Andrew CurryVP of Digital Strategy, TYR Digital

What are the best apps and tools someone needs when starting their own consulting business?

The tools/apps/products have you used that made life 100x more easy when starting your own consulting business or agency.
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22 recommended
  1. 52
    Trello

    Organize anything, together

    Keep yourself organised!
    CommentsShare
    Samuel RoyCo-founder & CTO @heytwist.com · Written
    I should add: keep yourself organised *in your own way*!
    CommentsShare
    • Nick AllenHead of Marketing at FileInvite | Kiwi

      Brilliant for managing all your project backlogs in a Kanban fashion. Including a list for the DIY tasks around the house.

      As a Marketer I use this daily to manage workflow, sort ideas around future content and prioritize my activities. My team collaborate and report using handy integrations with Google and we use it as a Customer service and Sales script repository to store links to docs and how-to videos.

    • chuchuDeveloper, Andela

      Trello has helped me organize my projects for a while now. Since I work as a software engineer. An example of my boards is sort of where I create tasks then I classify them according to their current position on the sprint. For example I have tasks in different cards such as Icebox, Backlog, Current Iteration and Done. I have set deadlines all ranging from 2 weeks to someday :(. Overall a great product!

  2. 45
    Salesflare CRM

    Intelligent sales CRM for startups who thrive on technology

    Jocelyn Tan6Growth Strategist Intern in Antwerp, BE · Written
    Your go-to solution for data automation that startups love. Salesflare is one of few CRMs that intuitively automates your workflow for you. Your data entry and to-do reminders are fully automated in this cloud-based system, so you sell more with less work.
    CommentsShare
    • I've used so many CRMs in the past, and have also looked at lots of others too. I was first attracted to Salesflare by the clean design and ease of use, but then was very impressed with just how powerful it is. It integrates so well with Gmail, that it just became a natural extension of how I work. Also the developers have been offering great support too. I highly recommend Salesflare.

      Comments (1)
    • Matt Pliszkadiscovering SaaS apps at pickSaaS.com

      Love the way Salesflare automates your daily work with the CRM, it's really comfortable and saves a lot of time, at the same time providing all the most important CRM functionalities.

  3. 24
    HelloSign

    Easiest way to sign documents from within Gmail /Google Docs

    Tarun GangwaniProduct, dev.twitch.tv · Written
    Get paid, track documents, and inform people of important decisions.
    CommentsShare
  4. 13
    AND CO

    Invoicing, Expenses, Contracts & Payments for freelancers

    best way to set your business up for success - allows you to send contracts and invoices right through the app plus it's super easy to use. my favorite features are the expense + time tracking to keep up with my work and stay organized.
    CommentsShare
    Great UI, and very integrated solution. Makes running your business a lot easier.
    CommentsShare
    • Makes it super easy to invoice in a beautiful simple way that clients love. Offering credit card, PayPal and bank ACH payments really feels like it helps me get paid faster and looks professional. It's also a breeze to confirm that I've received payment and is helpful to get reminders of outstanding invoices. Love hearing the chime when money rolls in.

      UPDATE

      Can't believe I forgot to mention the support crew. I'm so used to banking/financial apps making service an afterthought. Whenever I have a question or issue they're on it within minutes and always eager to help.

    • Matt NIndependent Designer/Developer in LA

      I've tried every time-tracking/invoicing app there is for freelancers, but when I finally tried AND CO I was instantly sold!

      Both the web app and mobile app are a delight to use. They are fast and just work without any hiccups. The features are great and have helped me save a ton of time on admin work. Sending an invoice or a contract is a breeze. You also get a real, live human to ask for help! Need to invoice a client? Have a question about your taxes? Simply send a message to your CO and they will always have your back!

      Their dev team is also great! I requested a couple features and they were released within a few weeks. That showed me that the team at AND CO listen to their customers and give me confidence to use this app for the long-term.

      It's not often that I fall in love with an app. AND CO is the exception. Highly recommended.

