{"id":14042,"date":"2026-04-23T13:52:51","date_gmt":"2026-04-23T13:52:51","guid":{"rendered":"https:\/\/pumble.com\/learn\/?p=14042"},"modified":"2026-04-23T13:56:30","modified_gmt":"2026-04-23T13:56:30","slug":"how-consulting-agencies-use-pumble","status":"publish","type":"post","link":"https:\/\/pumble.com\/learn\/pt\/pumble\/how-consulting-agencies-use-pumble\/","title":{"rendered":"How Consulting Agencies Use Pumble to Keep Clients in the Loop"},"content":{"rendered":"\n<p class=\"translation-block\">When you\u2019re a consulting team that works with multiple clients at the same time, disorganized communication can often lead to failure.<\/p>\n\n\n\n<p class=\"translation-block\">That\u2019s why moving to a more practical team communication platform for consultants is the key to running a successful agency.<\/p>\n\n\n\n<p class=\"translation-block\">A <a href=\"https:\/\/pumble.com\/business-messaging-app\" target=\"_blank\" rel=\"noreferrer noopener\">business messaging app<\/a> like <a href=\"https:\/\/pumble.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Pumble<\/a> by <a href=\"https:\/\/cake.com\" target=\"_blank\" rel=\"noreferrer noopener\">CAKE.com<\/a> can be used to reduce a consulting team\u2019s reliance on fragmented and slow email exchanges that lead to duplicated work and lost billable hours.<\/p>\n\n\n\n<p class=\"translation-block\">Let\u2019s go through the most common communication issues consultants are facing in 2026 and the ways to solve them using Pumble.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1800\" height=\"900\" src=\"https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/How-Consulting-Agencies-Use-Pumble-to-Keep-Clients-in-the-Loop-cover.webp\" alt=\"How Consulting Agencies Use Pumble to Keep Clients in the Loop - cover\" class=\"wp-image-14051\" srcset=\"https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/How-Consulting-Agencies-Use-Pumble-to-Keep-Clients-in-the-Loop-cover.webp 1800w, https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/How-Consulting-Agencies-Use-Pumble-to-Keep-Clients-in-the-Loop-cover-300x150.webp 300w, https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/How-Consulting-Agencies-Use-Pumble-to-Keep-Clients-in-the-Loop-cover-1024x512.webp 1024w, https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/How-Consulting-Agencies-Use-Pumble-to-Keep-Clients-in-the-Loop-cover-768x384.webp 768w, https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/How-Consulting-Agencies-Use-Pumble-to-Keep-Clients-in-the-Loop-cover-1536x768.webp 1536w, https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/How-Consulting-Agencies-Use-Pumble-to-Keep-Clients-in-the-Loop-cover-18x9.webp 18w\" sizes=\"auto, (max-width: 1800px) 100vw, 1800px\" \/><\/figure>\n<\/div>\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 id=\"why-general-communication-tools-fail-high-stakes-teams\" class=\"wp-block-heading translation-block\">Why general communication tools fail high-stakes teams<\/h2>\n\n\n\n<p class=\"translation-block\">When people first set up their consulting business, the operation\u2019s size usually makes communication pretty easy.<\/p>\n\n\n\n<p class=\"translation-block\">With only one or two consultants on the team and only a few clients to deal with, it\u2019s easy to keep track of information and ensure transparency and security.<\/p>\n\n\n\n<p class=\"translation-block\">However, <strong>the situation becomes more complicated as the team expands and onboards new clients<\/strong>.<\/p>\n\n\n\n<p class=\"translation-block\">Crucial <strong>information can get lost in emails and basic chat tools that lack specialized business-grade features<\/strong>. This makes it difficult for new members to find the context behind past decisions.<\/p>\n\n\n\n<p class=\"translation-block\">The resulting <strong>lack of transparency<\/strong> can be particularly harmful for high-stakes teams, which require trust and accountability to operate.<\/p>\n\n\n\n<p class=\"translation-block\">Furthermore, communication platforms that are solely text-based can be especially problematic, as they <strong>lack the high-fidelity communication options<\/strong> (like <a href=\"https:\/\/pumble.com\/features\/voice-messages\" target=\"_blank\" rel=\"noreferrer noopener\">voice<\/a> and <a href=\"https:\/\/pumble.com\/features\/video-messages\" target=\"_blank\" rel=\"noreferrer noopener\">video messages<\/a> and calls) consultants need to ensure clarity.<\/p>\n\n\n\n<p class=\"translation-block\">And those are only the most obvious issues that using the wrong communication platform for internal and external communication can cause.<\/p>\n\n\n\n<h3 id=\"the-hidden-cost-of-context-switching-and-scattered-emails\" class=\"wp-block-heading translation-block\">The hidden cost of &#8220;context switching&#8221; and scattered emails<\/h3>\n\n\n\n<p class=\"translation-block\">Once your agency is actively juggling multiple clients simultaneously, having all those conversations over email becomes almost impossible.<\/p>\n\n\n\n<p class=\"translation-block\">For one, <strong>having to switch between different platforms<\/strong> for internal and external communication can make everyday work tasks unnecessarily slow and difficult.