7 Excellent Programs to Run Consultancies and Consultancy Firms

The use of specific software in your consultancy or agency can bring benefits on several levels.

Wednesday, May 4, 2022

First of all, the most obvious and evident one, which is the own and internal benefit of the business structure. If we use tools that can streamline daily procedures, we can work more efficiently and comfortably.

In this way, we can increase productivity, reduce costs and keep the staff happier by reducing their workload.

On the other hand, our customers also benefit. They receive their transactions more quickly and probably in a more complete and detailed way.

Therefore, adopting the use of programs that help us with daily management can be a great advantage over the competition. Customer satisfaction is a value that can help us attract new customers and stand out from the competition.

Below you will find a short list of 7 programs that we believe can help you take the big step and, in a short time, make a difference.

7 softwares that will help you manage your agency or consulting firm


1. Holded
In the 21st century, it is highly recommended to use an ERP in any type of business, regardless of its size or activity.

It is a program that helps us to manage in an integral, easy and comfortable way all the different aspects or departments of the business.

Its main objective is to digitize, automate and thus, facilitate the overall management of the consultancy.

Definitely, if we talk about programs for consultancies, Holded must appear on the list. It is one of the most popular and powerful ERPs on the market.

It allows us to automate daily tasks, such as bank reconciliation or data transfer, and also assists us in other activities, making them require as little intervention as possible, such as the creation of invoices.

All this and much more, with a very user-friendly interface and without the need for previous knowledge. Holded is one of those tools that will revolutionize your business, but that you will not be able to do without once you have tried it.

2. Klippa

Document management is key in every consultancy. A large number of documents are received that must be managed and kept safe, as they are vital information.

A consultancy or agency that misplaces its clients' documents -or its own- does not give a good image and would cause criticism to fly like wildfire.

A good way to avoid this and, incidentally, to take advantage of the digital tools available today, is to convert these same documents into digital format.

Using an OCR program like Klippa, we can have all the important and necessary documents in digital format, in an organized, complete and handy way.

It not only scans the documents, but also analyzes their characters to produce a 100% digital file, from which we can extract information and add metadata for archiving.

Thanks to Klippa, no matter what format the file is in, we can have it at hand and safe in digital form in just a few seconds.

3. Microsoft Teams

If there is one thing we have learned in recent years is that, no matter what we do for a living, it is necessary to have a pre-established method to be able to continue communicating even when we are not in the same place.

Whether it is to encourage telecommuting or because we need to work from somewhere outside the office, we need a tool that allows us to stay in touch with the rest of our colleagues.

A highly recommended solution for this problem is Microsoft Teams. It is a multiplatform and cloud-based program that allows us to be in direct contact with the rest of our colleagues in the office.

It is obviously very useful if we are not in the same place, as it allows us to interact quickly and without obstacles. But it also speeds up the management even if we are meters away from each other.

We can exchange files, emails, documents of all kinds and comment on them without leaving our chairs.

Although it may seem like a tool to encourage remote work, Microsoft Teams can help improve the overall communication of the management, whether they are remotely or face-to-face.

4. Google Workspace

No office can avoid office automation software. Whether it's a law firm, a medical practice or, as in this case, a consultancy, everyone needs to be able to create and open documents of all kinds.

Whether they are presentations, spreadsheets, word processing sheets, etc., it is necessary to have a compatible program to be able to open, modify, start from scratch or transform these types of documents.

Google has created a tool that includes all the most common office programs in a single tool and, most innovative, 100% in the cloud.

It is not necessary to download any program that takes up space, needs updates or compatible versions, you can simply access the file with a browser.

And not only can you access, you can also modify, save, share or basically do anything you want, all through the same online tool.

Google Workspace is an indispensable tool for creating and transferring documents easily without worrying about compatibility.

5. DocuSign

Following on from the previous point, sometimes we need to be able to share certain files easily and quickly. However, sometimes we also need them to be sent securely and, in addition, we need to request that the document be signed.

This can be problematic when it comes to digital documents. We need a signature that attests to the other person's agreement, while having the same legal validity as a signature on a paper document.

The most common method used in the past was to print the document, sign it, scan it again and send it. Besides being cumbersome, it was impractical, time-consuming and sometimes impossible. Not everyone has a printer and scanner at hand.

DocuSign has come along to simplify all the steps involved in requesting a signed document.

The document is sent in digital format, securely and encrypted, and the other person, once his or her identity has been verified, can return it signed in a few seconds, without the need for additional software or hardware.

DocuSign has streamlined document management for consultancies and administrative agencies exponentially. Saving time, paperwork and, ultimately, money.


6. Bitrix24

If an agency or consulting firm is doing well, it is because it has a large portfolio of clients. The problem is that, often, with a large number of clients, client management deteriorates.

There is no staff or capacity to manage clients in an optimal way, thus affecting the attention given to them and their satisfaction.

The fastest and most economical way to avoid this situation is to make use of a CRM such as Bitrix24. This is software dedicated to improving the management of customers, their interactions and information.

Unlike other types of software, a CRM works with the information provided by the customer, so no rules or laws are being broken.

Bitrix24 collects all the data we have on each customer in order to provide a faster and more efficient service: giving a more agile response, solving their doubts and problems in less time and increasing their satisfaction.

A CRM will make customers feel cared for, well attended and satisfied. In this way we will maintain our good reputation and customers will continue to recommend us to their friends who may need our services.

7. Dropbox

Earlier we talked about document management from the point of view of file format.

Of course, moving from physical documents to digital files brings great benefits, but it is also necessary to manage the space and the way in which these documents will be stored.

It is not a matter of three or four documents, each client can involve hundreds and thousands of different files that we must store somewhere.

The best solution to this problem is to store them in the cloud, and the best cloud storage service is provided by Dropbox.

Its cloud upload and synchronization tool works great. We hardly have to do anything, since the program itself takes care of uploading the documents we save automatically and in the background.

We only need to select the folder we want to synchronize, and the program will take care of the rest.

Not only will our documents be safe, they will also be organized, easy to find and accessible.

Being in the cloud, we can access them in seconds from any device, while we can share them with just one link.

Cloud storage and the tools provided by Dropbox will make our day-to-day work much more enjoyable and simple.

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