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Consulting can be overwhelming–balancing clients, projects, and finances all at once. But it doesn‘t have to be. With the right apps, you can automate project management, time tracking, and financial tasks so you can focus on what matters ▶️ “delivering results.” Birdview PSA offers an all-in-one solution to manage everything from planning to billing. The best part? You‘ll save time, stay organized, and grow your business without the hassle. Ready to make your workday a little easier? Let‘s get started!
Why choosing the right apps matters?
Technology is transforming the way consulting firms manage their workflows. The right apps can streamline operations, automate repetitive tasks, and reduce errors, giving your firm a competitive advantage.
By eliminating manual processes, you can scale your business without increasing overhead.
With the right tools, you‘ll enhance collaboration, track resources in real time, and provide clients with faster, more accurate updates.
Apps also simplify data analysis, empowering you to make informed decisions. This helps you
- meet client demands swiftly,
- improve service quality,
- and drive client satisfaction.
Shifting from traditional methods to modern software-driven approaches can dramatically improve your firm’s operations.
Let‘s take a closer look at how these two approaches compare across key business aspects.
Traditional approaches vs. modern software-driven methods
| Aspect | Traditional Approach | Modern Software-Driven Approach |
| Efficiency | Manual processes and paperwork cause delays and mistakes. | Automation speeds up tasks and cuts errors. |
| Scalability | Growth requires more staff and resources. | Software adapts to your needs, supporting growth without extra costs. |
| Client communication | Email and meetings slow down feedback. | Real-time tools let you communicate and get approvals instantly. |
| Data management | Data is scattered across multiple systems or physical files. | Centralized databases make data easy to access for better decisions. |
| Cost management | Manually tracking finances leads to errors and inefficiency. | Integrated tools help you track budgets and forecast better. |
Key features to look for in consulting software apps
Here are some key features to keep in mind when you’re choosing the best app for your consulting needs.
1. Free trials
Look for software that offers free trials if you‘re just getting started or operating on a tight budget. A free trial lets you try out the core features with no long-term commitment.
Before committing to anything, test the platform and decide if it meets your needs.
2. Reporting and analytics
Consulting software must provide detailed reports and analytics. You need to track project performance, financial health, and team productivity.
Customizable reports will help you make informed decisions and stay on top of progress.
3. Collaboration
Collaboration tools are a must. Choose software that keeps everything centralized around tasks.
Make sure your team can share updates, files, and feedback instantly. This keeps everyone on the same page and eliminates delays.
4. Client management
Keep everything about your clients in one place. The software should help you store client details, track interactions, and manage projects.
With all client information at your fingertips, you can work faster and build better relationships.
Read ▶️ Project Management Software with Client Portal
5. Customization
Consulting businesses work differently. Pick software that lets you adjust it to fit your way of working. Customize forms, templates, and dashboards to make the platform work for you.
6. Integrations
The software should integrate with the tools you already use. Whether it‘s accounting software, CRM systems, or communication tools, make sure it integrates smoothly. This will save you time and reduce manual tasks.
1. All-in-one best apps for consultants & consulting firms: Birdview PSA
Birdview PSA gives consultants and consulting firms everything needed to stay on top of daily challenges.
Simplify your workload by managing projects, coordinating teams, and updating clients, all from a single platform.
Use Birdview to track time, schedule/allocate resources, and manage client interactions without jumping between tools.
Bring clarity to your operations by keeping every aspect of your business connected and organized.
Keep clients in the loop with transparent updates through the guest portal. Show progress clearly, build trust, and create stronger connections with your clients.
By addressing the unique needs of consulting, Birdview helps you stay organized, meet deadlines, and deliver better results.
Here‘s how Birdview PSA can tackle the everyday challenges consultants face:
1. Comprehensive project management
Complete project visibility
Managing multiple projects at once often means dealing with fragmented information. Birdview PSA eliminates this issue by giving you a unified, real-time view of every project.
You can track everything–tasks, deadlines, budgets–on a single platform.
This means you can stay ahead of your client’s expectations, avoid surprises, and make sure that nothing falls through the cracks.
Resource management
Allocating resources across multiple projects can be a headache, especially when working with small teams or as an independent consultant.
Birdview‘s interactive resource loading feature lets you quickly assess team availability. You‘ll be able to prevent team members from being overburdened or underutilized, keeping workloads balanced and productivity high.