<\/p>\n\n\n\n<p class=\"translation-block\">This is especially true for agencies that rely primarily on email or basic chat apps, which lack the features necessary to set up project-specific workflows and client-oriented communication.<\/p>\n\n\n\n<p class=\"translation-block\">At the end of the day, <strong>these small inefficiencies add up<\/strong>, leading to:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Uncertainty,&nbsp;<\/li>\n\n\n\n<li class=\"translation-block\">Missed deadlines, and&nbsp;<\/li>\n\n\n\n<li class=\"translation-block\">Wasted billable hours.<\/li>\n<\/ul>\n\n\n\n<p class=\"translation-block\">On top of that, <strong>email tends to make people overcommunicate<\/strong>, which can contribute to <a href=\"https:\/\/pumble.com\/blog\/avoid-information-overload-remote-communication\/\" target=\"_blank\" rel=\"noreferrer noopener\">information overload<\/a> on your team.<\/p>\n\n\n\n<p class=\"translation-block\">Knowing that most people won\u2019t be able to keep track of scattered information paradoxically makes team leaders share the same updates in different email chains and meetings in hopes of getting everyone on the same page.<\/p>\n\n\n\n<p class=\"translation-block\">Yet, despite those efforts, many people still get left out of the loop. Worse still, since <strong>information can get distorted through repetition<\/strong>, this game of telephone may <a href=\"https:\/\/pumble.com\/blog\/miscommunication-in-the-workplace\/\" target=\"_blank\" rel=\"noreferrer noopener\">lead to miscommunication<\/a>.<\/p>\n\n\n\n<p class=\"translation-block\">To combat that, consulting agencies can use Pumble to make communication more efficient, organized, and transparent.<\/p>\n\n\n\n<p class=\"translation-block\">\n<div class=\"banner banner-dark pumble-gradient-landing-1\">\n    <div class=\"banner-text lg:pr-[6rem]\">\n        <h2 class=\"translation-block text-2xl !mb-4\">Customize your digital headquarters<\/h2>\n        <p class=\"translation-block !text-sm\">Pumble is the perfect solution for all kinds of teams, letting them set up their workspace according to their preferences.<\/p>\n\n        <div class=\"banner-buttons d-flex space-x-4 translation-block\">\n            <a class=\"rounded-md px-6 py-2 bg-white\" href=\"https:\/\/pumble.com\/register\" target=\"_blank\">Sign up<\/a>\n\n                            <a class=\"button-2\" href=\"https:\/\/pumble.com\/solutions\" target=\"_blank\">Learn more<\/a>\n                    <\/div>\n    <\/div>\n\n    <div class=\"banner-image banner-image-stretch \">\n        <picture>\n            <source srcset=\"https:\/\/pumble.com\/learn\/wp-content\/themes\/cake-learn\/src\/images\/pumble\/banners\/landing-1@2x.png 2x\" alt=\"Illustration\"  media=\"(min-width: 1022px)\" \/>\n            <img decoding=\"async\" src=\"https:\/\/pumble.com\/learn\/wp-content\/themes\/cake-learn\/src\/images\/pumble\/banners\/landing-1.png\"  alt=\"Illustration\" \/>\n        <\/picture>\n    <\/div>\n<\/div>\n    <\/p>\n\n\n\n<div class=\"wp-block-group pro-tip\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"translation-block\"><strong>\ud83c\udf93 PUMBLE PRO TIP<\/strong><\/p>\n\n\n\n<p class=\"translation-block\">Want to know how teams working in different industries can make the most of an app like Pumble by CAKE.com? Check out these resources:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/pumble.com\/learn\/pumble\/how-marketing-teams-use-pumble\/\" target=\"_blank\" rel=\"noreferrer noopener\">Pumble for Marketing Teams: Run Marketing Projects With Ease<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/pumble.com\/learn\/pumble\/how-sales-teams-use-pumble\/\" target=\"_blank\" rel=\"noreferrer noopener\">How to Boost Sales Team Collaboration With Pumble<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/pumble.com\/learn\/pumble\/how-customer-support-teams-use-pumble\/\" target=\"_blank\" rel=\"noreferrer noopener\">How to Improve Customer Support Collaboration with Pumble<\/a><\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n<h2 id=\"6-ways-consulting-agencies-use-pumble-by-cake-com-to-ensure-client-satisfaction\" class=\"wp-block-heading translation-block\">6 ways consulting agencies use Pumble by CAKE.com to ensure client satisfaction<\/h2>\n\n\n\n<p class=\"translation-block\">Remote strategy teams can maximize Pumble\u2019s features and benefits by:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Prioritizing client-based organization<strong> <\/strong>with<strong> Pumble channels<\/strong> to eliminate disorganized communication,<\/li>\n\n\n\n<li class=\"translation-block\">Promoting faster decision-making with<strong> Pumble\u2019s unlimited message history<\/strong> and <strong>threaded discussions<\/strong>,<\/li>\n\n\n\n<li class=\"translation-block\">Ensuring clarity with high-fidelity communication features like <a href=\"https:\/\/pumble.com\/video-conferencing\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Pumble video calls<\/strong><\/a>,<\/li>\n\n\n\n<li class=\"translation-block\">Practicing secure yet transparent internal collaboration by <strong>controlling access to information<\/strong>,<\/li>\n\n\n\n<li class=\"translation-block\">Bringing clients into the fold with<strong> Pumble\u2019s guest access accounts<\/strong>, and<\/li>\n\n\n\n<li class=\"translation-block\">Taking advantage of<strong> the CAKE.com ecosystem<\/strong> to track projects, tasks, and billable hours.