Ensure you’re getting paid for the value you add to your clients with options such as:

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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:

Nutshell: When starting out, you need a simple and affordable way to manage your leads and close more deals. With a robust starter option plan and unique add-on options, Nutshell is built for service businesses looking to scale. Learn more here about how Nutshell helps professional services businesses close more deals.
Salesforce: Salesforce is a popular option for large consulting firms, though it can get pricey for smaller businesses.
HubSpot Sales Hub: A decent middle-of-the-road option for CRM users. It is scalable and has many integration options.
2. Time-tracking software
ClickUp software for consultants
Consultants often work on a per-hour basis for clients, so good time-tracking software is essential to running your business.


ClickUp: Track time from any device, stop and start tracking in real time, and add retroactive hours as necessary. ClickUp makes time tracking easy so you can focus on your work.
Harvest: In addition to visual reports of your time spending, macedonia mobile phone number Harvest allows you to process automatic invoices and payments through integrations with QuickBooks, Stripe, and PayPal.
Hubstaff: This powerful time-tracking and workforce analytics app includes features like screenshotting and activity rates. Plus, you can add timesheets to proposals and invoices to ensure that you and your client are on the same page.
3. Invoicing software
Quickbooks software for consultants
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:

QuickBooks: QuickBooks works from any device, allows you to send invoices and automated payment reminders, and gives you an overview of the cash flow of your business.
FreshBooks: FreshBooks has all the features that a robust accounting software needs, plus their Select Plan allows you to customize service options for companies with more complex accounting requirements.
Xero: An accounting software created with small businesses in mind. Xero helps you keep your finances organized by automating admin and storing your documents online for quick access, in addition to customized billing and invoicing.
4. Project management software
Asana software for consultants