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Consulting Software with Proposal Generation (2026)

Last updated: April 2026

Consulting Software Key Features

    Based on 162 user opinions, we identified 6 features that are important for any product in Consulting Software

  • Task Management

    Create, manage and track all task activities and progression

    Average user rating

    4.5

  • Multiple Projects

    Ability to handle several projects simultaneously

    Average user rating

    4.5

  • Billing & Invoicing

    Create, manage, and send invoices or bills to customers

    Average user rating

    4.6

  • Workflow Management

    Create, design and manage workflows for repetitive tasks

    Average user rating

    4.4

  • Timesheet Management

    Track the amount of time spent on a job or task

    Average user rating

    4.5

  • Project Tracking

    Monitor the progress of projects from start to finish

    Average user rating

    4.6
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46 software options

monday.com logo

Project management software

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monday.com helps you manage your projects and tasks all in one place. Plan ahead visually, discuss everything, keep your clients in the loop, and stay organized

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Wrike logo

AI powered workflow management platform

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Exceed client expectations with trusted consulting management from Wrike. Automate your requests, visualize your deadlines with Gantt charts, collaborate in real-time with both internal and external stakeholders, and increase on-time delivery.

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NetSuite logo

AI-powered cloud-based business management suite

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Increase visibility into your professional services organization, improve resource utilization, elevate on-time project delivery, and drive profitability with NetSuite ERP's fully integrated PSA solution, which provides powerful tools to help you manage your projects, resources, and finances.

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UiPath logo

(RPA) AI-powered hyperautomation Robotic Process Automation

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UiPath Robotic Process Automation is a cloud-based solution which helps businesses & government organizations design & manage attended & unattended automation tasks to streamlining front-office activities. UiPath RPA lets users store multiple licenses in a unified database for future reference.

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BigTime logo

AI-powered scoping, project, time, and billing software

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BigTime helps budgeting, project planning/execution, team communication, task management, resource management, invoicing and project financials. Our customers see an average improvement of 25% in gross margins and a substantial increase in expansion and referral revenue.

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Avaza logo

All-in-one, client-focused project management for teams.

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Manage client projects by scheduling resources, assigning tasks, tracking time and expenses and billing in one place. Available in the cloud, from any device.

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Bitrix24 logo

All in one business management workspace

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Bitrix24 is an all-in-one business management platform that integrates CRM, project management, and collaboration tools in a single workspace. The system offers task management with Kanban boards and Gantt charts, communication features including video calls and chat, plus website building capabilities with ecommerce functionality. Bitrix24 includes HR management tools for employee tracking and workflow automation, all accessible via mobile applications.

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Atera logo

Cloud and mobile-based IT management platform with AI

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Atera is the ultimate all-in-one remote monitoring tool suite for MSPs and IT Pros. Includes everything you need and nothing you don't: Full RMM, PSA, Help Desk and Ticketing, Remote Access & So Much More. Monitor unlimited devices for a fixed monthly cost. Try Atera for free today.

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Birdview logo

Software for managing multiple projects, tasks, and teams

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Birdview adapts to business growth with comprehensive project oversight. Efficiently manage multiple projects, balance team workloads, and control budgets. Benefit from strong security and supportive service. Gain crucial insights for project and financial success through robust analytics.

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Kantata logo

Always Deliver Amazing

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Kantata PSA puts an end to unpredictable projects so professional services teams always deliver amazing.

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Scoro logo

Manage projects, resources, and finances in a single system

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Scoro unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work.

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Striven logo

Collaborative ERP for business process management

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Striven is a comprehensive business management software suite. It provides a range of features to support organizations across various industries, such as construction, manufacturing, professional services, and field services. The software offers real-time access to critical business data, helping to eliminate issues with missing, lost, or inaccurate information.

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Accelo logo

Transform the way you manage client work

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Accelo is used and loved by professional service businesses around the world to manage their day-to-day operations with profitably in mind. The end-to-end cloud-based platform manages all aspects of project delivery.

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OnePageCRM logo

#1 Action-Focused CRM Software for Small Business

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OnePageCRM is a simple CRM with a unique action-focused approach to contact and sales management. You can use this software to add tasks/reminders next to every contact and receive automatic notifications when the task is due. This helps you grow your business every day step by step.

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Productive logo

Project lifecycle management for agencies and consultancies

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Productive is an end-to-end agency management tool that gives you a birds-eye view of your agency business.

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Planview AdaptiveWork logo

Enterprise Work and Project Portfolio Management Solution

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Planview Clarizen is an award-winning enterprise work management solution for project portfolio management (PPM) and professional services delivery teams.

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HaloPSA logo

HaloPSA brings everything an MSP needs into one location.

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All consulting is provided by our in house consultancy team. This ranges from full management of an implementation project to one remote consultancy sessions.

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Unanet ERP AE logo

Project-based ERP for mid-to-large size AE firms

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Unanet A/E, powered by Clearview, is purpose-built ERP for architecture and engineering firms and offers a powerful combination of Project Management, Business Intelligence, Time and Expense Tracking, Financials, Integrations, and CRM tools in one single source to run your business more effectively.

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Accountability logo

Project-based ERP for advertising & marketing agencies

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Accountability is a project-based ERP solution built exclusively for advertising and marketing agencies. Integrated job management and accounting give agency leaders real-time visibility into project and client profitability, staff utilization, and overall agency financial health.

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PROMYS logo

Cloud-based CRM, Help Desk, and PSA software.

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Cloud-based Professional Services Automation (PSA) software with integrated CRM, Help Desk, quoting, billing, inventory, subscription management, executive insights, and sales forecasting modules.

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Total Synergy logo

Business and project management software for AEC businesses

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Synergy is business and project management software enabling architecture, engineering and construction design businesses to effectively manage every job on time and for profit.

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SwiftCase logo

Get your workload under control with ease.

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Organise your tasks into streamlined processes that fit the way you work. Automate your processes to get more done in less time. Integrate your apps to keep your info in sync across your whole business. Watch your business grow, powered by SwiftCase software.

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VOGSY logo

Multiple countries, multiple currencies, one resource pool.

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All–in-one CRM and ERP for international project teams.

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Ravetree logo

Award-winning work management solution

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Ravetree is an all-in-one work management solution for project-driven organizations and teams with tools for managing projects, time, resources, and clients

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webCRM logo

Easy to use - designed for salespeople by salespeople

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webCRM is an affordable and proven online CRM system. It has over 6000 users, supports multiple languages, and boasts a 90% subscription renewal rate.

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