Best Software for Consultants: 6 Software Types to Consider (2025 Guide)

Software for consultants is designed to help consulting firms manage their everyday operational processes and tasks, so your consultants can keep focused on actually delivering their work.

The potential value of consulting software doesn’t stop there, though—beyond reducing time spent on admin, the right software can actually transform the profitability of your business.

If you’ve decided it’s time to implement a software solution in your own consulting business, then you’ve come to the right place!

 In this complete guide, we’ll take you through some of the different types of software for consultants, the key features you can expect from each system, and the benefits of using them to manage your processes:

• Project management software
• Time management software
• Resource management software
• Customer relationship management software
• Project accounting software
• PSA software

By understanding the diverse range of software solutions on offer in the consulting market and the impact they can have on your firm, you’ll be ready to invest in your business and take your operations to the next level. 

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Project management software

As consulting firms are project-based businesses, project management software often seems to be the next logical step when you make the jump from spreadsheets or pen and paper.

Standalone project management software is delivery-centric. This means it helps consulting firms actually deliver their work, facilitate task management and manage projects efficiently - basically, your “in the weeds” stuff.

At their most basic level, consulting project management tools allow you to create, assign, and track tasks so you can stay on top of the individual activities within a project.

Some more advanced project management tools may also provide automation features to streamline your workflows, visualization of key milestones with charts and reports, and the option to collaborate with both internal and external people on the project.

For smaller consulting firms, these standalone project management tools can be a great option to give you basic visibility over a project and keep your consultants on track as you manage the granularity of your projects. 

However, as the size of your firm increases, so does the complexity of your operational processes - which means if you’re looking for software that will give you insights into how those projects play into the overall health of your firm, you may need to look for an integrated solution. 

‍Key features of project management software

Key functionality to look for in project management software for consultants includes:

• Task management
• Project templates
• Budget tracking
• Project dashboards

1) CMap - Best overall project management software for consultants

CMap is the best project management software for consultants due to its ability to provide insights into how your projects play into the overall health of your consulting firm, with all of your company data connected in one centralized platform.

CMap delivers on key features like ease of use, reporting and analytics, and collaboration integrations - and these things will ultimately add the most value to your consulting firm and deliver the ultimate ROI.

Additionally, CMap is purpose-built for consulting firms - its functionality is designed to cater to the unique demands of the industry, rather than an all-size-fits-one solution.

Top features of CMap project management software

• Gantt charts: In CMap, the project deliverables you budget for automatically translate into Gantt chart items. This view allows you to see not just ‘what’ needs to be done, but also ‘when’.
• Task management: CMap allows you to seamlessly create project management tasks using customizable templates and categories, enabling you to delegate, schedule, and monitor tasks with confidence.
• Dashboards & reports: Rather than leaving your data buried within your project management system, CMap brings it to life with custom reports and dashboards, so you can get the project information you need, right where you need it.
• Documents: CMap allows users to directly store client and project documents within the system. And with the Microsoft Teams add-on, you can surface Sharepoint documents within CMap.
• Integrations: CMap offers a range of different integrations throughout its system, from HubSpot to QuickBooks; the Microsoft Teams add-on enables you to automatically create teams and channels to keep your staff communicating and collaborating.

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2) Asana

Asana is a cloud-based task and project management software solution that helps consulting firms track, assign, and schedule tasks, activities, and projects.

Top features of Asana project management software*

• Task management: Asana enables users to assign, schedule, and track project progress, allowing them to meet project deadlines and goals.
• Mobile app: Asana is available via your browser, desktop app, or mobile app, so it can be accessed anywhere, at any time.
• Dashboards: Asana offers multiple views of project dashboards, including lists, calendars and Kanban boards.
• Collaboration: Users of Asana can message and react to messages from their team members in the app, boosting collaboration.

*Information correct at time of writing in April 2025. Functionality is subject to change.

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3) ClickUp

ClickUp is a cloud-based productivity and enterprise project management software solution designed to help consulting firms manage their projects, people, and time.

Top features of ClickUp project management software*

• Task management: ClickUp’s functionality helps users schedule tasks, keep track of deadlines, and get an overview of project progress.
• Resource management: ClickUp offers resource management tools such as timesheets, workload views, and dashboards.
• Mobile app: As well as via browser or desktop app, ClickUp is also available via mobile app to be used on-the-go.
• Collaboration: Teams can collaborate using ClickUp’s chat functionality, whiteboards, and documents.

