5 Best Project Management Software for Consultants
Quick links for the Best Project Management Software
1) Best Overall 🏆
Monday.com
The realm of project management software, offering robust features that solidify collaboration and efficiency.
2) Easiest To Use🥈
Asana
A software that streamlines tasks, offers a workflow builder, AI-powered analytics, and mobile accessibility.
3) Most Features 🥉
Notion
A versatile platform with workflow builder, metric-driven tool, workspace, team wiki, and other integrations..
So, you are in the market for a project management software that suits consultants.
Ideal, because in this article we have our compilation list for our top picks, and we compare the features and pricing for you.
If you just want the best choice, we’ve added that right at the top of the article as this was what is most requested by our customers and what we see the best feedback with. So, that’ll be the “can’t go wrong” option.
Otherwise, feel free to explore all the options we’ve reviewed on the market to find something that might fit you a little better.
Enjoy the list!
The Best Project Management Software for Consultants Specially
Consultants require specialized project management tools to streamline their tasks and enhance efficiency.
Ideal software for this niche offers intuitive interfaces, time tracking capabilities, and robust client communication features. They seamlessly integrate with third-party apps, ensuring smooth workflow transitions.
Prioritizing tasks, setting milestones, and collaborative features are critical for ensuring projects stay on track.
Reporting tools that provide valuable insights into project health and client satisfaction further differentiate top-tier platforms.
By choosing the right tool, consultants can optimize their project delivery, ensuring client satisfaction and business growth.
1. Monday
Monday integrates client emails, collects leads with forms, and refines marketing campaigns through scrupulous analysis that greatly enhances your relationship with clients and creates more business opportunities. It’s an easy-to-use platform that simplifies organizational tasks for sales and marketing teams.
Monday Features
Here are some features that make Monday a unique CRM:
- Software development: Monday provides templates to help your technical team quickly organize tasks, find bugs and improve iterations. You can add indicators to let the team know what you are working on and analyze the resource allocation. Every project has a specific ID that can be used; to track it among other tasks. Clients will automatically be alerted once the error is solved to reduce downtime and keep customers updated.
- HR structuring: Monday lets users manage recruiting process and track employee progression through its HR tools such as Applicant Tracker, Employee Engagement, Attendance Tracker, Recruitment Tracker, and Vacation Tracker. You can boost the team spirit of your employees by creating specific goals and giving constructive feedback on their work.
- Inventory Management: Businesses can record product and asset details while setting automation to get regular updates about sales and inquiries. You can create new templates to match the company’s requirements and integrate Monday with other applications to make the tasks easier. Moreover, Monday generates a unique QR code for each product so your clients can coherently buy the inventory.
- Marketing and Creative attributes: Monday can bridge the gap between creative thinking and marketing strategies by merging them into a single platform. You can create visualizations on campaign effects, share ideas and create personalized operations to make information accessible for employees.
- Sales operations: Monday offers CRM customization to make the leads attainable and manage all opportunity stages at a single interface. You can see the combined effect of marketing and sales campaigns to make adjustments accordingly. Moreover, businesses can centralize the available data for ease of use and synchronization of operations.
- IT workspace: You can add educational content for new recruitments to learn skills faster and ensure quality work. Monday lets you set access permissions for tasks and strictly follows security protocols to prevent cyber attacks on your CRM database. You can integrate IT tools and put technical work in order on Monday.
Monday Pricing
Monday CRM offers 4 pricing options depending upon your business size and requirements.
“Individual” plan is free of cost and lets users record work-related activities.
“Basic” plan is priced at $10/month for a single user and offers 5GB storage along with customer support.
“Standard” plan is worth $14/month for a single user and offers additional collaboration tools.
“Pro” subscription costs $27/month for an individual and offers chart view along with time tracking.
“Enterprise” plan is made specifically for large businesses and includes quality security features. You can contact support to get a quote on the “Enterprise” package.
2. Asana
All important projects involve groups of people coming together to achieve a shared goal. Asana is a tracking and project management software that allows teams to collaborate on tasks and track progress. It simplifies communication and data sharing, allowing you; to stay up-to-date with the latest project requirements.
Asana features
Here are some exclusive features of Asana:
- Workflow builder: Asana provides visual tools to efficiently create workflows that simplify your execution and management tasks, helping your teams stay connected from initiation to completion. With the workflow builder, you can systemize; the information intake and capture ideas more easily.