  5. 10
    KeepSolid Sign

    Electronic signature app to streamline your paperwork

    Julia HolovkoProduct marketing manager at KeepSolid. · Written
    Julia Holovko made this product
    I am suggesting on behalf of KeepSolid Sign team - the app is used by various consulting companies in financial, accounting and marketing fields to sign agreements with clients. It is available for all major platforms and allows to collect signatures faster and get rid of print-scan-send routine.
    CommentsShare
    • Igor YatsenkoDigital Marketing Manager

      At the moment it does the job I need - paste the signature field as well as dates and names on the contract and send it. It also syncs all my documents between my devices. And it is cheaper than their nearest competitors, but definitely only on its start.

    • Igor GorbenkoSaaS Marketing Manager

      Probably the easiest way to get a signature.

      Scan, upload, define signature space, sign, define signature space for second party, send email, wait, get the document back with both signatures.

  6. 7
    Sortd for Gmail

    Trello for Gmail - Transform your email into organized lists

    I live in email & need a tool to help me drop less balls! Sortd is a productivity suite that lives in Gmail.
    CommentsShare
    • Semira AmiralaiTechnical Recruiter

      I'm trying to discover the main difference(s) between Sortd and Drag. While Sortd is more mature, both are attractive products with great functionality. Keeping it simple is key for me (a minimalist). It's not clear what the differences are; anyone have inputs on this?

    • Sean PowerHead of Sales, Refractiv

      Nice app to keep track of tasks within Gmail, email messages are turned into tasks giving you the option to select which category they fall into.

  7. 6
    Bonsai

    Contracts, invoices, and expenses for digital freelancers

    Sam CarltonFull-Stack Web Developer · Written
    Bonsai offers solid solutions for the entire consulting process without a bloated, confusing interface which for some reason is rare. - Proposal - Contracts - Project Management - Invoices - Payments They also make it so that if you prefer to use some other tools at the same time it's not going to be a pain. Here's a list they curate of tools(including their competitors): https://www.hellobonsai.com/best...
    CommentsShare
  8. 5
    Circuit

    Make your teamwork better

    Philipp Bohn4VP Circuit and CEO blueKiwi software · Written
    Philipp Bohn made this product
    The free version gives you team collaboration via voice, video, screenshare, file sharing and unlimited messages in one app, really all you need to communicate internally and with external partners and customers.
    CommentsShare
  9. 5
    Basecamp

    Keeps people on the same page

    Gary SpagnoliCEO, Zen Anchor · Written
    We use basecamp for managing all of our To Dos, and for ongoing communication with the client. Good way to keep your team (and client) on track.
    CommentsShare
    • Great and helpful app! I use Basecamp integration with TMetric in all my projects, for me this is the most convenient way to track my time for any activity in Basecamp

    • Agustin EsperonCo-Founder & Head of UX/Design at Wideo

      I'm a big fan not only of BaseCamp, but also their founders' books (Rework, Remote, Getting Real) and blog posts. Their work philosophy is amazing and it's reflected on the clean and concrete software.

      I really enjoy managing all aspects of my company with BaseCamp

  10. Paul Shuteyev7CMO, PromoRepublic · Written
    Allows to scan and analyze any Facebook page in 30 seconds, provides recommendations and interesting data. Good for consulting business in case you are related to marketing and business.
    CommentsShare
  11. 3
    Client Portal

    A client-friendly way to keep your projects organised

    Client Portal is pretty useful for ensuring when you're sharing files, your client has easy reference to everything they need in one place.
    CommentsShare
  12. 3
    Cushion

    A forecasting app for freelancers, get better insights

    I found cushion really helpful for forecasting the ebb and flow of consulting life in my early days. They're on a mission to build a really comprehensive product.
    CommentsShare
  13. 3
    Pipefy

    Workflows & process management for startups

    Raphael CostaHead of Platform at Pipefy · Written
    Raphael Costa made this product
    Will help you to organize every area of your business.
    CommentsShare
    • James FutheyProduct Design Consultant

      Wonderful product. Was one of my favorites, even though it had tons of bugs in it's first year, was happy to pay.

