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I don’t have the same day-to-day as a consultant, but the pressures of managing multiple tasks, staying on top of deadlines, and working with clients are all too familiar to me. In any industry, keeping projects organized and working efficiently is the key to success.
For consultants, this is especially important. Whether you're working on client projects, keeping track of time, or working with a team, having the right tools can make a huge difference. I've learned that the right software not only makes my job easier, it also helps me focus on what matters most: getting great results.
In this guide, I share the top 10 tools every consultant should consider in 2025—tools that have helped me stay organized and can help you do the same.
What is consulting software?
Consulting software is a tool that helps consultants manage projects, collaborate with clients, track time, and streamline operations. It’s designed to improve efficiency, reduce admin work, and keep everything organized in one place.
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5 features every consulting software should have
The right consulting software can be a game-changer, helping you stay organized, improve client collaboration, and keep projects running like clockwork. With so many options out there, choosing the right software can feel overwhelming. Don’t worry, we've simplified it for you. Here are five must-have features to look for when selecting consulting software.
A project management system is the backbone of good consulting software. It allows you to create, assign, and track tasks with clear deadlines and priorities. Features like Kanban boards, Gantt charts, and milestone tracking help keep tasks moving forward. The goal is to have a single hub where you can oversee all projects without constantly switching between spreadsheets.
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Time tracking & billing features let you log hours easily, track billable hours vs. non-billable, and generate invoices automatically. This helps both managers and clients see which tasks are taking up the most time.
Client collaboration is crucial for building strong relationships. Look for consulting software that offers messaging and file sharing. Built-in client access can improve transparency by allowing clients to track progress, review documents, and provide feedback. Keeping clients informed at every step helps minimize delays when you reach the final stage of the project.
Reporting features should offer tools to track project progress, project budgets, and team performance. Customizable dashboards and automated reports give you the most important data. This helps you spot problems, use resources better, and keep clients happy.
Integration is key—your consulting software should work seamlessly with the tools you already use, like CRM platforms and communication apps. This saves time by eliminating the need to use your favorite tools separately, constantly switching between platforms.
Top 10 consulting tools in 2025
Tool
Teamwork.com
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Teamwork.com has completely transformed the way I work, and I believe it can do the same for you as a consultant. It brings everything I need into one user-friendly platform, from task management and time tracking to file sharing and client collaboration.
For me, the customizable workflows and real-time progress tracking have been game changers, helping me stay on top of deadlines and keep clients updated effortlessly. With Teamwork.com, I worry less about managing tasks and more about getting things done.
Best features
Customizable workflows: As a consultant, you're often working with different clients, each with different needs and project structures. Teamwork.com’s customizable workflows let you set up processes for each project. You can easily create task lists, assign roles, set deadlines, and define milestones based on the project’s needs, with the flexibility to adjust everything as the project progresses.
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Time tracking and invoicing: With Teamwork.com’s built-in time tracking feature, you can easily log billable hours directly within the platform, making it simple to track time spent on different tasks and projects. Teamwork.com automatically creates invoices based on the time you track, saving you the effort of doing it manually and making sure your clients are charged correctly.
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Advanced reporting: Teamwork.com’s Project Health Report gives you a quick overview of all your projects, showing how each one is progressing based on key factors like task completion, budget, and health. Each project is given a color code: green, yellow, or red, so you can easily see if a project is on track or if there are issues that need attention. This makes it easy for consultants to spot problems early and take action before they become bigger issues.
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Automations: Teamwork’s automation features are a game-changer for consultants looking to save time and stay organized. By automating repetitive work like assigning tasks and setting up deadline reminders, you can save time and focus on more important client work, like analyzing data and creating strategies.
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Dashboards: Teamwork.com’s dashboards give you a clear, at-a-glance view of all your projects and tasks in one place. You can customize your dashboard to display the information that’s most important to you, whether that’s upcoming deadlines, project progress, or team activity. With real-time updates, you can easily track what’s going on across all your projects without needing to dig through multiple spreadsheets.
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Client collaboration: Teamwork.com makes client collaboration easy and hassle-free. With the Proofing hub, clients can review and approve deliverables right on the platform, leaving comments and marking changes in real time. Clients can also stay informed with direct access to project updates, tasks, files, and timelines. The file-sharing feature keeps all documents securely in one place, making it easy to keep projects organized.
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Templates: Teamwork.com’s templates save consultants a lot of time. You can create custom templates for common tasks and projects, so every project starts right without starting from scratch.