*Information correct at time of writing in April 2025. Functionality is subject to change.

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4) monday.com

monday.com is cloud-based project management software solution designed to help consulting firms manage their tasks and goals and collaborate.

Top features of monday.com project management software*

• Task management: Project progress, tasks and activities can be managed within monday.com, along with defining goals and objectives.
• Resource management: Resources can be allocated and managed within monday.com to help maximize the efficiency of your teams.
• Portfolio management: monday.com’s portfolio management features offer a high-level overview of active projects and their status.
• Requests & approvals: monday.com has built-in custom forms and project approval processes to streamline data collection.

*Information correct at time of writing in April 2025. Functionality is subject to change.

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5) Trello

Trello is a cloud-based teamwork and project management software solution hat helps teams collaborate, delegate, and organize tasks.

Top features of Trello project management software

• Task management: Trello offers multiple different views of projects to help users tick off tasks and check progress statuses.
• Automation tools: Trello offers in-built automation tools that allow teams to create rules, buttons and commands.‍
• Integrations: Trello integrates with a wide range of tools, from HR & operations to product & design.

*Information correct at time of writing in April 2025. Functionality is subject to change.

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Time management software

The other logical step you may take on your search for the perfect software for consultants is time management software. This is because, of course, consulting businesses sell time (as projects).

Time management software offers functionality like timesheets to track the amount of time your consultants spend on a project, so clients can be billed accurately.

If timesheets are regularly completed, by everyone who needs to complete them, and with a high level of accuracy, then you’ll prevent under-reporting costs or over-reporting profit.

As these timesheets feed into your financial reporting, it’s critical that they’re accurate and up-to-date. That’s why it’s important that your chosen time management software is intuitive and easy-to-use, so it becomes a painless task for your employees.

Having time management software that also functions on a mobile app is also particularly beneficial as it allows your staff to complete their timesheets anywhere, at any time—no more excuses!

Key features of time management software

Key functionality to look for in time management software for consultants includes:

• Timesheet submissions
• Billable vs non-billable hours
• Task and activity descriptions

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1) CMap - Best overall time management software for consultants

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CMap is the best timesheet software for consultants as timesheet & expenses submissions flow straight through to other areas, giving consulting firms a complete picture of their people and data.

CMap's timesheet software is also renowned for its ease of use, meaning that your team will actually fill in their time - and complete with a mobile app, so they can submit time & expenses on the go!

Top features of CMap time management software

• Easy timesheet submission: CMap's intuitive interface means the software is easy to adopt and easy to use.
• Reports & dashboards: Timesheet data submitted through CMap flows straight through to fuel key reports, such as Budget vs Actuals, WIP, margin analysis, and invoicing.
• Mobile app: CMap's timesheet software is also available as a mobile app for all devices, so consultants can submit timesheets & expenses when they're off-site.
• Integrations: CMap integrates with Xero, QuickBooks, Sage, and more to give consultants a consolidated view of their data.

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2) Toggl Track

Toggl Track is a free time management software solution that generates custom user reports.

Top features of Toggl Track time management software*

• Calendar view: Users can integrate calendars into Toggl Track and copy time entries into their workspace.
• Automated time tracking: Users can switch on background tracking for different apps and websites, and then turn activity into time entries.
• Reporting: Toggl generates automatic analytics, reports, and dashboards based on user activity and data.
• User groups: Users can assign team members to user groups to share project permissions.

*Information correct at time of writing in April 2025. Functionality is subject to change.

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3) Clockify

Clockify is a free time management software solution that allows users to track project profitability.

Top features of Clockify time management software*

• Timer: Enter an activity and start a timer with one click, or manually edit and add time.
• Automated time tracking: Record time activity across apps and websites, and see a breakdown of which apps are used and when.
• Reporting & dashboards: Break down time and costs by user and activity, and see a calculated hourly rate.
• Approvals: Approve timesheets, expenses, and time off requests.

*Information correct at time of writing in April 2025. Functionality is subject to change.

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4) Timely

Timely is an automated time management software solution with AI capabilities.

