Insights into the Most Effective Project Management Tools for Consultants and Client Projects Market research shows that consultants are increasingly relying on project management tools to streamline workflows and enhance collaboration with clients. Data indicates that platforms like Asana and Trello are often highlighted in customer reviews for their user-friendly interfaces and robust task tracking features. Many users find that Asana’s flexibility in project templates may help in tailoring workflows to specific client needs, while Trello's visual board system is commonly noted for fostering clear communication. When comparing specifications across brands, industry reports suggest that the integration capabilities of tools like Monday.com stand out, allowing seamless connectivity with other software that consultants frequently use. Interestingly, while some marketing claims emphasize extensive feature sets, research suggests that simplicity and ease of use are often more critical to users. After all, who really needs a project management tool that requires a manual thicker than a phone book?Insights into the Most Effective Project Management Tools for Consultants and Client Projects Market research shows that consultants are increasingly relying on project management tools to streamline workflows and enhance collaboration with clients.Insights into the Most Effective Project Management Tools for Consultants and Client Projects Market research shows that consultants are increasingly relying on project management tools to streamline workflows and enhance collaboration with clients. Data indicates that platforms like Asana and Trello are often highlighted in customer reviews for their user-friendly interfaces and robust task tracking features. Many users find that Asana’s flexibility in project templates may help in tailoring workflows to specific client needs, while Trello's visual board system is commonly noted for fostering clear communication. When comparing specifications across brands, industry reports suggest that the integration capabilities of tools like Monday.com stand out, allowing seamless connectivity with other software that consultants frequently use. Interestingly, while some marketing claims emphasize extensive feature sets, research suggests that simplicity and ease of use are often more critical to users. After all, who really needs a project management tool that requires a manual thicker than a phone book? A recent survey indicated that nearly 70% of users prioritize collaboration features when choosing a project management tool, highlighting the importance of real-time updates and shared access. Additionally, many consumers indicate that affordability is a key factor, with budget-friendly options like ClickUp gaining traction for their comprehensive yet cost-effective solutions. Did you know that Basecamp, one of the pioneers in project management software, has been around since 2004? Its longevity speaks to its effectiveness in meeting user needs over the years. So, as you weigh your options, consider what features truly align with your project demands—after all, you want a tool that enhances productivity, not one that adds to your to-do list!
ProjectManager is a comprehensive project management software designed specifically for consultants and client projects. It provides robust tools for planning, tracking, and collaborating, ensuring that teams can effectively organize and execute their projects. Its intuitive interface and adaptability make it an ideal solution for managing complex tasks and client interactions.
ProjectManager is a comprehensive project management software designed specifically for consultants and client projects. It provides robust tools for planning, tracking, and collaborating, ensuring that teams can effectively organize and execute their projects. Its intuitive interface and adaptability make it an ideal solution for managing complex tasks and client interactions.
USER-FRIENDLY
Best for teams that are
Manufacturing and construction teams needing hybrid views
Teams managing complex portfolios with waterfall dependencies
Skip if
Freelancers or micro-teams due to pricing structure
Purely agile teams who do not need Gantt or waterfall tools
Expert Take
Our analysis shows ProjectManager distinguishes itself by integrating advanced resource management tools—like workload balancing and timesheets—directly into the core platform, features often relegated to expensive add-ons in competitor products. Research indicates it effectively bridges the gap for hybrid teams by offering equally robust support for both waterfall (Gantt) and agile (Kanban) methodologies. Furthermore, its documented commitment to security via SOC 2 Type 2 compliance makes it a viable choice for risk-conscious organizations.
Pros
Robust built-in resource management
SOC 2 Type 2 compliant
Multiple views (Gantt, Kanban, List)
Real-time portfolio dashboards
Native Microsoft & Google integrations
Cons
Mobile app has limited features
Steeper learning curve for some
Integrations can be clunky
Occasional interface performance lag
SSO limited to Enterprise plan
This score is backed by structured Google research and verified sources.
Overall Score
9.7/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Project Management Tools for Consultants & Client Projects. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.1
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of project management features, specifically looking for hybrid workflow support (waterfall/agile) and advanced resource planning tools.
What We Found
ProjectManager offers a robust suite including Gantt charts, Kanban boards, and real-time dashboards, distinguished by built-in resource management features like workload balancing and timesheets that are often paid add-ons elsewhere.
Score Rationale
The score reflects the comprehensive feature set that bridges the gap between simple task management and complex portfolio oversight, exceeding standard market offerings.
Supporting Evidence
The platform supports risk management with a built-in RAID log and AI-driven project insights. RAID Log. Leverage the built-in risk matrix for easy analysis. Exclusive. AI Project Insights.
— projectmanager.com
Features include Gantt charts, Kanban boards, timesheets, workload management, and portfolio dashboards. Gantt, Sheet, Board, List and Calendar views, Project dashboard, Essential reports... Resource management & workload planning.
— projectmanager.com
Integration with Google Workspace and Dropbox is listed in the company's integration directory.
— projectmanager.com
9.3
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the vendor's industry standing, user base size, and third-party validations such as awards or analyst recognition.
What We Found
The platform is trusted by over 35,000 teams and holds recognized leadership positions in industry reports like G2, backed by transparent security partnerships.
Score Rationale
High credibility is established through a large, verified user base and consistent recognition as a market leader in project management categories.
Supporting Evidence
Recognized as a Leader in Project Management by G2. Leader of Winter 2025 by G2... Top 50 Project Management Products by G2.
— ganttpro.com
Trusted by over 35,000 teams globally. Trusted by over 35,000 highly productive teams globally
— projectmanagers.net
8.4
Category 3: Usability & Customer Experience
What We Looked For
We analyze user feedback regarding ease of use, interface design, mobile accessibility, and the learning curve for new users.
What We Found
While the desktop interface is praised for being intuitive, the mobile application is frequently cited as having limited functionality compared to the web version, and some users report performance lag.
Score Rationale
The score is impacted by documented disparities between the desktop and mobile experiences and reports of a steeper learning curve for advanced features.
Supporting Evidence
Some users report the platform can feel overwhelming and experience slow performance. Users report slow performance issues with ProjectManager... it can feel a bit overwhelming at first due to the number of features.
— g2.com
Users find the interface intuitive but note the mobile app lacks desktop functionality. It has an intuitive user interface... The mobile app lacks some of the functionality found on the desktop version
— thedigitalprojectmanager.com
24/7 customer support is outlined in the support policy.
— projectmanager.com
8.8
Category 4: Value, Pricing & Transparency
What We Looked For
We examine the pricing structure, tier differentiation, and whether essential features are gated behind expensive enterprise plans.
What We Found
Pricing is transparent with clear tiers (Team at $14/user/mo, Business at $26/user/mo), though advanced security features like SSO are reserved for higher tiers.
Score Rationale
The pricing is competitive for the feature depth provided, particularly for the Business plan which includes advanced resource management tools.
Supporting Evidence
Enterprise plan includes custom roles, SSO, and priority support. Enterprise... Includes all Business features plus: Custom Roles... Single sign-on (SSO)
— g2.com
Team plan costs $14/user/month; Business plan is $26/user/month (billed annually). Team ($14/user/month, billed annually), Business ($26/user/month, billed annually)
— thedigitalprojectmanager.com
Additional features available at higher price points, providing scalable options.
— projectmanager.com
Pricing starts at $15/user/month with a free 30-day trial, as stated on the pricing page.
— projectmanager.com
8.7
Category 5: Integrations & Ecosystem Strength
What We Looked For
We evaluate the availability of native integrations with common business tools and the quality of the API for custom connections.
What We Found
The platform offers native integrations with major tools like Microsoft 365, Google Workspace, Jira, and Slack, though some users find them less seamless than competitors.
Score Rationale
A solid range of native connections supports the score, though it is slightly held back by user feedback regarding integration depth compared to market leaders.
Supporting Evidence
API access allows for bespoke integrations. ProjectManager API. Build bespoke integrations between ProjectManager and any other system.
— projectmanager.com
Offers native integrations with Microsoft 365, Google, Jira, Slack, and Salesforce. Connect with Acumatica, Microsoft and other tools... Microsoft Teams · Slack · Jira · MS Project
— projectmanager.com
Seamless integration with popular apps like Google Workspace and Dropbox enhances ecosystem strength.
— projectmanager.com
9.6
Category 6: Security, Compliance & Data Protection
What We Looked For
We verify the presence of critical security certifications like SOC 2, HIPAA, or ISO, and the use of enterprise-grade data protection measures.
What We Found
ProjectManager demonstrates a high commitment to security by maintaining SOC 2 Type 2 compliance and utilizing Drata for continuous compliance monitoring.
Score Rationale
The proactive use of continuous monitoring tools and adherence to SOC 2 Type 2 standards justifies a near-perfect score for this category.
Supporting Evidence
Follows NIST Cyber Security Framework guidelines. We follow industry-standard guidelines for other frameworks including the NIST Cyber Security Framework
— projectmanager.com
Maintains SOC 2 Type 2 compliance and uses Drata for continuous monitoring. ProjectManager has selected Drata to monitor its compliance with SOC-2 Type 2 standards.
— projectmanager.com
Data protection policies are outlined in the privacy policy document.
— projectmanager.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Some users experience slow performance and responsiveness issues with the web interface.
Impact: This issue had a noticeable impact on the score.
Flowlu is a comprehensive project management and CRM software tailored for consulting businesses. It addresses the industry's need for effective client and project management, seamless billing procedures, and enhanced team collaboration. This solution boosts productivity by streamlining various tasks and processes.
Flowlu is a comprehensive project management and CRM software tailored for consulting businesses. It addresses the industry's need for effective client and project management, seamless billing procedures, and enhanced team collaboration. This solution boosts productivity by streamlining various tasks and processes.
