type of consulting firms

Business Savvy Tips for Choosing the Right Type of Consulting Firms

Watch Our Video

Regardless of the type of consulting firms, this industry is on the upswing.

There are many reasons business owners seek the help of a consultant and will continue to do so. Here are a few:

  • The consultant has specialized training, expertise and applied experience. Their internal staff doesn't.
  • The company doesn't have the budget or time to create a permanent position.
  • The company feels too close to the project. They see the benefit of bringing in outside expertise as a failsafe against the unexpected.

...and that's hardly an exhaustive list. In this article, we'll share some business savvy tips for choosing the right type of consulting firms for your business. Let's begin!

1. Decide Why You Need a Consulting Firm

Your company should first consider its position before hiring a consultant. Where are you in your market, and where would you like to be? Identifying your shortfalls is humbling, but it's necessary to find the right types of consulting firms for your business.

Perhaps your staff lacks a key piece of training. Maybe you haven't developed your social media presence, or you're working in silos and not enough on a common mission.

Don't even think about hiring a consultant (and that's coming from professional consultants) until you figure out why you're incapable of taking care of the problem in-house. The best consulting firms want you to maximize efficiency, do the job right and save money.

They could take the easy way out and cash your check at a high hourly rate for something relatively simple. If that's the case, you probably wouldn't want them working for you, anyway. Know your limitations.

Fully understand the goals and objectives ahead. This will help you get the level of service expected from the consultant and guarantee a mutually beneficial relationship.

2. Research the Market

Starting a company comes with its share of prerequisite homework. One of the biggest assignments is to research your industry to determine who the major, mid-level and minor players are.

You must have done this homework by the time you get to No. 1. It's difficult to know where you're positioned in the market if you're unaware of its size and all the players.

Let's be clear before turning you loose on this. You want to know who the winners and the losers are in your industry. You can learn a lot from both!

There are two ways you can research the market:

Primary Sources

  • Sending out surveys and questionnaires
  • Starting a focus group
  • Interviewing experts or friendly rivals

Primary sources are excellent for the most up-to-date and reliable information.

Secondary Sources

  • Find previously published data and see what it tells you
  • Read relevant books, magazines and websites in your industry

Use both types of sources. Incorporate what you can into your organization.

3. Focus on Experience

You'll hear advice to "get the most experienced" consultant you can find. Experience is important, but that's not always the best advice for reasons we'll dive into later.

For now, let's do a deep-dive focus. Experience. What does it mean?

In the consulting world, it means connections. To whom is the consultant affiliated? Who have they done business with in the past or currently?

You don't need several connections either. Look at the depth relative to the client or project. If a consultant has proven themselves on a high-profile project similar to yours, then that could be all the "proof" you need of their abilities.

And that brings us to the second point about Experience (note the capital "E"). It also means real-world experience. In booming times like these, you'll see many people hang a shingle claiming they're a "consultant."

But how have they proven that in the real world? If the project and price are right, you might try a newbie, but that's not something you'll want when millions of dollars and your industry reputation are at stake.

4. Talk to Any Firm You Are Serious About Hiring

Consider this an extension of your experience assessment. What it looks like on paper is worthy of consideration, but there's a good reason job interviews are conducted after a candidate hands in their resume.

Being able to see and hear how they communicate, especially in a high-pressure situation like that one, will give you a better feel for how what's on paper translates to real life. The same is true for consultants.

Don't just hire a company sight-unseen because they worked for Apple, Google or some other hugely successful company. Get a human face in front of you, preferably the one you'll be working with for the entirety of your project.

Being able to sit down with your consultant, whether in person or on the phone, will give you the opportunity to have peace of mind with your decision. Such direct contact will:

  • Let you experience how they communicate
  • Ask follow-up questions that might not occur to you while reading their resume
  • Clear up any misunderstandings you both might have about the project scope
  • Gauge how they compare to any competitors in their market
  • Understand the real value they claim to have created for their clients so you can then check that (see No. 5)

Boutique consulting firms particularly are great about making the time for you, but larger firms who take you seriously will also be glad to make time (and possibly expenses) for you.

5. Ask Around

Something you'll likely pick up when talking to your prospective consultant is a list of references. By all means, contact each one, but don't stop there.

References provided to you by the consultant likely will tell you exactly what the consultant wants you to hear, and many times, their praise will be well-earned.

It's also important to investigate. Find other companies either directly in or next to the industry. See what their impressions are of the consultant.

This serves a few purposes. It can:

  • Affirm the value of the consultant
  • Highlight issues they may try to sweep under the rug
  • Show you how much of an impression they've left on your industry

To this last point, reputation and familiarity can be important even if the people you're talking to haven't worked with the consultant directly. If they've left a deep impression, whether it be positive or negative, you should be able to gauge it from these types of discussions.

6. Know How They Work Before You Hire Them

When hiring a marketing firm, you wouldn't just bring them in and allow them to take over your images, videos, verbiage, and brand marks without giving them some direction. However, you wouldn't do the work for them either.

Hiring a consultant for the first time is like this, too. You want to be involved, but you also want them to do the job you're hiring them to do.

Here's something important to remember. They want to do that job, but to do it effectively, it requires a certain degree of "hands-off" from you.

You can't be a micromanager when bringing someone on board. You've got to learn to trust their expertise, especially when paying their rates. This ensures they deliver to the level of expectation you've set for them.

Save yourself, and your consultant, from turmoil. Before bringing them in, ask about their process.

How do they prefer to work? What do they need to get started? What might they need along the way?

Having a clear understanding of their process will help you know what to expect. It also will free you up to focus on your work while theirs is underway.

Having this conversation ahead of time will help you avoid contracting someone who's difficult to work with. If you hire them anyway, it will prepare you and your team for potential complications before they arise.

7. Hammer Out an Agreement

Having the conversations spelled out in No. 6 is one thing, but for the consultant relationship to work, you need to get every term in writing.

A written document provides clear protections for you and the consultant. It solidifies understanding, and it calls out any last-minute miscommunications before the relationship officially begins.

It also spells out in clear terms they must meet certain milestones within a specified time and provides for contingencies should those terms change.

For example, if a milestone can't be reached by the deadline, or all deadlines/tasks need to change due to insufficient data. A simple agreement hammered out between you and the consultant directly with a final review by an attorney would suffice.