Top features of Timely time management software*

• Automatic time tracking: Users can use the Memory Tracker feature to track time spent on apps and websites in the background.
• Dashboards: Timely offers a centralized dashboard to view projects and activities in one place.
• Team workspaces: Users can categorize their team members' time and adjust priorities based on data and analytics.
• Task management: Users can manage workloads, track progress, and view team real-time capacity.

*Information correct at time of writing in April 2025. Functionality is subject to change.

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5) Dovico Timesheet

Dovico Timesheet is a cloud-based time management software solution designed for professional services businesses.

Top features of Dovico Timesheet time management software*

• Timesheet & expense tracking: Users can submit time by the task, project, day week with stop/start or bulk time entry.
• Project costing & budgeting: Users can choose different billing rates, currencies and custom overtime rules.
• Team management: Time, expenses, and vacation requests can be reviewed, edited, and approved with workflows.
• Project management: Drag and drop tasks, project estimates and project summaries can be used to keep projects on track.

*Information correct at time of writing in April 2025. Functionality is subject to change.

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Resource management software

Resource management is often the first operational process that growing consulting firms see break.

It’s also arguably the most important operational process for any professional services firm—people are, after all, your most valuable assets—and so it’s not one you can allow to slip through the cracks.

Most resource management software helps consultants see the utilization rate of their employees, so you can manage peaks and troughs of capacity and demand, and allocate resources to projects.

While some resource management tools only offer resource allocation functionality (generally as part of a wider project management package), others may provide tools like skills and competencies matrixes, capacity forecasting, and even HR integrations.

Key features of resource management software

Key functionality to look for in resource management software for consultants includes:

• Resource allocation
• Utilization calculation
• Capacity planning and forecasting
• Skills matrixes

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1) CMap - Best overall resource management software for consultants

CMap is the best resource management software for consultants because it provides a wide range of essential resourcing features that allow consulting firms to get a complete picture of their people.

Beyond resource allocation, utilization calculation, skills & competencies matrices and HR integrations, CMap enables firms to forecast capacity to avoid bottlenecks and meet demand, using a combined view of live and pipeline projects.

Top features of CMap resource management software

• Resource scheduling: Users can easily schedule and allocate resources to timelines & projects with drag-and drop tools.
• Staffing Prediction Report: Users can predict future demand and resource capacity & manage peaks and troughs with a combined view of live and pipeline projects.
• Utilization calculation: Users can see how individuals and roles are forecast to be utilized at a glance to avoid bottlenecks and get the most out of their resources.
• Skills matrix: CMap offers fully customizable skills & competencies matrices, enabling firms to create curated project teams.
• HR system: Users can manage essential HR functions within CMap, with detailed people profiles, document management, and custom activity templates.

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2) Resource Guru

Resource Guru is a cloud-based resource management software solution that helps consultants schedule resources & projects.

Top features of Resource Guru resource management software*

• Resource scheduling: Users can drag and drop projects and schedules into a calendar view.
• Capacity planning: Users get a bird's-eye view of availability across teams to accurately plan and resource projects.
• Resource management: Users can create a resource directory with custom fields to select the most appropriate resources.
• Project forecasting: Project forecasting and capacity reports give users a clear picture of future resource requirements and demand.

*Information correct at time of writing in April 2025. Functionality is subject to change.

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3) Float

Float is a resource management software solution that helps consultants plan, schedule, and manage their resources.

Top features of Float resource management software*

• Resource scheduling: Float allows users to allocate in hours or percentages when scheduling resources.
• Capacity planning: Float's live capacity tracking functionality alerts users of over-capacity indicators to keep workloads balanced.
• Project planning: Users can break down project plans using phases, milestones and tasks to track progress.
• Reporting: Users can oversee budgets, track profitability, and monitor actuals with Float's reporting capabilities.

*Information correct at time of writing in April 2025. Functionality is subject to change.

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4) Runn

Runn is a real-time resource management software solution that allows users to plan and forecast capacity, availability & utilization.

Top features of Runn resource management software*

• Resource scheduling: Users can quickly schedule resources using drag & drop and search tools.
• Capacity management: Users can identify utilization trends and set custom work hours for their people.
• Project forecasting: Users can forecast how much revenue, profit and costs their projects incur.
• Project planning: Users can schedule projects ahead of time, including tentative projects to compare forecasted results.