Time tracking
Tracking time accurately is critical for consultants, especially when billing clients. Birdview makes time tracking simple by letting you monitor both billable and non-billable hours.
You can also set customized billing rates for each client, generating detailed billing reports that ensure clients are billed correctly.
2. Streamlined team collaboration
Effective communication
Communication often gets lost in a sea of emails, messages, and phone calls, making it tough to keep track of important updates.
Birdview solves this by centralizing all project management communication in one platform.
Your team can collaborate effortlessly, and clients stay informed through a guest portal, improving transparency and cutting down on miscommunication.
Task and subtask management
For a project to succeed, everyone needs to know their exact responsibilities. Birdview allows you to break down your projects into tasks and subtasks and assign them to the right team members.
This keeps your team organized, focused, and accountable, improving execution speed and overall quality.
3. Improved client engagement
Client access
Your clients want to know where their projects stand. Birdview‘s guest portal gives clients access to track project progress, review tasks, and monitor time spent on activities.
This transparency builds stronger client relationships, as they feel more involved and confident in your work. You‘ll reduce misunderstandings and keep your clients happy with consistent updates.
On-time and on-budget deliverables
Delivering projects on time and within budget is always a top priority. Birdview helps you stay on track by providing real-time tracking of project progress and budgets.
You can quickly identify any issues that might delay a project or cause budget overruns and take immediate action. This proactive approach helps you maintain client trust and boosts profitability by keeping everything under control.
4. Real-time Insights & business intelligence
Real-time reporting
Waiting for end-of-month reports to make decisions is a thing of the past.
Birdview provides real-time reporting on key metrics like project revenue, costs, and time spent. This gives you instant insights into your projects and allows you to adjust strategies or operations quickly, rather than waiting to make changes after it‘s too late.
Financial tracking
Tracking financials can be overwhelming when you have multiple projects running at once. Birdview helps you monitor your project budgets, expenses, and overall financial health.
With detailed reports and visibility into every dollar spent, you can optimize billing, prevent budget overruns, and make more accurate forecasts to improve your financial planning.
5. Flexible integration options
Birdview PSA integrates over 5000 business tools, such as QuickBooks, MS Outlook, Jira, and Salesforce. This allows you to consolidate your workflows into one platform, whether you‘re managing accounting, CRM, or project management.
By syncing all your tools, you reduce manual data entry and eliminate the risk of errors, ultimately saving you time and effort while improving operational flow.
6. Scalable to your firm’s needs
As your firm grows, so do your software needs. Birdview PSA is designed to scale with your business, whether you‘re a solo consultant or part of a large consulting firm.
It adapts to various industries, from IT to architecture, making sure that your business processes stay aligned as you expand.
With Birdview, you can grow without worrying about outgrowing your software–no major overhaul is needed.
Why do consultants choose Birdview PSA?
- One platform for all needs: Birdview PSA provides everything you need for project management, time tracking, resource allocation, and client communication–all in one platform.
- Better client relationships: Birdview PSA helps in keeping your clients informed at every step. With real-time updates and client access features, you can make sure they stay engaged throughout the project.
- Increased profitability: Birdview PSA helps you track your billable hours accurately. Optimize resource allocation to increase your profits. Birdview helps you cut overhead costs and guarantees you‘re paid fairly for the time you invest in each project.
Here‘s what users have to say about the Birdview PSA App!
As of the writing date, Birdview PSA has 4.5 out of 5 stars and 380 reviews on Capterra.
Here‘s what some users have to say about using Birdview PSA.
BoomData, an IT consulting firm, saw clear improvements after adopting Birdview PSA. The company struggled with managing client expectations and meeting project deadlines within budget. After switching to Birdview, they reduced project initiation and planning time by 10%. Execution improved by 20%, and 15% more projects were completed on budget and on time. The guest portal updated clients in real time, building trust and preventing last-minute issues. Real-time tracking of time, tasks, and resources boosted team collaboration and efficiency.
Ravi S., an IT consultant, found Birdview PSA valuable. He appreciated the helpful customer support and the software‘s flexibility. He loved how the task view options let him organize his workload to fit his needs. The auto-create feature stood out for simplifying project setup. Ravi also praised Birdview‘s customer support, which made up for occasional updates to the user interface. For him, the software provided clarity and structure, making it easier to manage his tasks and responsibilities.
