How to Find the Best
Consulting CRM and Project
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
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
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
It assists you in almost every aspect of
the organization and management of
your business at any time from any
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
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
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
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?
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.