*Information correct at time of writing in April 2025. Functionality is subject to change.

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5) Ganttic

Ganttic is a web-based project and resource planning software solution that helps consulting firms manage project portfolios and schedule teams & tools.

Top features of Ganttic resource management software*

• Resource scheduling: Users can create resource-centric Gantt charts to see resource availability at a glance.
• Resource management: Users can see potential bottlenecks and capacity gaps in Ganttic's visual planner.
• Resource tagging: Users can tag jobs and workforce with custom data fields, and then filter to select the right resource.
• Capacity planning: Users can create shareable capacity planning reports & automate them to go straight to recipients' inboxes.

*Information correct at time of writing in April 2025. Functionality is subject to change.

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Customer relationship management (CRM) software

Customer relationship management (CRM) software is a great addition to your toolbelt if you want to keep existing clients happy and find new opportunities with potential clients.

Managing multiple clients can become tricky, especially when they’re multiple clients with multiple different needs and you’re having multiple conversations!

Acting as a central repository for all your key client data, sales leads, and communication history, a CRM will help you manage your pipeline and cut through the noise of your potential opportunities, giving you the best chance to secure your work.

As well as helping you convert leads into loyal clients, customer relationship software can also enable you to identify opportunities to collect powerful social proof, like client testimonials or case studies, which can be leveraged throughout the sales process.

It’s also important to understand how your CRM fits into your wider tech ecosystem. This can be done at its simplest level by ticking items off a checklist when a project is won, but when you’re operating at scale, industrializing this process through technological integrations may be your best bet.

Key features of customer relationship management software

Key functionality to look for in CRM software for consultants includes:

• Contact and company management
• Interaction tracking
• Job costing and quoting
• Analytics and reporting
• Automated workflows
• Integration capabilities

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1) CMap - Best overall CRM software for consultants

CMap is the best CRM software solution for consultants because it combines pipeline demand and live project data to give consulting firms forward-looking visibility over their projects and clients.

CMap even has built-in marketing functionality, so consultants can leverage their contact data to the fullest by nurturing and cross-selling to clients. It also integrates with popular CRM packages like HubSpot.

Top features of CMap CRM software for consultants

• Activities records: Users can keep notes of calls, meetings, and other events to focus efforts on winning new business with follow-up reminders.
• 360° views: CMap's 360° view gives users a complete view of the health and performance of their accounts, so they can assess relationships and adapt account plans.
• Documents & proposals: Users can generate custom proposals at the click of a button, with the ability to populate with client names, costing tables, and more.
• Marketing: Users can create targeted email campaigns and send to segmented contact lists, with the ability to attribute leads to specific activities and events.

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2) Capsule

Capsule is a web-based CRM software solution that helps consultants manage their contacts, track activities, and monitor sales pipeline.

Top features of Capsule CRM software*

• Contact management: Users can see key contact information at a glance, with the ability to quickly search for key fields and information.
• Sales pipeline: Users can track opportunities and forecast pipeline probability.
• Workflow automation: Users can automate routine sales and work tasks, and combine automations to create a single workflow.
• Sales analytics: Users can track unique sales activities and see where time is being spent and compare it to the number of sales coming in.

*Information correct at time of writing in April 2025. Functionality is subject to change.

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3) Attio

Attio is an AI-native CRM software solution that helps consultants manage companies, contacts, and deals with automatic data enrichment.

Top features of Attio CRM software*

• Data model: Users can build custom objects for any use case and get relationship context with automatic enrichment.
• AI intelligence: Users can use Attio's AI research agent to scale complex processes, and generate record summaries.
• Automations: Users can automate personalized outreach and create workflows for data streams.
• Reporting: Users can use historical reports to measure growth and set data-driven targets.

*Information correct at time of writing in April 2025. Functionality is subject to change.

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4) OnePageCRM

OnePageCRM is a software solution that helps small firms and solo consultants with follow-up and task management.

Top features of OnePageCRM CRM software*

• Contact management: All contact information is stored on one scrollable page, with records of activities.
• Follow-up reminders: Users can add follow-up reminders to contacts, prioritize tasks, and use pre-saved checklists.
• Workflow automation: Users can use pre-built task sequences to capture lead contact details from web pages.
• Reporting: Users can see team progress on their dashboard and receive automatic reports to their inbox.