Austin T., another IT consultant, highlighted how Birdview PSA made collaboration smoother for his team. Sharing files and gathering input from colleagues became much easier, which kept their projects on track. Austin valued the software‘s ability to export status reports quickly, providing a clear overview of progress. For Austin and his team, Birdview streamlined project management, improved coordination, and kept everyone on the same page.
A senior consultant in civil engineering praised Birdview PSA for helping standardize work across projects. The project templates saved time, and the software‘s flexibility meant changes could be made without outside support. Customizable filters gave the consultant a better view of project statuses, while easy-to-create reports helped manage complex, multi-stage projects. These features made staying organized and productive simpler for him and his team.
Kenneth G., a software leader in engineering, shared how Birdview PSA improved team alignment with project goals. The software‘s cloud-based platform and multi-device access made it easy to deploy across his team. Kenneth appreciated the intuitive interface, especially compared to MS Project. The ability to access real-time updates increased communication and promoted trust with clients, making managing big and small projects much more straightforward.
Phil G., a project manager in mechanical engineering, emphasized how Birdview PSA replaced multiple tools and documents with one integrated platform. The ability to track financials was a major part of their switch from MS Project. Birdview‘s Outlook integration made managing tasks even easier. Phil found the approval feature more efficient than traditional methods, and the software‘s resource management tools kept his team on track, helping projects stay within scope.
Danielle R., a communications director in higher education, appreciated how Birdview PSA helped her office run more smoothly and paperlessly. With all assignments visible in one place and due dates clearly displayed, her workflow became much more streamlined. Birdview kept project conversations centralized, making it easier for her team to stay on top of multiple tasks. Danielle‘s team became more organized and connected, improving collaboration across all their projects.
2. Best project management and collaboration apps for consultants
Managing multiple clients and deadlines requires strong project management tools. The right app can help you stay organized and improve efficiency.
Here are some of the best tools you can use to take charge of your workflow.
Best task management and productivity apps
Asana
Asana keeps your tasks, deadlines, and project progress in one place. It‘s ideal for consultants who need to manage both client projects and internal work.
Whether working solo or collaborating with a team, Asana helps you stay on top of every detail. Organize projects, assign tasks, and track progress seamlessly.
Pricing
Click here to check the pricing plans!
Monday.com
Monday.com lets you build custom workflows customized to your consulting needs. Whether you’re managing client deadlines, team collaboration, or tracking project milestones, Monday.com helps you stay in control.
The platform offers flexibility in how you manage your projects and communicate with your team, making it a great choice for consultants who need a versatile tool.
Pricing
Click here to check the pricing plans!
Trello
Trello is a simple and visual project management tool. It uses boards to organize tasks and timelines, making it easy to track progress.
For consultants who prefer a straightforward, drag-and-drop interface, Trello offers an intuitive way to manage projects and collaborate with clients.
You can easily visualize task completion and keep everything moving.
Pricing
Click here to check the pricing plans!
Best CRM apps for consultants
Building and maintaining strong client relationships is vital to your consulting business. These CRM apps help you manage client interactions, track leads, and streamline follow-ups.
HubSpot CRM
HubSpot CRM is an easy-to-use, free platform that automates contact management, deal tracking, and follow-up tasks.
Perfect for consultants in any industry, it helps you stay organized without the complexity.
Use it to manage your client base, track communication history, and ensure you never miss an important follow-up.
Pricing
Click here to check the pricing plans!
Zoho CRM
Zoho CRM is an all-in-one tool for managing leads, automating sales processes, and generating detailed reports.
Designed for consultants who want a comprehensive view of their client relationships, Zoho CRM makes it easier to stay on top of sales activities and keep your clients happy.
Pricing
Click here to check the pricing plans!
Pipedrive
Pipedrive helps consultants visualize their sales pipeline and manage client interactions more proactively.
The tool is designed to track progress, set goals, and provide in-depth reports to help you make data-driven decisions. Use Pipedrive to stay on top of your sales activities and client needs.
Pricing
Click here to check the pricing plans!
Best communication apps for consultants
Clear communication is a cornerstone of effective consulting. Whether you‘re communicating with clients or your team, these apps keep you connected and improve collaboration.
Slack
Slack helps you organize team communication and file sharing and integrates with other productivity tools.
You can easily collaborate with both clients and your team, making real-time communication simple and efficient. Slack‘s channels help keep conversations organized, ensuring you never miss important updates.