<\/li>\n<\/ol>\n\n\n\n<p class=\"translation-block\">Without further ado, let\u2019s take a look at how these features can change the way you communicate with your team and with your clients.<\/p>\n\n\n\n<p class=\"custom-btn translation-block\"><a href=\"https:\/\/pumble.com\/register\" target=\"_blank\" rel=\"noreferrer noopener\">Try Pumble for free<\/a><\/p>\n\n\n\n<h3 id=\"1-prioritizing-client-based-organization-with-pumble-channels\" class=\"wp-block-heading translation-block\">1. Prioritizing client-based organization with Pumble channels<\/h3>\n\n\n\n<p class=\"translation-block\">As your consulting business grows, you\u2019re going to need to organize your communication.<\/p>\n\n\n\n<p class=\"translation-block\">Pumble can help you do just that by allowing you to <strong>use channels to keep your conversations client-oriented and project-specific<\/strong>.<\/p>\n\n\n\n<p class=\"translation-block\">Even as a <strong>free Pumble user<\/strong>, you\u2019ll be able to <strong>create an unlimited number of <\/strong><a href=\"https:\/\/pumble.com\/features\/channels\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>private or public channels<\/strong><\/a>, letting you keep your communication organized and secure.<\/p>\n\n\n\n<p class=\"translation-block\">To give you a clearer picture of how a consulting agency might take advantage of this feature, let\u2019s say that your company has just onboarded a new client \u2014 a wellness brand called Zest.<\/p>\n\n\n\n<p class=\"translation-block\">Right off the bat, you can set up several channels, including:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><strong>#zest<\/strong>, an official channel for communicating with your client or their representative directly (more on that later),<\/li>\n\n\n\n<li class=\"translation-block\"><strong>#zest_internal<\/strong>, where your team can share asynchronous updates and collaborate on presentation decks before showing them to the client,<\/li>\n\n\n\n<li class=\"translation-block\"><strong>#zest_data<\/strong>, a private channel for analyzing client data and reviewing industry research,&nbsp;<\/li>\n\n\n\n<li class=\"translation-block\"><strong>#zest_new_product<\/strong>, and similar channels you can use for individual projects you\u2019ll be handling for the client, etc.<\/li>\n<\/ul>\n\n\n\n<p class=\"translation-block\">Since the names of these channels start with the name of your client\u2019s organization, they\u2019ll all be grouped together in the default (alphabetical) view of the channels section of your Pumble sidebar.<\/p>\n\n\n\n<p class=\"translation-block\">Alternatively, individual Pumble users can also <a href=\"https:\/\/pumble.com\/learn\/pumble\/how-to-organize-channels-in-pumble\/\" target=\"_blank\" rel=\"noreferrer noopener\">create separate sections in their sidebar<\/a>, letting them group related channels and chats even if they wouldn\u2019t appear close together in the sidebar.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"667\" src=\"https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/Organize-your-sidebar-with-channels-and-unique-sections-on-Pumble-a-business-messaging-app.webp\" alt=\"Organize your sidebar with channels and unique sections on Pumble, a business messaging app\" class=\"wp-image-14052\" srcset=\"https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/Organize-your-sidebar-with-channels-and-unique-sections-on-Pumble-a-business-messaging-app.webp 1200w, https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/Organize-your-sidebar-with-channels-and-unique-sections-on-Pumble-a-business-messaging-app-300x167.webp 300w, https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/Organize-your-sidebar-with-channels-and-unique-sections-on-Pumble-a-business-messaging-app-1024x569.webp 1024w, https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/Organize-your-sidebar-with-channels-and-unique-sections-on-Pumble-a-business-messaging-app-768x427.webp 768w, https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/Organize-your-sidebar-with-channels-and-unique-sections-on-Pumble-a-business-messaging-app-18x10.webp 18w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">Organize your sidebar with channels and unique sections on Pumble, a business messaging app<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"custom-btn translation-block\"><a href=\"https:\/\/pumble.com\/register\" target=\"_blank\" rel=\"noreferrer noopener\">Organize your messages with Pumble<\/a><\/p>\n\n\n\n<h3 id=\"2-promoting-faster-decision-making-with-pumbles-unlimited-message-history-and-threaded-discussions\" class=\"wp-block-heading translation-block\">2. Promoting faster decision-making with Pumble\u2019s unlimited message history and threaded discussions<\/h3>\n\n\n\n<p class=\"translation-block\">The worst thing about using email or underdeveloped chat apps to communicate internally and externally is that both of these methods are slow and difficult to comb through.<\/p>\n\n\n\n<p class=\"translation-block\">As we discussed, this can affect the decision-making process while also making it difficult to find the reasoning behind previous decisions.