)
)
This complete guide to the best consulting project management software covers everything you need to know before choosing the tool that’s right for you.
In our guide to the best project management software options, you’ll learn:
What is consulting project management software?
Consulting project management software is designed to meet the demands of individual consultants and consulting firms, helping them manage projects, clients, and finances effectively.
In the fast-paced world of consulting, managing multiple projects, clients, and deadlines can be overwhelming. Investing in the right consulting project management software can be a game-changer. It helps keep everything organized, ensures that projects run smoothly, and leads to better client satisfaction.
Some of the main features and benefits of consulting software are:
Scalability
Project scheduling
Charts and timelines
Integration capabilities
Data and security
Improved communications
)
7 Best project management software for consultants in 2024
To compile this list, we analyzed a wide range of tools. We focused on key factors such as functionality, scalability, and user satisfaction. Our goal is to provide reliable, tried-and-tested solutions that can improve your project management processes and deliver exceptional results for your clients.
1. Teamwork.com
)
For consultants who juggle multiple clients and projects, Teamwork.com is a game-changer. This tool is designed to make your life easier by centralizing everything you need in one place, from tracking billable hours to managing costs. You’ll find it’s not just about keeping tabs on tasks; it’s about streamlining your entire workflow so you can focus on delivering value to your clients.
What sets Teamwork.com apart is its ability to scale with your needs. Whether you’re managing a small team or dealing with complex projects involving multiple stakeholders, it adapts to fit your current workload. Its intuitive interface helps you stay organized, communicate easily, and keeps everything running smoothly.
Pros:
Communications & collaboration: Teamwork.com makes collaboration a breeze with its built-in messaging tools. You can chat about projects right where everything’s happening, so you don’t have to juggle a bunch of emails. Communicate and collaborate with your team, contractors, and clients in one platform.
Time tracking: Teamwork.com’s time tracking feature lets you effortlessly log hours spent on tasks and projects, making it simple to keep tabs on billable hours for maximum efficiency and profitability.
Resource and workload management: With Teamwork.com, you get a clear view of everyone’s work, making it easy to manage your team’s daily tasks and plan future projects smoothly.
Budgeting: As a consultant, juggling multiple clients can be stressful. Teamwork.com helps by letting you track project costs based on hours worked and materials used, so you can easily keep tabs on hours and expenses. Track expenses against your budget for a real-time picture of project performance.
Integrations: Teamwork.com offers seamless integration with a wide range of tools—including CRM systems like Salesforce, accounting software like QuickBooks, and communication platforms such as Slack and Microsoft Teams—making it easy to get started without any hassle.
Templates & automations: Streamline your operations with templates and automations so you can spend more time servicing clients. With Teamwork.com you can automatically complete your most frequently performed tasks such as invoice creation and project planning. Spend less time going through the motions, and more time focusing on strategic work!
Cons:
Learning curve: Teamwork.com has a lot of features, so it might take a bit to get the hang of everything. Thankfully, its user-friendly interface, handy Academy training resources, and 24/7 support make it a lot easier to learn the ropes and get the most out of the tool.
Need a second opinion?
Let our users show you why they love Teamwork.com.
“What I appreciate most about Teamwork.com is how it has changed my business. Being able to repeat your process over and over is what makes a business successful. It’s what can make or break you as you’re scaling. You can’t scale if you can’t repeat.”
Susan Fennema, Chaos Eradicating Officer (CEO), Beyond the Chaos
2. Wrike
)
Wrike is a project management tool that helps consultants and teams of all sizes. Known for its versatility, Wrike offers a range of features including customizable workflows, Gantt charts, and collaboration tools. Consultants can benefit from Wrike’s task management features and its ability to handle complex projects.
Pros:
Customizable dashboards: Wrike lets you set up your dashboards exactly how you want, so you can keep track of tasks, deadlines, and project progress in a way that works best for you.
Collaboration tools: Wrike makes it easy to work with your team and clients thanks to real-time editing, file sharing, and chat threads. This keeps everyone in the loop and helps smooth out communication.
Detailed reporting: Wrike’s reporting, and analytics make it easy to pull together detailed reports on project status. This is super handy for keeping clients updated and managing projects effectively.
