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The Best Project Management Software for Consultants: A Buyers Guide & User Testimonials
In the consulting industry, consulting businesses are always coming up with new and innovative ways to do several things, but most importantly they aim to streamline business success and increase company productivity. Making the important decisions in project management is extremely important for project managers in the consulting industry.
It is not always easy to determine the exact type of software that consultants need, often, taking a deeper look at different types of project management software is needed. In order to provide their clients with the solutions they need, consultants need to determine solutions through using the appropriate software.
Looking for specific features? Explore our comparison tooling.
At a glance:
- Smart Sheet: Best overall Project Management software
- Monday Project Management: Most user-friendly
- Wrike: Best invoicing
- ClickUp: Most comprehensive
- Teamwork: Most affordable
Best Overall
✅ Endlessly customizable and quite powerful
✅ Supports automations, input from web forms, proofing and approvals.
User-friendly
✅ Planning and setting objectives with the team.
✅ Flexible and customizable in terms of setting up a workflow.
Best invoicing
✅ Can manage both projects and ongoing work.
✅ New intelligent features flag projects at risk of slipping.
Comprehensive
✅ Keep an overview.
✅ Extensive customization of virtual workplace.
Affordable
✅ Great customization options.
✅ Billing and invoicing included.
✅ Free account available.
How to choose the best project management software for consultants?
It’s tough to keep a project’s scope from ballooning out of control. Depending on whether you’re recruited as a consultant or a full-time employee, the nature of your employment changes frequently.
In addition to solving problems, consultants have the challenge of effectively communicating with all parties involved in a job or a project. Yet, despite several emails, phone conversations, and meetings, it may always feel as though someone is missing out on important information. It’s critical to streamline the flow of information amongst all parties involved, in order for the project to flow smoothly.
Alongside these considerations, when selecting project management software, there are a number of factors to consider. It is critical to recognise and address the program’s features in relation to your project. The needs and aspirations of your target audience must also be taken into account. Before you begin, figure out the constraints of your project and the tools you want to employ. It is important to also consider these factors while picking the correct management software for your consultant needs:
- Price: A product should be purchased if its pricing is within your budget and fulfils the requirements of your project and its milestones. If your firm spends money on software up front but ends up saving money in the long term, then that initial investment in software may be considered a win-win for both your company and other aspects that follow down the road. Compare the programme against other products of the same kind to see whether you’re getting value for your money.
- Sharing and Collaboration: Project managers must have a framework in place that makes it easy for team members to share information and keep the project on schedule and under budget. Your goals and the individuals with whom you discuss them will have a significant impact on the instruments you utilise. Take into consideration the product’s ability to share and collaborate before you undertake a project that requires a lot of communication.
- Integrations: In order to maximise productivity and ensure data integrity, all systems must be networked together. Inter-system links may be reduced to reduce the impact of system changes. Remember this if you are in charge of a project.
- Ease of Use: In order to increase their output, all project management software users want an easy-to-use solution. Software development initiatives need intuitive project management tools. Simple software may save time and effort in the long run. Your satisfaction with a product is directly related to how well it meets your expectations as a user.
- User Count: A project’s budget and ultimate outcome are both impacted by the quantity of users and their participation in it. Consider the project’s present and future scopes while selecting a project management software platform. Per-person costs may be necessary for major projects or rapid development of your company.
- Time: Project management software’s ability to help you save time and money is one of its most compelling features. Even though a piece of software seems to be costly, it may end up saving you money in the long run.
Choosing project management software should be based on your project’s components and desired goals. Consider how you’ll communicate, what you’ll do, and what choice you’ll make, as well as a possible budget. As you design your project, avoid utilising a tool that doesn’t satisfy all of your needs.
Best Project Management Software for Consultants?
- Smart Sheet: Best overall Project Management software
- Monday Project Management: Most user-friendly
- Wrike: Best invoicing
- ClickUp: Most comprehensive
- Teamwork: Most affordable
Smart Sheet Review: Best overall Project Management software
Using Smartsheet, you may delegate multiple contracts to sub-consultants. For your client-consultant relationship to go more smoothly, Smarsheet lets you be more hands-on while simultaneously minimising the amount of paperwork you have to handle. Task completion and submission have been made much easier as a result.
Collaboration on a single sheet is possible no matter where you are or what device you use. Smartsheet makes it simple and convenient to make regular updates. In the construction sector, it may be difficult to verify that all parties involved have access to the same documents at the same time. This difficulty is solved by Smartsheet’s schedules and document planners.
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It is possible to use Smartsheet to manage projects in a big firm. Smarsheet is useful in a broad range of sectors, including real estate, design and construction, this tool is ideal for startups and small businesses who don’t want to invest a lot of money on equipment.
The majority of Smartsheet’s features promote useful activities like project management. Using this method, businesses may develop at a rapid rate. Projects and activities may be completed more quickly because of the user-friendly interface and versatility. Smartsheet is unmatched when it comes to attractively showing measurements and important data.
Smartsheet is the most convenient tool for managing large amounts of data. Smartsheet’s Excel-like interface makes it straightforward to use for project management. You may be able to maintain track of a project’s progress by providing real-time updates to your team and sharing these changes. Smartsheet may be used to construct a Gantt chart. You may also use the calendar view feature to help you achieve your goals.
