Consultancy companies, ranging from management and IT to financial and sustainability-focused firms, play a pivotal role in helping organizations navigate complex challenges and achieve their goals. Despite their diverse specialties, these firms share three core attributes: problem-solving expertise, a client-centric approach, and data-driven decision-making. To effectively deliver on these strengths, consultancy companies require robust tools to streamline their workflows and ensure project success. By leveraging project management software for consultants, these firms can align their problem-solving capabilities, maintain strong client collaboration, and utilize data-driven insights to manage projects efficiently and meet client expectations.
Right Project Management Software for Needs of Consultancy Companies
Consulting firms—whether they focus on strategy, IT, or sustainability—need strong project management to run smoothly. They rely on the right tools to stay organized and deliver great results to their clients.
Simple task tracking is not enough. Consultants need more. They look for features like project and workflow management to plan work and save time. They also need client management tools to build strong relationships, and team collaboration tools to keep communication clear. Built-in reports and analytics help them make smart, data-based decisions. Integration with CRM systems, financial tools, and other apps is also important to stay connected and scale operations.
General-purpose tools like Excel, WhatsApp, Slack, or Todoist can help with simple tasks. But they often fall short for consultants. These tools don't support complex projects, multiple clients, or large teams. Without built-in client management, custom workflows, and detailed reporting, consultants spend more time fixing problems. This leads to wasted time and more mistakes.
Consulting project management software solves this problem. It brings everything into one place. It supports both daily work and big-picture goals. With the right platform, consulting teams can focus on what matters most—solving problems and helping their clients succeed.
Discover Cubicl: Features of Project Management Software for Consultants
Cubicl is a highly customizable task management software tailored to streamline professional services, particularly for consultants who need robust tools to manage complex projects. Cubicl offers specialized features such as detailed task tracking with Kanban views, time logging, and checklists to monitor project progress; hierarchical project creation for structured task organization; a messaging feature for real-time team collaboration; file sharing to centralize documents; a client portfolio page to manage client details; and a client portal and ticket system for seamless client communication.
Cubicl’s simple, visually appealing interface is easy to learn, reducing onboarding time. It is significantly more affordable than competitors, offering a 20% discount on annual subscriptions and additional discounts for teams with 25+ users, making it a cost-effective alternative to consulting software for managing tasks, collaboration, and client interactions efficiently.
Client Projects in Cubicl Task Management Platform for Consultants
- Client Profiles: Cubicl includes a dedicated Clients Page to store detailed client information. This covers company data, contacts, and communication history, all in one place. You can link these profiles to projects, making it easy to turn any project into a client-specific one.
- Customizable Project Templates: While Cubicl Project Management Software does not provide predefined templates, it supports extensive customization. Projects include pages like Tasks, Files, Gantt Chart, Timeline, and Reports, which can be toggled on or off. Users can customize Kanban task stages (e.g., Waiting, Active), create project-specific tags, and assign different managers, team members, or clients. This flexibility supports workflows tailored to any consulting domain.
- Time Tracking and Billing Integration: Cubicl’s time tracking feature allows users to start a timer when working on tasks, logging hours spent. Tasks can include an estimated time field alongside start and end dates. Cubicl offers comprehensive reports that show time tracking data, estimated durations, and task timelines. These reports can be exported and used to generate client invoices on external platforms, simplifying the billing process. To integrate Cubicl and invoice software, you can use Monkedo No-Code Automation Tool.
- Resource Allocation: Managers can assign tasks based on team members’ expertise. Assigned consultants can log time, collaborate using the built-in messaging tool, and update task progress. This promotes teamwork and project alignment.
Team Collaboration in Software for Consulting Firms
- Role-Based Access Controls: Cubicl includes role-based access control features. Administrators can set authority levels for accessing information related to projects, clients, proposals, and bookkeeping. This keeps sensitive data secure throughout the project lifecycle.
- Real-Time Collaboration Tools: Cubicl’s messaging feature supports one-on-one and group correspondence, while tasks can be created and updated collaboratively. Its mobile application ensures access to project information on the go, facilitating project planning and updates during fieldwork or client meetings.
