A consultant breaks down free and cheap tools to run your practice: Asana or Notion for projects, Slack for chat, Calendly for scheduling, HubSpot for leads, Otter for meeting notes. Everything you need to track work and talk to clients without spending much.
But let's cover some low-cost or no-cost essential tech for service delivery and client management. Project management: track work and deadlines. Asana, ClickUp, Trello, Notion. Communication, client and internal: Slack, Microsoft Teams, Zoom. Documentation to centralize knowledge: Notion or Google Docs. Meeting intelligence, notes and summaries: what comes native with Gmail, Gemini, or or what comes native with Zoom or Otter or Fireflies. Meeting scheduler, Calendly or what's built into CRMs. Diagramming, Google Drawing, Google Stitch, Canva, and others. CRM to manage leads and clients, HubSpot, Salesforce for Small Businesses, and Pipedrive.