Limitations
Teamwork.com has many great features, but if you're coming from a different consulting tool, it might take a little time to adjust. The layout and functions may feel unfamiliar at first. But Teamwork Academy offers helpful training resources, and with 24/7 support, there’s always someone available to answer your questions.
Pricing
Deliver: $10.99/user/month
Grow: $19.99/user/month
Scale: $54.99/user/month
Enterprise: Custom pricing (contact for a demo)
Ratings and reviews
Capterra rating: 4.5/5
A Capterra user, Rachel, shared, “What I enjoy most about working in a team is when we have a set plan for how to accomplish our goals. It encourages team members to work together toward a single objective, and it establishes some semblance of order and predictability in the process.”
Read more Capterra reviews about Teamwork.com here.
2. Calendly
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Before I started using Calendly, scheduling meetings was always a headache. There were endless back-and-forth emails trying to find a time that worked for everyone. But now, Calendly takes care of it all. My team and clients can see my availability and pick a time that suits them, and everything syncs automatically with my Google Calendar.
Calendly has made scheduling so much easier. It sends automatic reminders to clients and even adjusts for time zones, so I don’t have to worry about anything. It’s saved me tons of time.
Best features
Simplify scheduling by letting clients instantly book meetings based on your availability, eliminating the need for endless emails.
Sync calendars with Google, Outlook, and other platforms to avoid double bookings and ensure your schedule is always up to date.
Automate reminders via email and SMS to reduce no-shows and keep your meetings on track.
Customize availability by setting specific time slots for meetings, ensuring clients only book during your preferred hours.
Limitations
Calendly is a scheduling tool, so you will need a separate tool for task management and project tracking.
Calendly automatically adjusts for time zones, but sometimes mistakes can still occur.
Pricing
Free
Standard: $10/seat/per month
Teams: $16/seat/per month
Enterprise: Contact sales
Ratings and reviews
Capterra rating: 4.7/5
A Capterra user, Stephen, shared: “I really like the free account with Calendly, I am just getting started consulting and I don’t have a large budget for additional software. The Chrome browser is really handy and allows me to share the link quickly and easily.”
3. Avaza
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When I tried Avaza, I quickly saw how it makes everything easier by combining project management and finance tools in one place. As a consultant, managing tasks, deadlines, and clients can be stressful, but Avaza helps me keep everything organized. I was able to create task lists, use Gantt charts to see project timelines, and track my time all in one platform.
One thing I noticed is that some of the more advanced features, like detailed reports, are only available in the higher plans, which can be a bit of a downside if you’re using a basic plan.
Best features
Track billable and non-billable hours with online timesheets and generate accurate billing reports.
Improve communication with team messaging and live chat and collaborate seamlessly with your team and clients in real time.
Manage finances with recurring invoicing, automating bills for repeat clients to save time and ensure consistency.
Limitations
Advanced features, like reporting and integrations, are only available on higher-tier plans.
Users have mentioned that reports are difficult to access and create, making it challenging to track profit and loss in real time.
Pricing
Free
Startup: $11.95/user/per month
Basic: $23.95/user/per month
Business: $47.95/user/per month
Ratings and reviews
Capterra rating: 4.6/5
A Capterra user, Christy, shared: “I find Avaza to be very easy to use and navigate, and it has all the core components I require for invoice and task management for my small business. I compared Avaza to other management systems including Asana, Monday and Scoro, and found it to be a great balance between affordability and functionality.”
4. Nifty
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After testing out Nifty for a while, I can confidently say it’s a standout tool for project management. It combines everything you need to stay organized and on track, from task management to progress tracking.
While Nifty is packed with powerful features, I noticed, from both testing it out and reading reviews, that it can be overwhelming for new users or anyone who isn’t tech-savvy, because of its extensive customization options.
Best features
Easily plan, schedule, and track project milestones with a clear, interactive visual timeline.
Use built-in file sharing, team messaging, and discussion boards to streamline communication and stay on the same page.
Track billable hours and project time directly in the app, simplifying reporting and invoicing.
Connect Nifty with tools like Google Drive, Slack, and Zapier to improve your processes.
Limitations
Nifty's task management can feel basic compared to more specialized project management tools.
Lacks Gantt charts.
The platform can be overwhelming for new users due to its extensive customization options.
Pricing
Free
Personal: $7/user/per month
Pro: $10/user/per month
Business: $16/user/per month
Enterprise: Contact sales
Ratings and reviews
Capterra rating: 4.6/5
A Capterra user, Kelly, shared: “Nifty’s Docs is the best way to work together with other people. There is no longer a need for users to turn to third-party applications to share documents because this platform supports real-time document editing and commenting. The integration of Docs with project milestones and activities ensure that the necessary documentation is always within reach.”