- Workload management: With Asana’s coherent workload management, you can ensure your teams are not overwhelmed by the tasks and can easily schedule their work. Project managers can get a clear overview of what’s happening inside the workspace to promote balance.
- Resource Allocation: It allows you to reassign high-priority tasks to more suited employees with just a few clicks. You can easily analyze the current progression and send the relevant details to the assigned personnel for a seamless transition.
- Views and Reporting: Asana provided real-time analytics and insights through AI-powered reporting tools that assist you in setting realistic objectives for your teams. You can specify the criteria and generate reports to see progress across projects.
- Project Synchronization: It enables users to see contextual information regarding the same task across different project teams without duplications. So project managers can assess the employee’s work performance.
- Data security enhancement: Asana allows you to export data to a dedicated server for your business, boosting network security. Users can easily delete or reset their current workspaces to start anew effortlessly.
- Mobile accessibility: Asana is accessible from iOS and Android devices to help you stay on top of project management anytime, anywhere. You can update task status, check schedules and have conversations with your teams.
- Robust rest API: Asana supports seamless integration with several reporting tools and allows automation; to quickly execute tasks across other platforms. You can connect GitHub, Harvest and Slack to track project status or view any recent code edits.
Asana Pricing
Asana offers 3 Pricing options for users to serve their unique project management requirements.
The “Basic” plan is for individuals or businesses looking to get started with Asana and understand its core function. It’s a free subscription plan that provides rudimentary features of Asana.
The “Premium” plan provides access to Asana’s “Workflow Builder” and lets users create multiple timelines within the interface to manage and reassign overlapping tasks. It is priced; at $10.99/user/month upon annual billing.
The “Business” plan is for enterprises looking to maintain scalability and handle the huge workload. It provides access to all exclusive features of Asana. “Business” plan is priced; at $24.99/user/month upon annual billing.
3. Trello
Trello allows your project teams to work together and maintain coordination between all departments within your business organization. It empowers project management by providing; the necessary tools and workflows to keep up with the scaling demands.
Trello centralizes your project details in one collaborative location, making it easier to track, manage and complete multiple tasks.
Trello Features
Here are some exclusive features of Trello:
Multiple Views: Trello offers users the ability to switch between their preferred; views and brings a unique perspective to project management. It enables you swiftly execute your ideas into actions by providing clear visibility into every ongoing task. Trello Board view breakdown the project into multiple steps and updates the Workspace every time a task is near completion.
Dashboard: With the dashboard, you can gain actionable insights into your business processes so you can prevent bottlenecks and maintain efficiency. It allows users to customize key metrics and anticipate a team’s requirements.
Trello Maps: Trello provides inbuilt interactive maps tl track field services and views the locational information pertinent to every project. It’s a valuable feature for businesses that have agents in the field and allows managers to track the latest updates regarding what’s happening in different project sites.
Butler: Trello offers an automation feature named “Butler” that allows you to create no-code integrations, workflows and bots to automate repetitive procedures. You can set pre-defined instructions for every automation and ensure the system quickly updates the relevant members every time a task is completed. You can turn on the suggestion feature, and Trello will identify your repetitive actions to suggest single-click automation that simplify your workload.
Power-ups: With Trello’s featured Power-ups, users can add third-party plugins to enhance the functioning within their Workspace. You can integrate valuable tools like; Jira, Google Drive, Slack and any other relevant sources to access your files and documents within Trello’s unified database.
Template creation and customization: Users can switch between templates to provide their teams with a blueprint for efficient project management. You can access the templates made by other users and create new ones to share with the Trello community. It helps you go digital with your work management and allows customization to the existing templates so they can meet your specific project requirements.
Trello Pricing
Trello offers 4 Pricing options for businesses to use the platform for project management.
The “Free” plan offers unlimited storage along with intrinsic project management tools and is best for teams looking to get acquainted with Trello.
The “Standard” plan offers advanced checklists, along with the basic features included in the “Free” pricing option. It is priced; at $5/user/month upon annual billing.
The “Premium” plan offers a dashboard view to get analytical insights along with the features included in the “Standard” pricing option. It is priced; at $10/user/month upon annual billing.
The “Enterprise” plan allows users to maximize Trello’s functionality and create unlimited workspaces. It is priced; at $17.5/user/month upon annual billing.
4. Wrike
Wrike provides an optimized solution to businesses for project management requirements. Its greatest strength is its scalable platform that grows with your business requirements. With Wrike, you can enable a collaboration platform and maintain 360⁰ visibility into all operations.
