation times in half.<\/span><\/i><\/p>\n<p><span style=\"font-weight: 400;\">Bidsketch is a proposal tool that makes the process of creating proposals effortless. Most consultants aren\u2019t designers, and it lets you use existing templates and drop in content, fees, and design.<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-43297\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/08\/bidsketch-proposal-management-app.png\" alt=\"bidsketch proposal management app\" width=\"995\" height=\"653\" \/><\/p>\n<p><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you\u2019re offering similar services for different clients, these templates are useful since all you need to do is make a couple tweaks with a few clicks to an existing document before it\u2019s ready for the next client.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Other perks:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>Easily add optional fees:<\/b><span style=\"font-weight: 400;\"> With a built-in upsell feature, you can make any pricing items optional and even have the option to automatically include them as part of your sales document. This is specifically useful for consultants who prefer to build out a \u201cpricing menu\u201d for their services.<br \/>\n<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Automatically guide clients to next steps:<\/b><span style=\"font-weight: 400;\"> You can set up an approval message to appear with instructions on next steps for the clients right when they sign your proposal. Setting them up with the information and documents they need will let you jump ahead and get the project off the ground straight away.\u00a0<\/span><\/li>\n<\/ul>\n<h3><span style=\"font-weight: 400;\"><a id=\"time\"><\/a><br \/>\n5. Time management<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Something that most professionals struggle with is accurately tracking how their time is spent. Often forgotten about are the hours spent checking emails or sitting in meetings. And yet, these activities are all a part of the work that should reasonably be charged for.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Did you know that poor time tracking habits can cost your business up to $110,000 annually in lost revenue?<\/span><sup><span style=\"font-weight: 400;\">1<\/span><\/sup><span style=\"font-weight: 400;\"> Yeah, that\u2019s a lot. This habit is even more important for consultants who bill for their time. For them, every minute matters.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Sometimes seen as an administrative burden, tracking your work hours every day might seem like a tedious task. But with the right non-invasive tool, you can easily add this habit effortlessly into your workday and have your earnings reflect that for the good.<\/span><\/p>\n<div class=\"tip\">\n<div class=\"tip-heading\"><b>\ud83d\udca1 Pro-tip:\u00a0<\/b><\/div>\n<p>A time tracking tool that integrates into your project management and invoicing system makes it that much easier to see how your budget is doing.<\/p>\n<\/div>\n<p>&nbsp;<\/p>\n<h4><span style=\"font-weight: 400;\">Best time management tool for consultants<\/span><\/h4>\n<h5><span style=\"font-weight: 400;\">Hubstaff<\/span><\/h5>\n<p><i><span style=\"font-weight: 400;\">Best for busy consultants looking for a seamless way to track their time.<\/span><\/i><\/p>\n<p><span style=\"font-weight: 400;\">Hubstaff is a time-tracking software that\u2019s lightweight and runs invisibly in the background so that it doesn\u2019t pull you away from your core tasks.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It allows you to organize tracked time by projects and tasks, and it gives a breakdown of specifically what was completed, when, and by who. Best of all, it integrates with Mavenlink (a project management tool we mentioned above) so that you can use that data to automate tracking of your project\u2019s overall progress.<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-large wp-image-43298\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/08\/hubstaff-time-management-app-1024x689.png\" alt=\"hubstaff time management app\" width=\"1024\" height=\"689\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Other perks:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>Track time on the road:<\/b><span style=\"font-weight: 400;\"> Often when we think about tracking our work hours, it\u2019s easy to forget about tracking time spent traveling. For consultants who frequently commute to clients and count travel time as billable, Hubstaff has a built-in GPS time tracker so that you can monitor your route history and record time spent in transit without needing to remember to hit \u201cStart.