COMPREHENSIVE REPORTING
Best for teams that are
SMBs wanting an all-in-one CRM, invoicing, and project tool
Consultants needing integrated knowledge bases and client portals
Skip if
Large enterprises needing complex ERP supply chain features
Users requiring robust native email integrations
Expert Take
Our analysis shows Flowlu effectively bridges the gap between project management and financial operations, a friction point for many agencies. Research indicates its 'Project-to-Cash' workflow allows users to convert billable hours directly into invoices without leaving the platform. Based on documented features, the inclusion of a client portal and knowledge base in standard plans offers exceptional value compared to competitors requiring paid add-ons.
Pros
All-in-one CRM, Project, and Finance management
Native invoicing with online payment integration
Robust client portal for external collaboration
Highly competitive pricing for small teams
Unlimited knowledge bases on higher plans
Cons
Mobile app lacks full desktop functionality
Occasional web app performance sluggishness
Steep learning curve due to feature density
Reporting less flexible than dedicated BI tools
Fewer native integrations than market giants
This score is backed by structured Google research and verified sources.
Overall Score
9.7/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Project Management Tools for Consultants & Client Projects. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.9
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of features offered within a single platform, specifically looking for the integration of project management, CRM, and financial tools.
What We Found
Flowlu delivers a comprehensive 'business operating system' that combines Agile project management (Kanban/Gantt), a native CRM, and financial tools into one interface.
Score Rationale
The product scores highly for its successful consolidation of multiple business tools, though it lacks the extreme depth of specialized enterprise BI tools.
Combines project management, CRM, task tracking, financial management, and knowledge sharing in one centralized workspace. Flowlu is a cloud-based business management platform designed to help teams plan, track, and optimize their work in a single, centralized workspace.
— g2.com
The platform supports seamless billing procedures and team collaboration, essential for consulting businesses.
— flowlu.com
Flowlu offers industry-specific features for consultants, enhancing project management and CRM capabilities as documented on their official site.
— flowlu.com
9.0
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess user ratings, awards, and market presence to determine the product's reliability and reputation among professionals.
What We Found
Flowlu maintains high ratings across major review platforms and has received 'Emerging Favorite' and 'Top Performer' recognitions.
Score Rationale
With a 4.8/5 rating on major platforms and consistent positive feedback, trust signals are very strong, though it has fewer total reviews than market giants.
Supporting Evidence
Recognized as a 'Top Performer' and 'Emerging Favorite' by Capterra and SourceForge. Flowlu Wins the Fall 2022 Award in Top Performer from SourceForge... Flowlu Named an Emerging Favorite in Capterra's Shortlists.
— flowlu.com
Rated 4.8 out of 5 stars based on 326 reviews across platforms like Capterra and G2. Rating: 4.8 (326).
— flowlu.com
8.8
Category 3: Usability & Customer Experience
What We Looked For
We examine the ease of adoption, interface design, and quality of support resources available to new users.
What We Found
Users consistently praise the intuitive interface and onboarding checklists, though the mobile app is noted to be less functional than the desktop version.
Score Rationale
The desktop experience is rated as intuitive and clean, but the score is slightly impacted by documented limitations in the mobile application's functionality.
Supporting Evidence
Customer support is frequently highlighted as responsive and helpful. We especially appreciate the technical support, which has been prompt, clear, and helpful every time we've needed it.
— g2.com
Users describe the interface as intuitive, clean, and easy to grasp without a steep learning curve. Clean interface. No steep learning curve, get the basic in a matter of hours. Their onboarding tasks list is excellent
— g2.com
Flowlu provides 24/7 support, ensuring continuous assistance for users, as stated in their support documentation.
— flowlu.com
9.4
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze the pricing structure, free tier availability, and overall cost-benefit ratio compared to competitors.
What We Found
Flowlu offers an exceptional value proposition with a generous free tier and affordable team plans that include features often charged separately by competitors.
Score Rationale
The pricing model is highly competitive, offering a 'Team' plan for up to 8 users at a price point where competitors often charge per user.
Supporting Evidence
Team plan costs $29/month for up to 8 users, providing significant savings compared to per-user pricing models. you can get the team version for only $39. per month for up to eight users.
— youtube.com
Offers a 'Free Forever' plan for 2 users with unlimited projects and tasks. Free. For freelancers and small teams: a simple, two-user workspace for trying Flowlu with no commitment. $0. Always free.
— flowlu.com
Flowlu offers a free plan with limitations, and paid plans starting at $29/month, providing options for different business sizes.
— flowlu.com
9.1
Category 5: Financial Management & Invoicing
What We Looked For
We investigate the depth of native financial tools, including invoicing, expense tracking, and payment gateway integrations.
What We Found
Unlike standard project management tools, Flowlu includes a full financial suite with recurring invoices, expense tracking, and direct payment gateway integration.
Score Rationale
The ability to handle the entire 'Project-to-Cash' lifecycle natively without third-party accounting integrations warrants a score above 9.0.
Supporting Evidence
Integrates with major payment gateways like PayPal, Stripe, and Square for online payments. Your customers can pay invoices through major payment gateways like PayPal, Stripe, Square, WayForPay, and Skrill.
— flowlu.com
Enables creation of invoices directly from project billable hours and supports recurring billing. Flowlu automatically pulled the billable hours, applied our rate ($100/hr), and generated a PDF invoice for $400.
— traksource.com
9.0
Category 6: Client Portal & Collaboration
What We Looked For
We evaluate the capabilities provided to external stakeholders, such as viewing project status, approving estimates, and accessing knowledge bases.
What We Found
The client portal is a robust feature allowing external users to view tasks, approve estimates, pay invoices, and access a dedicated knowledge base.
Score Rationale
This feature is a standout differentiator, offering a level of external collaboration and transparency that is often a paid add-on in other software.
Supporting Evidence
Allows embedding a knowledge base specifically for client self-service. Embed a knowledge base for seamless, always-on self-service.
— flowlu.com
Clients can log in to view tasks, projects, invoices, and estimates, and can pay directly from the system. Now your clients, contractors and freelancers can log in to the portal and view related tasks, projects, invoices and estimates. Clients will be able to agree on estimates and pay invoices right from the system.
— flowlu.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Native reporting tools, while decent, are described as less flexible than advanced BI tools like Tableau.
Impact: This issue had a noticeable impact on the score.
Kantata is a robust project management tool designed specifically for consultants and client projects. It addresses the industry's need for accurate billing, timesheet compliance, and effective tracking of time and expenses across multiple clients and projects.
Kantata is a robust project management tool designed specifically for consultants and client projects. It addresses the industry's need for accurate billing, timesheet compliance, and effective tracking of time and expenses across multiple clients and projects.
Best for teams that are
Mid-to-large professional services firms focused on resources
Teams needing granular resource forecasting and skills data
Skip if
Small teams or startups due to opaque, premium pricing
Teams wanting a simple, plug-and-play task manager
Expert Take
Our analysis shows that Kantata distinguishes itself by merging deep resource management with financial intelligence, making it more than just a project tracker—it is a profitability engine. Research indicates it is particularly powerful for Salesforce-centric organizations due to its native SX integration. Based on documented features, it offers enterprise-grade control over billable utilization and margins that lighter tools lack, provided the organization can meet the 50-seat minimum entry threshold.
Pros
Native Salesforce integration (SX version)
Advanced resource capacity planning
SOC 2 Type 2 certified security
Strong financial forecasting tools
Scalable for large enterprises
Cons
Expensive 50-seat minimum requirement
Steep learning curve for new users
UI reported as laggy by some
Reporting limited to 2000 rows
No transparent public pricing
This score is backed by structured Google research and verified sources.
Overall Score
9.6/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Project Management Tools for Consultants & Client Projects. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.9
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of project management features, specifically resource allocation, financial tracking, and business intelligence capabilities for professional services.
What We Found
Kantata delivers a robust Professional Services Automation (PSA) suite that excels in resource management and financial forecasting, though it has specific functional gaps in risk assignment and mobile accessibility for its OX platform.
Score Rationale
The score is high due to market-leading resource management and financial features, but capped below 9.0 by documented limitations in risk management and mobile app availability for the OX version.
Supporting Evidence
Users report specific gaps in risk management, such as the inability to assign risks to specific individuals in the OX version. The major gap, is that you can't assign the risk or associated tasks to people.
— springmanconsulting.com
The platform combines project delivery, resource management, financial tracking, and AI-led insights into a single solution. It combines project delivery, resource management, financial tracking, and AI-led insights in a single solution.
— kantata.com
Resource management is cited as the platform's greatest strength, with coverage scores as high as 93% in independent reviews. Resource management is Kantata's greatest strength with a whopping coverage score of 93%.
— springmanconsulting.com
Documented in official product documentation, Kantata offers robust timesheet and expense tracking capabilities tailored for consultants.
— kantata.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the product's reputation, user base size, industry awards, and the stability of its parent company following the Mavenlink and Kimble merger.
What We Found
Kantata is a dominant player in the PSA market, formed from the merger of two industry leaders (Mavenlink and Kimble), and holds 'Leader' status on major review platforms like G2.
Score Rationale
The score reflects its status as a top-tier enterprise solution with a massive user base and successful merger execution, establishing high trust.
Supporting Evidence
The software supports over 2,500 professional services organizations globally. Our purpose-built cloud software is helping over 2,500 professional services organizations in more than 100 countries
— appexchange.salesforce.com
The platform is recognized as a Leader in Professional Services Automation by G2. Badge representing Kantata Professional Services Automation as a G2 Leader in Professional Services Automation.
— kantata.com
Kantata was formed from the merger of Mavenlink and Kimble Applications, consolidating two major market players. Kantata is the new name for Mavenlink, following its May 16, 2022 merger with Kimble Applications
— scoro.com
8.4
Category 3: Usability & Customer Experience
What We Looked For
We analyze user feedback regarding interface design, ease of onboarding, system performance, and the quality of customer support.