Wrike Features
Here are some exclusive features of Wrike:
Reports: Wrike offers quality reporting tools that allow you to analyze your work and stay on top of everything. It provides a high-level overview of all your current projects and enables you to identify bottlenecks and drill down to deeper task levels in order to take timely action. Wrike also provides retrospective information on your completed projects and tasks.
Wrike Calendars: Wrike Calendars helps you; keep track of what you need to work on and when. With Wrike, you can create smart calendars based on your folders or projects and filter them through several criteria. You can also create; a classic calendar and be in full control of its content.
Custom Workflows: Wrike allows you; to create unique workflows and enables your team to work in a way they find most comfortable. You can create custom statuses within each workflow to; get a reflection of what stage your tasks are in. With Wrike, it’s much simpler to report on assignments and specify; who should be an assignee once a project has reached a particular status.
Custom Field creation: For a scaling business, you have to; track all sorts of data. With Wrike, you can create custom fields in your projects and tasks and populate them with the required information. You can design specific fields for the project’s budget, marketing campaigns and sales operations, making financial management a lot easier. Moreover, Wrike automatically runs calculations for the numeric data.
Request Forms: Wrike allows Request form creation for businesses dealing with tickets or requests. It enables you; to effortlessly capture all information from a client. Once done, Wrike automatically triggers a task or project based on the available information. You can predefine this information, like assignees or locations and share it with your colleagues while also making them available externally.
User Groups: You can create user groups within Wrike based on company departments, subteams, office locations or cross-departmental teams. This way, it’s extremely simple to share something with a specific group, and you can remain in touch with every project team.
Wrike Pricing
Wrike offers 5 Pricing options plus 2 Additional subscriptions for marketing and services delivery teams.
The “Free” plan comes at zero cost and offers basic task management capabilities along with a live activity stream. It is best for new users looking to get acquainted with Wrike.
The “Professional” plan is priced at $9.8/user/month and offers interactive Gantt charts plus shareable dashboards.
The “Business” plan is priced at $24.8/user/month and allows users to create custom fields or workflows according to their requirements.
The “Enterprise” and “Pinnacle plans are only available for businesses with 5+ users and offers all features of Wrike.They are suitable for established organizations. You can contact the sales team to get a price quotation.
The additional plans for; marketing and service delivery teams can also be availed: within Wrike. You can customize the subscription and get a price quotation by contacting the sales team.
5. Smartsheet
Smartsheet provides users with a plethora of features within a single unified interface, making it easier to successfully implement strategies for projects and assess the ongoing tasks. Businesses can easily streamline processes and increase efficiency to complete more projects and serve more clients.
Smartsheet Features
Here are some exclusive features of Smartsheet:
Team Collaboration: With Smartsheet, you can add relevant team members to the project workspace and provide a platform to discuss the next step and collaborate effectively. It ensures your business can work dynamically on a no-code platform and everyone is on-page with the latest advancements.
Workflow automation: Smartsheet provides powerful automation tools to manage repetitive tasks with unique workflows. It enables your team members to work on more demanding tasks and maintain a high level of productivity. Workflow automation empowers your business by allowing users to customize workflows as per their requirements and combine multiple actions for swift functioning.
Content management: Content production and management are essential for every business to entice clients into availing services. With Smartsheet, your designers have access to all relevant tools required to produce and review the content. You can include the content tasks within reporting tools to get a clear overview. It eliminates bottlenecks by allowing you to add multiple content reviewers and maintain a constant production rate.
Secure request management: Smartsheet offers a dynamic view of sharing control and access permissions. It enables you to maintain a reliable security level for business processes and manage the work requests; by using the pre-built form to accumulate and automate project data.
Governance administration: Smartsheet allows project managers to administer ongoing processes and assign the pending tasks to the available personnel. It heightens the security level; by providing you with complete visibility of all users. So you can successfully manage and change the access permissions.
Digital Asset Management: Smartsheet supports integration with Brandfolder, making it easier to manage your digital content, files and documentation. It empowers your creative teams to effectively distribute the assets among other users organize the asset metadata with intelligent tools.
Work Insights: Smartsheet provides quality insights to your employees. So they can easily complete the tasks by making better decisions. You can share work reports with the stakeholders and clients to keep them aligned; with the ongoing processes.
Smartsheet Pricing
Smartsheet offers 3 Pricing options for users looking to streamline their business processes with quality project management tools.
The ” Pro” plan is priced at $9/user/month and provides access to the basic features of Smartsheet. It is ideal for individuals or new businesses interested in Smartsheet.