      Then one of those bugs broke my account. Customer support is unresponsive / slow / sometimes just closes your ticket and doesn't bother responding to basic problems like "I can't update my payment details".

      Then they lost all my data. So, yeah. Wonderful product, until I had to deal with Pipefy's support team, and they lost all my data.

    • charles leeCo-Founder, CoderSchool

      I went back to Trello because of interface snappiness, but I do find myself missing some of the features of Pipefy.

  14. 3
    PipeDrive CRM

    Effortless pipeline management.

    Halsey HuthVenture Investor at Hodl Ventures · Written
    Great for client/deal tracking - hooks up with zapier
    CommentsShare
  15. 2
    Veme.ly

    Add Captions To Videos

    Hassan AhmedFounder of Veme.ly · Written
    Hassan Ahmed made this product
    If you are looking to create video content and sharing on Instagram and Facebook, Veme.ly allows you to make them in less than 1 minute. Some of the bigger consultants such as Sam Ovens use video memes to educate his audience! Educating others about what you know => More Exposure => People perceive you as an expert => More Leads!
    CommentsShare
  16. 2
    Timing 2

    Automatic time and productivity tracking for Mac.

    Daniel Alm made this product
    If you consult by the hour, you need a good time tracking application. Timing provides that by *automatically* tracking how you spend on your time. That way, you don't have to worry about starting and stopping timers, and can rest assured that Timing has you covered when it comes to figuring out how many hours to bill.
    CommentsShare
  17. Inam HaqMobile Enterprise Tech · Written
    Inam Haq made this product
    Manage all your projects, clients, timesheet, invoices in one place. 100% mobile!
    CommentsShare
  18. Bitrix24 is excellent and free. Has all the tools consultants usually use. CRM for client management, including quotes and invoices. Document management. Task and project management with with time tracking (great if you do billable hours). Collaboration (external users, chat, discussions, polling, approvals). See https://www.bitrix24.com/uses/fr...
    CommentsShare
  19. 1
    NetHunt CRM

    Turn Gmail into a smart CRM

    Victor IryniukMarketing Manager, NetHuntCRM. · Written
    Victor Iryniuk made this product
    This is probably the best way for any Gmail-using company to run their client management. Simple, very flexible, includes email campaigns and all for a half the price of most CRM systems.
    Comments (2)Share
    • Matt Pliszkadiscovering SaaS apps at pickSaaS.com

      If Google Apps / GMail is enough for you, this is a great extension, adding CRM elements to the tools you're already using on a daily basis.

  20. 1
    Setapp

    Get 100+ curated Mac apps in a single subscription.

    Pavlo PedenkoProduct Manager @ Setapp.com. · Written
    Pavlo Pedenko made this product
    I work as a Product Manager for Setapp. Yesterday we had an interview with a customer from Australia who runs a consultancy business there. What he shared with us is that he uses a few apps from Setapp subscription to run his business: 1. Ulysses -> for note-taking 2. Haze over -> to stay productive and avoid distractions 3. Workspaces -> to launch the proper environment quickly 4. World Clock Pro -> to schedule meetings and communicate with clients outside Australia. And nice thing is that Setapp is single subscription with a free monthly trial. So you could jump and try it instantly.
    CommentsShare
    • Christina WarrenSenior Cloud Developer Advocate

      I've been using SetApp for more than a year and I have to say, it's become one of my favorite services.

      I was skeptical about an app subscription service, but did the math and for Ulysses, Screens, and a few other must-have apps, it was worth its price.

      To my surprise, it has actually become even more valuable, as I discover apps I wouldn't have otherwise used -- like Expressions and TablePlus -- or that I may have been weary about buying for their price (like Downie, a youtube-dl frontend that is great but not something I'd necessarily want to spend $20 on).

      If you have already paid for some of the pricier apps in SetApp, it's "value" may not be as great -- but as time goes on and more major upgrades are released, it's something Mac users, especially power Mac users should definitely consider.

      I love it.

    • M. Akif PetekMobile - Web Developer

      First ever subscription model for macOS apps of different companies.

      It's awesome, I regret purchasing many apps before.