<\/p>\n\n\n\n<p class=\"translation-block\">Moving to Pumble can help you set up a <strong>virtual hub that essentially acts as your team\u2019s \u201csingle source of truth<\/strong>.\u201d<\/p>\n\n\n\n<p class=\"translation-block\">Any time a team member has a question about a part of the process, they can use <a href=\"https:\/\/pumble.com\/knowledge-sharing\" target=\"_blank\" rel=\"noreferrer noopener\">Pumble\u2019s advanced search filters<\/a> to find the answer.<\/p>\n\n\n\n<p class=\"translation-block\">Thanks to Pumble\u2019s unlimited history, which is <strong>available even on the free plan<\/strong>, users don\u2019t need to worry about messages disappearing.<\/p>\n\n\n\n<p class=\"translation-block\">And, since Pumble encourages users to have <a href=\"https:\/\/pumble.com\/features\/threads\" target=\"_blank\" rel=\"noreferrer noopener\">threaded discussions<\/a>, rather than drown out their channels and DMs with disorganized replies, any information users find through the search feature will automatically be connected to the context behind it.<\/p>\n\n\n\n<p class=\"translation-block\">So, let\u2019s say one of your team members is looking for the original draft of the vision board you submitted to your client\u2019s representative.<\/p>\n\n\n\n<p class=\"translation-block\">To find it, all they have to do is type in the words \u201cvision board\u201d into Pumble\u2019s search bar and make sure to click on the message that includes a file. The results should immediately produce the document they\u2019re looking for.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"667\" src=\"https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/Some-of-Pumbles-search-filters.webp\" alt=\"Some of the search filters in Pumble, a business messaging app\" class=\"wp-image-14053\" srcset=\"https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/Some-of-Pumbles-search-filters.webp 1200w, https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/Some-of-Pumbles-search-filters-300x167.webp 300w, https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/Some-of-Pumbles-search-filters-1024x569.webp 1024w, https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/Some-of-Pumbles-search-filters-768x427.webp 768w, https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/Some-of-Pumbles-search-filters-18x10.webp 18w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">Some of the search filters in Pumble, a business messaging app<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"translation-block\">Clicking on the listed result will take the user to the channel or chat the message was originally posted in, allowing them to see the thread replies, as shown below.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"667\" src=\"https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/Keep-track-of-your-clients-notes-with-Pumbles-search-feature.webp\" alt=\"Keep track of your clients\u2019 notes with Pumble\u2019s search feature\" class=\"wp-image-14054\" srcset=\"https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/Keep-track-of-your-clients-notes-with-Pumbles-search-feature.webp 1200w, https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/Keep-track-of-your-clients-notes-with-Pumbles-search-feature-300x167.webp 300w, https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/Keep-track-of-your-clients-notes-with-Pumbles-search-feature-1024x569.webp 1024w, https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/Keep-track-of-your-clients-notes-with-Pumbles-search-feature-768x427.webp 768w, https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/Keep-track-of-your-clients-notes-with-Pumbles-search-feature-18x10.webp 18w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">Keep track of your clients\u2019 notes with Pumble\u2019s search feature<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"translation-block\">\n<div class=\"banner banner-dark pumble-gradient-landing-2\">\n    <div class=\"banner-text lg:pr-[6rem]\">\n        <h2 class=\"translation-block text-2xl !mb-4\">Secure document sharing<\/h2>\n        <p class=\"translation-block !text-sm\">Take advantage of Pumble\u2019s generous storage options to share files and documents securely.<\/p>\n\n        <div class=\"banner-buttons d-flex space-x-4 translation-block\">\n            <a class=\"rounded-md px-6 py-2 bg-white\" href=\"https:\/\/pumble.com\/register\" target=\"_blank\">Sign up<\/a>\n\n                            <a class=\"button-2\" href=\"https:\/\/pumble.com\/document-sharing\" target=\"_blank\">Learn more<\/a>\n                    <\/div>\n    <\/div>\n\n    <div class=\"banner-image banner-image-middle \">\n        <picture>\n            <source srcset=\"https:\/\/pumble.com\/learn\/wp-content\/themes\/cake-learn\/src\/images\/pumble\/banners\/landing-2@2x.png 2x\" alt=\"Illustration\"  media=\"(min-width: 1022px)\" \/>\n            <img decoding=\"async\" src=\"https:\/\/pumble.com\/learn\/wp-content\/themes\/cake-learn\/src\/images\/pumble\/banners\/landing-2.png\"  alt=\"Illustration\" \/>\n        <\/picture>\n    <\/div>\n<\/div>\n    <\/p>\n\n\n\n<h3 id=\"3-ensuring-clarity-with-high-fidelity-communication-features-like-pumble-video-calls\" class=\"wp-block-heading translation-block\">3. Ensuring clarity with high-fidelity communication features like Pumble video calls<\/h3>\n\n\n\n<p class=\"translation-block\">Clarity is, without a doubt, one of the most crucial tenets of the consulting industry. After all, the work of a consultant often requires high-fidelity communication channels that let you <strong>get your point across in a way that leaves no room for misinterpretation<\/strong>.