There are several benefits to using Smartsheet in the workplace, including its support for real-time task management and user involvement. A dashboard or strategy may be used to generate many reports. Smartsheet add-ons make it easy to link third-party programmes like Google Workplace.
Resources, digital assets, and portfolio management are all examples of areas where project management experience may be useful. Project managers now have additional tools at their disposal because of the new features, such as time tracking, extensive reporting, and realistic projections.
If you’re used to Excel, you’ll feel right at home using Smartsheet. On addition to the fact that it is hosted in the cloud, this software provides a broad variety of options for visualising data.
Monday Project Management Review: Most user-friendly
This solution is excellent in terms of usability and accessibility. The only alternative is to have a board for each member/team. Because each member has their own personal board, they can keep tabs on how well each task is doing. To keep an eye on things, top management may utilise this. As a result of the system’s guest and member capabilities, consultants may easily offer their thoughts and ideas to the system’s collaborative board. Changing privacy settings for such is an extremely simple process.
Monday.com has the additional benefit of being very adaptable. The boards and workstations may be customised to meet the needs of the customers. Groups may be created and assigned to any board, and the notification status can be adjusted to meet the demands of the many tasks being done.
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One of the best features of Monday.com is its ability to facilitate group cooperation. To view the most current modifications, we may click on a task. Team members may utilise comments and file uploads to express their opinions and ideas.
In comparison to other systems of a similar kind, it stands out for its integration and automation possibilities. Monday.com may be connected to a variety of sites. This results in more efficient centralization of responsibilities and communication. Human error and input are both reduced, which helps with automation. The majority of tasks can be automated, depending on the specifics of the scenario.
Because of its user-friendly design, Monday’s CRM software makes it simple to operate a business (CRM). A customer management system for the construction industry makes it easy to segment customers.
Wrike Review: Best invoicing
Wrike is a great tool for consulting teams that collaborate on a project. When dealing with outside consulting companies, this app provides a simple method for them to engage in projects and updates without requiring sophisticated access. Additionally, it offers a user-friendly interface.
In addition to its user-friendly interface, Wrike has a robust set of tutorials and training materials. This tool may be used to establish a simplified workflow for any kind of project or company, regardless of its size. The usage of pre-made templates may be beneficial to both construction projects and team development.
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If you ever need help with Wrike, you may turn to Wrike Assistant. It’s true that if you have any questions or concerns about the product, actual customer care personnel will come back to you immediately away. You’ll be blown away by the enthusiasm and knowledge of Wrike’s staff. For organising projects and tasks, Wrike is a wonderful choice, and it’s completely free. Wrike is a leader in task and schedule management, reporting, and collaborative working together in one place all at the same time.
Project administration may be made easier with the aid of these amazing calendar management tools. Wrike’s project management software allows you to execute tasks fast and efficiently.
Everyone on your team may see changes to dashboards and documents that others have uploaded and downloaded in real time using Wrike. To now, Wrike is the sole tool available for managing projects and creating reports on their progress. Dashboards and budgeting tools may be customised to meet the requirements of individual users.
ClickUp Review: Most comprehensive
You can keep track of all of your chores in one place with ClickUp. A map-based approach to flexible workplaces and real estate may be very advantageous. It’s easy to learn and utilise.
It is possible to communicate with anybody at any time using ClickUp and exchange information about your projects and rates. Because of this, they are always rolling out new software and actively seeking user input.
Even while other project management systems may be more well-established, ClickUp has been praised for its bug recording, product administration, and overall app development abilities. To make things easier for you, a complete beginning package is included. The total cost of this application is far cheaper than that of other types of software. We regularly provide updates and fixes for the benefit of our customers.
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ClickUp’s cloud-based collaboration platform lets you keep tabs on several aspects of your business, including sales and marketing. Using ClickUp as a process-optimization tool might have a major influence on the construction and construction-related industries.
ClickUp can perform a wide range of tasks, including delegation of work, financial reporting, and project management. Put all of your forthcoming goals and financial allocations on paper to help you stay organised.
Clients may use ClickUp to monitor all parts of their online company in order to achieve their project management objectives. Notifications may also be sent through pop-ups or emails. You can’t go wrong with this one in terms of convenience. Accounts and assets may be controlled in the same place as website design and marketing.
Teamwork Review: Most affordable
This tool is a must-have for business management consultants managing their consulting assignments. Teamwork constantly supports its users and is updated by the software department. Additionally, project reports are provided through the notebook function. Additional client access is possible.
Teamwork is a great way to keep track of what has to be done in the future that would make project management much more difficult. It’s easy to use, so teams can collaborate from any location. The most current version of any project in the folder may be seen by anybody. Everyone in this category is able to distribute tasks. A straightforward user interface makes it easy for managers of all sizes to monitor results and data.
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As an organization’s needs change, so does Teamwork. It’s a great way to get things done as a team and make important decisions that will help you achieve your objectives for the year. Using it is a breeze because of its user-friendly design. The dashboard gives an overview of each project’s progress without the need for sophisticated preparations. A pleasant working environment makes it a terrific location for software developers to work.