With more complex jobs, you'll want an attorney experienced in writing those agreements. If you don't have one on staff, look for someone in your area with solid credentials in contract law.

8. Let it Ride

meme from let it ride with richard dreyfuss

...as Richard Dreyfuss would say. Look at how far you've come! You have a good feel for your company's goals and objectives, and how the consultant can help, their work style and a written agreement.

Now it's time to enact the most important tip. Let go!

If you've incorporated tips 1-7 into your hiring standards, then it's time to trust that legwork. Give your consultant space and the tools they need to do their work.

You'll want to check in and meet at different intervals to discuss their findings and conclusions, but never confuse their job for your job.

They've made it through your process. They have the judgment and the values and the capabilities you've deemed important. You owe it to yourself to see what they find or recommend.

For many companies, this is still a struggle. Whenever there's a temptation to step in and take over, just remember what brought you to this point.

Trusting in your consultant's judgment is trusting in your own judgment, and you owe it to yourself to do exactly that.

Now it's time to wrap up, but before we do, let's look at the one hiring mistake you could be in danger of making.

A Warning About Hiring Big Consulting Firms

This is something that, so far, we've only touched on, but it's important to emphasize the danger.

Whenever you mobilize to hire, there's a temptation of going after the biggest name in your industry and hiring them on brand recognition alone. And why not? They're established because they have a long and a proven track record, right?

That may be the case, but every company is different, yours included. You may not have the same needs as their clientele.

There are some common problems you will run into going strictly after name recognition. They are:

Too Much Money for Too Little Effort

The big firms can get away with charging top-dollar, but that doesn't mean they will work as hard for you as they do the large clients who can afford to keep them on retainer. And that leads to:

Being Relegated

Coca-Cola is a huge company. Few are bigger. If you run a small business, then you cannot possibly compete with their wallet.

What happens when you hire a consultant who works alongside Coca-Cola? You might pay the same hourly rate, but if it comes down to your needs and theirs, they will go with their needs every time.

They don't need you as long as they've got a bigger client, and they'll treat you that way should push ever come to shove.

They Do Not Want a Lasting Relationship

You may need an ongoing relationship with a consultant that's focused on your needs. But consultants who work mostly with larger firms can't afford to give you that time and attention.

As a result, you're an afterthought. Someone they "get to when they get to." A smaller, lesser-known consultant can be a much better use of budget.

What Is "Your Type" of Consulting Firms?

Every company has a different type of consulting firm they use. What's yours? To answer that question, use the business savvy tips we've presented here.

If you're ready to learn more about what a consultant relationship can bring to your business, contact Glenmont Consulting today for a consultation.


hands putting two puzzle pieces together

Marketing Consulting Services: Objective, Evidence-Based Solutions

Watch Our Video
When you’re looking to devise a marketing strategy, there’s often the need to call for outside help.

And no... you can't call Ghostbusters for this one.

We can’t all be marketing experts, and you won't get the desired results if you don’t know what you’re doing.

As a result, many business owners turn to digital agencies to help them out.

But, is this always a wise choice?

Here at Glenmont Consulting, we believe there’s a better way to market your business - by using marketing consultants.

Most people assume a consulting firm is just another term for a marketing agency, but the two are very much different entities.

With our marketing consulting services, we provide the resources to develop a strategy for you based on evidence and unique problem-solving skills.

It starts with a client meeting

With our approach, we begin every initiative with a client meeting.

client meeting handshake

By meeting you first, it helps us figure out your main goals and aspirations.

We'll ask questions such as:

  • What do you really want to achieve through your marketing strategy?
  • Do you have specific traffic figures in your head?
  • Or are you hoping to generate more sales through your website?

Regardless of your answers, we as consultants listen to everything you say and then figure out which services are strategically best suited to your needs.

Our purpose is to provide you with all of our marketing expertise and to give you the solutions to your fundamental problems.

This is where we differ from agencies, as their focus is to just give you more manpower to carry out a marketing strategy that you've developed.

They provide you with access to a talented team who will help you with your current marketing efforts.

We give you the knowledge you need to construct a strategy that will yield long-lasting results.

We work with our clients

A huge part of what we do revolves around teaching you new things.

That’s what a consultant is there for.

We don’t barge in and completely take over - we sit with our clients and make sure they know what we’re doing and why we do it.

This supervision is something you rarely get with marketing agencies since they allow their team to proceed with your plan with minimal intervention.

Our clients are much more engaged in their entire marketing campaigns.

By being more involved, and understanding the ‘why’ behind it all, this sets you up for future success.

Even after our job is complete, you now have the knowledge in your head to maintain a winning strategy and enjoy continued success.

The problem with many agencies is that they often have a set it and forget it approach.

They may help create a good initial campaign, but they don’t leave you with any tools to build from it afterward.

We offer evidence-based solutions

As we mentioned, everything starts with a problem.

You have your initial meeting with us, and you tell us your goals and the issues you face.

We’re interested in these problems as we use a unique approach to problem-solving.

We want to find the best solutions for you, and the only way to do this is by calling on our previous experience.

At Glenmont, we’re blessed with a wealth of talent in the marketing industry.

We’ve also worked with a fair amount of clients over the years in different sectors over the years.

With that expertise in mind, we call upon our experience to look at what the evidence says.

man with magnifying glass looking at data

We don’t just look at your existing marketing strategy and try to improve what’s already there.

Instead, we look at things from a fresh perspective and figure out which solutions will be the solution for your issues.

If there’s evidence from previous work that something specific helps drive traffic to your website, then leverage it as a solution to that problem.

You always get value for your money

We find that most digital marketing agencies are primarily concerned with making money.

We get it - business is business - and you have to make money to stay alive.

The problem is with money always on their minds, that they don’t always do what’s best for their clients.

It’s often more a case of doing what their clients think is best and taking their money in the process.

If you go to a digital marketing agency and ask them to improve your search ranking for a set of keywords, then they’ll do it with ease.

They have the talent to carry this out, and you’ll see results.

But, are they going to look at your keyword list and explain that it’s not really optimized for your business?

Will they explain that you will improve your ranking for these keywords, but there’s almost no point as you aren’t targeting your ideal customer?