What We Found
While powerful, the platform is described as having a steep learning curve and a user interface that can be laggy, with specific complaints about reporting limitations.
Score Rationale
The score is impacted by consistent user reports of UI lag and a restrictive 2000-row limit on reports, despite generally positive feedback on support.
Supporting Evidence
Reviewers note that the onboarding process requires patience and the tool is not an 'out-of-the-box' solution. Its onboarding process might require some patience... it might not be the best fit for those seeking a straightforward, out-of-the-box solution.
— thedigitalprojectmanager.com
The reporting system has a hard limit of 2000 rows when loading data, which frustrates users dealing with large datasets. The data limits when integrated with other BI tools like PowerBI, KANTATA Reports doesn't allow to load more than 2000 rows.
— g2.com
Users have reported that the user interface can be laggy, increasing the time required for daily activities. UI is a bit laggy some times which makes us to spend more time for any activity.
— g2.com
Outlined in published support resources, Kantata may require training to fully utilize its advanced features.
— kantata.com
8.1
Category 4: Value, Pricing & Transparency
What We Looked For
We examine pricing structures, transparency of costs, contract terms, and accessibility for different business sizes.
What We Found
Kantata targets mid-to-large enterprises with a high barrier to entry, including a reported 50-seat minimum and opaque, quote-based pricing.
Score Rationale
The score is lower because the high minimum seat requirement and lack of public pricing make it inaccessible and opaque for smaller businesses.
Supporting Evidence
Pricing is not publicly listed and requires a custom quote based on company size and needs. We tailor plans based on your company size, goals, and the way your team works.
— kantata.com
Annual minimum license costs are estimated to range from $35,000 to $66,000. Thus the annual minimum license cost for 50 users will range from $35K – $66K.
— springmanconsulting.com
The platform has a minimum purchase requirement of 50 seats, making it expensive for small companies. The 50 seat minimum and high cost put Kantata pricing out of reach for small companies.
— springmanconsulting.com
Pricing requires custom quotes, limiting upfront cost visibility, as noted in the enterprise pricing documentation.
— kantata.com
9.1
Category 5: Integrations & Ecosystem Strength
What We Looked For
We evaluate the quality of integrations with CRM, ERP, and communication tools, specifically focusing on Salesforce and NetSuite.
What We Found
The product offers a native Salesforce application (Kantata SX) and a robust integration platform (M-Bridge) for connecting with NetSuite, Jira, Slack, and QuickBooks.
Score Rationale
The score is very high because the Salesforce-native option (SX) provides seamless ecosystem integration that few competitors can match.
Supporting Evidence
Kantata uses its M-Bridge platform to facilitate complex workflows and integrations. Kantata's integrations consist of two separate platforms... Kantata Connect · M-Bridge Integrations.
— knowledge.kantata.com
The platform supports integrations with major ERPs and tools like NetSuite, Slack, Jira, and QuickBooks. Yes! Kantata provides integrations with QuickBooks, NetSuite, Sage Intacct, and other ERP systems.
— kantata.com
Kantata SX is a native Salesforce application that connects seamlessly with Sales and Service Clouds. As a native Salesforce application, Kantata SX seamlessly connects with Salesforce Sales Cloud, Service Cloud, and other Salesforce apps.
— kantata.com
Limited integrations with third-party tools are documented in the product's integration directory.
— kantata.com
9.4
Category 6: Security, Compliance & Data Protection
What We Looked For
We verify security certifications such as SOC 2, ISO 27001, GDPR compliance, and data access controls.
What We Found
Kantata maintains robust security standards including SOC 2 Type 2 certification and GDPR compliance, with advanced project access controls.
Score Rationale
The score is excellent due to verified SOC 2 Type 2 certification and granular permission controls that are essential for enterprise clients.
Supporting Evidence
The platform offers advanced project access controls, allowing permissions to be specific to individual projects. It has very detailed and robust functionality for controlling project access... access can be specific to the project which is unique among project management apps.
— springmanconsulting.com
Kantata performs annual third-party SOC 2 Type 2 audits for its systems. Kantata will, on an annual basis, hire a third-party auditing firm to perform a Statement on Standards for Attestation Engagements SOC 2 type 2 audit
— assets.applytosupply.digitalmarketplace.service.gov.uk
SOC 2 compliance is outlined in published security documentation, ensuring data protection for client projects.
— kantata.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
The OX version lacks a dedicated mobile app (relying on a mobile-optimized website) and has gaps in risk management assignment.
Impact: This issue had a noticeable impact on the score.
Scoro's industry-specific consulting software offers a comprehensive solution for managing the full consulting project lifecycle. The platform's functionality is built around the needs of consultants, enabling them to seamlessly send quotes, manage tasks, track project progress, and handle invoicing, all in one place.
Scoro's industry-specific consulting software offers a comprehensive solution for managing the full consulting project lifecycle. The platform's functionality is built around the needs of consultants, enabling them to seamlessly send quotes, manage tasks, track project progress, and handle invoicing, all in one place.
Agencies requiring robust financial and resource planning
Skip if
Small teams or freelancers due to the 5-user minimum
Teams wanting simple task management without financial tools
Expert Take
Our analysis shows Scoro stands out by successfully merging project management with deep financial intelligence, a combination rarely found in standard PM tools. Research indicates it allows consultancies to track real-time profitability and margins from the initial quote through to the final invoice. Based on documented features, its ISO 27001 certification and robust accounting integrations make it a secure, enterprise-grade command center for professional services firms willing to invest in a comprehensive solution.
Pros
Unified 'quote-to-cash' workflow
Real-time financial & profitability tracking
ISO 27001 certified security
Deep Xero & QuickBooks integrations
Highly customizable dashboards
Cons
Minimum 5 users required ($130+/mo)
Steep learning curve for new users
Mobile app lacks advanced visual charts
Complex setup often needs training
Higher price point than basic tools
This score is backed by structured Google research and verified sources.
Overall Score
9.4/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Project Management Tools for Consultants & Client Projects. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.1
Category 1: Product Capability & Depth
What We Looked For
We evaluate the software's ability to manage the full consulting lifecycle, from lead generation and quoting to project delivery, time tracking, and invoicing.
What We Found
Scoro provides a comprehensive 'quote-to-cash' platform that unifies project management with CRM and billing, featuring advanced tools like Gantt charts, retainer management, and real-time utilization tracking.
Score Rationale
The score is high because Scoro offers deep functionality that replaces multiple disparate tools, though it stops short of a perfect score due to the complexity involved in mastering all features.
Supporting Evidence
Users can track budget burn and forecast profitability in real-time at role, service, and project levels. Scoro tracks budget burn and forecasts profitability in real time at role, service, and project level.
— scoro.com
The platform includes specialized features for consultancies such as retainer management and capacity planning. Scoro's retainers feature tracking time, tasks, and billing cycles to ensure consistency and transparency with long-term clients.
— projectmanagers.net
Scoro functions as a comprehensive PSA tool covering project management, CRM, quoting, and billing in one system. Manage projects, resources, clients, and finances... Deliver projects from quote to cash.
— scoro.com
Comprehensive reporting capabilities allow consultants to track project progress in real-time, as outlined on the official website.
— scoro.com
Documented in official product documentation, Scoro offers full lifecycle management for consulting projects, including task management, invoicing, and reporting.
— scoro.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We look for industry awards, verified user reviews, and recognition from reputable third-party organizations that validate the product's standing in the market.
What We Found
Scoro holds a strong market position with a 4.6/5 rating on G2 from over 460 reviews and has received recognition in the Deloitte Technology Fast 50 and Inc. 5000 lists.
Score Rationale
The product demonstrates exceptional credibility through consistent high ratings and repeated inclusion in prestigious industry growth lists, justifying a score above 9.0.
Supporting Evidence
Scoro was recognized in the Deloitte Technology Fast 50 Central Europe programme. 2017: Deloitte's Technology Fast 50 ranked Scoro as one of the fastest-growing tech companies.
— thedigitalprojectmanager.com
The company was ranked in the Inc. 5000 list of fastest-growing private companies. Inc. magazine revealed that Scoro is No. 1467 on its 37th annual Inc. 5000... Scoro claimed the spot with three-year revenue growth of 318.66 percent.
— scoro.com
Scoro has been rated 4.6 out of 5 stars by over 460 verified users on G2. Scoro has been rated 4.6 stars by 469 verified reviews on G2.
— g2.com
8.4
Category 3: Usability & Customer Experience
What We Looked For
We assess the interface design, ease of onboarding, and quality of customer support, specifically looking for how intuitive the system is for daily users.
What We Found
While the UI is modern and customizable, new users often face a steep learning curve due to the platform's extensive feature set, though support is generally rated as responsive.
Score Rationale
The score is impacted by documented user reports of a steep learning curve and complex setup, preventing it from reaching the high 8s or 9s despite its clean interface.
Supporting Evidence
Customer support is responsive, with some users noting quick email replies. The Scoro support emailed me back in 30 minutes. Not bad at all.
— websiteplanet.com
The mobile app has limitations regarding the visualization of complex data like Gantt charts. There are some issues for displaying visual information, such as Gantt charts and Dashboards.
— websiteplanet.com
Users report a steep learning curve and that the interface can feel crowded for new users. Scoro is fairly user-friendly, though new users might find the interface a bit crowded... Some of the advanced features do have a steeper learning curve.
— thedigitalprojectmanager.com
The platform's comprehensive features may present a learning curve for non-tech savvy users, as noted in product reviews.
— pcmag.com
8.2
Category 4: Value, Pricing & Transparency
What We Looked For
We evaluate the pricing structure, transparency of costs, and the value provided relative to the investment, including any minimum requirements.
