The Best Consultant Project Management Software: Why Bonsai Is the Clear Winner

7

Min Read

David Maina

As a consultant, you need to be able to juggle multiple deadlines, projects, and clients at any given time. Your success depends on your ability to stay organized and on top of every task, no matter how big or small. You also need to be able to quickly adapt to changes, as client needs often shift unexpectedly.

That's why having a great project management system is essential. And when it comes to project management tools, Bonsai is in a class of its own. 

In this blog post, we'll explain why Bonsai is the best project management software for consultants.

Note: If you want to try the best project management software for consultants, use Bonsai. Bonsai has all the tools you need to run organize and run your consulting business. From time tracking to task management to invoices, Bonsai has all the tools you need. Try a 14-day free trial here.

Powerful client CRM

As a consultant, your clients are your bread and butter. That's why it's so important to have a powerful CRM (customer relationship management) system in place.

Bonsai's CRM is designed specifically for consultants. It helps you manage your client relationships more effectively and streamline your workflow.

With Bonsai's CRM, you can keep track of your client communications, invoices, and payments all in one place. This eliminates the need for multiple spreadsheets and helps you stay organized.

You can also use Bonsai's CRM to manage your prospect pipeline. With the CRM, you can see at a glance which prospects are ready to be converted into new clients. This can help you close new business deals more quickly and easily.

Effective task management

You likely have a lot of tasks to complete on any given day. This can make it difficult to stay on top of everything and keep your projects moving forward.

Bonsai's task management features can help you better manage your tasks and stay organized. With Bonsai, you can create to-do lists, set deadlines, automate resource management, view project progress, manage resource allocation, and assign tasks to team members.

You can also use task templates to create standard operating procedures for your projects. This can save you a lot of time and ensure that your consulting projects are completed according to your high standards.

Bonsai's task management features are designed to help you streamline your workflow and get more done in less time.

Fast and easy invoicing 

Running a consulting firm often means dealing with a lot of paperwork. From contracts to invoices, there's always something that needs to be signed, scanned, and sent.

Bonsai's digital invoicing system makes it easy to send invoices to your clients with just a few clicks. You can even automate your invoicing process so that you don't have to waste time creating and sending invoices manually.

What's more, Bonsai's invoices are highly customizable. This means that you can include all of the important information that your clients need, such as your contact information, business logo, and consulting payment terms and conditions.

You can easily track which invoices have been sent, received, and paid using the work management tool.  This eliminates the need for follow-up phone calls and emails chasing down payments.

Bonsai's invoicing system is the perfect solution for busy consultants who want to get paid quickly and efficiently.

Note: If you want to try the best billing software for consultants, use Bonsai. Manage invoices, send reminders/partial payment requests and automate the entire billing process with our tool. Try a 14-day free trial here.

Integrates with other tools you use

If you're like most project managers, you probably use a variety of different tools to get your work done. And while this can be helpful in terms of getting things done, it can also be a bit of a pain to have to switch between different platforms all the time.

Fortunately, Bonsai has you covered. The consulting management software integrates with a wide range of other project management tools, so you can manage all your work from one central location.

For instance, you can connect Bonsai with your email client so you can easily track emails related to your projects. You can also connect it with your calendar so you can see your upcoming deadlines and appointments in one place.

Better time tracking

Too often, consultants find themselves working long hours and missing deadlines because they didn't have adequate time management skills. This can be a recipe for disaster – both for your business and your personal life.

Bonsai's Insights feature can help you avoid these time management pitfalls. With the Insights feature, you can better understand your time tracking habits and identify any areas where you need to make improvements.

Let's say, for example, that you realize you're spending too much time on a particular project. You've been working an average of 40 hours per week on the project, but you're only getting paid for 20 hours.

With this knowledge, you can make the necessary adjustments to your workflow and ensure that you're billing your clients correctly. This can help you track time spent on projects, avoid overworking yourself, prevent burnout, and increase your profitability. Read our review for why Bonsai is the best consultant time tracker.

Note: Better track your time for consulting projects with Bonsai's easy to use tracker. Our time tracker does not get in the way of your productivity and records the time while you do tasks. Claim your 14-day free trial today.

Automated timesheets

Another great feature that Bonsai offers is its automated timesheets. With this feature, you can say goodbye to the tedious process of manually filling out timesheets.

Bonsai's automated timesheets are designed to save you time and help you stay organized. The software automatically generates a timesheet for each project, based on the tasks you've completed.

This information is then stored in a central location, so you can easily access it when you need to. This can be a huge time-saver, especially if you're working on multiple projects at once.

Bonsai's automated timesheets are also helpful because they provide an accurate record of the time you've spent working on a project. This can be useful when billing your clients, managing projects, or tracking your own productivity.

Stress-free tax season

The tax season comes with its fair share of challenges. Freelancers, particularly, have to file their own taxes, estimate their quarterly taxes, and try to maximize their deductions. And as a consultant, you already have a lot on your plate – the last thing you want is to stress over a tax bill. 

So, what can you do to streamline your tax process and make it as stress-free as possible?

Bonsai Tax is a great option for anyone who wants to simplify their tax process. The platform can help you estimate your quarterly taxes, identify deductible expenses, and file your tax return. Bonsai Tax integrates with your bank accounts so you can automatically import and organize your tax receipts. This feature is extremely valuable in helping you keep track of your expenses and ensuring that you're getting the most out of your deductions.

Plus, Bonsai Tax has a lot of written resources available to help you with the procedure of gathering, keeping, and filing your tax-related documents.

Note: If you want an automatic expense tracker to scan your bank/credit card receipts to discover potential tax write-offs, try Bonsai Tax. Our expense tracker saves small business owners on average $5,600 during tax season. Claim your 14-day free trial here.

Easier financial reporting

Understanding your consultancy’s financial health is essential to making sound business decisions. But if you're using basic accounting software, chances are you're not getting the level of detail you need to make informed decisions.

Bonsai's financial reporting features are designed to give you a clear picture of your company's finances. With the professional services automation software, you can track your revenue, expenses, and profitability. This information is presented in an easy-to-understand format so you can quickly see where your business stands financially.

Hundreds of contract and proposal templates 

As a consultant, you know that client onboarding is essential to the success of your business. But the process can often be time-consuming, particularly when it comes to drafting contracts and proposals.

Fortunately, Bonsai has hundreds of pre-designed templates that you can use to streamline your client onboarding process. All of these templates have been legally reviewed by lawyers and are designed to save you time and effort.

You  can use these templates to quickly and easily create contracts, proposals, invoices, and more. You  can also customize these templates to fit your specific needs.

All you need to do  is choose the template that best suits your needs, fill in your information, and send it off to your client. It's that simple.

Bonsai: The best consultant project management software

Bonsai is the perfect software for business consulting firms that want to take their business to the next level. The platform's features are designed to streamline your workflow, help you get paid on time, and onboard clients faster. So if you're looking for a project management tool that can do it all, Bonsai is the way to go.

David Maina
David is an experienced B2B financial copywriter, specializing in content related to accounting, financial planning, and small businesses. Over the years, he has helped fintech brands win more traffic and skyrocket conversions with engaging, long-form content. A nerdy interest in numbers, and passion for creative writing drives him to create financial content that's truly unique. You can reach him at financeandinsurancewriter.com

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