Realistically, they won’t!

But, that’s because they’re paid to do what the client wants...

With our marketing consulting services, you get value for money because we don’t do what you think is best.

We do what you NEED.

If you come to us with a vision to improve your SEO and have a list of terrible keywords, we’ll tell you they’re awful.

We’ll let you know which keywords are better, so we work together to produce results that will help increase traffic and generate leads.

You'll get a better return on your investment because we don’t just take your money and blindly obey; we help you find what’s best for you!

Services to help all your needs

A Glenmont, we’re proud of the diverse array of marketing consulting services we offer.

Our company can help you with any of the following:

  • Brand development
  • Marketing automation
  • SEO
  • Digital strategy and positioning
  • Content marketing
  • Social media management
  • Digital advertising

You can see our full range of services on our site, and the variety allows us to cater to your specific requirements.

We can customize our services, so we only provide consulting in the areas you’re having particular trouble finding success in.

So, if you want to improve your marketing strategy and see results that generate a positive ROI, then choose Glenmont Consulting.

Don’t waste your money on digital agencies that don’t take the time to get to know you and your goals.

Get in touch with us today, and we’ll guide you towards a strong brand identity and a dominant digital presence.


131 Popular Project Management Tools

Project Management Tools

We've gone through all of them (just don't ask us about them at cocktail parties).


You’ve outgrown Word documents and whiteboards. You want to find a solution to manage your projects.

Most of us will Google “project management tools” to find our solutions.

…But is it that easy? Will you find the best project management solution ranked one? Or will you click on the top paid advertisement?

Whatever solution you land on first, I am pretty confident it won’t fit your needs. Why? Because there are too many project management platforms out there.

When we first started consulting clients five years ago, we were aware of 20 or so project management tools. Today, we’ve collected over 130 project management solutions (131 to be exact) and we went through all of them – just for you.

Our goal is to highlight our top 25, then the rest the project management tools and lastly, our preferred solution. If you want to know the winner, you’ll have to make it to the end.

Here’s our top 25:

Accelo

It’s a good tool, but certain components are overly complex, while others seem too simple. While I’m a personal big fan, it’s difficult to determine who would be the ideal fit for this software.

Accelo’s cloud-based software and operations automation services manage all of your client work in one place, making your business more profitable and you less stressed.

Features:

  • ServOps – all features connected through the cloud
  • Sales – synchronized and intelligent CRM and client database
  • Projects – assign work, track progress and see budgets and profitability in real time
  • Service – combining client requests, ticket tracking, time and expense logging and integrated billing
  • Retainers – flexible contract management

Pros:

  • Numerous additional platform integrations including G-Suite, Office, QuickBooks, Salesforce, Slack, Eventbrite and more.
  • Support for both traditional and agile methodologies (including within the same project)
  • Thorough support ticket features
  • Automated billing and recurring tasks

Cons:

  • Tough to configure manage variable changes within projects
  • Dashboard is too simple
  • High cost per user

Pricing:

  • Plus – $34/user/m (billed annually)
  • Plus – $39/user/m (billed monthly)
  • Premium – $69/user/m (billed annually)
  • Premium – $79/user/m (billed monthly)

Airtable

I really like Airtable. It’s very user-friendly and clean. It’s simple, but has a lot of custom options depending on your needs. If you don’t like spreadsheets you may not like it at first, but they have a number of different view options so you can build it custom to your organization.

Part spreadsheet, part database, and entirely flexible, teams use Airtable to organize their work, their way. When it comes to project management, one size doesn’t fit all. With Airtable, you get a solution that’s completely flexible to your needs. Keep everyone on the same page with everything that matters, all in one place.

Features:

  • Airtable Blocks give you a creative palette of app-like functionality that you can mix and match to create the perfect workflow for your team
  • Flexible collaboration tool for teams, clients, freelancers, proposals, assets and outcomes
  • Marketing and editorial calendar, centralize brand assets and team coordination

Pros:

  • Multiple project management template options
  • Multiple view options – grids, calendars, kanban, gallery and forms
  • Multiple different pricing options including free and custom

Cons:

  • Although they do have a lot of their own templates, it’s not very customizable outside of that
  • Limited access features and roles for outside stakeholders
  • Custom field limitations

Pricing:

  • Free version – $0/user/m
  • Plus – $10/user/month (billed annually)
    • $12/user/month (billed monthly)
  • Pro – $20/users/m (billed annually)
    • $24/users/m (billy monthly)
  • Enterprise – Contact

Asana

Slick interface to manage team projects and tasks. Many may need something more complex, but if you are just getting started with project management tools this is a good one to get your feet wet with and get good some experience.

Asana is the work management platform teams use to stay focused on the goals, projects, and daily tasks that grow business. Asana gives you everything you need to stay in sync, hit deadlines, and reach your goals.

Features:

  • Track progress of marketing campaigns, product launches and company goals
  • Portfolios – monitor project status in real time, reporting features
  • Offers integrations with emails, files, tickets and over 100 other tools

Pros:

  • Not overly complex
  • Strong data sharing and security settings
  • Trusted project templates

Cons:

  • Limited features and high-level views
  • Can’t communicate between tasks and projects in other workspaces
  • Can only assign a task to one person

Pricing:

  • Premium – $9.99/user/m (billed annually)
    • $11.99/user/m (billed monthly)
  • Business – $19.99/user/m (billed annually)
    • $23.99/user/m (billed monthly)
  • Enterprise – contact sales

Basecamp

Basecamp has been around sine 1999, and as a PM platform, since 2004, so they have a lot of experience building their platform and service offerings over the years to establish themselves as one of the most known players in the space. You get a lot of bang for your buck, so if you have a lot of clients that aren’t too complex and want a cost-effective PM tool, Basecamp is certainly one to consider.

Basecamp puts everything you need to get work done in one place. It’s a calm, organized way to manage projects, work with clients, and communicate company-wide.

