Are you an independent contractor? Then, you must have a busy schedule. 

Managing several clients and projects on your own is not an easy task.

Thus, you should invest in the best independent contractor software. The software will help you automate repetitive tasks. 

This will free up your time that you can use to build personal relationships with your clients. 

Besides this, the freelance industry is growing faster. This industry is growing at a CAGR of 15.3% between 2019-2025. 

So, the competition is high in the industry. Thus, you need independent contractor software to provide a good user experience.

Today, there are many great contract management software available in the market. So, you might find it hard to find the best contractor software. 

But nothing to worry about. Just follow this guide to learn about the best contract software features and options. 

Must’ve Independent Contractor Software Features 

Most contracts make the mistake of getting the software without comparing features. 

You see, people, good contract management software is useless if it doesn’t meet your requirements.

Or if the software vendor doesn’t update its features with time.

So, you should note all your contract software needs. And based on that, find the best independent contractor software. 

Every contractor has different software needs based on their projects and clients. 

But some core contract management needs are the same. And based on that, I have shortlisted the must-have contract management software features:

Consistent and single dashboard 

 A good independent contractor software has a single dashboard. It provides a complete view of all contracts. 

It also shows the contract end, completion, and other details. This makes it easy for contractors to plan and make decisions.

The dashboard can help contractors to schedule and complete pending projects on time. They can also decide whether they have time to take on new projects or not.

Access contract data 

Do you have several contracts running at once? Do you provide various services to clients?

Then, if you do not sort different contracts and track each contract’s information. You might miss important project details, leading to a poor user experience.

So, the best solution is to get an independent contractor software with centralized storage.

This makes it easy for you to access contract data with a click. This way, your team has to spend less time searching for information.

CLM software also sorts your contract information. This will help your teams to collaborate on a contract and access information.

Besides this, contract management software must have search filters to find information faster.

Contract creation 

It takes time to create a contract document from scratch. Also, you have to write a contract with proper language and legal terms. 

It is a boring task to detect errors in a big contract document.

Therefore, good contract software allows you to create contracts with simple templates.

This way, you don’t have to spend hours writing and correcting contract documents. 

You can simply use a template and create a custom contract for every client.

Besides this, a portal is required to manage and analyze all contracts. 

This process will not only fasten up contract creation. But also decrease your liability and increase compliance. 

Automated workflow 

Human errors are a huge problem while managing contracts. One small mistake, and you can invite legal trouble your way. 

Thus, you must get an independent contractor software that limits manual work. 

For example, calculating invoices based on working hours is prone to error. But, when software calculates task sessions, there is no room for error. 

Contract management software with automatic workflow can help to avoid gaps. The software can send email reminders to ensure your employees don’t forget anything. 

With automation, you can reduce your time and resources on contract workflow.

You can better guide yourself through every step of the contract lifecycle. You can give more time to creating business growth strategies. 

So, look for software that can automate most human tasks.

Electronic signature 

You must have to sign several contracts and documents every day. 

In this, contract management software with e-signature functions is vital. 

It will save you from all the hassle of downloading, printing, and scanning contracts. 

You can simply sign the document within the software. 

This feature comes in handy when you have to get clients’ or team members’ signs in real time. 

Document management system 

The contractor does not have to work on contracts all day. They have to also work on various documents supporting their contracts. 

For instance, schedules, budget estimates, and other documents. 

In this, if your project management software only helps with contracts. Then, you need to get separate software for document management.

It can create a huge confusion when you have to move back and forth between software.  

You should look for a contract management system that can work with document management tools. 

This way, your team can work through one software and find the relevant information.

Smart reporting 

To provide the best services to your clients, you must always know what’s going on with each contract. 

You must know when a contract is in progress and when it is complete. You also need to know all project deadlines and important notes. 

Therefore, your independent contractor software must have smart reporting features. It will also help you stay up to date. 

6 Best Independent Contractor Software for Better Workflow Management 

Now that you know what features to look into your independent contractor software. So, the next step is to find the best contractor software to manage your different contracts.

There are many great contract management software available in the market. 

I will suggest that you find the best software after understanding your business requirements.

However, some of the best contract of software that anyone can use today are:

1. Kosmo 

Kosmo is a simple independent contractor software. This software will help you create custom contracts for different clients. 

You can follow all the industry compliance to draft contracts. It offers a single dashboard to view all your contracts and proposals.