*Information correct at time of writing in April 2025. Functionality is subject to change.

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5) 4Degrees

4Degrees is an intelligent CRM software solution that helps consultants manage contacts and pipeline.

Top features of 4Degrees CRM software*

• Data enrichment: Users can see every past and ongoing interaction with a relationship or investment opportunity in one place.
• Contact management: Users can get a quick snapshot of how all deals are maturing in the pipeline with Kanban and customizable reporting views.
• Customization: Users can create and save filtered views of companies, experts, and investors down by particular industry, location, and more.
• Reporting: Users can track KPIs on a per-company basis and in aggregate.

*Information correct at time of writing in April 2025. Functionality is subject to change.

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Project accounting software

Project accounting software for consultants helps firms to manage project budgets, track expenses, produce invoices, and more. 

As well as providing an accurate overview of budgets, billing and revenue, project accounting software can also provide keen insight into the overall financial health of your projects.

With standalone project accounting tools, you’ll get these insights at a project-by-project level, but other integrated tools can give you visibility over the financial fitness of your entire firm.

Key features of project accounting software

Key functionality to look for in project accounting software for consultants includes:

• Budgeting and cost estimation
• Expense tracking
• Revenue recognition and forecasting
• Profitability analysis
• Integration capabilities

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1) CMap - Best overall project accounting software for consultants

CMap is the best project accounting software solution for consultants because it gives users complete visibility over key project information like sector, scope, and fee types.

With CMap, users can generate detailed SOWs and project plans in seconds, which automatically transfer to a budget vs actual report. CMap also integrates with major cloud and desktop accounting systems like Xero, Sage, and QuickBooks.

Top features of CMap project accounting software for consultants

• Fee Estimator: Users can use CMap's Fee Estimator tool to price out each piece of work and choose from a range of different rate cards to generate SOWs and project plans
• Revenue scheduling: CMap users can see revenue months in advance at the click of a button using powerful forecasting tools.
• Invoicing tools: Users can get invoices into CMap quickly using CSV files or their current accounting software to get a tight grip on spend, from value range approvals to purchase order management.
• WIP and reports: Timesheet entries in CMap automatically flow through to WIP and live Budget vs Actual reports to empower users to make confident decisions.

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2) Forecast

Forecast is an AI-powered project accounting and financial management software solution.

Top features of Forecast project accounting software*

• Capacity and demand: Forecast provides a real-time overview of the workload and capacity of your resources to enable users to dedicate more time to value-adding tasks.
• Project budgets: Users can see up-to-date, accurate project budgets to understand how to capitalize on projects.
• Revenue recognition: Users can use Forecast's revenue recognition software to enhance forecasting, reduce manual errors, and adhere to regulatory standards.
• Native AI: Forecast's native AI learns from users' best projects to provide tailored recommendations.

*Information correct at time of writing in April 2025. Functionality is subject to change.

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3) iplicit

iplicit is a project accounting software solution that helps project-based businesses track and monitor against forecasts.

Top features of iplicit project accounting software*

• Project costing: iplicit allows users to group projects however they wish, allocate key contacts, and manage related tasks.
• Timesheets and expenses: Users can submit time and expenses via iplicit's mobile app, with charge-out rates recorded against projects.
• Project administration: Users can view project milestones using dashboards and reports, as well as store project-related documents in a centralized location.
• Project analysis: iplicit users can view a project’s committed costs, revenue, deferred income, budget and forecasts.

*Information correct at time of writing in April 2025. Functionality is subject to change.

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4) Sage Intacct

Sage Intacct is a project accounting software solution for project-based businesses.

Top features of Sage Intacct project accounting software*

• Invoicing: Users can generate invoices with a variety of fixed price and T&M methods.
• Time & expense tracking: Users can track expenses by projects, Budget vs Actual and more.
• Revenue recognition: Users can separate revenue recognition from billing and automatically calculate based on milestones, schedules, or percentage completion.
• Reporting: Sage Intacct provides role-specific reports and dashboards for insights on revenue, costs, and project milestones.

*Information correct at time of writing in April 2025. Functionality is subject to change.

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5) Clear Books

Clear Books is an AI-automated project accounting software solution aimed at boutqiue professional services firms.

