Top 5 Apps for Consultants

Top 5 Apps for Consultants

How many apps do you have on your phone? How many of them do you consistently use? As someone who is constantly running out of phone storage (yes, I’m upgrading to more storage soon) I have a limited number of installed apps.

As of June 2016, there are more than two million apps available for both iPhone and Android users; many of them geared towards increasing productivity. Working as a consultant requires management of my time and life – through leveraging technology, I’m able to stay productive and focused on my priorities. As smart phones get smarter and applications become more and more integrated into everyday life, choosing which applications to use can be overwhelming. I’ve gathered a list of the top 5 recommended apps for consultants, to help you navigate a busy and sometimes hectic life. Check it out and share your comments below!

Manage your finances: Mint

A one stop-shop for organizing your finances, Mint has a solid spot on my home screen for the past 5 years! It allows you to pull all of your financial information into one place and categorize your credit or cash transactions to track budgets, keep up with your financial goals, and set bill reminders. I use it for my personal finances and my client related expenses. Mint allows you to flag transactions with a “reimbursable” tag, which hides these transactions from your personal budgets. Additionally, Mint will send you notifications when you are reaching a budget limit, when there is suspicious activity on one of your cards, if you’ve been charged a fee, and it will even send you personalized tips for saving money and reducing fees.

Supports: iPhone, Android
Cost: Free

Manage your tasks: Todoist

Todoist allows you to manage your tasks and projects on a simple, cloud-based platform. The app features a clean user interface, allows you to set projects, tasks and subtasks, and even supports collaborative task lists—perfect for the team-based style of consulting. The app will even send you automated reminders when upcoming tasks are due. Todoist uses natural language to make adding tasks quick and easy. For example, “remind me to update my forecast every day.” Bonus: There’s an Outlook plugin that makes it easier to create tasks from emails. Premium users have the ability to use location based reminders.

Supports: iPhone, Android
Cost: Free. Premium is $28.99/year

Manage travel itineraries: TripIt

TripIt simplifies the travel process –an essential and sometimes stressful part of a consultant’s job. It allows you to link your email to the app and automatically pulls important travel information from your inbox directly into a master itinerary. Better yet, your master itinerary then syncs seamlessly with your Outlook calendar. TripIt goes beyond flight itineraries by supporting car reservations, hotel bookings, train and bus tickets, tours, restaurant reservations, and tickets for shows and movies! The ability to share travel plans—the entire itinerary or individual pieces—with family, friends, and colleagues allows me to use this for personal and business travel.

Supports: iPhone, Android
Cost: Free. Premium is $49/year and includes notifications (delays, cancellations, fare refund), and a feature to track your loyalty programs.

Any type of delivery: Postmates

Postmates is not your average food delivery service. This app allows you to order anything to be delivered on-demand. While you can use this app for food delivery, you can also use it to outsource your errand-running, impulse shopping, food cravings, and more. The only con? This service is not available everywhere, so utilization of this app will depend on where you are.

Supports: iPhone, Android
Cost: Free

Manage your other apps: IF (IFTTT)

IFTTT stands for If This, Then, That. This app is the ultimate application to automate actions from other apps- it’s a simple way to create personal automated workflows. Automations are called recipes and recipes can easily be created with multiple other applications. My newly created recipe sends me a weekly email digest of all tweets posted by WMP. This makes it easy to quickly read and retweet those blogs!

Supports: iPhone, Android
Cost: Free

Although the #LifeOfAConsultant can get pretty hectic, utilizing the right apps can simplify your life drastically and leave you with more time and energy to focus on what really matters- managing your work and life. Which apps do you use? Share your recommendations in the comments below!

2 Comments

  • Walker Chance October 7, 2016 11:02 pm

    I’d also add ride share applications, such as uber and lyft, which make transportation around large cities easy while also syncing to time and expense systems such as Concur. It’s always a plus when you can simplify your transportation and expense reporting while traveling to a client site!

  • Sadia Anees October 12, 2016 12:57 pm

    @Walker- Yes! Uber and Lyft are great additions, especially with the feature to sync with Concur.

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