<\/p>\n\n\n\n<p class=\"translation-block\">Yet, text-based tools like email and simple messaging platforms won\u2019t be able to help you achieve that goal.<\/p>\n\n\n\n<p class=\"translation-block\">In the end, you\u2019ll be forced to move your conversations to platforms that can support high-fidelity communication like video and <a href=\"https:\/\/pumble.com\/voice-calls\" target=\"_blank\" rel=\"noreferrer noopener\">voice calls<\/a>.<\/p>\n\n\n\n<p class=\"translation-block\">But, what if you didn\u2019t have to switch tabs to get on a call?<\/p>\n\n\n\n<p class=\"translation-block\">As luck would have it, <strong>Pumble\u2019s capabilities aren\u2019t limited to text-based communication options<\/strong> like <a href=\"https:\/\/pumble.com\/features\/direct-messages\" target=\"_blank\" rel=\"noreferrer noopener\">direct messages<\/a>, channels, and group chats.<\/p>\n\n\n\n<p class=\"translation-block\">Rather, the app\u2019s video conferencing features also let you start one-on-one or <a href=\"https:\/\/pumble.com\/group-meetings\" target=\"_blank\" rel=\"noreferrer noopener\">group meetings<\/a> in seconds by clicking the call icon in DMs or channels or scheduling them in advance with <a href=\"https:\/\/pumble.com\/features\/meeting-links\" target=\"_blank\" rel=\"noreferrer noopener\">Pumble meeting links<\/a>.<\/p>\n\n\n\n<p class=\"translation-block\">During the meeting, you\u2019ll be able to <a href=\"https:\/\/pumble.com\/features\/screen-sharing\" target=\"_blank\" rel=\"noreferrer noopener\">share your screen<\/a> to <strong>collaborate with your team or show your clients your progress<\/strong>. Because of that, video calls will become a crucial part of your consulting workflow from the moment you onboard new clients to the moment you present your final deliverables.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"617\" src=\"https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/An-overview-of-Pumbles-video-conferencing-features.webp\" alt=\"An overview of Pumble\u2019s video conferencing features\" class=\"wp-image-14055\" srcset=\"https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/An-overview-of-Pumbles-video-conferencing-features.webp 1200w, https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/An-overview-of-Pumbles-video-conferencing-features-300x154.webp 300w, https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/An-overview-of-Pumbles-video-conferencing-features-1024x527.webp 1024w, https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/An-overview-of-Pumbles-video-conferencing-features-768x395.webp 768w, https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/An-overview-of-Pumbles-video-conferencing-features-18x9.webp 18w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">An overview of Pumble\u2019s video conferencing features<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"custom-btn translation-block\"><a href=\"https:\/\/pumble.com\/register\" target=\"_blank\" rel=\"noreferrer noopener\">Get on a video call on Pumble<\/a><\/p>\n\n\n\n<h3 id=\"4-practicing-transparent-internal-collaboration-by-controlling-access-to-information\" class=\"wp-block-heading translation-block\">4. Practicing transparent internal collaboration by controlling access to information<\/h3>\n\n\n\n<p class=\"translation-block\">Using Pumble as a digital knowledge hub is a great way to <a href=\"https:\/\/pumble.com\/blog\/transparent-communication\/\" target=\"_blank\" rel=\"noreferrer noopener\">ensure transparency<\/a> and grant relevant team members access to certain information without having to repeat it.<\/p>\n\n\n\n<p class=\"translation-block\">However, not everyone needs to have access to everything you share on Pumble, especially the new employees you bring into the fold.<\/p>\n\n\n\n<p class=\"translation-block\">That\u2019s where <strong>private channels<\/strong> come into play.<\/p>\n\n\n\n<p class=\"translation-block\">Making some channels private will ensure that messages and files shared within them don\u2019t appear in search results of non-members.<\/p>\n\n\n\n<p class=\"translation-block\">So, even though Pumble will be a crucial knowledge hub for your team, it will still let you control access to confidential information \u2014 both internally and externally.<\/p>\n\n\n\n<p class=\"translation-block\">In fact, if you want to have even more control over your Pumble workspace, you can use member <a href=\"https:\/\/pumble.com\/features\/roles-and-permissions\" target=\"_blank\" rel=\"noreferrer noopener\">roles and permissions<\/a> to choose which workspace members are allowed to post and message other users.