Top features of Clear Books project accounting software*

• Categorize by project: Users can categorizes quotes and invoices by project, easily allowing them to view a list of documents related to each project.
• Import bank transactions: Users can link Clear Books to their bank account to automatically import bank statements and assign these to specific projects.
• Reporting: Users can get a snapshot of business success with a range of reports, tracking performnace versus initial budgets, revised forecxasts, or specific project outcomes.
• Mobile app: Clear Books offers a mobile app so users can manage their project accounting on the go.

*Information correct at time of writing in April 2025. Functionality is subject to change.

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Professional services automation (PSA) software

Now that you’ve seen the different types of standalone software solutions for consultants, it’s time to take a look at professional services automation (PSA) software.

PSA software takes all of the systems mentioned above - and often more - and combines them into one centralized, comprehensive platform where you can manage all of the key operational processes.

It’s not just a thing of convenience, though - PSAs keep all of your key data in one place, combining live data with pipeline, so you can get accurate forecasting and data-driven insights.

PSA software for consultants will also often transform your data into automated reports and dashboards, giving you instant visibility over your data and turning it into something you can actually make sense of.

As well as containing many, if not all, of the individual features above, PSAs will also take your operational processes to the next level:

• Project management: We talked about the typical delivery-centric, task management functionality of project management software earlier; PSAs deliver on operations-centric project management, which means they look at the bigger picture of how your projects play into overall firm performance
• Time management: Although standalone time management tools do enable you to capture timesheet data, they don’t do anything useful with that data; timesheet data in PSAs automatically flows through to other areas of the system to provide real-time insights like WIP, BvA, and more
• Resource management: Often the heart of PSA tools, resource management is all about balancing resource demand and capacity; PSAs excel at this by combing live project data with pipeline project data, so you’ll always have a clear view of staff availability and future demand
• Customer relationship management: CRMs aren’t always a given in PSA systems, but some PSAs such as CMap offer built-in CRM functionality; having a natively integrated PSA and CRM enables you to plan your resourcing with total clarity, as the interplay between pipeline management and resourcing is so crucial for professional services firms
• Project accounting: As well as managing your project-related expenses and revenues at a project-by-project level, PSAs allow firms to track this across the entire firm; dashboards and automated reports based on your project accounting data give you the clearest view over the financial state of your firm, so you can up your revenue game—most PSAs even integrate with your favorite accounting tools!
• Customization: In addition to the above features, PSAs are also favored because they’re often highly customizable to meet the unique demands of your specific firm, industry and locality, so you can set your system up in a way that works for you and your staff
• Integrations: The other great thing about adopting PSA software is that you can often integrate them with your key systems, so the data is carried over and turned into reports that capture the full picture of your business; these include key finance integrations like Xero and QuickBooks, to CRM tools like HubSpot

A recent study from Consultancy BenchPress revealed that 51% of consulting firms who adopted a PSA last year saw an increase in revenue by 26% or more, compared to the 33% of firms with no tools.

Additionally, the same study revealed that there was a 25% increase in the average utilization rate of firms when they adopted a PSA vs no tools—and with resource utilization having such a significant impact on profits, that’s not something to be sniffed at!

CMap: Best overall software solution for consultants

As you'll have probably gathered from the lists above, CMap is one such PSA platform - an operations and intelligence platform purpose-built for consulting firms.

CMap was chosen by over 40,000 users to replace spreadsheets for its ease of use, powerful data, and single source of truth.

With everything in one place, consulting firms can maximize utilization, boost margins, and scale efficiently.

CMap is also fuelled with thoughtful AI - tools that actually save you time, not just gimmicks. Use CMap's AI to automate core processes, make strong resourcing decisions, and improve quoting accuracy.

Find out more about CMap Consulting Edition.

Final thoughts

There’s a wide variety of software for consultants out there, but it’s up to you to assess your own firm’s individual needs and factor in elements like industry niches and size.

If you’re not sure where to begin, Mark Sloan, Managing Director at Asaph Advisors, offers a comprehensive breakdown of each level of scale and the essential processes to get right at each size. 

At the end of the day, we can’t overstate the importance of integrating your disparate tools and systems for a comprehensive approach—you’ll really feel the benefit as you start to grow, and you’ll save yourself a significant amount of money in the long run.

For more insights into successful digital transformation and PSA adoption, click here.