Pricing
Click here to check the pricing plans!
Microsoft Teams
Microsoft Teams brings together chat, video meetings, and file sharing all in one platform.
If you already use Microsoft tools, Teams integrates seamlessly into your workflow. It‘s perfect for consultants who need a unified platform to collaborate with clients and colleagues.
Pricing
Click here to check the pricing plans!
Zoom
Zoom is the go-to app for virtual meetings.
Whether you’re hosting a one-on-one client call or a large team meeting, Zoom‘s video conferencing and screen-sharing features make it easy to collaborate in real time. Stay connected with clients and colleagues through high-quality video calls.
Pricing
Click here to check the pricing plans!
3. Best time management and financial apps for consultants
Time and money are everything for consultants. These apps help you stay on top of both, making your work easier and more organized.
Best time tracking apps for consultants
Keeping track of your time is key for accurate billing and boosting productivity. These apps make it easy to stay on top of your time and make every hour count.
Toggl Track
Track billable and non-billable hours with ease using Toggl Track. Log your time quickly and accurately, and take control of client billing and productivity.
Use the detailed reports to pinpoint areas for improvement and stay on top of your business operations. Maximize your time and improve client management by identifying how you spend each moment.
Pricing
Click here to check the pricing plans!
Clockify
Clockify helps you track your hours across multiple projects, keeping you organized. With its free, easy-to-use interface, you can break down your time by project or client.
Review your detailed reports to spot trends, and use these insights to manage your workload and your finances better.
Pricing
Click here to check the pricing plans!
RescueTime
Let RescueTime run in the background and capture how you spend your time. The app tracks your computer activity and provides real-time insights into your productivity.
Use this data to spot distractions and improve your focus, so you can get more out of every consulting hour.
Pricing
Click here to check the pricing plans!
Best financial management and invoicing apps for consultants
Managing your finances, billing, and expenses is a key part of consulting, and these apps offer some great features to help you do just that.
QuickBooks
Manage your finances, invoicing, and expenses all in one place with QuickBooks. Generate professional invoices, track payments, and create financial reports to stay organized.
Save time on bookkeeping, simplify tax filings, and make business analysis easier with this tool.
Pricing
Click here to check the pricing plans!
FreshBooks
Automate your invoicing and expense tracking with FreshBooks. It integrates seamlessly with time-tracking apps, letting you transfer billable hours directly into invoices.
Stay on top of your finances while maintaining a professional image with clients, giving you more time to focus on your work.
Pricing
Click here to check the pricing plans!
Wave
Wave offers a free, simple accounting solution for consultants. Track your expenses, scan receipts, and manage invoices all in one place.
If you’re looking to keep your finances in check without dealing with complex systems, Wave provides exactly what you need to stay organized.
Pricing
Click here to check the pricing plans!
Expensify
Simplify expense reporting with Expensify. Log your receipts, categorize expenses, and create reports for invoicing or taxes.
With its user-friendly design, you‘ll maintain accurate records with minimal effort. Track spending across your projects and clients and make financial management effortless.
Pricing
Click here to check the pricing plans!
Zoho Expense
Zoho Expense helps you track your expenses and stay organized. Whether it‘s travel costs or project-related spending, log everything easily.
Use its detailed insights to maintain control of your finances across multiple clients and projects.
Pricing
Click here to check the pricing plans!
4. Best client-facing apps for consultants
Here are some of the best client-facing apps that can help consultants like you deliver a smoother and more efficient experience.
Best document scanning and signing apps for consultants
The below apps make it easy to manage contracts, get client approvals, and handle important paperwork all in one place.
DocuSign
With DocuSign, you can send, sign, and manage documents from anywhere.
Cut down delays and improve client satisfaction by eliminating the back-and-forth of printing, scanning, and mailing. You can sign contracts and agreements on your phone, tablet, or computer, ensuring fast, seamless deal closures.
Pricing
Click here to check the pricing plans!
Adobe Acrobat
Use Adobe Acrobat to scan contracts, edit PDFs, and add signatures. This tool makes it easy to work remotely, helping you quickly finalize documents with clients no matter where they are.
Make sure everything is polished before sending it for approval.
Pricing
Click here to check the pricing plans!
CamScanner
If you need to turn physical paperwork into PDFs on the go, CamScanner does the job fast.
Scan contracts, notes, or any other document directly from your phone and send them instantly. It‘s a must-have for consultants who need to stay mobile while staying connected with clients.
