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Andrew Curry
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.
22 recommended
  1. 56
    Taskade 3.0

    All-in-one collaboration. Chat, organize, get things done!

    Evan Kimbrell
    Evan KimbrellFounder, Sprintkick Β· Written
    Manage anything! Easy and simple to use for agencies and remote teams, and it's free.
  2. 52

    Powering millions of teams to work smarter, together.

    Sam Rye
    Sam RyePractitioner of Social & Enviro Regen Β· Written
    Keep yourself organised!
    Samuel Roy
    Samuel RoyCo-founder & CTO @devx Β· Written
    I should add: keep yourself organised *in your own way*!
  3. 45
    Salesflare CRM

    Simple yet powerful CRM for small businesses selling B2B

    Jocelyn Tan
    Jocelyn TanGrowth Strategist Intern in Antwerp, BE Β· 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.
  4. 24

    Easiest way to sign documents from within Gmail /Google Docs

    Tarun Gangwani
    Tarun GangwaniProduct Leader, Advisor and Coach Β· Written
    Get paid, track documents, and inform people of important decisions.
  5. 15

    Invoicing, Expenses, Time Tracking, Contracts & Payments

    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.
    Mario 🦊
    Mario 🦊Building at generalist.com · Written
    Great UI, and very integrated solution. Makes running your business a lot easier.
  6. 10
    KeepSolid Sign

    Electronic signature app to streamline your paperwork

    Julia Holovko
    Julia HolovkoProduct marketing manager at KeepSolid. Β· 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.
  7. 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.
  8. 6

    Contracts, invoices, and expenses for digital freelancers

    Sam Carlton
    Sam CarltonHelping startups master Technical SEO Β· 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...
  9. 5

    Make your teamwork better

    Philipp Bohn
    Philipp BohnVP Circuit and CEO blueKiwi software Β· 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.
  10. 5

    Keeps people on the same page

    Gary Spagnoli
    Gary SpagnoliCEO, Zen Anchor Β· 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.
  11. 3
    Client Portal

    A client-friendly way to keep your projects organised

    Sam Rye
    Sam RyePractitioner of Social & Enviro Regen Β· Written
    Client Portal is pretty useful for ensuring when you're sharing files, your client has easy reference to everything they need in one place.
  12. 3

    A forecasting app for freelancers, get better insights

    Sam Rye
    Sam RyePractitioner of Social & Enviro Regen Β· Written
    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.
  13. 3

    Workflows & process management for startups

    Raphael Costa
    Raphael CostaHead of Platform at Pipefy Β· Written
    Raphael Costa made this product
    Will help you to organize every area of your business.
  14. 3
    PipeDrive CRM

    Effortless pipeline management.

    Halsey Huth
    Halsey HuthGrowth & Partnerships @ MoonPay Β· Written
    Great for client/deal tracking - hooks up with zapier
  15. 2

    Create Social Videos With Subtitles

    Hassan Ahmed
    Hassan AhmedFounder of Veme.ly Β· 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!
  16. 2

    Automatic time tracking for your 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.
  17. 1
    Corpa: Run Mobile
    Inam Haq
    Inam HaqMobile Tech Β· Written
    Inam Haq made this product
    Manage all your projects, clients, timesheet, invoices in one place. 100% mobile!
  18. 1

    Social enterprise platform

    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...
  19. 1
    NetHunt CRM

    Turn Gmail into a smart CRM

    Victor Iryniuk
    Victor IryniukProduct Manager, NetHuntCRM. Β· 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
  20. 1
    Setapp beta

    Your shortcut to prime apps on Mac, an App Store alternative

    Pavlo Pedenko
    Pavlo PedenkoProduct Manager @ Wise Β· 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.