Features:

  • Message boards, to do lists, calendar, automated check-ins and file storage
  • Client access and sharing options
  • Reporting – deadlines, task and project progress
  • File storage and search options

Pros:

  • Campfire – built-in chat platform
  • Hill charts – shows a unique view of where projects stand
  • Email storage and forwarding
  • Lots of integrations

Cons:

  • Flat cost includes unlimited team members, projects and no limitations
  • One standard view for all projects, not very customizable outside of Hill Charts
  • No invoicing or in-platform time tracking

Pricing:

  • $99/month

Bitrix24

Great tool with CRM and website features. Good support options. Affordable. Strong tool. Probably too sophisticated for the average user, good for large teams.

Dozens of tools for client management, tasks and projects, customer support, internal communications and e-commerce.

Features:

  • Tasks and projects – Gantt, Kanban, time tracking, workload planning, external users and more.
  • Communication – Activity stream, group chat, calendars, workgroups and other collaboration tools
  • Solutions by role, industry, need, tool, size of business

Pros:

  • Contact center – Real time support via social networks, messengers, telephony, email or live chat
  • Website templates and builder
  • CRM – email, text messenger, voice, quotes, invoicing
  • Self-hosted, secure, private cloud, API

Cons:

  • UI and flexibility improvements

Pricing:

  • Cloud
    • Free – $0 (12 users)
    • Plus – $35/m (24 users)
    • Standard – $89/m (50 users)
    • Professional – $179/m (unlimited users)
  • On-premise
    • CRM – $1,490/yr (12 users)
    • Business
      • $2,990/yr (50 users)
      • $4,990/yr (100 users)
      • $8,990/yr (250 users)
      • $14,990/yr (500 users)
    • Enterprise
      • $24,990/yr (1000 users)
      • $44,990/yr (5000 users)
      • $59,990/yr (unlimited users)

ClickUp

ClickUp allows for you to have a high-level view of all of your projects, but also a granular view of individual projects, lists, and tasks. This is the most thorough and cost-effective solution for businesses of all sizes. Lots of custom views, features, and integrations make ClickUp work best for your needs.

The productivity platform. Create. Plan. Organize. Everything.

Features:

  • Multiple intuitive view options – time, list, board and box
  • Customizable task status and assignment bar
  • Create checklists, templates and recurring tasks
  • Email notifications and Google calendar synchronization
  • Time tracking and estimates
  • Team reporting

Pros:

  • Notetaking Chrome extension
  • Over 1,000 integrations including Alexa and Google Assistant
  • Proprietary features – Task tray, assigned comments and /slash commands
  • Active and helpful chat support

Cons:

  • Sometimes can lose track of smaller subtasks

Pricing:

  • Free – $0/m
  • Unlimited – $5/user/m
  • Business – $9/user/m

Function Point

Very expensive per user compared to other tools who do the same for a lot less. Probably not affordable for a small business, but for larger companies a more extensive tool would make more sense.

Gain visibility into projects and budgets with a project management solution built for creative teams.

Features:

  • Project Management – time tracking, task management, gantt charts, dependencies and file sharing
  • Resource Management – team resources view, workload forecast and staff utilization
  • Account & Invoicing – Quickbooks integration, rate and expense tracking, budgeting, profit and loss reports
  • Collaboration – client portals and team communication

Pros:

  • Unlimited customer support
  • Business Intelligence – custom dashboards, forecasting and project ROI

Cons:

  • Fairly expensive per user compared to other tools
  • Not as functional as the name would suggest

Pricing:

  • Starter – $44/user/m (billed annually) (5-9 users)
    • $49/user/m (billed monthly)
  • Standard – $39/user/m (billed annually) (10-29 users)
    • $44/user/m (billed monthly)
  • Pro – $29/user/m (billed annually) (30-49 users)
    • $42/user/m (billed monthly)
  • Enterprise – call for pricing (50+ users)

G Suite

While they don’t overly promote themselves as a project management tool, they have a lot of good PM features and capabilities that many others are based upon. That said, they don’t have some key features like a time tracker or high level project dashboards, so additional integrations would likely be required. Good for one user or small teams, but as teams get larger it gets harder to maintain unless you are a skilled project manager.

G Suite includes all of Google’s tools and features that can be used together as a project management tool.

Features:

  • Sheets – Track, update, and collaborate on project tasks
  • Groups – team communication
  • Calendar – manage project and team schedules
  • Drive – secure file storage and document collaboration

Pros:

  • Includes email, slides, project websites, hangouts (meetings)
  • Integrations and apps

Cons:

  • No time tracking or project dashboards

Pricing:

  • Basic – $5/user/m
  • Business – $10/user/m
  • Enterprise – $25/user/m

Hive

Ability to send forms to outside organizations, clients, or customers is a neat feature. Other than that, it has all the bells and whistles of a standard project management tool.

Powerful project management and collaboration software for fast moving teams.

Features:

  • Planning – project layouts with, summary views, action templates
  • Execution – action cards, action list, forms
  • Communicate – group chats, turn notes into tasks, file sharing
  • Monitoring – AI and machine learned analytics, resource allocation, time tracking

Pros:

  • Numerous features, integrations, apps and templates
  • Lots of new features in pipeline

Cons:

  • App bugs
  • No high-level dashboard

Pricing:

  • Professional – $12/user/m
  • Enterprise – contact for pricing

Jira Core (Atlassian)

Solid, affordable project management tool. Jira through Atlassian offers numerous other more specific project management products.

See all project information at a glance with Jira Core. Manage your projects and keep your team organized.

Features:

  • Manage Projects – drag and drop workflow
  • Monitor Details – task management, notifications
  • Measure Performance – tasks in progress, overwork, custom dashboards

Pros:

  • Templates for marketing, operations, HR, legal, and finance industries
  • Power search tool
  • Core Cloud with additional features – boards, mobile app
  • Other solutions:
    • Jira Software – project and issue tracking
    • Jira Service Desk – IT and customer service
    • Jira Ops – incident management
    • Statuspage – incident communication
    • Opsgenie – alerting and on-call management
    • Confluence – document collaboration
    • Trello – collaborate visually
    • Bitbucket – Git code management
    • Sourcetree – Git and Mercurial desktop client
    • Bamboo – integration and release management

Cons:

  • Lack of deep reporting
  • Complicated and difficult to learn

Pricing:

  • $10/m – up to 10 users
  • $5/user/m – 11-100 users
  • See calculator for pricing – 101+ users

Krow Enterprise PSA

Built native on Salesforce so some good integration features there. But if you don’t have Salesforce, then it’s just another basic project management tool. Pretty pricey per user.