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"665\" src=\"https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/User-roles-and-permissions-in-Pumble-a-team-communication-app.webp\" alt=\"User roles and permissions in Pumble, a team communication app\" class=\"wp-image-14056\" srcset=\"https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/User-roles-and-permissions-in-Pumble-a-team-communication-app.webp 1200w, https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/User-roles-and-permissions-in-Pumble-a-team-communication-app-300x166.webp 300w, https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/User-roles-and-permissions-in-Pumble-a-team-communication-app-1024x567.webp 1024w, https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/User-roles-and-permissions-in-Pumble-a-team-communication-app-768x426.webp 768w, https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/User-roles-and-permissions-in-Pumble-a-team-communication-app-18x10.webp 18w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">User roles and permissions in Pumble, a team communication app<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"translation-block\">As an administrator, you can further enhance the security of your Pumble workspace with single sign-on options, as Pumble supports both SAML SSO and OAuth login.<\/p>\n\n\n\n<p class=\"translation-block\">And, beyond those options, you can rest assured knowing that Pumble was <a href=\"https:\/\/pumble.com\/secure-messaging-app\" target=\"_blank\" rel=\"noreferrer noopener\">built with security in mind<\/a>, which will help you maintain confidentiality.<\/p>\n\n\n\n<p class=\"custom-btn translation-block\"><a href=\"https:\/\/pumble.com\/register\" target=\"_blank\" rel=\"noreferrer noopener\">Secure your messages with Pumble<\/a><\/p>\n\n\n\n<div class=\"wp-block-group pro-tip\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"translation-block\"><strong>\ud83c\udf93 PUMBLE PRO TIP<\/strong><\/p>\n\n\n\n<p class=\"translation-block\">Consulting agencies aren\u2019t the only project-oriented businesses that value security and privacy. To see how Pumble helps teams across different industries practice secure communication, check out these articles:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/pumble.com\/learn\/pumble\/how-project-managers-use-pumble\/\" target=\"_blank\" rel=\"noreferrer noopener\">How Project Managers Use Pumble to Deliver on Time<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/pumble.com\/learn\/pumble\/how-software-teams-use-pumble\/\" target=\"_blank\" rel=\"noreferrer noopener\">How Software Development Teams Use Pumble to Ship Faster<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/pumble.com\/learn\/pumble\/how-product-teams-use-pumble\/\" target=\"_blank\" rel=\"noreferrer noopener\">Pumble for Product Teams: How to Build Better Products Faster<\/a><\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n<h3 id=\"5-bringing-clients-into-the-fold-with-guest-access-accounts\" class=\"wp-block-heading translation-block\">5. Bringing clients into the fold with guest access accounts<\/h3>\n\n\n\n<p class=\"translation-block\">Reducing email in consulting can be a pretty big task, especially since external communication is such a big part of the job.<\/p>\n\n\n\n<p class=\"translation-block\">Still, there\u2019s a way to bring those external contacts into your Pumble workspace \u2014 with <a href=\"https:\/\/pumble.com\/guest-access\" target=\"_blank\" rel=\"noreferrer noopener\">guest access accounts<\/a>.<\/p>\n\n\n\n<p class=\"translation-block\">You can have <strong>up to 5 single-channel guests per every paid seat<\/strong> in your Pumble workspace. Alternatively, you can add an <strong>unlimited number of multi-channel guests<\/strong>, which are charged as regular users.<\/p>\n\n\n\n<p class=\"translation-block\">Of course, you would have complete <strong>control over which channels your guests have access to<\/strong>, whether it\u2019s one or multiple, as well as <strong>their posting and messaging permissions<\/strong>.<\/p>\n\n\n\n<p class=\"translation-block\">So, let\u2019s say the Zest brand we mentioned earlier has delegated one or two people to act as brand representatives.<\/p>\n\n\n\n<p class=\"translation-block\">To make communication easier for everyone involved, you can invite them into your Pumble workspace as single-channel guests and add them to the main #zest channel. That will make it easier to share documents, schedule meetings, and collaborate, as seen below.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"667\" src=\"https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/A-client-representative-asks-for-an-update-in-Pumble-a-business-messaging-app.webp\" alt=\"A client representative asks for an update in Pumble, a business messaging app\" class=\"wp-image-14057\" srcset=\"https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/A-client-representative-asks-for-an-update-in-Pumble-a-business-messaging-app.webp 1200w, https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/A-client-representative-asks-for-an-update-in-Pumble-a-business-messaging-app-300x167.webp 300w, https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/A-client-representative-asks-for-an-update-in-Pumble-a-business-messaging-app-1024x569.webp 1024w, https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/A-client-representative-asks-for-an-update-in-Pumble-a-business-messaging-app-768x427.webp 768w, https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/A-client-representative-asks-for-an-update-in-Pumble-a-business-messaging-app-18x10.webp 18w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">A client representative asks for an update in Pumble, a business messaging app<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"translation-block\">Then again, if your clients also happen to have a Pumble workspace, you could use guest access accounts to join their workspace. In that case, you\u2019d be the one selecting a representative from your team who can act as your official liaison in your client\u2019s Pumble workspace, and they\u2019d be the one setting up the account access and permissions.