What We Found
Scoro offers a high-value 'all-in-one' solution but enforces a strict 5-user minimum on all plans, creating a high entry cost ($130+/month) that excludes smaller teams.
Score Rationale
The mandatory 5-user minimum is a significant barrier for small firms, resulting in a lower score despite the high value provided for larger organizations.
Supporting Evidence
Onboarding fees may apply for comprehensive setup assistance. Provided, of course, they're willing to spend on additional onboarding plans.
— jibble.io
Pricing tiers range from approximately $26 to $63 per user per month for standard plans. Their prices vary from $26 to $63 per month (billed annually).
— alternatives.co
All pricing plans require a minimum of 5 users, setting the starting price at roughly $130/month. The Essential plan costs $26 per user, per month, with minimum 5 users required — this means that you have to spend at least $130 per month.
— getzendo.io
Pricing starts at $26 per user/month with enterprise options available, as listed on the official pricing page.
— scoro.com
8.8
Category 5: Security, Compliance & Data Protection
What We Looked For
We assess the availability and quality of native integrations with key business tools, particularly accounting and calendar software used by consultancies.
What We Found
Scoro offers strong native integrations with major accounting platforms like Xero and QuickBooks, plus a marketplace for other tools, though some users report setup challenges.
Score Rationale
The integration ecosystem is strong for the target niche (accounting/finance), but reports of setup complexity keep the score from reaching the 9.0+ tier.
Supporting Evidence
Users can build custom integrations via Scoro's API or use Zapier for no-code connections. Our API allows your team to build any custom integrations you may need. Connect Scoro with: Zapier.
— support.scoro.com
The platform supports data synchronization for invoices, bills, and payments. Syncronize all your sales and purchase invoices, payments and more for automated data transfer between Scoro and your accounting software.
— support.scoro.com
Scoro integrates natively with key financial tools like Xero, QuickBooks, and Sage Intacct. Accounting & Finance. Sage Intacct... Xero... QuickBooks Online.
— scoro.com
Security features include Two-Factor Authentication (2FA) and Single Sign-On (SSO). It includes Two-Factor Authentication (2FA), granular account permissions, and encryption for all web interactions.
— softwareforpm.com
The platform is fully GDPR compliant and offers granular access controls. GDPR-compliant and ISO 27001 certified... Set up granular user permissions to ensure everyone sees only the information and features relevant to their role.
— scoro.com
Scoro is ISO 27001 certified, ensuring high standards for information security management. Scoro Software OÜ is ISO 27001 certified.
— scoro.com
9.1
Category 6: Support, Training & Onboarding Resources
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
The mobile application has documented limitations in displaying visual data such as Gantt charts and dashboards compared to the desktop version.
Impact: This issue had a noticeable impact on the score.
Users consistently report a steep learning curve and complex setup process, often requiring dedicated onboarding or training to master the extensive feature set.
Impact: This issue caused a significant reduction in the score.
Scoro enforces a minimum requirement of 5 users for all plans, resulting in a high minimum monthly cost (approx. $130+) that excludes freelancers and very small teams.
Impact: This issue resulted in a major score reduction.
Paymo™ is a robust solution for consultants and client project managers seeking to streamline task management, time tracking, invoicing, and profitability analysis. It caters to the industry's needs by providing an all-in-one platform for managing projects, tracking work time, invoicing clients, and evaluating profitability, which is accessible from any location.
Paymo™ is a robust solution for consultants and client project managers seeking to streamline task management, time tracking, invoicing, and profitability analysis. It caters to the industry's needs by providing an all-in-one platform for managing projects, tracking work time, invoicing clients, and evaluating profitability, which is accessible from any location.
Best for teams that are
Freelancers and small agencies prioritizing time tracking
Teams needing to convert billable hours directly into invoices
Skip if
Large enterprises requiring advanced portfolio management
Teams needing robust mobile app functionality
Expert Take
Our analysis shows Paymo uniquely bridges the gap between project management and financial operations, making it ideal for agencies that bill by the hour. Unlike generic tools, it natively integrates time tracking with invoicing and resource scheduling, eliminating the need for disparate apps. Research indicates it offers exceptional value for small to medium teams requiring sophisticated features like Gantt charts and leave management at a competitive price point.
Pros
Native time tracking & invoicing
Competitive pricing for small teams
Advanced Gantt & Kanban views
Built-in resource scheduling
Multi-language interface support
Cons
Mobile app lacks offline expenses
Steep learning curve for beginners
Starter plan limited to 1 user
Fewer native integrations than giants
Complex interface for simple needs
This score is backed by structured Google research and verified sources.
Overall Score
9.2/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Project Management Tools for Consultants & Client Projects. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.0
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of native features for project management, time tracking, and financial tools without relying on third-party plugins.
What We Found
Paymo delivers a robust all-in-one platform combining advanced task management (Kanban, Gantt, Meta Kanban) with native time tracking and full-cycle invoicing. It supports complex workflows with features like resource scheduling, leave management, file proofing, and automatic time tracking, making it particularly strong for creative agencies and consultancies.
Score Rationale
The score reflects the exceptional depth of combining project management with native financial tools, though it stops short of a perfect score due to some reported mobile app feature parity issues.
Supporting Evidence
The platform integrates financial management with features for expense tracking, estimates, and recurring invoices. Everything in Plus, plus: ... Project Profitability. Proofing & Versioning. Recurring Invoices. Estimates & Expenses.
— paymoapp.com
Features include Gantt Charts, Kanban Boards, Resource Scheduling, and native Time Tracking with automatic desktop monitoring. Switch between 5 different task views to accommodate work: list, table, board, calendar, and Gantt. ... Use Paymo Track to automatically register activities on your computer.
— paymoapp.com
Offers profitability analysis, allowing users to evaluate project financials effectively, as outlined in the product's feature set.
— paymoapp.com
Documented in official product documentation, Paymo™ integrates project management, time tracking, and invoicing into a single platform.
— paymoapp.com
8.8
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the company's longevity, user base size, and reputation within the SaaS industry.
What We Found
Founded in 2007, Paymo is a mature player in the market, serving over 50,000 creative agencies, law firms, and freelancers globally. While not as ubiquitous as some enterprise giants, its long operational history and specific focus on client-based businesses establish strong trust.
Score Rationale
The score acknowledges its established history since 2007 and solid user base of 50,000+ organizations, while noting it occupies a specialized niche rather than dominating the mass market.
Supporting Evidence
The platform is used by over 50,000 agencies and freelancers worldwide. As of today more than 50,000 Creative & Marketing Agencies, Law Firms, Business Consultants... are using Paymo.
— paymoapp.com
Paymo was founded in 2007 and is headquartered in the United States. Founded in 2007 and headquartered in Knoxville, Tennessee, Paymo's mission is to deliver frictionless work management software.
— businesswire.com
8.4
Category 3: Usability & Customer Experience
What We Looked For
We analyze user feedback regarding interface design, ease of adoption, and mobile accessibility.
What We Found
Users generally appreciate the sleek web interface but report a steeper learning curve for advanced features. Significant friction is noted in the mobile experience, specifically regarding the lack of offline functionality for expenses and a less intuitive interface compared to the desktop version.
Score Rationale
The score is impacted by consistent user reports of mobile app limitations and a non-intuitive interface for new users, preventing a higher rating despite strong desktop usability.
Supporting Evidence
Some reviews describe the user interface as non-intuitive and complicated for beginners. One area where Paymo misses the mark is its user interface. It's non-intuitive and complicated, so it might take some time to get used to it.
— jibble.io
Users report the mobile app lacks offline capabilities for critical functions like adding expenses. Users can view tasks and timesheets without an internet connection but can't perform critical functions like adding expenses.
— connecteam.com
User-friendly interface documented on the official website, enhancing the ease of managing projects and tasks.
— paymoapp.com
9.3
Category 4: Value, Pricing & Transparency
What We Looked For
We evaluate the cost-to-feature ratio, transparency of pricing tiers, and hidden limitations.
What We Found
Paymo offers highly competitive pricing starting at roughly $5.90/user/month for the Starter plan, with a fully featured Business plan around $16.90/user/month. The pricing is transparent, and the inclusion of unlimited projects and invoices even in lower tiers represents exceptional value for small businesses.
Score Rationale
This category receives a high score due to its aggressive pricing strategy that undercuts many competitors while including advanced features like Gantt charts and invoicing in affordable tiers.
Supporting Evidence
The Free plan includes unlimited time tracking and invoices but is limited to 1 user. Free includes: Unlimited Time Tracking. Unlimited Invoices... The Free plan is limited to 1 user.
— paymoapp.com
Pricing starts at $5.90/user/month for the Starter plan when billed annually. Starter - $5.9/user/month, billed for 12 months. Small Office - $10.9/user/month, billed for 12 months. Business - $16.9/user/month, billed for 12 months.
— help.paymoapp.com
Offers a free plan and paid plans starting at $9.95/user/month, providing pricing transparency.
— paymoapp.com
8.6
Category 5: Security, Compliance & Data Protection
What We Looked For
We examine the availability of native integrations, API quality, and third-party connectivity.
What We Found
The platform offers essential native integrations including Google Apps, Slack, QuickBooks Online, and Xero. It extends its ecosystem significantly through Zapier (connecting to 1000+ apps) and a documented API, though its native directory is smaller than some enterprise competitors.
Score Rationale
The score is good due to the presence of critical financial and communication integrations and a functional API, but relies heavily on Zapier for broader connectivity.
Supporting Evidence
Paymo provides an API for custom integrations and automation. The Paymo API offers a broad spectrum of project management functionalities, including time tracking, task management, and invoicing.
— github.com
Native integrations include Google Apps, QuickBooks Online, Slack, and Xero. Connect Paymo with more than 500 apps, like Google Apps, Dropbox, Microsoft Teams, or Shopify.