You can track your contract and individual task sessions. This way, you can access your client’s information with a click. 

You can also sign your contract and manage different documents within this software.

The program also helps you generate invoices and receive payments from your clients. There is also a notification feature to complete your contracts on time.

Besides this, it is also a project management software. So, you can work on several projects and clients at the same time.

The best part is it is a free tool. You can use the software for free if you have 2 clients.

However, if you want to work with more clients, you can upgrade to the premium version for only $9 per month. 

2. Bonsai

Bonsai is a customer relationship management software. It is a cloud-based software for small teams to manage their contracts.

The software has all the features that you ever require to work with different clients. It has invoicing to outbound marketing features in one place. 

If you want to scale up your business operations, this is the perfect contract management software.

It is a perfect tool for remote companies to manage their team members from around the globe.

The software supports more than 30 languages, which makes it perfect for international teams.   

The software also helps to generate leads and manage different contracts. It has a dedicated contract tool to store and organize your contacts in a dashboard.

There are also many other features to run your business operations. For example, email alerts, time tracking, and so on.

The software is compatible with all the leading operating systems. You can also use the software on your mobile devices.

For accounting teams, it is a great tool. That’s because it can integrate with several accounting software like QuickBooks.

If you are undecided if Bonsai is the right solution for you, we’ve listed some of the best Hello Bonsai alternatives here.

3. HoneyBook

Do you want to scale your small business? If so, HoneyBook can be a good option for you. HoneyBook is a direct competitor to Hello Bonsai and you can compare them here.

It is a cloud-based CRM software that helps to manage contracts and clients. You can build a personalized relationship with your clients with HoneyBook.

Besides this, the software can support all the features that you might need to grow your business. It has time tracking software to ensure that your team‘s productivity is always high.

This also leads to the generation and invoice-creating software features. You can find new clients and manage their contracts with this tool.

The software is available on Windows, Android, Mac, and iOS devices. Due to mobile support, you can always stay connected with your team and be kind.

All these features definitely come at a higher price than comparable solutions.

You can also use HoneyBook with QuickBooks, Stripe, and FreshBooks. 

4. Icertis Suite

Contracts are boring. They are full of statistics and figures that make no sense to novice users.

And this independent contractor software has understood this problem. Icertis Suite has used artificial intelligence to create smart contract management solutions.

This software turns boring statistics into result-driven strategies. You can better understand your contract and plan of action with visual charts.

This program is available in over 40 languages. So, you can use this program to work with your remote teams located across the globe.

In more than 90 countries, this software has helped several clients. Moreover, around $1 trillion worth of contracts Icertis Suite has designed. 

All in all, it is a simple and easy-to-use software to manage contracts for big companies.

5. App4Legal

App4Legal is an all-in-one contract management software. With this program, you can get full contract life support.

You can create, share, approve, sign and execute contracts with this one tool. 

There are many great contract templates available. You can use these templates to create contacts for several clients.

It is a multi-language software. Thus, you can coordinate with your international clients and teams.

If you plan to scale up your business, this software is perfect for that.

6. Plutio 

Plutio is a CRM solution for freelancers. This software covers all the basic needs that freelancers and contractors have.

It is one platform to manage leads, invoices, and clients. You don’t need to get any other software with this one.

It has a simple interface. Thus, your team members can work on it. 

It has automated all the essential contact management features. So you can better focus on growing your freelance business. 

It has automated billing and invoicing features. You can receive payments and send reminders for due payments.

So, if you just want to focus on your business, you should get this software.

Parting Note

The independent contractor software can change the entire game for you. It allows you to better manage your contracts and offer better customer support service.

You can free up your time with this software. This way, you can better focus on important business strategies.

You can focus on things like team management, customer relationships, and so on.

So, this post has already shared the best contract management software features and 6 amazing options.

Now, I will let you decide which software is best for your business. 

However, in my opinion, I would suggest you go with Kosmo.

This is because the software has a free version and is perfect for freelancers. It has contact management, invoicing, project management, and many other features.

But, the final choice is always yours.

That’s it for now! If you have any suggestions for contract management software, please share them in the comments.

Post written by:

kosmo on July 30, 2022

Are you struggling to maintain a good relationship with your clients? If so, get client reporting tools today.

Most agencies face problems while building relationships with their clients.

The main reason behind it is a lack of trust. Clients don’t trust agencies and vice versa.

