Project Management Software For Consultants: Best Options To Streamline Workflows

January 19, 2023

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The best project management software for consultants can play a pivotal role in streamlining service delivery and enabling professionals to get more done in less time. Whether you are a consulting firm or a one-man band, the right project management software can successfully drive operational efficiency and send your productivity soaring to new heights.

Straight off the bat, here are some use cases of project management software for consultants:

  • Tracking progress across multiple client projects.
  • Collaborating with other consultants on projects.
  • Automating repetitive workflow processes.
  • Centralizing project resources, such as documents.

These are just a few examples of how consultants can harness the potential of effective project management software. If you are committed to achieving operational excellence and need a platform to spearhead these efforts, there is no shortage of solutions on the market. It feels like everywhere you turn, there is a new advertisement for an emerging project management tool.

Sure, there are some exciting solutions popping up here and there, but only a handful of project management tools can confidently meet the specific needs of consultants. After all, consultants need platforms that complement the client experience and bring something new to the table. If you want to raise the bar and deliver better client experiences, you need a good tech stack.

Best Project Management Software For Consultants (Top Pick)

StartingPoint is, without a doubt, best equipped to meet the needs of consultants. If you want to simplify workflow management and increase operational efficiency, StartingPoint’s platform is the most effective solution on the market for consultants. As a workflow management and client operations platform, StartingPoint brings a range of tools and features under one roof.

This centralized approach to productivity is particularly advantageous to consultants that are always on the move. Whether you are hopping on and off Zoom calls every hour or commuting back and forth to clients in person, you need a platform that brings order to your operations.

Consultants can use StartingPoint to explore the immense possibilities of workflow automation for their consulting businesses. By harnessing workflow automation at your consulting firm, you can streamline key business processes and deliver improved client experiences. When workflow automation is successfully deployed, it can help ensure client needs are met faster.

How can software for consultants impact the bottom line?

There is a direct correlation between client experiences and retention. In other words, if you want to see clients stick around for the long run, the very best thing you can do is invest in the right systems to deliver exceptional experiences. In doing this, you are improving the client’s ability to unlock value from your consulting services - which can inspire retention.

Project Management Software For Consultants (3 Options)

1 - StartingPoint

We’re a little biased but StartingPoint tops our list as the best workflow management platform on the market for consultants. If you want to centralize your workflows and bring everything under one roof, StartingPoint is the way to go. This platform enables you to embrace a full range of tools and features that are designed to enhance client experiences across the board.

If you often find yourself having to juggle a never-ending list of client demands, StartingPoint can come to the rescue. This intuitive platform is equipped to help you take control of your workflows and gain an immediate sense of what tasks must get prioritized at any given time. With StartingPoint, the path toward operational excellence has never looked clearer.

2 - Trello

While Trello offers a user-friendly interface that’s remarkably easy to navigate with no real learning curve, it lacks the advanced project management features that are present in solutions like StartingPoint. The limited functionality offered by Trello can present major hurdles for consultants that need the freedom and flexibility to customize the productivity platform.

When it comes to very basic project management and task organization, Trello does the job. For consultants, this isn’t going to cut it. Consultants are turning to solutions like StartingPoint because they recognize the importance of capitalizing on workflow automation tools. As consulting firms continue to embrace automation, you will have no choice but to follow suit.

3 - Slack

Even though Slack is an immensely popular tool for communication and collaboration, this doesn’t necessarily mean it’s right for consultants. Many find Slack’s interface cluttered and difficult to navigate, especially in cases where you have multiple channels on the go at once. Despite offering a centralized location for collaboration, Slack falls short in many areas.

You can use third-party apps to bolster your experience on the platform - but the apps from Slack’s app directory take time to set up. If you want to build your tech stack around Slack, you will inevitably end up with many moving pieces. StartingPoint’s platform comes with a full mix of in-built tools and features that are designed to meet the unique needs of consultants.

Achieve Operational Excellence with StartingPoint

If you are a business consultant, you can utilize StartingPoint’s treasure trove of in-built tools to unlock operational excellence. StartingPoint can bring a much-needed sense of order to your workflows and establish a central location for productivity. With all you need in one place, you can focus on the tasks at hand and have confidence in the platform behind your operations.

‍Simply sign up for free and begin using StartingPoint right away!