For instance, you can create task lists for the day, week, or month, prioritize tasks, and even set reminders to ensure you don’t miss anything. It’s a workflow optimization platform that centralizes all of a project’s files, processes and tools in one place. This is achieved with the help of integrations with many apps like Google Docs, OneDrive, Dropbox, Slack and more (including note taking apps).

Best Productivity Apps, Tools & Software for 2024

As a consultant, you might need to share a lot of files with your clients, as well as the rest of your team. More often than not, a professional consultant will take care of the paperwork so that their clients can focus more on their research. In this case, leveraging cloud storage and file-sharing apps can make your work life a bit easier. Another communication app that can help you connect and interact with your clients is HipChat. Coaching apps bring a level of professionalism that can significantly enhance your brand.

Collaboration and Communication Features

Designed for those wanting to eliminate wasted time and boost productivity, this tool enables users to track how much time they spend on various tasks and websites. It also helps manage time effectively by blocking distracting resources. It notifies you when it’s time for website blocking, motivating you to get back to your tasks. Psychologically, this helps build self-discipline and improve time management. By regularly using the site-blocking feature, you can significantly enhance 9 essential productivity apps for consultants and coaches the quality of your work and better allocate your time. Remember the Milk allows you to create and manage to-do lists, break them down into sub-tasks, and set priorities.

Minutes of Creative Wisdom Podcast

You can pull in all workflows and keep teams connected, as the tool also allows external participation. A feature that is very useful and not offered by many apps for consultants is document sharing. Use it to keep clients involved for the entire duration of your project.

Accounting Software for Consultants

For example, you could set it up for writing a dissertation in a highly formal style or a blog post with shorter sentences and informal language. This app for writers suggests not only style changes but also corrections to grammar and spelling. ABBYY FineReader turns pictures of words into typed text you can edit. It’s not an impulse buy, but it is the best app you can get for hefty optical character recognition (OCR) extraction jobs.

Trello is one of my favorite apps (and that’s my referral link), especially because it’s very intuitive and easy to use. Think of a Trello board as a card system with lists that are organized according to the workflow you have in place. According to Statista, the global consulting industry is estimated to be worth around $132 billion dollars in the year 2020 despite the impact of the covid pandemic. Discover the smarter choice for business coaches—lower costs, AI-driven tools, and no franchise restrictions. Some tools also give insights into how much time is spent on various projects.

• Trello offers an interactive board to visually track the progress of tasks.
• HoneyBook also integrates with other tools such as QuickBooks, Calendly, Zapier, Zoom, and more, which is great if you already have existing workflows in your business.
• The software and consultant apps should facilitate easy and timely communication, addressing concerns and inquiries promptly.
• Another helpful feature — you can set an alert to be notified of tasks you need to get done at the top of your day.
• Zoho Invoice is the perfect solution to manage your client bills and create invoices.

CRM and Sales

• The calendar is the cornerstone of any planning system, and AgnessaMini not only meets but exceeds expectations.
• According to Statista, the global consulting industry is estimated to be worth around $132 billion dollars in the year 2020 despite the impact of the covid pandemic.
• It helps you understand how much time is spent on various tasks and optimize your workflow.
• Implementing these steps will help consultants work smarter, not harder, using productivity apps for consultants.
• ToddleDo also enables easy collaboration and customization so you can really make it your own.
• Psychologically, this helps build self-discipline and improve time management.

Try Jotform today for free to ensure you and your clients achieve success together. Omnifocus is a to-do list builder app that is designed to follow the popular GTD (getting things done) method developed by David Allen. The idea is to get your tasks out of your head and capture them as soon as possible so you don’t lose focus of what you’re working on. You can sort all your tasks in categories and organize them easily, which includes not just your work projects but your personal ones as well.