Package your expertise. Proposals, contracts, invoicing, and project delivery - the professional consulting toolkit.
Notion
Stripe
Slack
CanvaPropose, communicate, present, invoice, and schedule - professionally.
Write proposals, build statements of work, and maintain a client wiki all in one workspace. Share specific pages with clients for transparency. Templates for every consulting deliverable.
E-signatures built in
Send proposals that clients can sign digitally without leaving the document. Tracking shows when they open and view each section. $19/mo but saves time on the close.
Simple and collaborative
If your clients already live in Google Workspace, Docs keeps collaboration seamless. Real-time editing, commenting, and suggesting mode. Free and universally accessible.
Freemium Knowledge base for small teams. Clean, searchable, AI-powered answers. Like Noti...
Knowledge base for small teams. Clean, searchable, AI-powered answers. Like Notion but focused on documentation only. Try Slite →
Freemium Docs and wiki for modern teams. Templates, approval workflows, and version contr...
Docs and wiki for modern teams. Templates, approval workflows, and version control. Notion meets Google Docs meets GitHub. Try Almanac →
Freemium Beautiful document editor for Apple users. Native macOS/iOS app, gorgeous export...
Beautiful document editor for Apple users. Native macOS/iOS app, gorgeous exports. Notion if it was designed by Apple. Try Craft →
Freemium Beautiful API documentation. Write in MDX, get docs that look like Stripe's. Eve...
Beautiful API documentation. Write in MDX, get docs that look like Stripe's. Every developer tool should use this. Try Mintlify →
Free Open-source wiki and knowledge base. Self-hostable Notion alternative for teams ...
Open-source wiki and knowledge base. Self-hostable Notion alternative for teams that care about data ownership. Try Outline →
Create a dedicated channel for each client engagement. Async updates, quick questions, and file sharing without the formality of email. Keeps everything searchable and organised.
Enterprise clients prefer it
If your clients are corporate and already use Microsoft 365, joining their Teams instance reduces friction. Better for large organisations where Slack adoption is low.
Free and flexible
Unlimited message history on the free tier, voice channels, and a more casual vibe. Great for tech-savvy clients or if you also run a community alongside consulting.
Freemium — You know what this is. Everyone has it, it always works, and the free tier is en...
You know what this is. Everyone has it, it always works, and the free tier is enough for most meetings. The default. Try Zoom →
Freemium — AI meeting notes that actually capture what was said. Real-time transcription, s...
AI meeting notes that actually capture what was said. Real-time transcription, summaries, action items. Never take notes again. Try Otter.ai →
Freemium — AI meeting assistant. Records, transcribes, summarises, and integrates with your...
AI meeting assistant. Records, transcribes, summarises, and integrates with your CRM. Like Otter but more enterprise-focused. Try Fireflies.ai →
Freemium — Event hosting platform. Beautiful event pages, RSVPs, reminders, and calendar sy...
Event hosting platform. Beautiful event pages, RSVPs, reminders, and calendar sync. Eventbrite for the modern internet. Try Luma →
Paid — Async-first team communication. Posts, threads, calls — but designed for deep wo...
Async-first team communication. Posts, threads, calls — but designed for deep work, not constant interruption. Slack antidote. Try Campsite →
Paid — The CRM. Enterprise beast that does everything. Also costs everything. You'll ne...
The CRM. Enterprise beast that does everything. Also costs everything. You'll need it eventually if you go enterprise. Try Salesforce →
Freemium — CRM inside Gmail. Pipeline management without leaving your inbox. Simple, effect...
CRM inside Gmail. Pipeline management without leaving your inbox. Simple, effective, and free for solo users. Try Streak →
Paid — CRM built for Google Workspace. If your team lives in Gmail and Google Calendar,...
CRM built for Google Workspace. If your team lives in Gmail and Google Calendar, Copper fits like a glove. Try Copper →
Free — Open-source CRM. Self-hostable Salesforce alternative with a modern UI. Early bu...
Open-source CRM. Self-hostable Salesforce alternative with a modern UI. Early but promising. For teams that want to own their data. Try Twenty →
Paid — Cold email at scale. Unlimited email accounts, warmup, and sending. The growth h...
Cold email at scale. Unlimited email accounts, warmup, and sending. The growth hacker's outbound machine. Aggressive but effective. Try Instantly →
Record a 3-minute walkthrough instead of scheduling a 30-minute meeting. Show your screen, explain your thinking, and let clients watch on their own time. Auto-transcription included.
Business video platform
More analytics on who watched what and for how long. CRM integrations for tracking engagement. Better for consulting firms that send video proposals to enterprise prospects.
Mac screen recording with polish
Automatically adds smooth zoom effects, cursor highlighting, and beautiful backgrounds. One-time purchase ($89). Perfect for consultants who want polished deliverable videos.
Send professional invoices, set up recurring billing for retainers, and share payment links. Automatic tax receipts and support for global currencies make international consulting easy.
Free invoicing
Completely free invoicing with unlimited clients and invoices. Includes basic accounting and expense tracking. Great if you want to avoid per-transaction fees on smaller engagements.
Time tracking + invoicing
Built-in time tracker that feeds directly into invoices. Project profitability reports show which clients are worth your time. $17/mo but saves hours on admin every week.
Free - Africa's Stripe. Clean API, solid dashboard, handles local payment methods. Buil...
Africa's Stripe. Clean API, solid dashboard, handles local payment methods. Building for African markets? Non-negotiable. Try Paystack →
Free - Pan-African payments gateway. Supports 150+ currencies. Less polished than Payst...
Pan-African payments gateway. Supports 150+ currencies. Less polished than Paystack but broader reach across the continent. Try Flutterwave →
Free - Payments for physical and online businesses. Hardware + software + banking. The ...
Payments for physical and online businesses. Hardware + software + banking. The all-in-one play for retail. Try Square →
Free - India's payment infrastructure. UPI, cards, wallets, subscriptions. If you're bu...
India's payment infrastructure. UPI, cards, wallets, subscriptions. If you're building for the Indian market, it's this or bust. Try Razorpay →
Free - Monetisation for open-source and digital creators. Subscriptions, sponsorships, ...
Monetisation for open-source and digital creators. Subscriptions, sponsorships, digital products. GitHub Sponsors alternative. Try Polar →
Let prospects book discovery calls without the back-and-forth. Set up different meeting types, add intake questions, and connect to your CRM. Round-robin scheduling when you grow your team.
Open source scheduling
Everything Calendly does, but open-source with more customisation. Self-host for free or use their cloud. Growing fast among indie consultants who value flexibility.
Intake forms built in
Deep intake form customisation with conditional logic. Collect project details before the first call so you come prepared. Part of Squarespace, integrates well with their sites.
Launch your consulting practice with proposals, scheduling, and client workflows
Notion
Calendly
Loom
Stripe
Slack
Create proposal templates in Notion
Set up Calendly for client meetings
Record project walkthroughs with Loom
Configure Stripe invoicing
Set up Slack for client communication channels
Every tool pre-configured, setup order mapped out, integrations documented. Skip weeks of research.
Your knowledge is worth more than you think. Start packaging it.
