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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.

"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
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Highlights of the consulting software for management consultants

Project management | projectfacts

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 | projectfacts

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
Sales | projectfacts

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
HR & Personnel | projectfacts

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 management

Start your first project and request your projectfacts trial version today!

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Why you should rely on projectfacts

25+

Years of experience

20,000+

Satisfied users

100%

Made & Hosted in Germany

Frequently asked questions

Why is projectfacts suitable for management consultancies?
projectfacts is an all-in-one solution that takes the overhead off your back office – from client management through cost planning to time recording. This allows you to concentrate fully on your clients.
What software is suitable for consultancies?
For consultancies, an all-in-one consulting software that combines CRM, project management, time recording and invoicing in a single solution is the right fit. projectfacts maps these processes in one place, is Made & Hosted in Germany and GDPR-compliant. More under CRM and project management.
Is projectfacts also available as software for individual consultants?
Yes. projectfacts can be used both by individual consultants and by larger management consultancies. As software for consultants, it bundles client management, time recording and invoicing, so that you keep the overhead in your back office low.
What functions does projectfacts offer for consultants?
projectfacts combines time recording, CRM, invoicing and HR in one solution. More under time recording and CRM.
How do I manage client orders and daily rates?
You manage different daily rates per client and consultant and adjust orders as required. In order management, you can see how much is to be invoiced and when. More under project management.
Can consultants record their times on site at the client's premises?
Yes. Times can be recorded anywhere – book online via the mobile app, at the client's premises or from your home office. The complete travel expense report including digital receipt capture is also possible. More under travel expense reports.
How does projectfacts support sales?
With the integrated CRM system, you develop leads and manage your sales activities. You create and send quotations directly from projectfacts, and quotation tracking keeps you up to date at all times. More under CRM.
How does capacity planning and staffing work?
With the scheduling assistant, you flexibly allocate your consultants to client projects, taking into account holidays, illness, time accounts and individual skills. More under personnel management.