WORKSECTION

Project management software for consultants

Work­sec­tion effi­cient­ly han­dles your project require­ments by cre­at­ing leads based on appli­ca­tions from the com­pa­ny’s web­site, dis­cussing tasks with the client, and gen­er­at­ing auto­mat­ic per­for­mance-based reports.
Try Now
Work­sec­tion is trust­ed by more than 1000 com­pa­nies, mak­ing it one of the best project man­age­ment soft­ware for con­sul­tants. It stream­lines work­flows and ensures that every client inter­ac­tion is impact­ful. The soft­ware inte­grates var­i­ous func­tions — from time track­ing to client com­mu­ni­ca­tion — into one plat­form, enabling con­sul­tants to deliv­er excep­tion­al results while seam­less­ly man­ag­ing mul­ti­ple projects.

All in One Project Management Software

Hav­ing all your project man­age­ment tools and client data cen­tral­ized in one soft­ware enhances orga­ni­za­tion­al effi­cien­cy for con­sul­tants. This inte­gra­tion sim­pli­fies access to infor­ma­tion, reduces the has­sle of man­ag­ing mul­ti­ple plat­forms, and improves response times, mak­ing it eas­i­er to meet client expec­ta­tions and dead­lines effec­tive­ly. Track the sales process on the Kan­ban board where the team can col­lab­o­rate on tasks.

Contact Base in PM Software for Consultants

This fea­ture allows con­sul­tants to effi­cient­ly man­age and orga­nize client and team con­tacts. By cen­tral­iz­ing con­tact infor­ma­tion, the project man­age­ment soft­ware con­sul­tants with eas­i­er access to client details, improved com­mu­ni­ca­tion, and bet­ter rela­tion­ship man­age­ment, all of which are crit­i­cal to a suc­cess­ful con­sult­ing prac­tice.

Assign tasks to peo­ple from the con­tact list direct­ly in Worksection. 

Using Work­sec­tion has reduced chaos, ensured tasks are no longer lost, and pro­vid­ed the abil­i­ty to plan resources effectively.

Organize the work of consultants using PM software

Project man­age­ment soft­ware for con­sul­tants helps stream­line and opti­mize their work­flows through process automa­tion and effi­cient task man­age­ment. This includes set­ting mile­stones, del­e­gat­ing tasks, and track­ing progress, which col­lec­tive­ly enhance the pro­duc­tiv­i­ty and effi­cien­cy of con­sult­ing projects.

Use kanban board

Kan­ban boards offer a visu­al overview of project tasks at var­i­ous stages of com­ple­tion, enabling con­sul­tants to track progress and man­age work­loads effec­tive­ly. This tool sup­ports bet­ter task man­age­ment by allow­ing con­sul­tants to see the big pic­ture and make adjust­ments in real-time. 

Divide tasks by stages and track the work on the boards.

We have been managing projects with Worksection for several years. This product allows us to bring together various specialists to work on a single project.

Reminders and notifications for consultants

Auto­mat­ed reminders and noti­fi­ca­tions are vital in help­ing con­sul­tants keep track of dead­lines, meet­ings, and deliv­er­ables. This func­tion­al­i­ty ensures that noth­ing is over­looked and that con­sul­tants can man­age their sched­ules effec­tive­ly, pre­vent­ing last-minute rush­es and missed dead­lines. 

Con­fig­ure your dai­ly morn­ing digest to receive fresh news from the team before the busi­ness day begins 

Using software for consultants to generate reports

Advanced report­ing capa­bil­i­ties allow con­sul­tants to gen­er­ate detailed reports on project progress, resource allo­ca­tion, and finan­cials. These reports are cru­cial for mak­ing informed deci­sions, demon­strat­ing val­ue to clients, and adjust­ing strate­gies as nec­es­sary.. 

The result­ing report will help you under­stand the way your team works and busi­ness process­es which should be opti­mized to improve the indicators. 

Worksection has significantly helped us grow threefold! Information is never lost, and projects are completed faster. Our clients are also happy because they can see the process, which increases trust and loyalty.

Track consultants' regular tasks using PM software

The soft­ware project man­age­ment con­sul­tants include fea­tures for man­ag­ing reg­u­lar tasks and rou­tines, which are essen­tial for main­tain­ing con­sis­ten­cy and pro­duc­tiv­i­ty in con­sult­ing projects. This tool helps in set­ting recur­ring tasks, remind­ing about dead­lines, and ensur­ing that rou­tine process­es are con­duct­ed efficiently.

Checklists in Project Management tool for Consulta

Check­lists with­in the soft­ware help ensure that all project com­po­nents are com­plet­ed thor­ough­ly. This fea­ture aids con­sul­tants in main­tain­ing high stan­dards of qual­i­ty and account­abil­i­ty through­out the project life­cy­cle.

Attach check­lists to the task descrip­tion or direct­ly to the comment. 

Integrations with other business applications

Work­sec­tion offers seam­less inte­gra­tion with exist­ing tools. This con­nec­tiv­i­ty increas­es over­all pro­duc­tiv­i­ty and ease of man­age­ment by stream­lin­ing the flow of infor­ma­tion and pro­vid­ing cen­tral­ized con­trol over all project-relat­ed activities.


For exam­ple, you can down­load reports to your finan­cial sys­tems and cal­cu­late how much you need to pay. There are many ways you can use the API. 
Get started now
Please enter your real email 🙂