Professional services automation built 100% native on Salesforce.

Features:

  • Manage projects
  • Track time
  • Plan and schedule – workload utilization
  • Accounting – Invoice and pay clients and vendors

Pros:

  • Salesforce required, but offers added benefits
  • Application integrations

Cons:

  • Long implementation, weak onboarding

Pricing:

  • Team Edition – $25/user/m (billed annually)
  • Enterprise Edition – $40/user/m (billed annually)

Mavenlink

Just another project management cool. Claim to fame is they are the most installed project management app in the G Suite Marketplace.

Connect your people, projects, and profits on the modern software platform designed for services organizations.

Features:

  • Team collaboration – dashboard, workspaces, proofing, permissions
  • Project management – task management, Gantt charts, templates
  • Project accounting – time and expense tracking, budgeting, invoicing
  • Resource planning – allocation, forecasting

Pros:

  • Strong integrations with Google
  • Business intelligence – analytics, report templates and custom options, data visualization

Cons:

  • Challenging interface
  • Limited app features

Pricing:

  • Enterprise – contact for pricing
  • Premier – contact for pricing
  • Professional – $39/user/m
  • Teams – $19/m (5 users)

Monday (formerly DaPulse)

Neat, modern, and user-friendly tool. One of the more popular tools on the market. Works well for teams of all sizes, but not the most feature-rich tool out there.

Plan. Organize. Track. In one visual, collaborative space. A new way to manage.

Features:

  • Team project templates and customization
  • Collaboration – conversations, files, checklists, notes, etc
  • High-level Kanban, timeline, and calendar views

Pros:

  • Unique map view
  • App and integrations
  • New features in pipeline
  • Trusted by large brands, lots of reviews and high ratings

Cons:

  • Can get expensive
  • Can’t edit PDF’s
  • Limited customizability

Pricing:

  • *Package pricing varies per # of users
  • *Offer monthly and two-year packages as well
  • Basic – $25/m (billed annually)
  • Standard – $39/m (billed annually)
  • Pro – $59/m (billed annually)
  • Enterprise – $118/m (billed annually)

Notion

Good tool, but missing some features that that would eliminate all other tools. When using I found myself still needing to reference Google docs or files on my computer and other tools. Good for note storage and wiki/reference creation.

Write, plan, collaborate, and get organized. Notion is all you need — in one tool.

Features:

  • Keeps all notes and documents in one place
  • Turn notes into a knowledge base and reference
  • Create and assign tasks and projects
  • Create spreadsheets, documents, databased, and other templated work

Pros:

  • Easily customizable
  • Visual layout
  • Affordable
  • Web access, desktop app, mobile app

Cons:

  • Grammar tools don’t function well
  • Still will require other tools for full project management
  • No time tracking or utilization features

Pricing:

  • Free – $0
  • Personal – $4/m (one user only)
  • Team – $8/user/m
  • Enterprise – $16/user/m

Paymo

Very strong project management features. Well-designed website that is not cluttered with information like many others, and has unique, engaging graphics. Great tool for individuals or large teams, ranging from freelancers to business consultants and marketing agencies.

Paymo helps your team work better by getting everyone on the same page and reducing work overload. Planning, scheduling, task management, and time tracking features are seamlessly integrated. They serve over 100,000 small businesses & freelancers with their project management needs.

Features:

  • Project and task management – Gantt Charts and Kanban Boards, planning and scheduling
  • Team Collaboration – Discussion and commenting
  • Time tracking – progress, scheduling and workload tracking
  • Finance management – Invoicing and reporting

Pros:

  • Resource Scheduling – Unique Automatic Ghost Bookings
  • Various Integrations – Google, Adobe, Zapier, Shift & more
  • API access through GitHub
  • Available in 18 languages
  • Paymo Training Academy and industry specific resources

Cons:

  • Mobile app functionality could be improved

Pricing:

  • Free – $0
    • Free year with no limits for schools, colleges and universities
  • Small Office – $9.56/user/m (billed annually)
    • $11.95/user/m (billed monthly)
  • Business – $15.16/user/m (billed annually)
    • $18.95/user/m (billed monthly)

ProofHub

Lots of features, and more coming with ProofHub+ which is in beta testing. Ultimate plan offers unlimited users and projects.

With ProofHub, your teams, clients and all the project communication stays in one place. There’s no need of investing in too many different tools to run your business. Our project management software makes it easy to create plans, collaborate with teams and clients, keep things organized and deliver projects on time.

Features:

  • Document proofing, custom permissions, white-labeling
  • Task management, workflow boards, reporting
  • Time tracking, chat discussions, calendar management
  • File storage, templates, notes, and project manager oversight
  • Integrations, activity log, email sync, advanced search

Pros:

  • Makes task-management less stressful for teams
  • Have a mobile app for iOS and Android users.
  • See visual pictures of projects with Gantt charts
  • Saves time during the feedback-sharing process with online proofing software
  • Multilingual
  • Restrict IP access

Cons:

  • Slow load time and reported bugs
  • Limited budgets and finance tools

Pricing:

  • Ultimate Control – $89/m (billed annually)
    • $99/m (billed monthly)
  • Essential – $45/m (billed annually)
    • $50/m (billed monthly)

QuickBase

Big differentiator for Quick Base is how customizable it is, and the ability to link up different modules to work together. Will take a more advanced mind to properly set up all of the customizability. When set up properly it is a powerful and useful tool.

Description:

The power to customize is in your hands. Unlike other systems that force you to align your business process or project with the application, their cloud-based project management software can be easily molded to fit your exact business needs, without coding or IT support.

Features:

  • Project visibility, dashboards, oversight and analytics
  • Team collaboration, file storage, permissions, timelines and task assignments
  • Workflow automation

Pros:

  • Highly customizable
  • Ticketing features
  • Create templates and linked databases
  • Centralized data – ability to store and organize all customer and internal information
  • Integrations and add-ons

Cons:

  • Not the most visually appealing tool
  • Difficult to learn to custom build
  • Very expensive

Pricing:

  • Premier – $500/m (billed annually)
  • Platform – $1,600/m (billed annually)
  • Enterprise – contact for pricing

Redbooth

Nice video chat feature and custom options, but overall just like most other project management tools.