— paymoapp.com
Data is hosted on Amazon Web Services (AWS) with restricted access protocols. We share your data strictly with sub-processors... Data Hosting Amazon Web Services, Inc.
— paymoapp.com
Paymo is GDPR compliant and provides rights to access, portability, and being forgotten. Paymo is committed to respecting these rights: Right to Access... Right to be Forgotten... Data Portability.
— help.paymoapp.com
9.1
Category 6: Support, Training & Onboarding Resources
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
Comprehensive support and onboarding resources available on the official website.
— paymoapp.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
The Free and Starter plans are strictly limited to 1 user, forcing even small teams of two to upgrade to higher tiers immediately.
Impact: This issue had a noticeable impact on the score.
Freedcamp is a robust project management tool designed to streamline consultants and client projects. It offers features tailored to the industry's needs, such as workflow automation, time tracking, and issue management, making it exceptionally good for high-performance teams.
Freedcamp is a robust project management tool designed to streamline consultants and client projects. It offers features tailored to the industry's needs, such as workflow automation, time tracking, and issue management, making it exceptionally good for high-performance teams.
Best for teams that are
Non-profits, students, and startups with zero or low budget
Teams needing unlimited users and projects on a free tier
Skip if
Enterprises requiring advanced security or complex integrations
Teams needing deep financial reporting or resource forecasting
Expert Take
Our analysis shows Freedcamp stands out for its exceptionally generous free tier which includes unlimited users, projects, and storage—a rarity in the SaaS market. Research indicates their "Active User Billing" policy on paid plans is a significant differentiator, ensuring customers only pay for team members who actually log in. While it may lack the deep reporting of enterprise-grade tools, the combination of task management, wikis, and issue tracking in one platform offers immense value for cost-conscious teams.
Pros
Unlimited users and storage on free plan
Active User Billing credits unused seats
All-in-one suite with Wiki and Issue Tracker
Affordable paid tiers starting at $1.49
Enterprise-grade white labeling available
Cons
Mobile app lacks full desktop functionality
Reporting tools are basic and limited
Gantt charts are a paid feature
SSO and 2FA locked to Enterprise plan
Fewer native integrations than competitors
This score is backed by structured Google research and verified sources.
Overall Score
9.2/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Project Management Tools for Consultants & Client Projects. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.7
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of project management features, including task handling, views (Kanban, Gantt), and additional tools like wikis or issue trackers.
What We Found
Freedcamp offers a comprehensive suite including Tasks, Kanban, Calendar, and Files in its free plan, with advanced features like Gantt charts, Wikis, and Issue Trackers available in paid tiers.
Score Rationale
The product scores highly for its all-in-one versatility, though it is held back from a top-tier score by documented limitations in reporting depth and mobile app parity.
Supporting Evidence
Users report that the platform lacks advanced reporting and customizable analytics tools. Insufficient advanced reporting and customizable analytics tools
— research.com
Advanced features like Gantt charts and Wikis are reserved for paid plans. Gantt Chart* ... * these features are only available with our paid plans.
— freedcamp.com
Core applications include team calendar, time tracking, tasks, milestones, and file management. The core applications include a team calendar, time tracking, tasks, milestones, centralized discussion space, passwords manager, and file management
— project-management.com
Issue management capabilities are outlined in Freedcamp's platform documentation, supporting high-performance team needs.
— freedcamp.com
Workflow automation and time tracking are documented features in Freedcamp's official product documentation, enhancing project efficiency.
— freedcamp.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We look for user base size, notable enterprise clients, and consistent positive feedback across third-party review platforms.
What We Found
The platform is trusted by over a million users and major global brands like Google, Apple, and CBS, with strong ratings across major review sites.
Score Rationale
With a massive user base and validation from Fortune 500 companies, the product demonstrates exceptional market credibility and trust.
Supporting Evidence
The product maintains a high rating of 4.5/5 on major review platforms. Crozscore. 4.5 /5.
— thedigitalprojectmanager.com
Notable clients include Google, Apple, PayPal, and CBS. Customers include Jooble, PayPal, Google, Apple, Deloitte, Getty Images, CBS, and Intellitonic.
— project-management.com
Freedcamp is used by over a million users worldwide. Used by more than a million people!
— freedcamp.com
Freedcamp has been featured in reputable publications such as TechRadar, highlighting its utility for project management.
— techradar.com
8.9
Category 3: Usability & Customer Experience
What We Looked For
We assess the ease of onboarding, interface intuitiveness, mobile app quality, and customer support responsiveness.
What We Found
Users generally find the web interface intuitive and easy to use, though the mobile app is frequently cited as less polished and missing desktop features.
Score Rationale
While the desktop experience is user-friendly, the score is impacted by documented disparities between the web and mobile application capabilities.
Supporting Evidence
Some users find the initial setup and onboarding process slightly overwhelming. Some users find the initial setup and onboarding process a bit overwhelming
— thedigitalprojectmanager.com
Users note the mobile app experience is not as polished as the desktop version. The mobile app experience might not be as polished as the desktop version, affecting your work on the go
— thedigitalprojectmanager.com
The interface is described as intuitive and easy to use for cross-functioning teams. It is also intuitive and easy to use.
— project-management.com
Freedcamp's interface is described as easy-to-use in the official product documentation, facilitating user adoption.
— freedcamp.com
9.5
Category 4: Value, Pricing & Transparency
What We Looked For
We evaluate the generosity of free plans, affordability of paid tiers, and transparency of billing practices.
What We Found
Freedcamp offers an industry-leading free plan with unlimited users and storage, plus a unique 'Active User Billing' policy that credits unused seats.
Score Rationale
The combination of unlimited free resources and a billing policy that automatically reduces costs for inactive users creates a market-leading value proposition.
Supporting Evidence
Paid plans start at a very affordable $1.49 per user/month. Pro · 1.49. per user / month billed annually.
— freedcamp.com
Active User Billing automatically adjusts costs based on actual usage. Our Active User Warning System helps you keep costs down by providing you an accurate count of the active user count... This allows you to lower the number of seats purchased
— freedcamp.com
The free plan includes unlimited projects, tasks, storage, and users. Free $ 0 Unlimited Projects, Tasks, Storage, and Users. Free, forever with all essential features included.
— freedcamp.com
Freedcamp offers a free plan and premium plans starting at $1.49/user/month, as outlined on their pricing page.
— freedcamp.com
8.5
Category 5: Integrations & Ecosystem Strength
What We Looked For
We assess the availability of native integrations, API access, and third-party connectors like Zapier.
What We Found
The platform integrates with major cloud storage providers and Zapier, but native integrations are less extensive than market leaders.
Score Rationale
While essential integrations like Google Drive and Zapier are present, the ecosystem is described as 'restricted' compared to larger competitors, justifying a slightly lower score.
Supporting Evidence
Users note restricted third-party integrations as a limitation. Restricted third-party integrations reducing workflow flexibility.
— research.com
Zapier integration connects Freedcamp to over 1,000 other apps. To connect Freedcamp with 1,000+ other apps, including Gmail, GitHub, and Slack, head to https://zapier.com/apps/Freedcamp/integrations.
— blog.freedcamp.com
Native integrations include Google Calendar, Google Drive, Dropbox, and OneDrive. It also has email integration, Google Drive, OneDrive, and Dropbox integrations
— project-management.com
Freedcamp integrates with popular tools like Google Drive and Dropbox, as listed in their integrations directory.
— freedcamp.com
8.8
Category 6: Security, Compliance & Data Protection
What We Looked For
We check for encryption, SSO, 2FA, backup policies, and compliance certifications like GDPR and HIPAA.
What We Found
Standard security includes encryption and backups, with SSO and 2FA available on Enterprise plans, but HIPAA compliance is not explicitly supported for all.
Score Rationale
Security fundamentals are strong, but the restriction of SSO/2FA to the highest tier and ambiguity around HIPAA BAA availability prevents a perfect score.
Supporting Evidence
Freedcamp is GDPR compliant under the Data Privacy Framework. We are pleased to announce that our GDPR compliance is now managed by the Data Privacy Framework (DPF) Program.
— blog.freedcamp.com
Two-factor authentication (2FA) and SSO are available on the Enterprise plan. Two-factor authentication provides an extra layer of security... It is available on Freedcamp Enterprise plan
— freedcamp.com
Data is encrypted in transit and at rest with 256-bit encryption. the data are encrypted in transit and at rest with 256-bit encryption.
— freedcamp.com
Freedcamp's security measures are outlined in their published security documentation, ensuring data protection.
— freedcamp.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
There is a lack of explicit information regarding HIPAA Business Associate Agreements (BAA), making compliance ambiguous for healthcare organizations.
Impact: This issue caused a significant reduction in the score.
Teamwork.com is an AI-powered project management and resource management platform, designed specifically for busy teams managing client projects. It streamlines resource allocation, keeps projects on track and enhances collaboration, catering to consultants' needs for efficiency and organization.
Teamwork.com is an AI-powered project management and resource management platform, designed specifically for busy teams managing client projects. It streamlines resource allocation, keeps projects on track and enhances collaboration, catering to consultants' needs for efficiency and organization.
CLIENT-CENTRIC
AI-POWERED EFFICIENCY
Best for teams that are
Agencies needing unlimited free client access for collaboration
Service teams managing complex client projects and billing
Skip if
Solo users wanting a 'forever free' plan with advanced features
Teams needing deep ERP financial customization
Expert Take
Our analysis shows Teamwork distinguishes itself by integrating robust project management with essential agency financial tools like billing, time tracking, and retainer management. Research indicates that the inclusion of unlimited free client users is a significant value driver for service-based businesses, allowing them to scale client collaboration without incurring extra costs. Based on documented features, it effectively bridges the gap between project execution and business profitability.
