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How to Find the Best Consulting CRM and Project Management Software

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					   How to Find the Best
Consulting CRM and Project
  Management Software
As a consulting professional, you have to
 learn to multitask on a daily basis when
 it comes to clients, projects, expenses
 and so on. Juggling meetings and
 managing your business can prove to be
 an overwhelming task, either by
 attempting to do it manually on your
 smartphone or by using multiple
 programs on your computer.
(CRM and Project Management Software
 for Consultants)
Whether you are a one-person operation
 such as a career consultant or
 motivational speaker or a multi-staffed
 business such as an accounting or
 engineering consulting firm, this is where
 useful consulting CRM and project
 management software can help you out.
So what is a consulting CRM and
 project management software?
If you’re a consultant and don’t currently
 use any software to manage your
 customers, you are losing out on a large
 amount of potential earnings. Do you
 ever have that feeling that you forgot to
 follow up with a client? Or how about
 remembering to call someone that you
 forgot about?
Can you imagine how many of those
 potential customers you lost? This is why
 having a software to REMIND you they
 exist is so beneficial.
Don’t rely on your memory, and start
 relying on your follow up tasks you
 created for yourself.
Anyhow, a consulting CRM and project
 management software gives you access
 to various features and data such as:
 keeping track of time for meetings,
 contacts, calendar scheduling,
 customers, billing and invoicing, and
 much more.
It assists you in almost every aspect of
 the organization and management of
 your business at any time from any
 device.
Features to look for:
All-Inclusive Package: While no
 software is ever going to be perfectly
 packaged telling you “I’m the one”—
 though you wish it would—you want to
 look for the best features for the cost.
 Make sure it includes features necessary
 to your business, including tasks, a
 calendar, client management, file
 sharing, and billing with live support
 available on mobile, tablet and laptop
 devices.
 Interactive Calendar: Keeping an
  organized schedule is paramount to
  successfully running your business. You
  need to know when your next
  presentation, meeting, or scheduled phone
  call is, and you want all of that information
  in one place.
 Time Tracking: Whether it’s a 1-hour
  giving a presentation or 30 minutes
  meeting with a perspective client, you and
  your clients can trust that time is being
  well spent with a time tracker at your
  disposal.
Sharing: Want to send a client a project
 you’ve been working on or a presentation
 for them to look over? You want to be
 able to do it all in a drag-and-drop
 system all while having it backed up to
 the cloud automatically, ensuring your
 data is always safe and secure.
Billing & Payment: You want to be able
 to send simple quotes & invoices to
 clients while also receiving read receipts
 and payments with ease. If software
 can’t do that, it’s not worth having.
Manage Clients: What would your
 business be if not for your clients? You
 want that software to keep help track of
 their contact information, preferences,
 history & more while getting reminders
 and setting up tasks with ease.
Reports: Reports can be intimidating,
 but not if you use simple software that
 can demonstrate your income, profit, and
 retention rate amongst a multitude of
 other types of reports seamlessly while
 also allowing for custom exporting of
 data.
Security: A general is only as strong as
 their army; in this case, your client’s
 business relies on your ability to
 safeguard their privacy. You need to
 make sure to use a safe encryption
 (e.g. military grade) and safe servers
 that are continually backing up and
 securing all of your information.
Who can use a consulting CRM and
 project management software?
Sales Consulting
Design Consulting
Marketing
Social Media
IT Consulting
Internet Consulting
Business Coaching
Motivational
Political Consulting
Legal Consulting
Labor Relations
Corporate Finance
Investment
Accounting
Real Estate
HR Consulting
Management
Restaurant
Security Consultant
Engineers
Professional Service
Strategy Consulting
Career Consulting
General Consulting
Why use a software?
As the old saying goes, “time is money.”
 If you don’t have enough time in the day
 to give presentations, meet with clients,
 keep track of billing statements and view
 reports, then you certainly won’t have
 enough income to survive on.
Consulting CRM and project management
 software takes that burden off your
 hands by aiding you in handling all those
 tasks easily and efficiently. Once you
 begin using a modern management
 program, the only regret you’ll have is
 not using one sooner.
Try Pay Panther today
If you are looking for the best consulting
 CRM and project management software,
 we challenge you to take a 30 day
 unlimited free trial with Pay Panther. It
 offers multiple features built into one
 easy-to-use package including CRM, time
 tracking, billing, calendar scheduling, and
 so forth. You can also learn more by
 clicking here to view more features.
http://www.paypanther.com

				
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posted:6/27/2014
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Description: Juggling meetings and managing your business can prove to be an overwhelming task, either by attempting to do it manually on your smartphone or by using multiple programs on your computer.