Pricing
Click here to check the pricing plans!
Best proposal and contract management apps
Creating proposals and contracts quickly helps you close deals faster. These tools help you build and manage client-facing documents with ease.
Proposify
With Proposify, you can create custom proposals that are ready to send within minutes. Track the status of proposals in real time and stay on top of client responses.
You‘ll never miss an opportunity with automatic reminders and notifications that keep the conversation moving forward.
Pricing
Click here to check the pricing plans!
PandaDoc
PandaDoc lets you create proposals and contracts using customizable templates. Send them directly to clients with e-signature functionality for faster approvals.
The platform also keeps everything organized in one place, so you don‘t have to chase down documents or worry about misplacing files.
Pricing
Click here to check the pricing plans!
Bidsketch
Bidsketch helps you quickly create proposals for any client. Use built-in templates to automate the process, then track and follow up with clients.
This tool frees up your time, letting you focus on winning more business instead of constantly managing proposals.
Pricing
Click here to check the pricing plans!
Best client onboarding tools
Client onboarding is your first step to building strong, lasting relationships. Use these tools to make a lasting impression and get your clients up to speed.
Dubsado
Dubsado helps you automate client workflows, from sending contracts to collecting client details.
You‘ll stay organized and deliver a personalized experience for each client. Cut down on manual work so you can focus on what matters: client success.
Pricing
Click here to check the pricing plans!
Hello Bonsai
Hello Bonsai streamlines the entire client onboarding process. You can create contracts, proposals, and invoices with ready-made templates.
Keep everything in one place, and spend less time on admin and more time delivering results. The intuitive interface makes managing clients easier than ever.
Pricing
Click here to check the pricing plans!
5. Best organizational and productivity apps for consultants
Check out these organizational and productivity apps that can help you stay on top of your tasks and work more efficiently as a consultant.
Best note-taking apps for consultants
Capture valuable insights during meetings and client calls so nothing slips through the cracks. These apps help you organize and manage important information as you go.
Evernote
With Evernote, everything is in one place–meeting notes, client feedback, project ideas, and more.
Use tags to categorize your notes, create notebooks for different clients or projects, and take advantage of the powerful search functionality.
Pricing
Click here to check the pricing plans!
Notion
Notion combines tasks, notes, and project management tools into a single platform. It‘s designed to help consultants like you stay organized.
Create custom workspaces for each client or project. Combine notes, tasks, and databases within each workspace to track every detail. You‘ll have everything you need at your fingertips without switching to multiple apps.
Pricing
Click here to check the pricing plans!
OneNote
OneNote is a free, versatile app from Microsoft that integrates perfectly with Office 365. It syncs across all your devices, so you can access your notes anytime, anywhere.
Whether you’re jotting down quick thoughts or organizing a complex project, OneNote handles it all. You can also store images, links, and audio clips to enrich your notes, making it an excellent tool for consultants who handle detailed and varied information.
Pricing
Click here to check the pricing plans!
Best file storage and document management apps for consultants
You need a safe, reliable way to store your business files and share them with clients or collaborators. The following apps offer solid solutions to keep your documents secure and easily accessible.
Google Drive
Google Drive offers cloud storage with excellent sharing and collaboration options. You can store documents, spreadsheets, presentations, and more, all in one place.
Share files with clients or team members in real time and track edits so you stay on top of every project. Furthermore, it integrates seamlessly with Google‘s suite of productivity tools, like Docs and Sheets, making it easier to work on the go.
Pricing
Click here to check the pricing plans!
Dropbox
Dropbox offers simple, secure file storage and syncing across multiple devices.
Whether you’re working on your computer or on the go, Dropbox ensures you always have access to your files. Its user-friendly interface allows you to easily organize, store, and share documents with clients or collaborators, no matter where you are.
Pricing
Click here to check the pricing plans!
Box
Box is built for secure document management and is ideal for handling sensitive files. You can securely store, share, and collaborate on documents, knowing they are encrypted.
If you work with confidential client information or need to comply with strict security standards, Box offers the features you need. It also integrates with many business tools, enhancing your workflow and keeping everything organized.
Pricing
Click here to check the pricing plans!
6. Best workflow and automation apps for consultants
Here are some great workflow and automation apps to help consultants save time and stay organized.
Check out these top tools that will transform the way you work.