So, the first step to building relationships with your clients is gaining their trust. A report shows that 53% of consumers buy from brands they trust. 

And with regular reporting, you can win your clients’ interest.

When you share regular reports with your clients, this will show your hard work and efforts to them.

It will create a transparent workflow, which will help to build a strong relationship.

So, let’s explore some of the best client reporting tools to work on your agency-client relationship.

Why Do You Need Client Reporting Tools?

Client reporting software is not much common today among small businesses. 

And that’s a big problem. Clients are the reason you have a business today. If people start not trusting your brand, you will have no business tomorrow. 

But, if you are not sure about getting a client reporting system, these reasons will help you decide:

Show your value

A client is paying you for your services. So, they want to know how you are spending their money.

Suppose you provide digital marketing services to businesses. In that case, you need to share reports with your client to show them how your efforts are turning into results.

For example, you can share Facebook growth metric reports or traffic reports with your clients. This will tell clients that their money is not getting wasted.

Moreover, you can show clients how capable you are. When you say that you can produce good results in a short time, people might not believe you.

But, when you share reports, it will better display your worth to them. 

Maintain legacy clients

It is not easy to find new clients in this economy. It takes constant marketing efforts and sales hassle to find good clients.

So, you should fight tooth and nail to hold your existing clients. You should build a healthy relationship with your current clients.

With legacy clients, you don’t have to worry about a slowdown or recession. These people will work with you no matter what.

That is because they trust your brand. And, don’t mind recommending your services to their friends or family.

With reporting, you can show your clients how you can help them.

For example, you can share your client reports by email with your old clients. You can show them what you can offer them. 

Good customer support 

Reports are something that clients should never ask from agencies. In fact, you should provide real-time reports to your clients.

It helps to build a good customer experience. When your clients know the exact position of their project, they will get peace of mind.

They don’t feel like you are hiding something from them. It opens up a communication line between your agency and clients.

Some agencies these days use black hat strategies to improve their clients’ SEO scores faster. But, in the long run, these strategies damage online brands.

So, with reporting, clients can see that you are using all-white hat strategies to grow their business.

Relax clients 

Digital marketing agencies always have to deal with agitated clients. That’s because it takes time for digital marketing efforts to come on the ground.

Experts always say to wait for at least 4-6 months to see the actual impact of digital marketing work.

But, clients don’t understand these things. They want results.

So, with reports, you can show results to your clients. You can show clients how your digital ad increases their website traffic.

So, you can relax your clients with reports and make them trust your abilities.

Keep everyone on the same page

Your client has only outsourced services from your agency for a project. But, your client is still the owner of the project.

So, it is a good idea to keep clients in the loop. You should share real-time reports with them to keep them updated.

You and your clients are working on the same project. So, you both need all the information to make further decisions.

Sort team conflicts 

With reports, project managers can resolve team conflicts without any problems.

Reports provide managers with details of the performance and production schedule of each employee.

This way, if two team members have issues, reports can give a base to resolve them.

For example, if there’s a team conflict regarding time spent on completing a task. Then, reports can show you how much time each employee has spent on a task.

Managers can ensure that their projects are submitted on time with instant reports. 

Detect issues early 

Things don’t always go the way you have planned. Your project timeline might extend due to some external factors.

So, reports help you keep ready for those uncertain situations.

Using reports, you can see when your project is not following according to your set timeline.

In that case, you can either find the reason behind slow project progress. Or, you can ask for an extension from your clients.

Now, asking for extensions from clients right before the completion date is an unprofessional move.

Thanks to reports, you can now detect issues before it’s too late. This gives you proper time to find the right solution to solve those issues.

Educate your clients

You are the master of your services. You know how things work in your industry.

But your client is not aware of those things. They want assistance and education from you.

Reports here can help you educate your clients about your industry. You can show clients different situations that might arise during the project completion.

When you onboard a new client, reports can help you show them what they should expect in the coming days.

Also, you can use your previous reports as case studies to target new clients. 

You can use screenshots from your reports and share them on your website or social media platforms. It will work as a social proofing element to market your services.

6 Best of the Best Client Reporting Tools

Client reporting is the best way to build agency and client relationships. You can better communicate and market your services to potential clients with reports.

So, client reporting is important for all agencies. But, for that, you need to first get the best of the best client reporting tools.