Redbooth helps teams manage tasks and communication so projects gets completed faster and easier.

Features:

  • Dashboards, Kanban project boards, gantt charts, task transparency, timelines
  • Detailed productivity reports
  • Project templates

Pros:

  • HD Video meeting feature powered by Zoom
  • API access and integrations
  • Affordable pricing

Cons:

  • Reported glitches

Pricing:

  • Pro – $9/user/m
  • Business – $15/user/m
  • Enterprise – Contact for pricing

Samepage

Offer a free version with unlimited users which actually offers a good amount of their features. Paid versions have extra add-ons. Lots of positive reviews online. I really like this platform.

With online collaborative tools including team chat, video conferencing, task management, file sharing, real-time document collaboration, and more, Samepage is helping teams of all sizes manage projects and get more done in a single easy-to-use collaborative workspace.

Features:

  • Communication – chat, messaging, history, video/voice calls, screen sharing, emojis
  • Content management – team pages, change tracker, image/file storage, diagrams, surveys, maps, code, sharing, file storage
  • Task management, calendars, notifications
  • Customer support

Pros:

  • Thorough content and file storage/management features
  • Teams and people – many different permission and access levels, admin tools
  • Multi-language support
  • Desktop and mobile apps, integrations

Cons:

  • Navigation bugs

Pricing:

  • Free – $0/m
  • Pro & Enterprise – $7/user/m (billed annually)

Scoro

Nice CRM feature to go with project management tools. Can be expensive for larger teams. Flexible and thorough PM features.

Scoro helps to plan your team’s time and projects, manage your clients, send invoices, and keep track of your business results.

Features:

  • Real-time oversight and automated reports
  • DropBox, Mailchimp, Outlook, and more integrations
  • Projects, clients, and teams all in one place
  • Organize every aspect of your business with a seamless workflow

Pros:

  • CRM and Quoting feature – contacts overview and sorting, sales funnel visuals, emails
  • Strong invoicing features
  • Detailed, flexible, customizable and agile

Cons:

  • Not cheap per user and they have 5 user minimums
  • Difficult to onboard and understand at first

Pricing:

  • Essential – $26/user/m (billed annually)
    • $28/user/m (billed monthly)
  • Work Hub – $37/user/m (billed annually)
    • $42/user/m (billed monthly)
  • Sales Hub – $37/user/m (billed annually)
    • $42/user/m (billed monthly)
  • Business Hub – $61/user/m (billed annually)
    • $68/user/m (billed monthly)

Smartsheet

Strong project management tool with many unique view options that can be used across various industries. Capable and robust.

Move ideas to impact, fast, with the leading work execution platform built to plan, capture, manage, automate, and report on work — at scale.

Features:

  • File storage, portals, reminders and notifications, sharing
  • Forms, update requests, activity log, filters
  • Resource management, critical path, linking
  • Reporting

Pros:

  • View options – dashboards, cards, calendar, Gantt, portals
  • Mobile friendly
  • API access, formulas, integrations, cloud based

Cons:

  • Dated interface
  • No real time document updates

Pricing:

  • Standard
    • Individual – $14/m
    • Business – $25/m
  • Enterprise
    • Enterprise – contact for pricing
    • Premier – contact for pricing

Teamwork

One of the most robust and trusted tools on the market. Very user friendly and feature-rich. No interface and use issues.

Three world-class individual products that can also work together to streamline your business. For the project management power user, Teamwork Projects has everything you need to track a project from start to finish. The flexibility, combined with the intuitive features the app offers mean your team will not only become better collaborators but they will massively increase their productivity on a daily basis.

Features:

  • Projects – categories, overview, roles, file storage, assignments, time tracking, milestones,
  • Desk – customer help desk
  • Chat – slack alternative
  • Billing/invoicing

Pros:

  • 3 products combined into one
  • Specialized for marketing, creative, software, and support teams
  • Secure EU hosting
  • Integrations – apps, calendar, email, customizations
  • Notebooks

Cons:

  • Navigation to different sections can be difficult and time-consuming

Pricing:

  • Projects
    • Free – $0/m (5 users) (billed annually)
    • Pro – $9/user/m (billed annually)
      • $11.25/user/m (billed monthly)
    • Premium – $15/user/m (billed annually)
      • $18.75/user/m (billed monthly)
    • Enterprise – contact (billed annually)
  • Desk
    • Starter – $7/agent/m (billed annually)
      • $8.75/agent/m (billed monthly)
    • Plus – $13/agent/m (billed annually)
      • $16.25/agent/m (billed monthly)
    • Pro – $25/agent/m (billed annually)
      • $31.25/agent/m (billed monthly)
    • Enterprise – contact (billed annually)
  • Chat – Free

Trello

One of the most popular tools at an affordable price. Has limited capabilities to other popular tools. Not all-inclusive and will require other platforms.

Trello lets you work more collaboratively and get more done. Trello’s boards, lists, and cards enable you to organize and prioritize your projects in a fun, flexible and rewarding way.

Features:

  • Cards – team collaboration, high level views, lists, project and task status, notifications, workflow management
  • Apps for iPhone, iPad, Android phones, tablets, watches, and Kindle Fire tablets

Pros:

  • Power ups/integrations/API access
  • Trello gold/business class – extra features
  • Easy to use and user-friendly

Cons:

  • Limited capabilities.

Pricing:

  • Free – $0/user/m
  • Business Class – $9.99/user/m

Workfront

I am very impressed with Workfront. They’ve got all the bells and whistles of a complete project management tool, with integrations including 2 of their own native tools. One of the most reviewed and trusted tools. Best suited for large teams/organizations.

Workfront is your one-stop shop for automating processes, enabling cross-team collaboration, and prioritizing work so your team can deliver their best work on time, every time.