5. ClickUp
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As a consultant, staying organized is key, and ClickUp is a big help. I love how I can customize workflows to fit each project, making managing multiple projects a lot easier. Task lists keep me on track, and the time tracking feature ensures I’m billing correctly. The reporting tools also make it simple to update clients or team members.
Best features
Create workflows that suit your exact needs, making it easy to adjust your process for each project.
With ClickUp Tasks, you can easily manage and organize all your tasks in one place, assigning them to team members, setting due dates, and tracking progress.
The built-in time tracking feature ensures you’re accurately tracking hours, whether it's for client work or internal tasks.
The new ClickUp AI feature can help automate repetitive tasks, generate summaries, and even suggest ways to improve your workflows.
Limitations
Some users have noticed the platform slows down with larger projects.
The interface can feel crowded and may take time to learn.
The AI feature costs extra to use.
Pricing
Free
Unlimited: $7/user/per month
Business: $12/user/per month
Enterprise: Contact sales
Ratings and reviews
Capterra rating: 4.6/5
A Capterra user, Megan, shared: “I love being able to set up a project all at one and craft a timeline. Then only the next steps I need to do pop up in my to-do list every day. It’s a great way to avoid the overwhelm of looking at all the to-dos at once.”
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6. Accelo
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Accelo stands out because it brings project management, invoicing, and CRM tools all into one platform, making it easier to handle everything related to client work. One feature I really liked was the time tracking tool. It allows you to easily log hours and separate billable and non-billable time, which is helpful for accurate invoicing.
I also enjoyed how Accelo lets you automate things like client communication and project updates, helping me save time and keep everything organized. On the downside, the interface can feel a little crowded, especially when managing several clients and projects at once. It took a bit of time to get used to all the features, but once I did, it worked great.
Best features
Automates project tracking, invoicing, and client management, saving you time on repetitive tasks.
Centralized hub for managing projects, sales, and billing.
Powerful reporting tools give you clear insights into project progress, finances, and team performance.
Seamless integration with email and other tools to keep everything connected and efficient.
Limitations
The interface can feel outdated and cluttered, making navigation difficult for new users.
Some users report slow performance and occasional glitches, which can affect workflow.
The learning curve is steep due to the platform’s many features and complex setup process.
Pricing
Professional: Book a demo
Business: Book a demo
Advanced: Book a demo
Ratings and reviews
Capterra rating: 4.5/5
A Capterra user, Krishna, shared, “Accelo’s unique scheduling feature and ease of collecting input from integrated platforms were also huge benefits. Accelo’s time management features and the cost-effectiveness of Automations products make it an ideal choice.”
7. Kantata
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When I tried Kantata, I was impressed by how much it offers in one platform. It helps with project planning, resource management, and financial tracking. The real-time insights and automation features saved me a lot of time by keeping everything organized and up to date without needing me to do it all manually.
That said, there were a few things that could be better. The platform has a lot of features, like time tracking, resource management, and budget tracking, which can feel overwhelming at first. It’s not the easiest tool to use right away, especially if you’re not very tech-savvy. For example, it took me a while to figure out how to set up workflows and change the dashboard. It definitely takes some time to learn, and the learning curve might be steep for beginners.
Best features
Automates project tracking, saving you time on manual updates.
Real-time insights keep you on top of project progress, budgets, and team performance.
Streamlines invoicing, allowing you to manage billing without extra tools.
Customizable dashboards in Kantata allow you to organize project data, financials, and team performance metrics in one view.
Limitations
The pricing can be high for smaller teams, making it less accessible for independent consultants.
The interface can feel complex, making it difficult for new users to navigate.
Many users say the system slows down when lots of people are using it.
Pricing
Contact sales
Ratings and reviews
Capterra rating: 4.2/5
A Capterra user, Domingo, shared: “I like the ability to access detailed financial data and time tracking in the same system helps tremendously with project planning and budgeting.”
8. Monday.com
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After testing out Monday.com, I can say it’s a great tool for managing projects and staying on top of deadlines. Its flexibility means you can set it up exactly how you need as a consultant. The workflows can be adjusted to fit each unique project, and the time tracking feature ensures you’re keeping accurate billing records.
One of the best things about Monday.com is how easy it makes collaborating with both clients and colleagues. You can share boards and get real-time updates, so everyone stays on the same page.