- Comment Features: Cubicl enhances collaboration with notifications for task updates and @mentions. Users can enable email notifications to stay informed when offline, reducing communication clutter and keeping teams aligned on project progress without excessive meetings.
- Document Sharing and Version Control: Cubicl Task Management Platform supports document sharing by allowing users to upload files to tasks, project files pages, client profiles, support tickets, and email-based tasks. It also integrates with Google Drive, Dropbox, and local storage for easier access.
Task Management in Project Management Tool
- Customizable Workflows: Cubicl’s work management features allow customizable workflows for sequential tasks with consistent content, suitable for diverse teams. Users can add workflows to tasks, set recurring tasks, or break tasks into subtasks and substeps, offering multiple methods to tailor workflows for specific project delivery needs.
- Task Dependencies: Cubicl supports task dependencies by enabling subtasks and substeps under a main task, which can be assigned to different team members. This flexible, user-customizable feature ensures clear relationships between deliverables, aligning with project timelines and enhancing work management.
- Milestone Tracking: While Cubicl lacks a dedicated milestone feature, users can utilize task tags (e.g., “Success”) to mark significant achievements. For tailored milestone solutions, users can submit feature suggestions to support@cubicl.io.
- Automated Reminders: Cubicl Project Management Platform provides automated reminders through email notifications for approaching task deadlines or important updates in managed projects. Users can set personal reminders that appear prominently on-screen or via the mobile application, ensuring timely project delivery and adherence to project timelines.
Benefits of Project Management Software for Analytics and Reporting
- Dashboard Visualizations: Cubicl’s Reports Page offers clear visual summaries for each project. It shows key performance metrics like overdue tasks, delayed completions, and time spent in each task stage. This gives teams better visibility into workload and progress.
- Client Ready Reporting: Cubicl also supports professional reporting. It generates detailed time reports by client and project, which you can download in Excel format.
- Resource Utilization Metrics: Cubicl’s reports provide resource utilization metrics, detailing time spent by project members and their workload. This insight into project performance helps managers allocate consultants effectively, enhancing financial management by balancing team capacity.
- Project Profitability Analysis: Cubicl currently does not support direct project budgeting or profitability analysis, as it lacks features for entering project budgets or revenue data. Users can request this functionality by emailing support@cubicl.io, contributing to future enhancements for financial management and profitability tracking.
Integration Capacities with Other Tools
- CRM Integration: Cubicl strengthens project management with several built-in CRM tools. It includes a Clients Page to record client information, a Client Portal for direct communication, and separate pages for bookkeeping and deals. These features provide integrated client management, reducing the need for external CRM tools to ensure successful projects.
- Calendar Synchronization: Cubicl addresses project management needs with individual user calendars and project-specific calendar pages. Its Google Calendar integration allows bidirectional task syncing, ensuring consultant availability aligns with project schedules for successful project execution.
- Financial Software Integration: Cubicl’s Bookkeeping feature enables tracking of receivables and payables, meeting basic project management needs for financial oversight. For consultancies with simple requirements, this eliminates the need for external financial software, supporting robust project management.
- Document Management Systems: Cubicl offers storage space based on user plans, with files uploaded directly or via Google Drive and Dropbox not counting toward storage limits.
If Cubicl’s built-in features and integrations do not fully meet your needs, consider Monkedo No-Code Automation Tool, developed by the Cubicl team. This powerful software enables seamless integration with over 400 applications and supports custom automation workflows. Compared to alternatives like Zapier, Make, or n8n, Monkedo is significantly more user-friendly and cost-effective. Additionally, Cubicl users receive exclusive usage credits for Monkedo, allowing you to implement automation and integrations without requiring an extra budget.
Choose the Best Project Management Software for Consultants in 2025
Effective resource management—planning, scheduling, and allocating your team, budget, and tools—is essential for delivering consistent value. It also drives success across every project. For consultants, this means having the right system in place. It ensures resources are used efficiently and nothing slips through the cracks. Cubicl Project Management Software makes it easy to manage people, time, and workflows in one intuitive platform. Whether you're coordinating across teams or juggling multiple clients, Cubicl helps you stay organized, focused, and in control. Try it free for 14 days and experience how simple and affordable project management can be for your consultancy.