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1. Customer relationship management (CRM) software
Nutshell software for startups and consultants
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 philippines mobile number 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
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:
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, 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.