Zapier
Zapier connects over 2,000 apps, making it easy to automate daily tasks without any coding.
You can set up workflows that transfer data, send emails, and update spreadsheets, saving you hours of manual work. For instance, you can automatically add new clients to your email marketing list or send thank-you emails after a meeting.
With Zapier, you can ditch repetitive tasks and focus on the bigger picture.
Pricing
Click here to check the pricing plans!
Integromat (Make)
Now called Make, Integromat is perfect if you need to create more sophisticated automations. It offers a visual interface where you can design workflows that link apps in powerful ways.
Need to sync project management tools with communication platforms or automate client reports? Integromat can handle it. This app‘s flexibility makes it ideal for consultants switching multiple projects or client accounts.
Pricing
Click here to check the pricing plans!
Trello Butler
Trello Butler is integrated right into Trello, making it easy to automate task management.
Set up triggers to move tasks between lists, assign them to team members, or send reminders–all automatically. Whether you’re working on client projects or handling internal tasks, Butler will help you stay organized and save time on manual updates.
Pricing
Click here to check the pricing plans!
7. Best AI-powered apps for consultants
AI-powered tools are rapidly transforming consulting workflows. Here‘s what consultants need to know about using AI in their work.
AI Assistant (Birdview PSA)
Birdview PSA‘s AI assistant can change the way you manage projects. It predicts project timelines and automates routine tasks so you stay organized and focused on what matters.
With its smart insights into resource allocation, you‘ll be able to make decisions that maximize your project’s output.
Don‘t wait to improve your workflow–start using Birdview PSA today to take charge of your project management and improve delivery.
Pricing
Click here to check the pricing plans!
Grammarly
Grammarly makes your writing error-free and polished. It checks your emails, reports, and proposals, offering instant suggestions on grammar, style, and clarity.
Stop second-guessing your writing, and let Grammarly fix your mistakes. Focus on creating powerful content while it takes care of the details. Whether you‘re drafting an email or a formal report, Grammarly keeps your communication professional and precise.
Pricing
Click here to check the pricing plans!
x.ai
Scheduling meetings can take up too much of your time. Let x.ai handle it for you. It works as your personal assistant, taking care of the back-and-forth communication when setting up meetings.
Forget about checking calendars or dealing with scheduling errors. x.ai automatically finds a time that works for everyone, saving you valuable time and energy. Focus on what matters–let x.ai handle the meetings.
Pricing
Click here to check the pricing plans!
Jasper AI
Jasper AI helps you write faster and better. Whether you need blog posts, reports, or any other type of content, Jasper drafts it quickly so you can move on to more important tasks.
Customize its tone and style to match your voice, and Jasper will create high-quality content that reflects your objectives. Use Jasper to take your content production to the next level, giving you more time for client work and business priorities.
Pricing
Click here to check the pricing plans!
8. Best app for managing multiple clients
Handle client management with precision using tools like HubSpot CRM, Zoho CRM, and Birdview PSA.
Start with HubSpot CRM if you want a straightforward way to track client conversations, schedule follow-ups, and keep account details organized in one place. Its user-friendly interface makes it easy to stay on top of every client interaction.
Choose Zoho CRM if you need flexibility. Customize it to track leads, automate sales processes, and run email campaigns that match your goals. Take advantage of its integrations to connect with other tools and simplify your daily tasks.
If you’re managing projects alongside client relationships, go for Birdview PSA. Use it to track resources, measure progress, and assess profitability. Real-time reporting helps you make faster decisions and deliver better results.
Decide what matters most to your workflow–simplicity, customization, or detailed tracking–and pick the app that fits. These tools let you focus on the tasks that drive results.
9. Best apps for remote work and virtual collaboration for consultants
Consultants need tools that simplify remote work and keep collaboration seamless.
Use Slack to organize team discussions into channels, send instant messages, and share files without managing multiple apps. Integrate it with tools like Google Drive or Trello to track progress and manage tasks directly.
Turn to Microsoft Teams for an all-in-one platform. Host virtual meetings, edit documents in real-time, and assign tasks with Planner. If you already work with Excel, Word, or PowerPoint, Teams syncs perfectly, making it easy to stay productive.
Choose Zoom for reliable video calls and smooth screen-sharing. Present to clients, brainstorm with your team, or use breakout rooms to focus on smaller group discussions during large meetings. High-quality audio and video keep everything running without interruptions.