Features:

  • Project management – assignments, templates and portfolio
  • Demand management – custom forms, automation and approvals
  • Portfolio planning – optimizer and scorecards
  • Resource management – scheduling and planning
  • Review and approve – documents, approvals, version control, interactive and digital media
  • Reporting – dashboards, timesheets, custom, utilization

Pros:

  • AI powered resource management
  • Mobile apps
  • Native Integrations
    • Workfront Fusion – 150 code-free integrations
    • Workfront Digital Asset Management – managing and delivering content

Cons:

  • Hard to get pricing info without setting up a demo
  • Complex tool – steep learning curve

Pricing:

  • Team – single team (contact for pricing)
  • Pro – one department (contact for pricing)
  • Business – up to 10 departments (contact for pricing)
  • Enterprise – entire enterprise (contact for pricing)

Wrike

Another strong tool with a powerful suite of add-ons. Functionality for teams of all sizes, but lots of tools best suited for medium to large sized teams.

Cloud-based collaboration and project management software that scales across teams in any business.

Features:

  • Creating – projects, folders, tasks and subtasks, forms, requests, file management, editing and automation
  • Planning – Gantt charts, resource management, time tracking/budgeting, templates
  • Collaboration – communication, calendars, proofing/approvals, email sync
  • Dashboard/Reporting – project and team level

Pros:

  • Training deployment and feature add-ons
    • Wrike Resource
    • Wrike Proof
    • Wrike Lock
    • Write Publish
  • App, API access, and other integrations
  • Helpful E-book, webinars and blog posts
  • Extensive support

Cons:

  • Takes time to learn how to use

Pricing:

  • Free – $0/m (5 users)
  • Professional – $9.80/user/m (5-15 users)
  • Business – $24.80/user/m (5-200 users)
  • Marketers – contact for pricing (5-unlimited users)
  • Enterprise – contact for pricing (5-unlimited users)

106 More Project Management Tools

Some of these may be right for you, even if they weren't our personal favorite.


After laboring through this enormous list (it’s not even all of them!) we did pick our absolute favorites, but that doesn’t mean that these others don’t have their own value.

You or your expert consultant will have to decide which one is the perfect match for your business.

Here’s the rest:

10,000ft

Overall, 10,000ft seems like a helpful resource for small businesses who may have never used a project management tool before and are looking to take a step in the right direction. For larger companies who have used other tools in the past, they might need a more complex and advanced tool.

10,000ft is a high-level project management software built for modern teams. They provide your organization with the clarity and insight it needs to look ahead, avoid pitfalls and plan for growth.

Features:

  • Resource management and planning, team scheduling and forecasting staffing needs
  • Flexible project planning, scheduling and forecasting tools to keep team aligned
  • Time Tracking tools including timesheets, budget, expenses and mobile capabilities
  • Robust reporting, utilization reporting, visual dashboards and custom reports

Pros:

  • Time tracking feature lets you set time estimates for projects and tasks and the ability to track time through mobile
  • Effective for managing day-to-day project workflows
  • Helpful to show if a staff member or entire company workload is too low or high
  • User-friendly interface and layout

Cons:

  • Not as detailed or complex as other tools
  • Overall has limited features

Pricing:

  • Basic – $1,200/yr or $150/m
  • Pro – $2,400/yr or $250/m
  • Enterprise – Contact
  • Pilot – $1,500 (90-day guided program)

Act-On

Lots of unique social, website and email automation features, but not a true project management platform. If you use this would still need another PM tool for tracking time, deadlines and tasks. Also pretty pricey and you have to pay extra for additional support.

Act-On enables marketers to make sense of all the digital breadcrumbs. With Act-On, you’ll be able to better track, score, measure, connect, learn and adapt your marketing efforts to individual buyer journeys.

Features:

  • Inbound marketing – easy landing pages along with social and website activity
  • Outbound marketing – automated nurture and scoring templates, segmentation and CRM data analysis
  • Sales effectiveness – identify hot prospects, lead engagement and follow-ups, targeted account selling
  • Marketing ROI – in-app analytics, data access and content sharing templates

Pros:

  • Lots of social, SEO, website and email analytical tools and features that make it so you don’t have to check a million other places
  • Useful email and sales automation features
  • Thorough platform integration ecosystem

Cons:

  • Expensive
  • Nothing about tracking time and assigning tasks or projects
  • Limited support access unless you pay for extra packages
  • Slow load times

Pricing:

  • Professional – $900/m (billed annually)
  • Enterprise – $2000/m (billed annually)
  • Fast-Track Onboarding available for $5,000
  • Silver support – included on all packages
  • Gold support – $6,000/yr
  • Platinum support – $15,000/yr

Active Collab

Simple, yet effective tool for basic project management. Good add-ons for billing and invoicing, all at a pretty affordable price.

ActiveCollab is a project management software that gives you complete control over your work.

Features:

  • Plan & Organize – know when all stages of a project are due and see all status updates
  • Communicate & Collaborate – get updates, share feedback and move forward with project items
  • Track & Monitor – focus on top priorities, set time estimates and predict the outcome of your projects
  • Get Paid – track billable hours, create invoices and send them out to clients

Pros:

  • Helps hold team accountable with flexible task assignment features and reporting
  • Unified time tracking and billing systems with various integrations
  • 3rd-party integrations
  • Been around for over 10 years

Cons:

  • Very simple and limited feature and sorting selection.
  • Not very flexible or customizable

Pricing:

  • $7/m per member (billed monthly)
    • Get paid bundle – $2.5/m per member
  • $7/m per member (billed annually)
    • Get paid bundle – $2/m per member

ADEACA

If you fit their target demographic, they will work very closely with you to best implement their software into your business. They have very extensive features and if you have the bandwidth and resources to work with a tool at this level, it should be an option to consider.

Through innovation and Microsoft technology, ADEACA helps help project-based companies become more agile and achieve better outcomes. They serve mid-market companies (100 to 3000 employees) that deliver goods and services to customers through projects. ADEACA helps you standardize and integrate your processes and data to bring you real-time insight and better collaboration so you can deliver more projects on time and within budget.

Features:

  • Solution Architecture – simplify project governance, standardize processes and integrate data, infrastructure installation, customization and configuration and time management
  • System Implementation – define project goals, timelines, deliverables, and team roles along with custom configuration and integration, testing and training and pushing products live
  • Change Management – project business automation, team building and training

Pros:

  • Eliminates guesswork and bias through data analysis and real-time data
  • Offer data migration from past systems
  • Various Microsoft integrations including Dynamics 360, Office, Azure and more

Cons:

  • Only for mid-size businesses
  • Lots of different features that might be overwhelming to some
  • Limited online reviews

Pricing:

  • $55 per user/month – Includes Microsoft Dynamics 365 Enterprise Cloud ERP – Minimum subscription is 250 users
  • Contact for additional pricing

Admation

Approval processes might seem overcomplicated, but that might be necessary for those who require the tool. They have carved out some specific niches that their product is recommended for.