\u201d<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Idle timeouts:<\/b><span style=\"font-weight: 400;\"> Forgot to stop tracking your time, even when you\u2019ve moved onto the next task? Not a problem. Hubstaff can detect idle time and stop the clock from running for you.<\/span><\/li>\n<\/ul>\n<h3><span style=\"font-weight: 400;\"><a id=\"finances\"><\/a><br \/>\n6. Finances<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">If your project timelines are short, then you\u2019ll want to make sure you\u2019re invoicing regularly at the end of each project. A financial tool that helps you manage accounting data to <a href=\"https:\/\/thecfoclub.com\/tools\/best-accounts-payable-software\/\">track accounts payable\/receivable<\/a>, billing and invoicing, payroll management, and financial forecasts are all integral to getting paid on time for your efforts.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Specifically for consultants, you\u2019ll want an accounting tool and <a href=\"https:\/\/www.rillion.com\/blog\/best-accounts-payable-automation-software\/\">AP automation software<\/a> that can handle time tracking and customer billing, management of billable expenses (to attach receipts and add markups easily), as well as mileage tracking (if you\u2019re using a personal vehicle for business).<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The <a href=\"https:\/\/unrubble.com\/products\/timesheets\">right timesheet system<\/a> is also important to decide on if you have a team of consultants who are entering their time and expenses remotely. You\u2019ll want a tool that can integrate with your accounting system to make invoicing a breeze.<\/span><\/p>\n<h4><span style=\"font-weight: 400;\">Best financial tool for consultants<\/span><\/h4>\n<h5><span style=\"font-weight: 400;\">Xero<\/span><\/h5>\n<p><i><span style=\"font-weight: 400;\">Best for consultants looking for a secure, reliable, and flexible way to manage their business finances.\u00a0<\/span><\/i><\/p>\n<p><span style=\"font-weight: 400;\">Xero is a robust accounting software that provides a rich dashboard view of all your financials and comes with invoicing and expense management features.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For small consulting businesses that don\u2019t have the resources or extra time to dedicate to bookkeeping, Xero can help you create efficiencies by reducing the time it takes to file taxes, offering pre-made templates for reporting use, and having an automated system to place to turn quotes into invoices without the need for manual entry.\u00a0<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-43299\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/08\/xero-financial-tool.png\" alt=\"xero financial tool\" width=\"1000\" height=\"508\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Other perks:<\/span><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>Built to handle international business: <\/b><span style=\"font-weight: 400;\">With multicurrency level accounting that automatically tracks gains and losses for more than 160 currencies worldwide, you don\u2019t have to worry about the nuances that come with working for clients in different parts of the world.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Track payments automatically:<\/b><span style=\"font-weight: 400;\"> Xero\u2019s ability to link with your bank account means it can automatically track your paid or unpaid sales invoices by matching payments against bank statements to save you bookkeeping time.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Backed-up data:<\/b><span style=\"font-weight: 400;\"> Having accurate and accessible financial data is integral to any business, especially when it comes to having historic records for tax and audit purposes. That\u2019s why relying on a cloud-based accounting software that can back up your data automatically can save you much hassle down the line.<\/span><\/li>\n<\/ul>\n<hr \/>\n<p class=\"p1\">\ud83d\udc40\u00a0 Find out how one consultancy is spotting sales opportunities and optimizing workflows with advanced analytics.