For project-specific needs, pick Birdview PSA. Use its dashboards to assign tasks, allocate resources, and track project progress at a glance. Stay on top of deadlines and keep your team aligned by centralizing everything in one place.
Each tool helps you take control of your communication, project management, and collaboration–no matter where your team works. Try them and decide which fits your style best.
10. Best apps for managing and scheduling client meetings
Here are some apps that make scheduling and managing client meetings quick and easy.
Calendly
Set your availability and let clients book their own appointments with Calendly. Share your booking link, and let the system handle the rest.
It syncs with your calendars to prevent conflicts, so you don‘t have to worry about double-booking. Customize meeting types, automate reminders, and gather client details before meetings. You‘ll save time and focus more on what matters–working with clients.
Pricing
Click here to check the pricing plans!
Zoom
Host virtual meetings effortlessly with Zoom. It offers HD video, screen sharing, and breakout rooms, so you can run consultations, workshops, or team meetings smoothly.
The platform integrates with scheduling tools, making it easy to set up meetings and send invites directly to clients. Spend less time organizing and more time connecting.
Pricing
Click here to check the pricing plans!
Google Calendar
Stay on top of your meetings with Google Calendar. Sync schedules across all your devices and never miss a beat.
Set up events, send invites, and create reminders with a few clicks. If you use Gmail, Google Calendar will help you find meeting times and sync details from your emails automatically.
Pricing
Click here to check the pricing plans!
MeetFox
Simplify your scheduling and virtual meetings with MeetFox. Set your availability, automate bookings, and host secure video consultations–all within the same platform.
Collect payments after meetings without needing extra software. It‘s a one-stop solution for consulting professionals who want to stay organized and focused.
Pricing
Click here to check the pricing plans!
TimeTrade
Handle high-volume scheduling with TimeTrade. Use its smart appointment tools to manage multiple calendars and resources.
Track appointments and gain insights from advanced analytics. TimeTrade helps you manage client interactions at scale, improving your scheduling process and making it easier to stay on track.
11. Email marketing & lead generation apps for consultants
Check out these email marketing and lead generation apps that can help you connect with new clients and grow your business.
ConvertKit
ConvertKit makes it easy to build strong client relationships with targeted email campaigns. Its drag-and-drop editor allows you to create personalized email sequences and automate follow-ups.
Segmentation lets you send the right messages to the right clients while landing page and form builders help you capture more leads.
Pricing
Click here to check the pricing plans!
MailChimp
MailChimp simplifies email marketing and leads nurturing. It allows you to design professional emails, automate workflows, and segment your audience to send timely messages.
Track performance and adjust campaigns based on analytics. Integrate with CRM platforms to automate lead management and follow-ups.
Pricing
Click here to check the pricing plans!
ActiveCampaign
ActiveCampaign combines email marketing, lead generation, and CRM in one platform.
Automate email sequences, track client interactions and prioritize high-value prospects with lead scoring. Use advanced segmentation to send customized content and guide leads through your sales process.
Pricing
Click here to check the pricing plans!
12. Best client feedback & survey tools
Check out these great client feedback and survey tools, which can help you gather valuable insights and make smarter business decisions.
SurveyMonkey
Use SurveyMonkey to gather client insights through customizable surveys. Choose from a variety of templates designed for different industries and goals.
Take advantage of its advanced reporting tools to analyze responses and pinpoint trends. Use the question bank to build surveys or create custom questions to align with your objectives. Integrate it with your CRM or other tools to keep your data connected and actionable.
Pricing
Click here to check the pricing plans!
Typeform
Create engaging and visually appealing surveys with Typeform‘s interactive platform. Use its drag-and-drop interface to customize forms for any client or project.
To encourage higher response rates, make surveys feel conversational. Track responses in real time and act quickly on the insights. Connect Typeform with tools like Slack and HubSpot to manage your data without interruptions.
Pricing
Click here to check the pricing plans!
Delighted
With Delighted‘s short, focused surveys, you can reach clients where they are and get feedback quickly. Send them via email, SMS, or other channels.
Its Net Promoter Score (NPS) feature is used to measure satisfaction and identify areas for improvement. Review responses on the dashboard to address issues or highlight successes promptly.
Pricing
Click here to check the pricing plans!
Promoter.io
Use Promoter.io to track client loyalty with automated Net Promoter Score surveys. Segment responses to uncover patterns and trends among different groups.