Admation offers approval workflow & project management software for marketing teams and advertising agencies. It helps improve marketing & approval processes through innovative software solutions

Features:

  • Project management – document storage, task automation and team collaboration
  • Resource management – manage budgets, task management, time tracking and resource allocation
  • Online proofing and approval workflow – revision management, streamlined approval dashboard and levels, change display and collaboration
  • Marketing asset management – ad storage, brand asset storage, permission management, audit trail, accessibility and sorting

Pros:

  • Helpful for marketing teams, production teams, agencies, and legal teams
  • Thorough and flexible content approval and permission features

Cons:

  • Lots of steps for simple tasks that make it overcomplicated
  • Does not list any integrations
  • Reported interface bugs

Pricing:

  • Contact for pricing

Advantage

Very useful and specific for digital agencies by an agency themselves. Overall lots of very useful and necessary project management features.

Whether you’re a digital, marketing, full service or in-house agency, Advantage will help run your agency with real-time information. Advantage’s ad agency software is constantly updated with new and enhanced features to help your agency reach its optimum potential.

Features:

  • Mobile and web-based service workspace
  • Process management and project production – scheduling, timelines and Gantt charts
  • Collaboration – alerts, file sharing, creative proofing and chat
  • CRM – manage and track communications
  • Ad Agency Accounting – budgeting and forecasting, accounting, invoicing and billing, financial reporting
  • Media management – planning, buying, analytics, reporting and research

Pros:

  • Offer a lot of additional training, support and resources through their agency to help you move over to Advantage and set it up in the best way possible for your business.
  • Client collaboration portal feature
  • High-level executive dashboard – includes income and performance

Cons:

  • Not many reviews or feedback online
  • Lots of details and features, but they say “A Jack of all trades is a master of none” – not saying that is the case, but something to consider

Pricing:

  • Contact for pricing

Aha!

Two similar platforms with unique applications for products and marketers. Has some good basic project management features.

Product roadmap and marketing planning software. Roadmap and build products customers love. Launch breakthrough marketing campaigns.

Features:

  • Aha! for Product – roadmap and build products
    • Strategy, features and roadmaps
    • Analytics
  • Aha! for Marketing – launch marketing campaigns
    • Schedules, activities and reports
    • Reports

Pros:

  • Marketing and development Integrations
  • Rest API
  • Notebooks

Cons:

  • Messy reporting/exporting
  • Complicated interface

Pricing:

  • For both Product and Marketing:
    • Startup – contact for pricing
    • Premium – $59/user/m (billed annually)
      • $74/user/m (billed monthly)
    • Enterprise – $99/product owner or contributor/m (billed annually)
      • $124/user/m (billed monthly)
    • Enterprise+ – $149/product owner or contributor/m (billed annually)

airfocus

Good tool for prioritization where it has more features than most, but overall compared to most PM tools it is limited on its own. Would require other tools and integrations to be effective for bigger teams.

Use airfocus to prioritize your projects and features to build more effective roadmaps. Get everyone aligned and the right stuff done.

Features:

  • Project roadmap – Kanban board and Gantt charts
  • Project templates

Pros:

  • Integrations
  • Prioritization Wizard
  • Email and live chat support
  • Security

Cons:

  • Lacking overall features

Pricing:

  • Starter – $19/m (one user) (billed annualy)
  • Team – $39/user/m (billed annualy)

Align

Good PM tool for small and medium sized businesses. Have some cool feature of their own such as the one page strategy plan and eNPS, which are cool, but don’t seem too valuable to me.

Growth management software gets companies and their teams on the same page, so they stay focused on the things that matter.

Features:

  • Daily and weekly huddles for communication
  • Priority management
  • Project performance insights dashboard
  • White labeled reporting

Pros:

  • One page strategic plan – company goals and initiatives
  • Employee Net Promoter Score (eNPS) – employee satisfaction
  • Align Sandbox – fully developed and populated account

Cons:

  • No huddle sorting after they are uploaded

Pricing:

  • $10/user/m (billed annually)
  • $12/user/m (billed monthly)

Apollo

Good PM tool with time tracking, file storage and CRM components.

Prioritize tasks, organize projects, keep your team on the same page. Apollo is a reliable Project and Contact Management Software.

Features:

  • Project management – Gantt charts, templates, archiving, task lists, categorization, milestones
  • Contacts – storage, search, tagging, exporting, emails, tracking, messaging
  • Time tracking and billing
  • File management

Pros:

  • Image and PDF proofing
  • Calendar and email integrations
  • API/integrations

Cons:

Pricing:

  • Solo – $14/m
  • Basic – $23/m
  • Plus – $48/m
  • Premium – $98/m
  • Max – $148/m
  • Custom – contact for pricing

Archmule

Limited overall features compared to some of the more robust tools. Simple project management features. Good tool if you are new to the PM game and don’t have a lot to spend.

Archmule is a collaboration platform inspired by the way we live and work. From personal to business life, you can organise your work, collaborate with others in real-time and get connected with thousands of people in one network.

Features:

  • Public and private projects
  • High-level overview and workflow management
  • Task cards – files, deadlines, assignees, commenting, labeling
  • Calendar view

Pros:

  • Communication app integrations
  • API in pipeline
  • Can see other public project examples on site

Cons:

  • Limited features

Pricing:

  • Free – €0
  • Premium – €7/m (billed annually)
    • €9/m (billed monthly)

Avaza

Avaza offers very strong project management features. Mostly positive feedback online. Good for small to mid-sized companies looking for project management.

Stop juggling multiple apps, subscriptions & spreadsheets. Avaza is the seamless, productive platform teams use to collaborate on projects, schedule resources, track time, manage expenses & invoice customers.

Features:

  • Powerful task management – create, manage, tag and organize tasks, multiple view options and track progress
  • Team collaboration – discuss, collaborate and share
  • Team management – role-based security levels, time-based billing and customer collaboration
  • Integrated workflows – estim