<\/p>\n<p class=\"p1\">\n<div class=\"download-form-widget standart-download-form\" data-url=\"https:\/\/netstorage.ringcentral.com\/case_studies\/peninsula.pdf\" data-id=\"69d720076648f\" id=\"69d720076648f\">\n\t\t<button tabindex=\"on\"  on=\"tap:69d720076648f.toggleClass(class='open')\" class=\"open-modal-download-action download-form-button\" type=\"submit\">\ud83d\udcd9 Get the case study<\/button><\/p>\n<div class=\"download-form-modal\">\n<div class=\"download-form-modal-body\">\n<div class=\"download-form-modal-content\">\n<div class=\"download-form-modal-title\">\ud83d\udcd9 Get this free case study to find out the key to Peninsula's success. <\/div>\n<form class=\"download-form SMB\" method=\"post\">\n<div class=\"download-form-part\">\n\t\t\t\t\t\t\t<input class=\"download-form-input\" aria-label=\"Full Name\" aria-required=\"true\" aria-invalid=\"false\" type=\"text\" name=\"fullname\" placeholder=\"Full Name\" data-dl-events-hover=\"true\" data-dl-element=\"text\" data-dl-additional-info=\"download form\">\n\t\t\t\t\t\t<\/div>\n<div class=\"download-form-part\">\n\t\t\t\t\t\t\t<input class=\"download-form-input\" aria-label=\"Email (please enter a work email address)\" aria-required=\"true\" aria-invalid=\"false\" type=\"email\" autocomplete=\"on\" name=\"email\" placeholder=\"Email (please enter a work email address)\" data-dl-events-hover=\"true\" data-dl-element=\"email\" data-dl-additional-info=\"download form\">\n\t\t\t\t\t\t<\/div>\n<div>\n\t\t\t\t\t\t\t<input type=\"hidden\" name=\"popup_form\" value=\"1\">\n\t\t\t\t\t\t<\/div>\n<div>\n\t\t\t\t\t\t\t<input type=\"hidden\" name=\"Lead_Entry_Source__c\" value=\"RC Blog\" class=\"download-form-input\"\/>\n\t\t\t\t\t\t<\/div>\n<div class=\"download-form-part\">\n\t\t\t\t\t\t\t<button class=\"download-form-submit\" type=\"submit\" data-dl-element=\"button\" data-no-auto-dl=\"true\" data-dl-additional-info=\"download form\" data-dl-name=\"Get it now\">Get it now<\/button>\n\t\t\t\t\t\t<\/div>\n<\/p><\/form>\n<p> \t\t\t\t\t<button on=\"tap:69d720076648f.toggleClass(class='open')\" role=\"button\" tabindex=\"0\"  class=\"download-form-modal-close\"><\/button>\n\t\t\t\t<\/div>\n<div class=\"download-form-modal-thank\">Enjoy! <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p>\n<hr \/>\n<h2 class=\"heading h2\"><span style=\"font-weight: 400;\">What&#8217;s the best consultant app for <em>your<\/em> working style?<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Finding the right app is great, but the job\u2019s only just begun.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Trying to manage a host of different apps can be tedious and confusing (and expensive).\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">As you\u2019re debating which one(s) to use, try to choose one that allows you to achieve multiple functions at once (for instance, RingCentral can meet your team collaboration and client video conferencing needs) and\/or has the ability to integrate into your existing set of tools. (Do you use Google Workspace<\/span><span style=\"font-weight: 400;\">\u00a0or <\/span><a href=\"https:\/\/www.ringcentral.com\/apps\/ringcentral-office-365\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">Microsoft 365<\/span><\/a><span style=\"font-weight: 400;\">?)<\/span><\/p>\n<p><span style=\"font-weight: 400;\">When considering which apps to onboard, think about:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The complexity of your business<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The budget you have to spend<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The effort required to maintain the app with up-to-date information<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">And remember\u2014more is not always better. Actually, in this case, the opposite just might be true.\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<p><sup><span style=\"font-weight: 400;\">1<\/span><\/sup><span style=\"font-weight: 400;\"> accelo.com\/resources\/blog\/how-to-recover-up-to-110000-in-lost-revenue-every-year<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The job of a consultant is extremely multifaceted. You\u2019re not just consulting\u2014you\u2019re often managing other parts of the job too, like prospecting for clients and project management. Especially if you run your own consultancy or small business, you\u2019re probably doing a lot of this on your own\u2014while simultaneously working to get new clients onboarded and &#8230;<\/p>\n","protected":false},"author":29,"featured_media":43223,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[17901],"tags":[18673,18671,18672],"class_list":["post-43290","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-leadership","tag-best-apps-for-consultants","tag-consultants","tag-tools-for-consultants"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v19.3 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>The 9 best consultant apps for staying organized &amp; keeping clients happy<\/title>\n<meta name=\"description\" content=\"The job of a consultant is extremely multifaceted. 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