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Here's what you'll get

Real tool stacks built for consultants like you

Just starting out?

The Day One Stack

  • Calendly
  • Bonsai
  • Notion AI
  • HubSpot CRM
See this stack

Winning more deals?

Proposal-to-Payment Stack

  • Bonsai
  • QuickBooks
See this stack

Drowning in admin?

The Billable Hours Stack

  • Calendly
  • Toggl Track
  • QuickBooks
  • Zapier
See this stack

Stacks

Bundles that solve real consulting workflow issues

Each stack is a curated workflow — pick a bundle, customize it, and launch in minutes.

FacilitationConsultant facilitator

The Workshop Stack

86/100

Run virtual workshops that feel like in-person collaboration. Schedule sessions, facilitate with interactive boards, record async follow-ups, and document every…

Flexible pace 4 steps

What this stack covers

Your session schedulerYour facilitation canvasYour async follow-up tool

4 steps

StrategyManagement / strategy consultant

The Strategy Delivery Stack

83/100

From whiteboard to client deck in one workflow. Run frameworks in Miro, synthesize findings in Notion, research context with Perplexity, and present with Gamma.…

Flexible pace 4 steps

What this stack covers

Your strategy workshop canvasYour analysis workspaceYour research engine

4 steps

ScalingEstablished consultant breaking the billable-hours ceiling

The Productization Stack

79/100

Turn your expertise into products that sell while you sleep. Package frameworks into templates, build a course from your methodology, and sell to an audience yo…

Flexible pace 4 steps

What this stack covers

Your IP workshopYour course and deck builderYour digital storefront

4 steps

Playbooks

Playbooks you can apply this week

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Curated

Curated tools and services Curalo recommends

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Calendly

89/100Recommended

Scheduling tool that lets clients book meetings based on your real-time availability. Share a link, skip the back-and-forth, and start every engagement on time.

From $10/mo5 min setupHigh intelligence
GmailCommunicationEmail integration for automated follow-ups, proposals, and correspondence tracking.HubSpotClient ManagementAll-in-one CRM with email sequences, meeting scheduling, and pipeline automation.SlackTeam CommunicationReal-time messaging for client channels, updates, and workflow notifications.ZapierWorkflow AutomationNo-code automation connecting tools into seamless multi-step workflows.+12

Fathom

83/100Recommended

Effortless call notes. Join a meeting, get summaries and action items synced to your tools. No configuration, no manual work. Generous free tier.

From $19/mo5 min setupHigh intelligence
SlackTeam CommunicationReal-time messaging for client channels, updates, and workflow notifications.HubSpotClient ManagementAll-in-one CRM with email sequences, meeting scheduling, and pipeline automation.SalesforceClient ManagementSync CRM contacts, deals, and pipeline data for end-to-end client tracking.NotionKnowledge ManagementWorkspace for project wikis, deliverable tracking, and shared knowledge bases.+6

Perplexity AI

83/100Recommended

AI-powered research engine that answers questions with cited sources. Skip the 20-tab Google rabbit hole — get synthesized answers backed by real references in seconds.

From $20/mo5 min setupMedium intelligence
SlackTeam CommunicationReal-time messaging for client channels, updates, and workflow notifications.NotionKnowledge ManagementWorkspace for project wikis, deliverable tracking, and shared knowledge bases.ZapierWorkflow AutomationNo-code automation connecting tools into seamless multi-step workflows.MAMakeWorkflow AutomationVisual automation platform for building advanced multi-app consultant workflows.+3

Apollo

82/100Recommended

B2B sales intelligence and engagement platform. Build targeted prospect lists → enrich data → reach out with multichannel sequences. Generous free tier available.

From $49/mo30 min setupHigh intelligence
HubSpotClient ManagementAll-in-one CRM with email sequences, meeting scheduling, and pipeline automation.SalesforceClient ManagementSync CRM contacts, deals, and pipeline data for end-to-end client tracking.ZapierWorkflow AutomationNo-code automation connecting tools into seamless multi-step workflows.MAMakeWorkflow AutomationVisual automation platform for building advanced multi-app consultant workflows.+8

Compare

Compare consultant tools

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Categories

Browse by consultant workflow lane

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Recently Added

Latest additions to Curalo

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New

Calendly

89/100Recommended

Scheduling tool that lets clients book meetings based on your real-time availability. Share a link, skip the back-and-forth, and start every engagement on time.