If your software is not up to the mark, you cannot gain all benefits from reporting.

So, here are some of the best time reporting tools for small businesses and agencies:

1. Kosmo 

Kosmo is a simple and easy-to-use client management portal. It is a complete client management software with several interesting features.

It has a simple client tracking layout that allows you to see everything you need to remember about the client in an instance. 

Apart from client features, this software has many other features to manage clients and projects. For instance:

• Branded emails
• Generate invoices
• Track projects and task sessions
• Maintain client database
• Set income goals and project timelines
• Integration with other business tools like PayPal 
• Contract and proposal creation

Despite all the amazing features, it is a free tool. If you are a freelancer, you can use this software for free.

For agencies, it has a compatible pricing range. You can get the software for only $9 per month or $90 per year.

2. Megalytic

Megalytic is a data analysis and report creation tool. This software tracks data from different resources to create a complete performance report.

If you use Google Data Studio (GDS) tools, this software goes well with it.

It is a cloud-based software that integrates with different solutions. It is a simple data collection and reporting software.

You cannot do anything else with this software. For project and client management, you need to use separate tools.

Megalytic pricing starts from $39.99 per month. So, for mid-size businesses, it is an expensive tool.

3. Databox

Is your agency data scattered across different tools and software? Then, you should get Databox to store all your client data in one place.

The main function of this client reporting tool is to collect your agency data from different sources and store it in a location.

This way, you don’t have to move back and forth between different tools to find relevant information. You can just open Databox and find the information that your client is requesting.

Databox works well with different business automation tools, such as:

• HubSpot Marketing
• HubSpot CRM
•  Google Analytics
• Adwords
• Facebook ads
• Twitter
• Linkedin Company Pages 
• Instagram

Databox is a single platform for agencies. This helps agencies set goals and share performance reports faster with their clients.

4. RavenTools

RavenTools is the perfect client reporting software for digital marketing agencies. The software has all the basic features that marketers need to provide reports.

Agencies can create different types of digital marketing performance reports with this software. For example:

• A research center to analyze competitors or targeted website
• Complete report on backlink building campaigns
• SEO auditor reports
• Social media marketing schedules and updates, etc.

For analyzing your client’s website with their competitor, this is the best tool. You can compare different statistics, like: 

• Backlinks
• Domain authority
• Load time
• Page speed

It also has a simple drag-and-drop menu. You can add details to your reports with this.

For a digital marketing agency, this is the must-have client reporting software.

5. Metrics Watch

Metrics Watch is a bit different client reporting system. It is a cloud-based software that helps agencies share reports with their clients.

It is an email-based software that helps you deliver reports to your client’s inboxes. There is no need to use any third-party tool or link to share reports.

This software can share instant reports with your clients via email.

Moreover, it integrates with many other tools. It works with Facebook ads, Mailchimp, Google Analytics, etc.

It is the perfect software for white labeling to avoid client confusion.

You will also get a 14 days free trial with this software. After that, you can select subscription plans starting from $29 per month.

6. TapClicks

TapClicks is an ultimate reporting tool for marketing agencies. This software contains all the features that agencies need to share with their clients.

It is a cloud-based software that can store all your reports.

It can provide clients with a complete picture of their marketing campaigns. 

Using campaign analysis features, project managers can share detailed reports with clients.

Many other modules are available in the software to provide better reporting features. For example:

• TapReports to share omnichannel reports with clients. 
• TapWorkflow to manage workflow and keep the marketing team on the same page.
• TapOrders helps to receive payments and manage client orders. 
• iSpionage is intelligent marketing software to align all search engine optimization results.

Using all these different tools, you can provide a complete overview to your clients. This will help you improve client satisfaction levels.

Conclusion: Best Client Reporting Tools!

Is it your business goal to improve relationships with your clients? Do you want to impress your existing clients? Do you want to attract new clients?

Then, all you need is the best client reporting tools. Reporting not only helps to gain your client’s trust.

It also helps to showcase your value. You can better tell people about your work when you have reports to show your value.

So, to build a strong agency-client relationship, select the best client reporting software today.

I have shared my favorite 6 client reporting platforms with you. My most favorite one is Kosmo.

Because it is easy to use and perfect for small businesses.

Rest, you can test all the software and come to the right decision.

That’s it for now! Keep on exploring more information on this blog site.

Post written by:

kosmo on July 30, 2022