The pricing can be a hurdle, especially if you need advanced features that require an upgrade. For solo consultants or small teams, this could be a downside, but if you’re managing multiple projects, the features might still be worth it.
Best features
Get a clear view of your projects, deadlines, and team updates in one place using intuitive dashboards.
Cut down on repetitive tasks by setting up smart workflows.
Track billable hours directly in the platform to stay on top of client work.
Adjust task flow to fit your unique project needs.
Limitations
Some users find the pricing plans expensive, especially for smaller teams or individual consultants.
While it offers many integrations, some users have mentioned that setting them up can be time-consuming.
Pricing:
Free
Basic: $9/seat/per month
Standard: $12/seat/per month
Pro: $19/seat/per month
Enterprise: Contact sales
Ratings and reviews
Capterra rating: 4.6/5
A Capterra user, Molly, shared: “I like the dashboard feature where you can bring data from different boards and compare campaign performance. Having a visual representation of the data is very helpful in understanding and implementing positive changes. Also, the AI chat bot is insanely accurate in getting you to the right resources or even solving your issue there and then.”
9. Qwilr
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I tried Qwilr, and I was really impressed with how easy it made creating professional, interactive proposals. Instead of sending plain PDFs, I could build web-based documents that looked modern and polished. The drag-and-drop editor was simple to use, and I liked that I could add videos, pricing tables, and quotes to make my proposals more engaging.
That said, customizing templates beyond the basics took a little time to figure out. At first, I struggled to adjust layouts and branding exactly how I wanted. But once I got the hang of it, the results were worth it, and my proposals looked more professional.
Best features
Customizable templates make creating professional proposals, quotes, and reports quick and easy.
Built-in analytics track client interaction, helping you time your follow-ups perfectly.
Seamless integrations with Slack, Google Drive, and CRMs keep everything connected.
A drag-and-drop editor adds interactive elements like pricing tables and videos to your documents.
Limitations
The learning curve can be steep for new users due to the variety of customization options.
There is no mobile app for users who need to work on the go.
Pricing
Business: $35/user/per month
Enterprise: $59/user/per month
Ratings and reviews
Capterra rating: 4.6/5
A Capterra user, Steve, shared: “I’m glad to know that I’m putting Qwilr to good use in the business world; it has the potential to set a new standard for engaging business reporting, which makes me happy. Its flexibility and ease of use, its constant updates, and its excellent alignment with contractual objectives speak to its versatility and adaptability. It provides us with a variety of prefabricated formats which we can generate unique proposals for our company and its offerings. To motivate a request, control is crucial.”
10. Bidsketch
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Bidsketch is a proposal software that really helped me save time when creating proposals. The pre-built templates make it easy to get started, and the drag-and-drop interface lets me customize everything quickly. I love how simple it is to use what used to take me hours now takes just a fraction of the time.
One downside I noticed with Bidsketch is its limited customization options when it comes to design. While it offers easy-to-use pre-built templates, you can’t fully control every element, like font styles or detailed layouts.
Best features
Bidsketch’s templates let you create professional proposals quickly with drag-and-drop customization.
The digital signature feature allows clients to sign proposals directly on the platform.
Integrations with PayPal and Stripe make invoicing and payment collection easy.
Limitations
The platform lacks advanced project management features, meaning consultants may need another tool for full project tracking.
Users have reported experiencing integration issues when using HubSpot on the platform.
Pricing
Solo yearly: $23/per month
Team yearly: $47/per month
Business yearly: $119/per month
Ratings and reviews
Capterra rating: 4.3/5
A Capterra user, Andy, shared, “Overall software and user interface with ready to use templates and custom templates makes this software better than other software available in the market. 2) I can customize the content of proposal by modifying the source code. It takes content of Lengthy Google docs (80-90 pages) with almost entire formatting. So finally, the pasting from Google Docs works awesome for me. 3) Customer service is top notch.”
Manage consulting projects effortlessly with Teamwork.com
Teamwork.com is built specifically for client work, giving you everything you need to stay organized, collaborate easily, and deliver results on time.
With powerful features like task management, time tracking, file sharing, and automation, you can eliminate inefficiencies and focus on high-value client work. Customizable templates and workflows ensure every project runs smoothly from start to finish, while real-time collaboration features keep your team and clients aligned.
If you want to make your consulting projects easier to manage and get more done, Teamwork.com is the right choice for you.
Our clients are normal business people who need a solution that’s as easy to use as possible, and that’s what Teamwork.com has given us. Now that we have one source to go to rather than multiple sources, we can find the things we need much faster.
Mario J. Kotschner
Co-Founder, YOUNITY
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