Cons:
Complex set-up: Getting everything set up in Wrike can be a bit tricky and time-consuming. With so many features to customize, it might feel a bit overwhelming at first.
Cost: Wrike can be on the expensive side, which might not be ideal for individual consultants or small consulting firms. The costs can add up, especially if you need extra features or more user licenses.
Lack of templates: One downside of Wrike is its lack of pre-built templates, which can make setting up projects time-consuming. Without a variety of ready-to-use templates, you might find yourself spending time creating projects from scratch.
3. Quickbase
)
Quickbase is ideal for consultants who require a high degree of flexibility in their workflows. Quickbase allows you to build tailored applications that fit your specific project management needs, from tracking client feedback to managing project timelines. It also offers data management options, ensuring that all your project data is easily accessible and secure.
Pros:
Data management: It’s easy to handle and organize data with Quickbase. You can track client information, project details, and performance metrics all in one place, making tasks easier to handle.
Integration options: Quickbase integrates well with other tools and software you might already be using, like Excel, Salesforce, and other CRM systems. This makes it easier to connect all your systems and streamline your workflow.
Cons:
Bulky interface: Some users find Quickbase’s interface to be a bit clunky and not as user-friendly as other tools. It can be a challenge to navigate, especially if you’re new to the software.
Cost: Quickbase’s pricing can be on the higher side, particularly if you’re looking for advanced features or have a lot of users.
4. Nifty
)
Nifty strikes a great balance between simplicity and powerful project management features, making it a great choice for consultants who need a straightforward tool that’s easy to navigate.
Pros:
User-friendly interface: Nifty’s interface is easy to navigate, which means you can get started quickly without a steep learning curve. It’s designed to be user-friendly, making project management more straightforward.
Task tracking: You can easily set up tasks and milestones, track their progress, and keep everything organized. This helps you stay on top of deadlines without missing a beat.
Cons:
Limited customization: Nifty has fewer customization options compared to some other tools. If you need highly tailored workflows or complex project setups, you might have to find another tool.
Basic reporting: The reporting features in Nifty are basic, which might not be enough if you need detailed analytics or advanced reporting for clients.
Integrations can be limited: While Nifty does integrate with several popular tools, it might not cover all the apps you use. This can be a hassle if you rely on specific software.
5. ClickUp
)
ClickUp offers extensive customization options, whether you need to manage tasks, create project roadmaps, or collaborate with clients in real time. Its flexibility allows you to tailor the platform to suit your workflow, whether you prefer Kanban boards, Gantt charts, or simple to-do lists.
Pros:
Customizable workflows: You can tweak ClickUp to fit your exact needs. From custom workflows to time tracking, it lets you set up your projects just the way you like them.
Affordable pricing: ClickUp offers a lot of features at a reasonable price, which is great if you’re on a budget.
Cons:
Performance issues: Some users report that ClickUp can be slow, especially when handling large projects or lots of tasks. This can be frustrating and impact your workflow.
Learning curve: Its extensive features and customization options may take a while to get used to.
6. Avaza
)
Avaza combines project management with invoicing and expense tracking, making it a great all-in-one solution for consultants who also need to manage their finances. The platform includes features like task management, time tracking, and project budgeting.
Pros:
Time tracking: Avaza makes it easy to track billable hours and manage project costs. You can log time directly on tasks, which simplifies invoicing and ensures you’re capturing every minute worked.
Invoicing: Avaza includes built-in invoicing features, so you can generate and send invoices right from the platform. This streamlines the billing process and keeps everything in one place.
Cons:
Limited customization: Avaza doesn’t offer as many customization options as some other tools. If you need specific features, you might find it a bit restrictive.
Limited integrations: Avaza’s integration options are somewhat limited compared to other project management tools. If you rely on a lot of third-party apps, you might find it challenging to connect all your systems seamlessly.
7. Miro
)
Miro is a project management tool that focuses on visual collaboration, making it ideal for consultants who work on creative projects. While Miro isn’t a traditional project management tool like some of the others on this list, the tool’s visual approach to project planning can be a game-changer for consultants who need space to create and develop ideas outside the box.