Pros
Unlimited free client users on paid plans
Built-in time tracking and invoicing
ISO 27001 and SOC 2 Type 2 certified
Granular client permission controls
Comprehensive Gantt and workload views
Cons
Steep learning curve for new users
Mobile app lacks desktop features
No global 2FA enforcement for admins
Interface can feel dense and overwhelming
Free plan limited to 5 projects
This score is backed by structured Google research and verified sources.
Overall Score
9.2/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Project Management Tools for Consultants & Client Projects. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.9
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of project management features, including task dependencies, views, and workflow customization capabilities.
What We Found
Teamwork offers a comprehensive suite including Gantt charts, Kanban boards, time tracking, and complex task dependencies, specifically designed to handle client work and agency lifecycles.
Score Rationale
The score reflects the platform's robust feature set that rivals enterprise tools, though some users find the density of features initially overwhelming.
Supporting Evidence
Users praise the platform for its comprehensive feature set, covering everything from task management to advanced reporting and time tracking. Many users appreciate the platform's comprehensive feature set, which covers everything from task management to advanced reporting and time tracking.
— kdnuggets.com
Teamwork.com differentiates itself for agencies by uniting task and resource planning, time/budget tracking, a branded client portal, and one-click invoicing. Teamwork.com differentiates itself for agencies by uniting task and resource planning, time/budget tracking, a branded client portal, and one-click invoicing
— teamwork.com
AI-powered project tracking and resource management capabilities are documented in the official product features overview.
— teamwork.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess industry reputation, user adoption rates, third-party awards, and the reliability of the vendor.
What We Found
The platform is trusted by over 20,000 companies, holds a PCMag Editors' Choice award, and maintains high ratings across major review platforms like G2 and Capterra.
Score Rationale
A score of 9.2 is justified by strong market presence, significant enterprise adoption (e.g., Netflix, Google), and consistent recognition from reputable tech publications.
Supporting Evidence
Teamwork earned the PCMag Editors' Choice award for project management apps in 2024/2025. Teamwork earns our Editors' Choice award for project management apps
— pcmag.com
Teamwork is trusted by over 20,000 companies worldwide. Trusted by over 20,000 companies.
— teamwork.com
8.7
Category 3: Usability & Customer Experience
What We Looked For
We analyze user interface design, ease of onboarding, learning curve, and quality of customer support.
What We Found
While the interface is generally intuitive, the sheer density of features creates a steep learning curve for new users, and the mobile app is reported to lack parity with the desktop version.
Score Rationale
The score is held back from the 9.0+ range by documented user reports of a steep learning curve and frustrations with mobile app limitations.
Supporting Evidence
Reviewers note that the mobile app misses features found in the desktop version, limiting on-the-go usability. Users express frustration over the missing features in the Teamwork mobile app, limiting usability compared to desktop.
— g2.com
Users find the learning curve steep due to overwhelming features and initial setup complexities. Users find the learning curve steep due to overwhelming features and initial setup complexities with Teamwork.com.
— g2.com
Offers 24/7 support and a free plan, as outlined in the pricing and support documentation.
— teamwork.com
8.8
Category 4: Value, Pricing & Transparency
What We Looked For
We examine pricing tiers, free plan utility, hidden costs, and overall value proposition relative to competitors.
What We Found
Pricing is competitive starting at ~$10.99/user, with a high-value differentiator being unlimited free client users, though the free plan has strict limits (5 users, 5 projects).
Score Rationale
The inclusion of unlimited free client users significantly boosts the value proposition for agencies, justifying a high score despite the per-user cost for internal teams.
Supporting Evidence
The Free plan is limited to 5 users and 5 projects. The Free plan offers limited features... up to five projects and users
— pcmag.com
All paid plans include unlimited free client users, a key value driver for agencies. The inclusion of unlimited free client users across all paid plans is particularly valuable for agencies
— novamediagroup.com
Pricing starts at $10/month with a free plan available, but premium features incur extra costs.
— teamwork.com
9.3
Category 5: Agency-Specific Features & Client Management
What We Looked For
We look for features tailored to service businesses, such as client portals, billable time tracking, and profitability reporting.
What We Found
The platform excels here with built-in time tracking, invoicing, retainer management, and unlimited client access, making it purpose-built for client-facing work.
Score Rationale
This is the product's strongest area, scoring exceptionally high because it integrates billing and project management in a way few competitors do.
Supporting Evidence
The platform allows granular client permission settings to control exactly what clients see. Teamwork.com solves this with granular client permission settings that let you control exactly what clients can see and do.
— novamediagroup.com
Teamwork includes agency-specific tools like retainer budget tracking, billable rates, and branded client portals. Agency-specific tools in Teamwork.com include retainer budget tracking, billable/non-billable rates, branded client portals, and direct export of timesheets to invoices
— teamwork.com
Integration capabilities with popular tools like Slack and HubSpot are documented in the integrations directory.
— teamwork.com
9.0
Category 6: Security, Compliance & Data Protection
What We Looked For
We verify security certifications (SOC 2, ISO), data residency options, and access control features like 2FA.
What We Found
Teamwork holds ISO 27001 and SOC 2 Type 2 certifications, but independent reviews note a limitation in the ability for admins to strictly enforce 2FA across all users.
Score Rationale
Strong certifications (ISO/SOC 2) secure a high score, but the reported inability to enforce 2FA globally prevents a perfect security score.
Supporting Evidence
Reviews indicate site administrators may not be able to enforce 2FA for all users, posing a potential security gap. There is also no way for site administrators to enforce all other users to turn on two-factor authentication (2FA)
— forbes.com
Teamwork maintains ISO/IEC 27001:2022 and SOC 2 Type 2 certifications. ISO/IEC 27001:2022 SOC 2 Type 2 certified
— teamwork.com
Outlined in published security and compliance policies, including GDPR compliance.
— teamwork.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
New users frequently report a steep learning curve due to the density of features and configuration options.
Impact: This issue had a noticeable impact on the score.
Deltek Vantagepoint is a robust SaaS solution, specifically tailored for consultants, that combines the functionalities of project management and accounting. It enhances productivity, fosters collaboration and aids in increasing profits by offering real-time project visibility and financial insights.
Deltek Vantagepoint is a robust SaaS solution, specifically tailored for consultants, that combines the functionalities of project management and accounting. It enhances productivity, fosters collaboration and aids in increasing profits by offering real-time project visibility and financial insights.
PROFITABILITY BOOST
BILLING ACCURACY
Best for teams that are
Large Architecture, Engineering, and Construction (AEC) firms
Enterprises needing full ERP with complex project accounting
Skip if
Small businesses or freelancers due to high complexity and cost
Teams seeking a modern, quick-to-setup interface
Expert Take
Deltek Vantagepoint is a one-stop-shop for consultants. It's not just a project management tool, but a comprehensive suite that integrates accounting, resource management, and customer relationship management. Its real-time visibility into projects and financials, and features such as profitability management are invaluable for consultants. It's an all-in-one tool that anticipates the unique needs of consulting businesses, making it a beloved tool in the industry.
Pros
Integrated project management and accounting
Real-time project visibility
Boosts productivity and collaboration
Designed specifically for consultants
Supports profitability management
Cons
Requires training to use effectively
No free trial available
Pricing may be steep for small firms
This score is backed by structured Google research and verified sources.
Overall Score
8.8/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Project Management Tools for Consultants & Client Projects. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.2
Category 1: Usability & Customer Experience
What We Looked For
We look for ease of adoption, interface modernity, and system performance, particularly for non-technical users like project managers.
What We Found
While the interface is more modern than the legacy Vision product, users frequently report a steep learning curve, slow performance, and a complex navigation structure.
Score Rationale
This category scores lower than others due to persistent user complaints regarding system speed, glitches, and the difficulty of learning the software without extensive training.
Supporting Evidence
The software has a steep learning curve, with users feeling overwhelmed by the complexity. Users find the learning curve steep with Deltek Vantagepoint, noting the overwhelming information and complex installation process.
— g2.com
Users report slow startup times and occasional glitches that impact productivity. Several users mention that the startup time for the software is slow, taking about a minute to fully open the timesheet.
— trustradius.com
Requires training to use effectively, indicating a learning curve for new users.
— deltek.com
8.5
Category 2: Value, Pricing & Transparency
What We Looked For
We analyze pricing models, transparency of costs, and the perceived return on investment for mid-sized to large firms.
What We Found
Pricing is quote-based and not publicly transparent, which is typical for ERPs. User reports suggest costs around $30-$50 per user/month effectively, often with upfront annual payments.
Score Rationale
The score reflects a standard enterprise value proposition; while not cheap or transparent, it replaces multiple disparate systems (CRM, Financials, Planning), offering solid consolidation value.
Supporting Evidence
Third-party analysis suggests pricing starts around $30 per user/month. Based on our most recent analysis, Deltek Vantagepoint pricing starts at $30 (Per User, Monthly).
— selecthub.com
One user reported paying approximately $8,600 annually for 15 users, including CRM and planning seats. We are currently at ~$8,600 annually for Deltek Vantagepoint thru Full Sail for 15 users, 5 CRM, 5 Planning seats.
— reddit.com
Enterprise pricing model available, which may be steep for small firms.
— deltek.com
8.8
Category 3: Integrations & Ecosystem Strength
What We Looked For
We look for API availability, documentation quality, and the breadth of pre-built connectors to other business tools.
What We Found
Vantagepoint offers a REST API with documentation and integration utilities for other Deltek products (Ajera, Maconomy). It supports standard integrations like Outlook and QuickBooks.
Score Rationale
The score is strong due to the move from SOAP to REST API and available documentation, though some advanced integrations may still require technical consulting.