Dive into its analytics to monitor improvements or identify potential challenges. Connect the tool with platforms like Salesforce to keep feedback loops tied to your client management systems.
13. Presentation & design tools for consultants
Check out these tools to create stunning presentations and proposals that make a lasting impact.
Canva
Use Canva to design client proposals and presentations with ease. Customize templates with your branding, visuals, and charts for a professional look.
Collaborate with your team, export in PDF, and share files through tools like Google Drive or Dropbox. Present your ideas clearly and make a strong impression.
Pricing
Click here to check the pricing plans!
Prezi
Prezi‘s zooming canvas helps you present ideas in an engaging, non-linear way. Simplify complex concepts with visual connections.
Pick a template, adjust it to your audience, and present live or online. Keep your audience focused and make your message unforgettable.
Pricing
Click here to check the pricing plans!
14. Video & screen recording tools for consultants
Here are two powerful video tools that help consultants communicate clearly and engage clients more proactively.
Loom
Loom lets you quickly create video messages by recording your screen, webcam, or both. It‘s perfect for explaining complex topics, offering feedback, or guiding clients.
Share videos instantly with a link–no downloads required. Loom also tracks viewer engagement, showing you if your message was watched and understood. It‘s a quick, effective way to communicate with clients.
Pricing
Click here to check the pricing plans!
Camtasia
Camtasia helps you create high-quality video presentations with screen recording and editing tools.
Add animations, annotations, and transitions with its drag-and-drop editor. Use pre-built templates to speed up the process. Camtasia makes it easy to produce polished videos that leave a lasting impression on your clients.
Pricing
Click here to check the pricing plans!
Why use software solutions for consulting?
| Reason | Explanation |
| Task management | Use software to organize your projects, track deadlines, and prioritize tasks. You‘ll stop missing key actions and stay on top of what matters most. |
| Time-saving automation | Automate routine tasks like invoicing, email follow-ups, and scheduling. Free up hours each week and put your time to better use. |
| Client management | Use CRM tools to track interactions, follow up on leads, and never miss an opportunity. Manage your clients with confidence. |
| Accurate billing | Track time and expenses with tools that generate accurate invoices. Get paid for every hour you work and avoid mistakes. |
| Team collaboration | Implement project management software to help your team share updates, track progress, and stay connected. Everyone stays on the same page, all the time. |
| Insights and reports | Use software to generate reports and analyze trends. Use this data to make smarter decisions and grow your business. |
| Scalability | As your business expands, your software can grow with you. Take on more clients and projects without adding more complexity. |
| Reduced errors | Automate data entry and calculations to minimize human mistakes. This reduces costly errors that can affect your bottom line. |
How to choose the right tools for consultancy services?
Evaluate your consultancy needs
Pinpoint the areas where you need support. Are you looking to manage projects, track time, handle financial reports, or allocate resources? Knowing exactly what you need helps you find the tools that address your challenges and drive growth.
Trial the features
Test the software. Sign up for a free trial to see if the platform fits your daily operations. During this trial, assess its functionality and see if it simplifies your processes or adds unnecessary complexity.
Assess integration options
Check how well the software integrates with your current systems. A good tool should integrate seamlessly with your CRM, email, and accounting platforms. This prevents disruptions and ensures your data stays in sync across tools, avoiding potential issues that could hinder your workflow.
To help you determine if this integration works for your consultancy, take advantage of Birdview PSA‘s 14-day free trial.
This hands-on experience allows you to test its compatibility with your existing systems, while also exploring key features like project management, resource scheduling, and financial tracking.
You’ll quickly get a sense of whether it meets your needs and fits into your processes.
Conclusion: empower your consulting practice with Birdview PSA
Specialized apps can make a huge difference for consultants. They help you take control of your projects, manage budgets, and stay on top of your team‘s progress.
These tools reduce repetitive tasks, freeing you to focus on what matters: helping your clients succeed.
Whether you’re switching multiple projects or keeping tabs on expenses, the right app keeps everything running smoothly.
Birdview PSA brings everything you need into one platform. It handles project management, resource scheduling, and financial tracking, making your workday simpler.
With its AI-driven forecasting, customizable settings, and easy integrations, you‘ll be able to handle more while stressing less.
Take action now–start a free trial with Birdview PSA. See firsthand how it can change the way you work, help you deliver better results, and take your consulting practice to the next level. Get started today!