<\/p>\n\n\n\n<p class=\"custom-btn translation-block\"><a href=\"https:\/\/pumble.com\/register\" target=\"_blank\" rel=\"noreferrer noopener\">Try Pumble\u2019s guest account feature<\/a><\/p>\n\n\n\n<div class=\"wp-block-group pro-tip\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"translation-block\"><strong>\ud83c\udf93 PUMBLE PRO TIP<\/strong><\/p>\n\n\n\n<p class=\"translation-block\">Guest accounts are also useful when dealing with external parties like job candidates, interns, and vendors. To learn how outward facing employees can use Pumble, check out these articles:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/pumble.com\/learn\/pumble\/how-hr-teams-use-pumble\/\" target=\"_blank\" rel=\"noreferrer noopener\">How to Use Pumble for HR Teams Throughout the Employee Lifecycle<\/a>&nbsp;<\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/pumble.com\/learn\/pumble\/collaboration-with-vendors-in-pumble\/\" target=\"_blank\" rel=\"noreferrer noopener\">How to Collaborate With Vendors and Suppliers in Pumble<\/a>&nbsp;<\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n<h3 id=\"6-taking-advantage-of-the-cake-com-ecosystem\" class=\"wp-block-heading translation-block\">6. Taking advantage of the CAKE.com ecosystem<\/h3>\n\n\n\n<p class=\"translation-block\">As it happens, Pumble isn\u2019t the only CAKE.com app that can make a consulting agency\u2019s work easier.<\/p>\n\n\n\n<p class=\"translation-block\">Its two native integrations with the time tracking app, <a href=\"https:\/\/clockify.me\/\" target=\"_blank\" rel=\"noreferrer noopener\">Clockify<\/a>, and the project management software, <a href=\"https:\/\/plaky.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Plaky<\/a>, can make the matter of tracking tasks and billable hours much more intuitive.<\/p>\n\n\n\n<p class=\"translation-block\">You can use both of these client-based organization tools alongside Pumble to maintain transparency and accountability:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Plaky by CAKE.com, to keep track of all tasks and projects you do for individual clients, and<\/li>\n\n\n\n<li class=\"translation-block\">Clockify by CAKE.com, to track and export <a href=\"https:\/\/clockify.me\/help\/track-time-and-expenses\/tracking-billable-time\" target=\"_blank\" rel=\"noreferrer noopener\">billable hours per client<\/a> or project.<\/li>\n<\/ul>\n\n\n\n<p class=\"translation-block\">To prepare for your collaboration with Zest, you would first need to create a \u201cZest\u201d client on Clockify. After doing so, you\u2019d be able to make new projects under that client, and have your team track their time under those projects.&nbsp;<\/p>\n\n\n\n<p class=\"translation-block\">This kind of meticulous time tracking will allow you to later export and share a report about your billable and non-billable hours with your clients, to give them a better insight into the work you\u2019ve done for them \u2014 and, of course, invoice them for it.<\/p>\n\n\n\n<p class=\"translation-block\">Furthermore, Plaky can give your clients an even more in-depth look at the work you\u2019ve been doing. You can start by <strong>making a board to represent the client<\/strong>, then use groups and item cards to represent the projects and tasks your team is working on.<\/p>\n\n\n\n<p class=\"translation-block\">Thanks to <a href=\"https:\/\/pumble.com\/integrations\/plaky\" target=\"_blank\" rel=\"noreferrer noopener\">Pumble\u2019s Plaky integration<\/a>, you should save time on context switching between the two apps, since you\u2019ll be notified of all changes made on your Plaky board via Pumble. This will let you see new tasks that are assigned to you as well as any changes that are made to your existing item cards, without leaving Pumble.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"667\" src=\"https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/See-new-developments-through-the-Plaky-integration-in-Pumble-a-team-communication-app.webp\" alt=\"See new developments through the Plaky integration in Pumble, a team communication app\" class=\"wp-image-14058\" srcset=\"https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/See-new-developments-through-the-Plaky-integration-in-Pumble-a-team-communication-app.webp 1200w, https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/See-new-developments-through-the-Plaky-integration-in-Pumble-a-team-communication-app-300x167.webp 300w, https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/See-new-developments-through-the-Plaky-integration-in-Pumble-a-team-communication-app-1024x569.webp 