Supporting Evidence
Integration utilities are available for connecting with tools like Outlook, Ajera, and Talent Management. Use the Integrations area in Utilities to integrate Vantagepoint with other business applications... Connect Integration Utility... Ajera Integration Utility
— learning.deltek.com
Vantagepoint utilizes a REST API for integrations, replacing the older SOAP technology. With the move to Vantagepoint, the API technology changes from SOAP to REST.
— steepvalley.net
Integrates with CRM and resource management tools, enhancing its ecosystem.
— deltek.com
9.4
Category 4: Security, Compliance & Data Protection
What We Looked For
We evaluate adherence to strict data standards like SOC 2, NIST, and FedRAMP, which are critical for Deltek's government-adjacent client base.
What We Found
Deltek provides exceptional security documentation, including SOC 2 Type II reports, NIST 800-171 attestation, and ISO 27001 certification, catering heavily to compliance-focused industries.
Score Rationale
This is a standout category for Vantagepoint, scoring very high due to the rigorous compliance standards inherited from Deltek's government contracting focus.
Supporting Evidence
The platform offers attestation letters for NIST 800-171 compliance. Vantagepoint_NIST 800-171 Attestation_2024
— trust.deltek.com
Deltek maintains SOC 2 Type II reports and ISO 27001 certifications. Deltek's SOC 2 Type II reports include more than 50 controls related to the privacy trust criteria alone.
— deltek.com
Adheres to industry-standard security protocols, ensuring data protection.
— deltek.com
9.2
Category 5: Product Capability & Depth
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
Offers real-time project visibility and financial insights, crucial for effective project management.
— deltek.com
Combines project management and accounting functionalities, enhancing productivity and financial oversight.
— deltek.com
9.0
Category 6: Market Credibility & Trust Signals
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
Recognized by industry publications for its comprehensive suite tailored to consultants.
— consulting.us
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
The migration process from legacy Deltek Vision to Vantagepoint has been described by some users as difficult, with complaints about lost functionality and data remapping issues.
Impact: This issue caused a significant reduction in the score.
Reporting capabilities are often cited as a weakness, with users describing them as 'poor' or 'inconsistent,' often requiring expensive consultants to build custom reports.
Impact: This issue caused a significant reduction in the score.
Monday.com for Consultants is a powerful project management tool designed specifically for consulting professionals. It allows consultants to manage multiple projects at once, customize project details according to customer needs, and visualize progress all in one place. It provides the flexibility and control consultants need to deliver exceptional results.
Monday.com for Consultants is a powerful project management tool designed specifically for consulting professionals. It allows consultants to manage multiple projects at once, customize project details according to customer needs, and visualize progress all in one place. It provides the flexibility and control consultants need to deliver exceptional results.
CONSULTANT'S CHOICE
CUSTOMIZATION KING
Best for teams that are
Marketing and creative teams valuing visual workflows
Teams wanting a highly customizable, low-code platform
Users needing deep time-tracking compliance features natively
Expert Take
Our analysis shows Monday.com excels for consultants by merging CRM and project management into a single, highly visual 'Work OS'. Research indicates that while it offers powerful customization and client collaboration features, users must be mindful of the Pro plan requirement for time tracking and the strict automation limits on lower tiers. It is a top-tier choice for firms that prioritize a flexible, no-code environment to manage complex client lifecycles.
Pros
Highly visual and intuitive interface
Robust CRM and project management fusion
Extensive template library for consultants
Strong security certifications (SOC2, ISO)
Seamless client collaboration via shareable boards
Cons
Time tracking requires Pro plan upgrade
Low automation limits on Standard plan
Guest access costs on Standard plan
HIPAA compliance requires Enterprise plan
Mobile app functionality is limited
This score is backed by structured Google research and verified sources.
Overall Score
8.8/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Project Management Tools for Consultants & Client Projects. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.9
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of features relevant to consultants, including CRM, project management, time tracking, and workflow automation capabilities.
What We Found
Monday.com offers a robust 'Work OS' combining CRM pipelines, Gantt charts, and Kanban boards, though essential consulting features like time tracking are restricted to higher tiers.
Score Rationale
The score is high due to the versatility of the platform and depth of CRM/project tools, but capped below 9.0 because native time tracking is gated behind the Pro plan.
Supporting Evidence
Native time tracking, a critical feature for billable hours, is only available on the Pro plan and above. Note: This feature is only available for the Pro and Enterprise plans.
— support.monday.com
The platform supports advanced project views including Timeline and Gantt charts, which are essential for managing consulting engagements. See all upcoming work in a visual timeline, and use Gantt charts to ensure you're meeting deadlines successfully.
— monday.com
Monday CRM allows consultants to manage leads, deal pipelines, and client interactions in a centralized visual interface. monday CRM is a fully-customizable, no-code platform that lets consultants improve efficiency at every stage of the customer journey.
— monday.com
Supports real-time progress tracking and integrated communication tools, enhancing project visibility and collaboration.
— monday.com
Documented in official product documentation, Monday.com offers customizable project management features tailored for consultants.
— monday.com
9.3
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the vendor's reputation, user base size, and third-party validation to ensure long-term reliability for professional services firms.
What We Found
The platform is a market leader with over 100,000 customers and consistently high ratings across major review platforms, backed by enterprise-grade security certifications.
Score Rationale
A score of 9.3 reflects its status as a dominant market player with extensive social proof and verified security standards like SOC 2 and ISO 27001.
Supporting Evidence
The platform maintains rigorous security standards including ISO 27001, ISO 27018, and SOC 2 Type II compliance. monday.com undergoes an annual SOC 2 Type II audit... [and] ISO/IEC 27001:2013 which is the most rigorous global security standard.
— monday.com
Monday.com is used by over 100,000 customers worldwide and holds a 4.7/5 average rating on major review sites. 10,000+ reviews from real people on review sites like G2 and TrustRadius rate monday.com Work OS an average of 4.7/5.
— monday.com
9.0
Category 3: Usability & Customer Experience
What We Looked For
We look for an intuitive interface that minimizes training time and offers specific templates for consulting workflows.
What We Found
Monday.com is widely praised for its visually intuitive, color-coded interface and offers dedicated templates for consulting project management and CRM.
Score Rationale
The 9.0 score is justified by the platform's exceptional ease of use and 'no-code' flexibility, which allows non-technical consultants to build custom workflows quickly.
Supporting Evidence
The platform provides specific templates for consulting management to help firms get started quickly. Create and customize boards to show clear and concise information and make your customers realize their full potential with monday.com's project management software for consultants.
— monday.com
Users consistently cite the visual appeal and ease of use as key differentiators compared to traditional project management tools. I like how Monday essentially functions like a spreadsheet, but it just doesn't feel as boring as one. It's much more engaging and interactive.
— g2.com
Praised for its intuitive interface that simplifies project management for consultants, as noted in TechRadar's review.
— techradar.com
8.5
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze pricing structures for hidden costs, particularly regarding guest access and automation limits that impact scaling consulting firms.
What We Found
While entry pricing is competitive, significant value is diminished by strict automation limits on the Standard plan and a complex guest billing model.
Score Rationale
The score is penalized to 8.5 due to the low automation cap (250 actions) on the Standard plan and the fact that guest access becomes billable after a small free allowance.
Supporting Evidence
Guest access on the Standard plan is not unlimited; it follows a 4:1 billing ratio after the first 3 free guests. On the Standard plan, you can have up to three guests for free... Every fourth guest will be considered a paid member.
— support.monday.com
The Standard plan is limited to 250 automation actions per month, which active teams can exhaust quickly. In addition, their standard plan limits you to 250 automation actions per month. To set up more automation, you'll have to pay extra.
— smartsuite.com
Offers a free plan with essential features, with paid plans starting at $8/month per user, as detailed on the pricing page.
— monday.com
8.8
Category 5: Client Collaboration & Guest Access
What We Looked For
We evaluate features that allow consultants to share work with clients, such as portals, shareable boards, and guest permissions.
What We Found
Shareable boards and dashboards facilitate excellent client collaboration, but the cost model for guests on mid-tier plans can be restrictive for firms with many clients.
Score Rationale
Scoring 8.8, the feature set for collaboration is robust, but the 'billed guest' model on the Standard plan creates a financial barrier for consultants with large client rosters.
Supporting Evidence
Consultants can create client portals using dashboards or third-party integrations to share project progress. Monday offers customizable dashboards... These client portal dashboards provide an overview of critical project metrics and upcoming tasks.
— monday.com
Shareable boards allow consultants to collaborate with external clients without giving them full account access. Shareable boards allow you to collaborate with external stakeholders, known as guests.
— support.monday.com
Listed in the company’s integration directory, Monday.com integrates with popular tools like Slack, Zoom, and Microsoft Teams.
— monday.com
9.1
Category 6: Security, Compliance & Data Protection
What We Looked For
We examine security features critical for consultants handling sensitive client data, including HIPAA compliance and data residency.
What We Found
Monday.com offers enterprise-grade security with comprehensive certifications, though HIPAA compliance is exclusively available on the Enterprise plan.
Score Rationale
A strong 9.1 score reflects top-tier security protocols (SOC 2, ISO), with a slight deduction because HIPAA compliance is gated behind the most expensive plan.
Supporting Evidence
The platform secures data with AES-256 encryption for data at rest and TLS 1.3 for data in transit. Data at rest is encrypted using AES-256. Data in transit across open networks is encrypted using TLS 1.3.
— monday.com
Monday.com provides HIPAA compliance features, but they are restricted to the Enterprise plan. HIPAA is available on monday.com on our Enterprise plan. Please note that if you are on this plan and later downgrade... you will no longer be covered.
— support.monday.com
SOC 2 compliance outlined in published security documentation, ensuring data protection and compliance.
— monday.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Guest access on the Standard plan is not truly unlimited; after 3 free guests, users are billed for guests at a 4:1 ratio (4 guests = 1 paid seat), which can unexpectedly increase costs.
Impact: This issue had a noticeable impact on the score.
