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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

MarketingConsultant building a personal brand

The Visibility Stack

75/100

Build the personal brand that brings clients to you. Research ideas with AI, publish consistently on LinkedIn, grow a newsletter audience, and send them to a pr…

Flexible pace 4 steps

What this stack covers

Your content research engineYour LinkedIn publishing systemYour newsletter platform

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.+1

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.NotionKnowledge ManagementWorkspace for project wikis, deliverable tracking, and shared knowledge bases.SalesforceClient ManagementSync CRM contacts, deals, and pipeline data for end-to-end client tracking.

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.

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.ZapierWorkflow AutomationNo-code automation connecting tools into seamless multi-step workflows.GmailCommunicationEmail integration for automated follow-ups, proposals, and correspondence tracking.SlackTeam CommunicationReal-time messaging for client channels, updates, and workflow notifications.

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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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.+1

Beehiiv

88/100

Newsletter platform built for growth — referral programs, a recommendations network, and built-in monetization. Strong analytics, custom domains, and full branding. A community favorite for consultants building thought leadership, now expanding into websites and podcasts.

Contact sales30 min setupHigh intelligence
ZapierWorkflow AutomationNo-code automation connecting tools into seamless multi-step workflows.StripePaymentsPayment processing for invoicing clients, subscriptions, and revenue tracking.GmailCommunicationEmail integration for automated follow-ups, proposals, and correspondence tracking.

ChatGPT

88/100

OpenAI's flagship assistant and the most widely used AI tool in consulting. Handles brainstorming, content drafting, and data analysis (Advanced Data Analysis) — your first stop for quick tasks and exploratory work.

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

Claude AI

87/100

Anthropic's assistant, preferred by consultants for deep document analysis (500K-token context on the latest models), contract review, and research synthesis — with writing that sounds human. Connects natively to Microsoft 365, Google Workspace, and Slack.

From $20/mo5 min setupHigh intelligence
ZapierWorkflow AutomationNo-code automation connecting tools into seamless multi-step workflows.SlackTeam CommunicationReal-time messaging for client channels, updates, and workflow notifications.

HubSpot CRM

87/100

Free CRM with deal pipeline, contact management, email tracking, and meeting scheduling — plus the Breeze AI assistant on every plan, including free. Scales from solo consultant to full agency without switching platforms.

From $15/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.CalendlySchedulingAutomated scheduling that eliminates back-and-forth for discovery calls and reviews.+1

Miro

87/100

Collaborative whiteboard with 5,000+ templates — Business Model Canvas, SWOT, Porter's Five Forces, and more. The de facto whiteboard for strategy workshops, with Miro AI for generating boards, timelines, and summaries from a prompt.

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.Google SheetsData & ReportingSpreadsheet integration for client data analysis, dashboards, and budget tracking.+1

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.

Clockify

84/100

Time tracking and timesheets with a free tier for up to 5 users, billable reporting on paid plans, and solid project tracking for consulting work.

From $3.99/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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