Zoho Review – Honourable Mention
When it comes to managing tasks, Zoho CRM does it really well. Product catalogues may be created and managed, and customer feedback can be seen.
In addition, Zoho CRM’s specialisation on building customer management is an advantage. In terms of social media integration, the programme is exceptional.
As a result, customers can rely on them to respond swiftly, as well as provide them with the answers they need. It’s a really competitive market. An easy-to-integrate platform, this is what you’re getting here. Integrations are made considerably simpler through APIs.
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This programme has excellent charting capabilities, as well as critical path monitoring and team collaboration. You may customise each job’s themes and other information, as well as build your own user templates for typical tasks. Users may easily assign projects and things to one another, and when you choose this tool, you’ll receive free onboarding to assist you learn how to utilise the software’s various capabilities.
You can combine Zoho with Google, Slack, Drive, Microsoft, Jira, Dropbox, GitHub, and more. You’ll have almost limitless options for tracking and accessing all sorts of features and activities inside this platform, which means that anything from invoicing to project tasks and spreadsheets may be easily shared through efficient integrations. Pricing is $4 per user every month as an extra bonus, and you may choose to be invoiced yearly to save money.
Summary – The best project management software for consultant firms
Use Smartsheet’s functionality to help your client’s demanding tasks. Worksheets, forms, Gantt charts as well as reports may be created and shared with ease by clients. The simplicity of use and collaborative nature of the platform swiftly win over users, who soon learn to depend on its transparency and openness.
Every aspect of your workspace design is entirely up to you as a Smartsheet user. Smartsheet’s forms make data entry a breeze. Anyone who wishes to save money while still having easy-to-use software will benefit greatly from this programme. It may be easier for groups to interact if many sheets and reports are prepared simultaneously.
Your company may have its own private, customised boards on Monday.com, and you can use whatever features you wish to do so. Monday.com allows you and your team to design a custom board for your project and collaborate on it.
This software’s capabilities include dashboards, gantt charts, and list views, to name a few. A product with these attributes will be more likely to be talked about. It’s also simple to keep everyone up to date on the progress of the project. The use of tags and an inbox streamlines the project management process.
This project management application makes it simple to stay organised and plan ahead. Additionally, it’s a good way to collaborate with people and share ideas. This platform makes it possible for large groups to keep on top of the project at all times. Other than creating Wikis, this programme provides a wide range of serious integration possibilities that no other comparable product has yet supplied.
Keep track of your working hours and create public calendars using this software. Use this application to get rid of the guesswork involved in assigning tasks and responsibilities! The same user interface may be used for several projects managed by the same firm.
Zoho is an excellent piece of software. Widgets and third-party solutions make it simple to create and delete tasks. Each action may be shown in a number of ways using this app’s excellent charting features.
There are several advantages to centralising all of your project data. This new technique will make the prior one seem like a catastrophic disaster. With the best project management software, you’ll enjoy many of these advantages.
Project management software for consultant firms FAQs
Why is project management software important?
Project management software is very helpful to track all of the steps of the projects that you are managing. You will be able to see all of the stages and steps of your project as well as the tasks that have to be completed within each stage when you use this kind of software. This is an important product for project management because everyone working on the project will be able to see everything they need to know about it at a glance. Being able to create shared timelines, calendars and tasks can be very helpful for any kind of project.
What are the uses of project management software?
This kind of software tool is made to help businesses and groups track tasks, timelines, calendar activities, and more in one location. Project management tools help large groups to collaborate more effectively and to maintain communication during all of the stages of the tasks that need to be done for a job. These kinds of tools can also help with invoicing and billing and they can help with communication with vendors and freelancers.
What are the types of software management for projects?
Most project management software tools are designed to track deadlines and work that a group is sharing. This can mean that freelancers, vendors, and other external workers can use the tool as well as internal team members. The other kind of software tool for this need is one that allows for invoicing along with project timeline management and team collaboration. Most of these tools will be made to offer all of the same features but invoicing and time management tools are typically only included in some of these softwares.
What are the main characteristics of software for project management?
These softwares are made to offer timeline management tools, task creation, and management tools, project widgets that allow for document links and uploads to be shared, and they offer shared calendars. The best of these tools will also allow invoicing and billing management. You will be able to track every kind of action that is needed for your project to be a success.
What are the types of activities in project management?
Project management requires sharing information with other team members and as a project manager, you must be sure that every aspect of your project is completed correctly and on time. Project management also requires invoicing and billing and work with freelancers and external workers of all kinds. The right project management software will make it possible to track all of these activities with ease in one location. Being able to share all the relevant information and timelines for a project in one location is critical to its success.
What are the Key Features of Project Management Software?
Project management software offers all the tools and features that are needed to manage a project with ease. You will get access to shared calendars, timelines that help track deadlines, sharing locations that allow for link sharing, access sharing, and document downloads. You will also get chat and discussion functionality that allows for everyone to talk about who needs to do what within each task. Task creation and management is also a part of these tools and with some of these softwares you can even track invoicing and billing.