Native time tracking, a fundamental requirement for many consultants billing by the hour, is locked behind the Pro plan and not available on Basic or Standard tiers.
Impact: This issue caused a significant reduction in the score.
The Standard plan includes only 250 automation actions per month, a very low limit that forces active users to upgrade to Pro (25,000 actions) significantly increasing costs.
Impact: This issue caused a significant reduction in the score.
Zoho Projects is a consulting project management software that provides a comprehensive solution for consultants and client projects. It facilitates efficient project planning, tracking, and collaboration, addressing the need for streamlined workflow and improved communication in the consulting industry.
Zoho Projects is a consulting project management software that provides a comprehensive solution for consultants and client projects. It facilitates efficient project planning, tracking, and collaboration, addressing the need for streamlined workflow and improved communication in the consulting industry.
SEAMLESS INTEGRATION
RESOURCE EFFICIENCY
Best for teams that are
Cost-conscious teams already using the Zoho ecosystem
Teams needing robust Gantt and automation at a low price
Skip if
Users wanting a highly visual, modern interface like Monday.com
Teams needing deep native financial features without add-ons
Expert Take
Our analysis shows Zoho Projects stands out for consultants by bridging the gap between project delivery and financial operations. Unlike standalone project tools, it natively integrates time tracking with billing, allowing for a seamless 'quote-to-cash' workflow when paired with Zoho Books. Research indicates its client portal is a significant value-add, offering transparency that builds trust with clients without requiring expensive third-party licenses.
Pros
Exceptional price-to-value ratio
Built-in client portal included
Native time tracking and invoicing
Enterprise-grade security (SOC 2/ISO)
Deep integration with Zoho ecosystem
Cons
Steep learning curve for admins
Mobile app lacks full features
Interface can feel cluttered
Limited pre-built templates on free plan
No direct phone support
This score is backed by structured Google research and verified sources.
Overall Score
8.5/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Project Management Tools for Consultants & Client Projects. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.9
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of project management features specifically for consulting workflows, including task dependencies, resource allocation, and automation.
What We Found
Zoho Projects offers a comprehensive suite including Gantt charts with four dependency types, critical path analysis, and robust automation via Blueprints, though some advanced portfolio features are less intuitive than enterprise competitors.
Score Rationale
The score reflects a feature-rich platform that rivals more expensive tools, with minor deductions for the complexity involved in configuring advanced automations and dependencies.
Supporting Evidence
Provides resource management tools to distribute workload and prevent burnout. Resource Management: Distribute workload effectively, prevent burnout and under utilization.
— zoho.com
Includes automation features like Blueprints for defining custom approval steps and task transitions. Using Blueprints, teams can define custom approval steps, task transitions, and triggers that eliminate repetitive manual work.
— larksuite.com
Supports four types of task dependencies (Finish to Start, Start to Start, etc.) and critical path visualization. In Zoho Projects, the Gantt chart helps the project team get a bird's-eye view of tasks and their dependencies with details like task owners, dependency type, time lag, due date and more.
— zoho.com
Integration with other Zoho products is outlined in the integration directory, enhancing the tool's versatility.
— zoho.com
Advanced reporting capabilities are documented in the official product features, allowing consultants to monitor project progress effectively.
— zoho.com
9.4
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the vendor's stability, security certifications, and market presence relevant to professional services firms handling sensitive client data.
What We Found
Zoho demonstrates exceptional credibility with over 100 million users, extensive security certifications (SOC 2 Type II, ISO 27001), and a long-standing reputation in the SaaS market.
Score Rationale
The score is near-perfect due to the vendor's massive global user base, financial stability, and comprehensive enterprise-grade security compliance which is critical for consulting firms.
Supporting Evidence
Zoho CRM, part of the same ecosystem, serves over 250,000 businesses globally. In 2024, Zoho CRM reported 250,000-plus businesses using its software
— electroiq.com
The platform holds major security certifications including ISO 27001, 27017, 27018, and SOC 2 Type II. Zoho Projects is SOC 2 Type II compliant. ... Zoho Projects has earned ISO/IEC 27001:2013 certification for Applications, Systems, People, Technology, and Processes.
— zoho.com
Zoho Corporation has over 100 million users across its ecosystem. Later that year, Zoho claimed it had more than 100 million users.
— en.wikipedia.org
Zoho Projects is recognized in the industry for its tailored solutions for consulting, as noted by TechRadar's review.
— techradar.com
8.4
Category 3: Usability & Customer Experience
What We Looked For
We examine the ease of adoption, interface intuitiveness, and quality of support for consulting teams that need to onboard quickly.
What We Found
While the UI is generally intuitive for basic tasks, users report a steep learning curve for advanced features and a cluttered interface for complex projects, along with mobile app limitations.
Score Rationale
The score is impacted by documented user friction regarding the learning curve for configuration and limitations in the mobile experience, which are significant for on-the-go consultants.
Supporting Evidence
Customer support is available but some users note a lack of phone support and inconsistent quality. Some users have noted the lack of phone support when they need immediate assistance or cannot find what they need online.
— project-management.com
The mobile app is cited as having limited functionality compared to the desktop version. 41% cite mobile app functionality gaps compared to the desktop experience.
— invensislearning.com
Users report a steep learning curve and a cluttered interface for complex projects. Users experience a steep learning curve with Zoho Projects due to its complex features and interface. ... The interface, while powerful, can feel cluttered when handling multiple large projects.
— g2.com
9.3
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze the pricing structure, hidden costs, and overall ROI for consulting firms of various sizes.
What We Found
Zoho Projects offers highly competitive pricing starting at ~$4-5/user, significantly lower than major competitors, with a transparent model and a functional free tier.
Score Rationale
This category scores extremely high because the product delivers enterprise-level features at a fraction of the cost of competitors like Asana or Monday.com, with clear, public pricing.
Supporting Evidence
No credit card is required for the free trial or free plan. We do not ask for your credit card information when you sign up for Zoho Projects.
— zoho.com
A free plan is available for up to 3 users and 2 projects. Free, $0/month for up to 3 users, 2 Projects, Subtasks, 5GB of storage space.
— zoho.com
Premium plan costs $4/user/month and Enterprise is $9/user/month when billed annually. Zoho Projects' paid plans start at $4/user/month and go up to $9/user/month, both billed annually.
— thedigitalprojectmanager.com
Offers a free plan and paid plans starting at $3/user/month, providing transparent pricing options.
— zoho.com
We evaluate features that allow consultants to share progress, documents, and reports securely with external clients.
What We Found
The platform includes a robust client portal allowing external stakeholders to view tasks, Gantt charts, and reports, facilitating transparency and reducing email overhead.
Score Rationale
The dedicated client portal is a standout feature for consultants, offering granular permission controls and direct client engagement tools that are often paid add-ons in other software.
Supporting Evidence
Includes collaboration tools like Chat, Forums, and Pages (Wiki) within the portal. Project management software for consultants should bring all your clients and stakeholders onto a single platform to streamline your communication with them.
— zoho.com
Consultants can add clients to projects to show progress without constant updates. Add clients to the project and make the necessary information available to them. This way, you can show them how the project is coming along... without needing to send constant updates.
— zoho.com
Client portal allows clients to view project progress, tasks, and reports. A counter displays statistics related to your projects, tasks, issues, clients, and project groups. ... Users can customize the dashboard by selecting widgets that they would like to see.
— help.zoho.com
Integration capabilities with other Zoho products and third-party applications are documented in the integration directory.
— zoho.com
8.8
Category 6: Time Tracking & Billable Hour Management
What We Looked For
We assess the integrated tools for tracking billable hours, managing budgets, and generating invoices for consulting services.
What We Found
Built-in timers, timesheets with approval workflows, and seamless integration with Zoho Invoice/Books make it highly effective for time-and-materials billing.
Score Rationale
Strong native time tracking and billing integration support the core revenue model of consulting, though the most advanced financial reporting requires the broader Zoho finance suite.
Supporting Evidence
Integrates with Zoho Books/Invoice to turn timesheets into invoices. With the Zoho Books or Zoho Invoice integration, Projects helps record your expenses... and turn your timesheets into invoices for client billing and payroll purposes.
— zoho.com
Supports timesheet approval processes and planned vs. actual budget tracking. Budget and Cost Management: Track spending, compare planned vs actuals. ... Timesheet Multi-Level Approvals.
— zoho.com
Features automatic timers and manual time logging for tasks. Record work hours through our time tracking tool with the help of timesheets and task timers. ... Start task timers to log hours automatically.
— zoho.com
Comprehensive support and training resources are available, as outlined in the product's help center.
— zoho.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Some users report dissatisfaction with customer support, specifically noting the lack of direct phone support for immediate assistance.
Impact: This issue had a noticeable impact on the score.
The mobile application is frequently cited as having limited functionality compared to the desktop version, with reports of slowness and missing features.
Impact: This issue caused a significant reduction in the score.
Users consistently report a steep learning curve and a cluttered interface, particularly when managing complex projects or configuring advanced automations.
Impact: This issue caused a significant reduction in the score.
In evaluating project management tools for consultants and client projects, the methodology focuses on several key factors such as software specifications, essential features, customer reviews, and overall ratings. Important considerations specific to this category include collaboration capabilities, customization options, integration with other tools, and user support, all of which are critical for consultants managing multiple client projects. The rankings were determined through a comprehensive analysis of product specifications, comparative research on customer feedback, and an evaluation of the price-to-value ratio, ensuring a thorough understanding of how each tool meets the unique needs of consultants.
As an Amazon Associate, we earn from qualifying purchases. We may also earn commissions from other affiliate partners.
×
Score Breakdown
0.0/ 10
Deep Research
We use cookies to enhance your browsing experience and analyze our traffic. By continuing to use our website, you consent to our use of cookies.
Learn more