The “Business” plan is priced at $32/user/month and requires a minimum of 3 users. It allows you to create unlimited; Workflow automation and provides a Brandfolder integration.
The “Enterprise” plan allows you to customize your Smartsheet experience and choose the; features you require. You have to contact the sales team and mention your requirements to get a price quotation.
Additionally, you can opt for “Smartsheet advance” to get complete access to all features. It is further divided: into “Silver”, “Gold”, and “Platinum” plans. You can contact the sales team to get a price quotation.
Why use a Project Management Tool at all ?
Project management tools streamline tasks, improve team collaboration, and enhance productivity.
They offer a centralized platform for tracking project progress, setting milestones, and allocating resources efficiently.
By providing real-time insights and analytical data, these tools aid in decision-making and ensure projects stay on budget and deadline. Ultimately, they reduce the risk of human error, ensuring consistent project success.
Why opt for Project Management Software for Consultants ?
Consultants are pivotal players in various industries, bridging knowledge gaps and providing expert solutions. To consistently deliver excellence, it’s imperative they employ tools designed for their unique needs. One such tool is project management software tailored for consultants. But why is it essential?
Consultants often juggle multiple projects simultaneously, each with varying scopes, deliverables, and stakeholders. Unlike conventional businesses with recurring operations, consultants require a system that can adapt to a diverse project range. Software tailored for consultants prioritizes flexibility, enabling them to handle diverse projects efficiently, from short-term tasks to long-haul strategies.
Effective consulting demands a well-organized data system. With multiple clients, meetings, and documents, things can quickly become chaotic. Project management software for consultants provides a centralized hub where all project-related information is stored. This ensures that important data—like client communication, project updates, and resources—are easily accessible, reducing the time spent searching for crucial information.
Clear and timely communication is the bedrock of successful consulting. With specialized software, consultants can streamline client communication. Features such as real-time chat, shared dashboards, and automated notifications keep clients in the loop. This fosters trust, as clients can see project status, provide feedback, and receive updates without the need for lengthy email chains or meetings.
Consultants often bill based on hours worked. Hence, accurate time tracking is paramount. Project management tools designed for consultants typically include built-in time tracking features, allowing for precise invoicing. This not only ensures that consultants are fairly compensated for their time but also offers transparency to clients regarding work hours and associated costs.
Consulting doesn’t always mean working solo. Collaborative projects, be it with other consultants or a client’s internal team, demand tools that support teamwork. Shared task lists, document collaboration, and joint brainstorming sessions become simpler and more effective with the right software. It ensures that every stakeholder is aligned with the project’s objectives and progress.
Being able to measure and analyze project outcomes is crucial for consultants. It allows them to gauge their effectiveness, identify areas for improvement, and validate their strategies. Project management software often comes with robust analytics tools. These provide insights into project timelines, resource allocation, and client feedback, empowering consultants to refine their methodologies continually.
As a consultant’s client base grows, so does the complexity and number of projects. A dedicated project management tool allows for scalability. As their operations expand, consultants can confidently onboard more clients and projects, knowing the software will adeptly handle the increasing workload.
Every project comes with its own set of risks. Project management tools assist consultants in identifying potential pitfalls early on. With features like Gantt charts, critical path analysis, and scenario planning, consultants can anticipate challenges, adjust their strategies, and ensure projects remain on track despite unforeseen obstacles.
Project Management Software for Consultants, A Summary
Project management software tailored for consultants enhances efficiency, streamlines client communication, and ensures accurate billing.
It centralizes data, supports collaboration, provides analytical insights, and aids in risk management, ensuring consultants consistently deliver top-tier service and achieve project success.
Monday stands out as the best project management software for consultants due to its intuitive interface, customizable templates, and powerful collaboration features.
It offers real-time insights, streamlined client communication, and efficient time-tracking, ensuring optimal project delivery and client satisfaction.
What Project Management Software would you recommend?
In short, It’s Monday.com.
It’s a platform that simplifies communication across teams and helps hit goals faster, with team management software that maximizes productivity and empowers everyone to work smarter together. You can’t go wrong with Monday.com.
“🚀Try Monday.com For Free, It’s my favorite Project Management Software to use and recommend.” -Scott Max
Monday.com is a user-friendly project management platform that offers powerful tools to streamline complex workflows for larger companies, ensuring efficient operations and delivering impressive project outcomes. Monday.com has you covered for your: Team Projects, Service, Sales, CMS, Operations, and Marketing needs.
For more details, read our Monday.com Review.