Software for management consultants
The cloud solution for management consultancies. Manage client projects with all-in-one software for management consultants.
The back office for your customer projects
As a management consultancy, you live from doing business with your customers. That’s why you expect software to relieve you of as much of the overhead as possible. Whether it’s customer management, cost planning or time recording. This is the only way you can concentrate optimally on your customers.
projectfacts is an all-in-one solution for management consultancy software. It offers you all the important functions you need in the back office on a daily basis:
- Time recording Record and allocate project times and travel expenses.
- CRM Develop your leads and prepare yourself optimally for pitches.
- Invoicing Create precise and appealing quotations and invoices.
- HR Plan your team's capacities and manage your project staffing.
Management consulting is a sensitive industry in which a lot of trust is placed in the consultants. projectfacts helps you to deal with all organizational matters quickly and to concentrate on the essentials. Read more about the practical experience of our customers in the Woodmark Consulting AG reference!
“With projectfacts, we have found a solution that reliably supports us in the consulting business across the entire value chain and all processes and significantly increases efficiency.”
– Vincent Fourmi, Board Member Woodmark Consulting
Highlights of the software for management consultants
Manage orders and projects
Maintain an overview of your customer orders. Manage different daily rates per customer and consultant. Adjust orders as required. In order management, you can see how much is to be invoiced and when. Project management provides you with the current status of your projects. In the background, you lay the foundation for optimal consulting work.
Time recording and travel expense accounting
Your consultants are often on site at the customer’s premises. For this reason, it should be possible to record times everywhere and adapt to everyday working life. Simply book online via the mobile app, at the customer’s premises or from your home office. And because you are on the road so much, the complete travel expense report is of course also possible in projectfacts, including digital receipt entry.
Managing sales and winning customers
To ensure that your pitches are as successful as you would like them to be, projectfacts supports you with an integrated CRM system. Develop your leads and manage sales activities. Create quotes in no time at all and send them directly from projectfacts. Quotation tracking keeps you up to date at all times. Use data from the CRM system to write invoices faster.
Capacity planning and staffing
Consultants are your most important asset. This makes their optimal utilization and scheduling all the more important. With the projectfacts scheduling assistant, you can flexibly allocate your consultants to customer projects. Take vacations, illness, time accounts and individual skills into account. This ensures that your projects are always perfectly staffed and customers are optimally supported.
