Best Consulting Software in India
Get Microsoft 365, CRM, proposal tools, website, cloud backup, cybersecurity and automation solutions for consultants and consulting firms.
- Business email
- CRM and leads
- Proposal tools
- Website and SEO
- Cloud backup
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RECOMMENDED STACK
Software Every Consulting Firm Needs
Consulting work is built on trust, and trust is built on a number of things, including speed of responding to clients, professionalism in proposal sending and security of data storage. Whether you run a management consultancy, an HR advisory practice, or an independent consulting financing business, the right software stack keeps client communication organized, proposals moving and sensitive files protected. Indian consulting firms are seeking tools that run on laptops, phones, and remote client locations and don't burden them with IT overhead. Wroffy integrates business email, CRM, proposal software, website support, cloud backup, and cybersecurity into a single relationship, giving your team more time to focus on clients.
Business Email and Microsoft 365
Professional business email, Word, Excel and Teams, set up and migrated for consultants.
CRM Software
Track every client, lead and follow-up in one CRM built for your sales process.
Proposal and Contract Tools
Send branded proposals, track opens and collect e-signatures without printing or scanning.
Website Design and SEO
A fast, professional website and SEO that helps consulting clients find and trust you.
Cloud Backup and Data Recovery
Automated cloud backup and recovery that protects client contracts and confidential files.
Cybersecurity and Workflow Automation
Endpoint security, email protection and automation that removes repetitive admin work.
BUNDLES
Recommended Software Bundles
for Consulting Firms
When consultants purchase software piecemeal, the true cost becomes apparent only later dealing with different renewal dates for each tool, separate vendors for support, and the headache of managing multiple monthly invoices. Handling all this takes up your precious billable time. For that reason, Wroffy has developed bundles – a single product package that includes everything from email to CRM, from proposals to backup to security, all in one with one calendar, one point of contact, and one invoice. Select a bundle that fits your team or share the one you're using. Wroffy will bundle them together and suggest the most appropriate one from the following three bundles.
Consultant Starter Bundle
Recommended package for software for consultants.
- Solo consultants & small practices (up to 10 users)
- CRM for leads, proposals & follow-ups
- Business email on Microsoft 365
- Proposal & e-signature tools
- Cloud backup for client files
- Budget-friendly & quick deployment
Consulting Growth Bundle
Recommended package for software for consultants.
- Growing firms (10–50 consultants)
- Full CRM with pipeline & reporting
- Proposal automation & contract tracking
- Website & SEO support
- Automated cloud backup
- Deployment support & renewal tracking
Secure Consulting Bundle
Recommended package for software for consultants.
- Finance, legal & HR consulting firms
- CRM, proposal & business email suite
- Endpoint security & data loss prevention
- Microsoft 365 with advanced security
- Cloud backup & disaster recovery
- Dedicated account manager & priority support