Useful tools every coach or consultant should know and use

Whether you’re a coach or a consultant, you have a suite of tools used every day...

Whether you’re a coach or a consultant, you have a suite of tools used every day but you may be wondering if there are any alternatives to them or if you missed out on one. 

Firstly, we need to understand what kind of tools you need to increase your productivity and manage your business:

  • Customer Relationship Management (CRM) will allow you to keep track of all of your company's relationships and transactions with current and potential customers.
  • You’ll need an Internal communication tool to connect all the tools and people with whom you work every day.
  • A Task management app will help you manage your projects and tasks with your team and customers.
  • A meeting/event tool to organize live events, group meetings, and 1-on-1 meetings.
  • A meeting scheduler to schedule your online meetings in a few clicks, instead of tons of emails back-and-forth.
  • Accounting software that allows you to manage your business - track your expenses, create invoices, collect payments.
  • A design app to create high-quality posts on social media platforms or your own website.
  • A website or Landing Page that will help you attract more leads and collect data about them.
  • An Email Marketing software to create cold leads and send your clients newsletters

Now, let’s take a look at the best vendors and their alternatives for each tool mentioned above:

Best CRM - Bitrix24 

Bitrix24 is great for both coaches and consultants, especially if you have a team to manage. It is a web-based workspace with tools to make running a business easier and more productive. Task and project management tools, chats, video calls, CRM marketing and analytics, and much more are all available. Bitrix24 can be used from your smartphone, desktop, or your browser.

A good alternative to Bitrix24 is HoneyBook, which works best for life, health, and business coaches. You can also take into consideration Satori CRM as it was built especially for all types of coaches.

Best Internal communication tool - Slack

We recommend Slack thanks to its versatility, it can be used for private chat and group chats, audio and video calls, file sharing. Integration with a lot of apps will increase your and your team's productivity. Slack has a very intuitive user interface and mobile app that helps a lot 

Keep in mind that Bitrix24 also has these features, and if you’re using it as CRM, don’t hesitate to take it into count. For Microsoft environment works best Microsoft Teams and for Google Workspace - Google Chat.

Best task management app - Trello

Trello is a fun, adaptable, and gratifying visual collaboration tool that allows your team to have a shared perspective on any project. Thanks to its integration with tons of tools and its simplicity to use, the software becomes one of the most used task management by coaches and consultants. 

Other alternatives for Trello are Asana (a more complex product) and ClickUp which may fit your needs if you’re combining other teams because it has a lot of features that may confuse you if you have a small team.

Best meeting/event software - Livelix

Livelix was built especially for coaches and consultants, as its main purpose is to help you to create free or paid live events and 1-on-1 meetings just in a few clicks. The platform has a very friendly user interface and helps you promote your live events through its live events discover section. Also, you can use it to host group meetings with your customers or colleagues. 

Don’t believe us, try it now for free!

But if you’re searching for other Livelix alternatives, you can use Zoom, Cisco Webex Meetings, or Zoho Meeting. You can read more about the best video meeting software in one of our previous posts: 6 Zoom alternatives in 2022

Best scheduling software - Setmore

Setmore is a solution that gives you a lot of features for free such as an infinite number of appointments, email reminders, custom booking pages, paid meetings, and social network integration.

Alternatives to Setmore are Calendly, Cal (cal.com), and Livelix - although its main purpose is not scheduling, we’re offering this feature because it integrates perfectly with coaches' and consultants' needs. You can read more in this article: 6 Calendly alternatives in 2022

Best accounting software - Xero

Xero is a cloud-based accounting software platform for small businesses. It links businesses to their bank, accountants, payment providers, and third-party apps, ensuring that everything is secure and accessible at all times and on any device.

QuickBooks is a Xero alternative, you can use it to manage your finances, maintain inventory, send invoices, and run payroll.

Best design software - Canva

Canva is an online platform that allows anyone and any team to easily design anything. Canva has tons of design templates to choose from, you can quickly create, customize, and share your creations. It’s the perfect tool for its ease-use and could be a huge time-saver for you. 

If you want to create your content from scratch you can use PicMonkey, also you can take a look at the Visme and Adobe Spark to see if they fit your needs.

Best website builder - Wix.com

Wix.com is a comprehensive platform that provides you with complete creative control over your online presence. You can establish a beautiful, professional, and functional web presence to manage and develop your business with powerful technology and unequaled design capabilities.

One of the most known alternatives for Wix.com is Squarespace an all-in-one website building and eCommerce platform that you should definitely check.

Best Email Marketing software - Sendinblue

Sendinblue is an all-in-one digital marketing platform that enables companies to establish customer relationships from start to finish with end-to-end digital marketing campaigns, transactional messaging, and marketing automation.

We also suggest you consider Mailchimp a good alternative to Sendinblue.

We hope that you found some new useful tools that will help you with your business. Although these are just tools, just a means to help you achieve your goals, so don’t overthink them and don’t focus too much on them. What’s even more important is to focus on how to help your customers, improve their lives, and grow your business.