From $10/mo5 min setupHigh intelligence
GmailCommunicationEmail integration for automated follow-ups, proposals, and correspondence tracking.HubSpotClient ManagementAll-in-one CRM with email sequences, meeting scheduling, and pipeline automation.SlackTeam CommunicationReal-time messaging for client channels, updates, and workflow notifications.ZapierWorkflow AutomationNo-code automation connecting tools into seamless multi-step workflows.+12
New

Beehiiv

88/100

Won 2025 Best Newsletter Tool award. Powerful growth features including referral programs, recommendations network, and monetization options. Strong analytics dashboard. The community favorite for consultants building thought leadership through newsletters. Supports custom domains and full branding.

Contact sales30 min setupHigh intelligence
ZapierWorkflow AutomationNo-code automation connecting tools into seamless multi-step workflows.MAMakeWorkflow AutomationVisual automation platform for building advanced multi-app consultant workflows.StripePaymentsPayment processing for invoicing clients, subscriptions, and revenue tracking.GmailCommunicationEmail integration for automated follow-ups, proposals, and correspondence tracking.+6
New

ChatGPT

88/100

OpenAI's flagship AI assistant. Used by 65% of consulting organizations for brainstorming, content drafting, data analysis via Code Interpreter, and rapid iteration. The most widely adopted AI tool in consulting — your first stop for quick tasks, content variations, and exploratory analysis.

From $20/mo5 min setupHigh intelligence
ZapierWorkflow AutomationNo-code automation connecting tools into seamless multi-step workflows.MAMakeWorkflow AutomationVisual automation platform for building advanced multi-app consultant workflows.SlackTeam CommunicationReal-time messaging for client channels, updates, and workflow notifications.NotionKnowledge ManagementWorkspace for project wikis, deliverable tracking, and shared knowledge bases.+14
New

Claude AI

87/100

Anthropic's AI assistant, preferred by consultants for long document analysis (200K token context), contract review, detailed research synthesis, and natural-sounding writing. Produces more nuanced, less "AI-sounding" prose than competitors. Strong for reviewing lengthy RFPs, research papers, and strategy documents.

From $20/mo5 min setupHigh intelligence
ZapierWorkflow AutomationNo-code automation connecting tools into seamless multi-step workflows.MAMakeWorkflow AutomationVisual automation platform for building advanced multi-app consultant workflows.SlackTeam CommunicationReal-time messaging for client channels, updates, and workflow notifications.NotionKnowledge ManagementWorkspace for project wikis, deliverable tracking, and shared knowledge bases.+9
New

HubSpot CRM

87/100

Free CRM with deal pipeline, contact management, email tracking, and meeting scheduling. Scales from solo consultant to full agency without switching platforms.

From $20/mo30 min setupHigh intelligence
GmailCommunicationEmail integration for automated follow-ups, proposals, and correspondence tracking.SlackTeam CommunicationReal-time messaging for client channels, updates, and workflow notifications.ZapierWorkflow AutomationNo-code automation connecting tools into seamless multi-step workflows.MAMakeWorkflow AutomationVisual automation platform for building advanced multi-app consultant workflows.+14
New

Miro

87/100

Collaborative whiteboard with 1,000+ templates including Business Model Canvas, SWOT, Porter's Five Forces, and strategy frameworks. The de facto whiteboard for consulting strategy delivery and workshop facilitation. Voting, timers, sticky notes, and presentation mode built in.

From $8/mo5 min setupHigh intelligence
SlackTeam CommunicationReal-time messaging for client channels, updates, and workflow notifications.NotionKnowledge ManagementWorkspace for project wikis, deliverable tracking, and shared knowledge bases.ZapierWorkflow AutomationNo-code automation connecting tools into seamless multi-step workflows.MAMakeWorkflow AutomationVisual automation platform for building advanced multi-app consultant workflows.+13
New

Toggl Track

85/100

Simple time tracking with one-click timers, project reports, and billable hour calculations. Know exactly where your hours go and invoice accurately.

From $9/mo5 min setupHigh intelligence
SlackTeam CommunicationReal-time messaging for client channels, updates, and workflow notifications.GmailCommunicationEmail integration for automated follow-ups, proposals, and correspondence tracking.NotionKnowledge ManagementWorkspace for project wikis, deliverable tracking, and shared knowledge bases.ZapierWorkflow AutomationNo-code automation connecting tools into seamless multi-step workflows.+9
New

Clockify

84/100

Time tracking and timesheet platform with a strong free tier, billable reporting, and team-friendly project tracking.

From $5.49/mo5 min setupHigh intelligence
QuickBooksFinanceAccounting integration for expense tracking, invoicing, and financial reporting.JIJiraASAsanaProject ManagementTask and project tracking to coordinate deliverables across client engagements.TRTrelloProject ManagementKanban boards for visual task management and client project tracking.+1

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