Pros:
Visual collaboration: Miro excels at visual collaboration with its whiteboards. You can easily brainstorm, map out processes, and share ideas with your team and clients in a highly interactive way.
Flexible templates: It offers templates for different needs, like project planning, mind mapping, and strategy sessions. This makes it quick to get started and helps you organize your thoughts and projects effectively.
Cons:
Limited features: While Miro is great for brainstorming and visual planning, it lacks advanced project management features like task tracking or Gantt charts.
Cost: Miro’s premium plans can get pricey, especially if you’re looking for advanced features or manage larger teams.
How to choose the best consultant project management software
Choosing the right project management software for consultants is essential for streamlining your workflow. Here are a few factors to consider when making your choice:
Cost: Make sure the platform offers the features you need to produce your best work while staying within your budget.
Integration: Consider your consulting needs and whether the software integrates well with other tools you use. The last thing you want is to add more work to your plate because the tool doesn’t offer what you need.
Intuitive interface: Look for a platform with a user-friendly interface that’s easy to navigate. This ensures your team can start using it right away without needing extra training.
Scalability: Your software should grow with your business. As you take on more clients and projects, you’ll want a tool that can keep up without slowing you down.
Customer support: Make sure the software has great customer support. Whether you’re dealing with a technical glitch, have questions about features, or just need tips on using the tool better, having reliable support helps keep things running smoothly and cuts down on downtime.
Why choose Teamwork.com’s consulting project management software?
Choosing the right consulting project management software is key to streamlining your workflow and delivering projects on time for your clients. The tools on this list offer unique features that meet different needs, from easy-to-use interfaces to seamless integrations.
Among these, Teamwork.com stands out as a top choice for consultants. It combines project management, time tracking, and invoicing all in one platform, making it a comprehensive solution for managing your consulting projects efficiently.
See how Glass Wallet Ventures cuts down on manual work and puts more focus on clients with Teamwork.com’s template. 👇
"The templates really allow us to add in the client, know exactly what we're doing right away, and then make any minor adjustments,” she said. “It's easier to do that than to reinvent the wheel every time and add everything back in.”
Sharrin Fuller, CEO, Glass Wallet Ventures
Consulting project management software – FAQs:
What are the benefits of using project management software for consultants?
Task management: Gives you the ability to break down complex projects into manageable tasks, delegate tasks, and track progress in real-time. This not only helps in keeping everyone on the same page but also ensures that deadlines are met without any delays.
Scalability: As your clientele grows, your project management needs will too. The beauty of consulting project management software is that it scales with you, whether you’re managing a small team or communicating with multiple stakeholders across different time zones.
Project scheduling: Project management tools for consultants offer scheduling features that simplify project timelines. These features help you allocate resources efficiently, set milestones, and predict potential roadblocks down the line.
Charts and timelines: Data visualization doesn’t have to be boring; Gantt charts and Kanban boards are great for consultants, making it easy to see progress, spot issues, and keep everyone updated on project status.
Integration capabilities: Project management software with strong integration capabilities can create a seamless workflow. This eliminates the need for manual data entry and reduces the risk of errors, saving time and improving overall efficiency.
Data and security: The right consulting project management software offers strong security features. Look for tools with data encryption and regular backups to keep your data safe. Centralizing everything in one place also helps with compliance and data privacy.
Boost communications: Communication is the backbone of any successful consulting project. The right project management software provides a central hub where you, your team, clients, and stakeholders can chat, share files, and leave comments in real time. This helps everyone stay on the same page and makes it easier to hit your objectives.
Can I customize project management software to fit my consulting firm's needs?
Yes, you can customize project management software to fit your consulting firm's specific needs. Most platforms offer a range of customization options, such as workflows to match your project processes, personalized dashboards to display relevant metrics, and custom settings for unique project details for different team members. These features allow you to adjust the software to fit your needs while streamlining your project management processes.
How do I choose the right project management software for my consulting practice?
To choose the right project management software for your consulting practice, start by assessing your specific needs, such as cost. If your budget is limited, you might have to compromise on certain features. From there, evaluate the software’s usability to ensure it has an interface that your team can easily use. Check for integration features to see if it connects to tools you’re already using.
More resources for consultants:
)
)
)
)
)
)
)