1024w, https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/See-new-developments-through-the-Plaky-integration-in-Pumble-a-team-communication-app-768x427.webp 768w, https:\/\/pumble.com\/learn\/wp-content\/uploads\/2026\/04\/See-new-developments-through-the-Plaky-integration-in-Pumble-a-team-communication-app-18x10.webp 18w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">See new developments through the Plaky integration in Pumble, a team communication app<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"translation-block\">\n<div class=\"banner banner-dark pumble-gradient-bundle\">\n    <div class=\"banner-text lg:pr-[6rem]\">\n        <h2 class=\"translation-block text-2xl !mb-4\">Cut costs with the CAKE.com bundle<\/h2>\n        <p class=\"translation-block !text-sm\">Improve collaboration and cut down on emails by moving your team communication to Pumble.<\/p>\n\n        <div class=\"banner-buttons d-flex space-x-4 translation-block\">\n            <a class=\"rounded-md px-6 py-2 bg-white\" href=\"https:\/\/cake.com\/bundle\" target=\"_blank\">Sign up<\/a>\n\n                            <a class=\"button-2\" href=\"https:\/\/cake.com\/suite\" target=\"_blank\">Learn more<\/a>\n                    <\/div>\n    <\/div>\n\n    <div class=\"banner-image banner-image-bottom \">\n        <picture>\n            <source srcset=\"https:\/\/pumble.com\/learn\/wp-content\/themes\/cake-learn\/src\/images\/pumble\/banners\/bundle@2x.png 2x\" alt=\"Illustration\"  media=\"(min-width: 1022px)\" \/>\n            <img decoding=\"async\" src=\"https:\/\/pumble.com\/learn\/wp-content\/themes\/cake-learn\/src\/images\/pumble\/banners\/bundle.png\"  alt=\"Illustration\" \/>\n        <\/picture>\n    <\/div>\n<\/div>\n    <\/p>\n\n\n\n<h2 id=\"transform-your-consulting-business-with-pumble-by-cake-com\" class=\"wp-block-heading translation-block\">Transform your consulting business with Pumble by CAKE.com<\/h2>\n\n\n\n<p class=\"translation-block\">Growing your consulting business from the ground up can be a challenge, but the right tools can set you up for success.<\/p>\n\n\n\n<p class=\"translation-block\">On its own, Pumble is a fantastic <a href=\"https:\/\/pumble.com\/internal-communication-software\" target=\"_blank\" rel=\"noreferrer noopener\">internal communication software<\/a> with <strong>unlimited history<\/strong> and other free features that will come in handy in the early days of your business.<\/p>\n\n\n\n<p class=\"translation-block\">Once your team starts growing, you\u2019ll see that <a href=\"https:\/\/pumble.com\/pricing\" target=\"_blank\" rel=\"noreferrer noopener\">Pumble\u2019s paid plans<\/a> bring real benefits to the table \u2014 especially if you want to take advantage of <strong>guest access and group calling<\/strong> features.<\/p>\n\n\n\n<p class=\"translation-block\">You can even experience those benefits without commitment by <a href=\"https:\/\/pumble.com\/help\/workspace-administration\/pricing\/pumble-free-trial\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>starting a 7-day free trial<\/strong><\/a><strong> of Pumble\u2019s Enterprise-level features<\/strong>.<\/p>\n\n\n\n<p class=\"translation-block\">Alternatively, if you want to be able to organize your workflow and show your clients how you\u2019re using your time transparently, upgrading to the <a href=\"https:\/\/cake.com\/suite\" target=\"_blank\" rel=\"noreferrer noopener\">CAKE.com Productivity Suite<\/a> will add even more value to your business and complete the tech stack that you need to ensure your workflow is uninterrupted.<\/p>\n\n\n\n<p class=\"translation-block\">So, are you ready to take your consulting business to the next level?<\/p>\n\n\n\n<p class=\"custom-btn translation-block\"><a href=\"https:\/\/pumble.com\/register\" target=\"_blank\" rel=\"noreferrer noopener\">Try Pumble now<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Learn how consulting agencies use Pumble to communicate and collaborate internally and with different clients.<\/p>","protected":false},"author":23,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[21,20],"tags":[],"class_list":["post-14042","post","type-post","status-publish","format-standard","hentry","category-business","category-pumble"],"acf":[],"_links":{"self":[{"href":"https:\/\/pumble.com\/learn\/pt\/wp-json\/wp\/v2\/posts\/14042","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/pumble.com\/learn\/pt\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/pumble.com\/learn\/pt\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/pumble.com\/learn\/pt\/wp-json\/wp\/v2\/users\/23"}],"replies":[{"embeddable":true,"href":"https:\/\/pumble.com\/learn\/pt\/wp-json\/wp\/v2\/comments?post=14042"}],"version-history":[{"count":6,"href":"https:\/\/pumble.com\/learn\/pt\/wp-json\/wp\/v2\/posts\/14042\/revisions"}],"predecessor-version":[{"id":14066,"href":"https:\/\/pumble.com\/learn\/pt\/wp-json\/wp\/v2\/posts\/14042\/revisions\/14066"}],"wp:attachment":[{"href":"https:\/\/pumble.com\/learn\/pt\/wp-json\/wp\/v2\/media?parent=14042"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/pumble.com\/learn\/pt\/wp-json\/wp\/v2\/categories?post=14042"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/pumble.com\/learn\/pt\/wp-json\/wp\/v2\/tags?post=14042"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}