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5. Communication and collaboration software

Posted: Sun Dec 22, 2024 10:22 am
FreshBooks: FreshBooks has all the features that a robust accounting software needs, plus their Select Plan allows you to customize service options for companies with more complex accounting requirements.
Xero: An accounting software created with small businesses in mind. Xero helps you keep your finances organized by automating admin and storing your documents online for quick access, in addition to customized billing and invoicing.
4. Project management software
Asana software for consultants
When you have a consulting team, it’s vital to coordinate your tasks in a central online location so you can collaborate more efficiently.

With project management software for consultants, each member will know their tasks as well as the responsibilities of other members on consulting projects.

Here are some picks for great project management software for consulting businesses:

Asana: Asana comes with multiple project views, primary and automated workflows, and unlimited essentials, such as projects, tasks, and storage.
Trello: Even when your team is in different places, Trello helps philippines mobile number to keep everyone on track, with options for different types of workflows you might use as a consultant, such as projects, meetings, and onboarding sessions.
ProofHub: ProofHub offers a robust suite of features for teams of all sizes. With five different project views, project templates, and a host of other features, it’s an excellent option for firms looking to scale with their software.
Slack software for consultants
Communication software enables consulting firms to communicate within the team in both one-to-one and group settings. Communication software is also a great place to start when you need a place to communicate with clients on record.

Here are some communication apps for consulting firms to get you started:

Slack: Slack is a popular communication tool for small teams that want better collaboration. With unlimited message history and lightweight, voice-first huddles, we can see why.
Microsoft Teams: MS Teams allows you to meet, chat, call, and collaborate with everyone you work with, including colleagues and clients. You can create different teams for different communication purposes and manage access, member roles, and invitations for each.
Chanty: Trusted by many enterprise-level companies, Chanty is a secure platform for messaging, video calling, and task management. It offers enterprise-grade data protection and encrypted transactions.
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How to start building your consulting business tech stack
While we’ve made this list as simple as possible, building your consulting business tech stack can still feel overwhelming when you’re just starting out.