7 Best Client Management Software for Business Consulting Companies

As for any other business, clients are the central focus of all consulting companies – more so because consultants often manage multiple relationships within a single client/project and the stakes tend to be high.

To manage the many clients and stakeholders, as well as prospective clients, businesses need client management software to do just what the term says – manage clients.

There are various client management software in the market, all with different features, bells and whistles. How do you know which one’s the best for you? One rule of thumb is to have a list of must-haves that align with your business goals, and then check each software’s feature list for the right functionalities.

To make it easier for you, we have listed the top features of some of the most sought-after client management software for business consulting companies:

1. Simply.Coach

Simply.Coach helps consulting companies take their business digital and create superior results for clients. With Simply.Coach, you can take your proprietary methodologies online and build your own digital exercises, forms, and more – and capture responses! – all from one place. Plus, you can save time and create on-brand client experiences by digitizing your administrative tasks in a way that works for you. Be it contract creation, scheduling sessions, invoicing and payments or creating reports —Simply.Coach helps you execute every aspect of your business in your way. It’s also rated #1 for value, customer centricity and support on G2 and Capterra.
Starting Price: $9/ month (starter plan for solopreneurs)

2. Bonsai

A cloud-based client management software, Bonsai is an all-in-one tool that helps manage your clients, projects, and finances seamlessly. It offers a wide range of customizable features like client intake forms, e-contracts, easy-to-use scheduler, flexible invoicing, time-tracker, billing system, integrated banking, etc. It brings all your business functionalities under one roof.
Starting Price: $17/ month (for a starter plan)

3. Monday.Com

Monday.Com is a client management system that helps you plan, manage, and collaborate on any project from one place. It helps manage tasks from end-to-end, streamlines resource management and allocation for smooth running of business, and defines and tracks goals based on the proposed business strategy. It offers a bird’s eye view of all your projects and, hence, helps streamline business workflow with ease. Enjoy Monday.com’s limited features for free up to 2 seats.
Starting Price: $8/ month (for Basic plan)

4. Paperbell

Paperbell is a client management software specifically designed for coaches and consultants. It keeps you on top of your business with essential features like scheduling, billing & payments, and more. It also facilitates digital contracts and e-signatures. Paperbell also offers white labeled landing pages where you can add your logo, add brand colors and include client testimonials for a personal touch. Their dedicated customer portal makes it easier for your clients to schedule appointments, view purchase and billing history, change payment methods, answer surveys, and what not. Their client management dashboard is a repository of complete client profiles. You may even enjoy free subscription for 2 months.
Starting Price: $47.50/month billed annually

5. Attractwell

Attractwell is a client management software suitable for all business sizes. It houses all the features that a consulting business needs — contact manager and CRM, custom website with funnel, landing pages, member area, community features, email and text marketing options, payments, etc. It offers a dedicated lead capturing page that helps you manage your customer list and build a marketing website.
Starting Price: $29/ month

6. HoneyBook

A single platform for all your consulting business needs, HoneyBook is a client management system that offers end-to-end support — right from managing enquiries and client communication to payment. With features best suited for small businesses, you can seamlessly automate your workflow using HoneyBook. They offer built-in templates for each stage of the “client flow” — from showcasing services to booking, project management, and feedback. This helps accelerate the process of selling your services to your customers and streamlines the onboarding process.
Starting Price: $16/ month (for starter plans)

7. Quenza

Quenza is a client management software that helps you streamline your consulting business. It enables easy sharing of pre-set exercises, intake forms, and other essential contents. It helps you save time by digitizing paperwork and by automating client data collection. You can keep a tab on your client’s progress with the help of assessments, progress notes, and surveys and offer your client an enhanced experience by curating your program based on the post-session constructive feedback.
Starting Price: $49/ month (for the lite plan)

Managing different business operations manually could be overwhelming for a consultant. 

Automate your consulting business with Simply.Coach – check out the features here! 

How to choose client management software for your consulting business:

The need of every business varies for sure, but one goal remains the same: that of nurturing
relationships with prospects and clients. Leveraging client management software for your business consulting company is no longer a choice, it is imperative. Before subscribing to a software consider your budget, your requirements, and ensure you do a thorough valuation of the options in the market. Being meticulous about your choice of client management system is natural as the end-result is not a one-time benefit but a long lasting one that impacts your sales and business growth.

Sources: Digital Agency Network, Software Suggest, Consulting Success

FAQs

1. How does client management software help consultants?

In the field of consulting, relationships are critical to build the business and grow it. To manage multiple relationships with both clients and prospects, businesses need client management software to do just what the term says – manage clients. Client management software help you handle the many tasks associated with clients, engage with them through various mediums of communication, automate workflows, integrate with other tools, send alerts and reminders, analyze disparate data to derive
insights, and much more.

2. What features should I look for in client management software?

There are a few features you should look for in client management software when choosing one for your business:

• Workflow automation – digitization of your consulting methodologies
• Goal & development planning
• Scheduling
• Resource sharing capabilities
• Easy integration with external software (such as Google Calendar or Zoom)
• Analytics and reporting
• Great customer care service

3. Can client management software integrate with other tools?

Yes, client management software can be integrated with other tools, provided the software allows for it.

4. Can client management software help me grow my business consulting company?

Client management software can help business consulting companies grow by helping them save time (by automating manual and time-consuming tasks), sell to prospective clients and increase client satisfaction.

About the author

Jayashree Mukherjee

Content Specialist  @Simply.Coach

Jayashree Mukherjee is a content specialist by day and a content junkie (on OTT) by night. Passionate about traveling, street food and overturning the underuse of em dashes — she would have been a globe-trotter if she hadn’t been so lazy.