Software for management consultants
The cloud solution for management consultancies. Manage client projects with all-in-one software for management consultants.
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The back office for your client projects
As a management consultancy, you make your living from doing business with your clients. That is why you expect software to relieve you of as much of the overhead as possible. Whether it is client management, cost planning or time recording. This is the only way you can concentrate fully on your clients.
projectfacts is an all-in-one solution for management consultancies. 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 perfectly for pitches.
- Invoicing Create precise and appealing quotations and invoices.
- HR Plan your team's capacities and manage your project staffing.
The capital of management consultancies lies in their people. That is why projectfacts helps you to fill your project pipeline, utilise consultants optimally and handle organisational matters quickly, so that you can concentrate on what matters. Read, for example, the Success Story of con|energy consult. Across all industries, you will also find the right starting point via the software for service providers.
What is software for management consultancies?
Software for management consultancies brings CRM, project management, time recording and invoicing together in a single solution. Instead of connecting individual standalone tools, consultancies use it to steer the entire process in one place, from the first pitch through project delivery to the invoice.
projectfacts is one such all-in-one consulting software from Germany. It is 100 per cent Made & Hosted in Germany and GDPR-compliant, so that consultants and advisers manage their client data securely and in line with the law. This makes projectfacts equally suitable as software for individual consultants and as software for entire consultancies.
When comparing consulting software, three questions essentially decide the matter: does the route from quotation through recorded hours to the invoice run without switching systems? Can consultant utilisation be planned ahead? And is client data held in Germany in compliance with the GDPR? The following two sections answer these questions openly for projectfacts, including the points where the software reaches its limits.
Which features does consulting software need?
Among the providers of software for consultancies, the same areas of work come up again and again. They make a useful checklist for your own selection. The following overview shows which of them projectfacts covers and where the boundary lies.
Included in projectfacts
- Order management: client orders with different daily rates per client and consultant, adjustable at any time, with a view of how much is to be invoiced and when
- Project management: current status of every client project, tasks and appointments in one place
- Time recording: in the browser, via the mobile app, on site at the client or from the home office
- Travel expense reports: complete accounting including digital receipt capture, together with the project times
- CRM: develop leads, manage sales activities, send quotations directly from the system and track them
- Capacity planning and staffing: scheduling assistant for allocating consultants to client projects, taking holidays, illness, time accounts and competencies into account
- Invoicing and project accounting: recorded times and travel expenses go straight into the invoice
- Project controlling: target/actual comparison of times and budgets, contribution margin per consulting project, milestone and earned value analysis
Not included in projectfacts
projectfacts does not carry out the legally binding wage and salary payroll for your consultants. The software handles preparatory payroll and hands over the data; the payroll itself is then run by your tax adviser or in your payroll program.
projectfacts does not replace full financial accounting. Invoice data goes to your tax adviser via the DATEV interface; find out more under financial accounting and integrations.
projectfacts does not include the specialist tools of the consulting business itself, so no presentation, analysis or modelling software. projectfacts is the back office behind your consultancy, not the tool you consult with.
"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 consulting software for management consultants
Manage orders and projects
Maintain an overview of your client orders. Manage different daily rates per client 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 excellent consulting work.
More on project management
Time recording and travel expense accounting
Your consultants are often on site at the client's premises. For this reason, it should be possible to record times anywhere and to adapt to everyday working life. Simply book online via the mobile app, at the client'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 capture.
More on time recording
Managing sales and winning clients
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 your sales activities. You can create quotations 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.
More on CRM
Capacity planning and staffing
Consultants are your most important asset. This makes their optimal utilisation and scheduling all the more important. With the projectfacts scheduling assistant, you can flexibly allocate your consultants to client projects. Take holidays, illness, time accounts and individual skills into account. This ensures that your projects are always perfectly staffed and your clients are optimally supported.
More on personnel managementWho is projectfacts a good fit for as software for consultancies?
A good fit
If you sell consulting services on a project basis and bill by daily rates: classic management consultancy, management and process consulting, specialist and IT consulting, as well as individual consultants and interim managers.
In other words, wherever pitch, project delivery, recorded hours, travel expenses and invoice belong together, where consultant utilisation needs to remain plannable and where German hosting and GDPR compliance for your client data matter to you.
Less suitable
If no time is recorded at all in your consultancy because you bill exclusively at flat rates and without proof of the work performed. projectfacts does bill fixed-price projects, but its strengths in utilisation, target/actual comparison and contribution margin per engagement only come into play with recorded hours.
If your business does not run on daily rates and client engagements but on course bookings or recruitment. For seminars and training courses, training management is a better fit; for placing skilled staff, the software for personnel service providers; for system houses and IT service providers, the software for IT companies.
Start your first project and request your projectfacts trial version today!
Enquire nowWhy you should rely on projectfacts
Years of experience
Satisfied users
Made & Hosted in Germany