Live client demo
Consultant demo: working business software
A working consulting, design & engineering application for a consultant business, with 13 connected screens: Dashboard, Clients, Engagements, Engagement Board, Consultants, Billing, Leads Pipeline, Schedule and 5 more. Add records, change statuses, generate invoices and open reports - everything below is interactive.
Demo URL: demo.trainingtrains.com/demo/consultant
Dashboard
Live overview of Garcia & Associates. Every figure updates as you add or change records in the other screens.
Engagements needing attention
- ENG-1001 - Olivia WilsonEnquiry
- ENG-1003 - Olivia WilsonEnquiry
- ENG-1004 - Carlos MartinezEnquiry
- ENG-1005 - Arjun IyerProposal sent
- ENG-1006 - Vivaan GuptaProposal sent
- ENG-1008 - Olivia WilsonEnquiry
Recent activity
- Olivia Wilson - Engagement ENG-1001 is enquiry2 min ago
- Kavya D'Souza - Engagement ENG-1002 is in progress14 min ago
- Olivia Wilson - Engagement ENG-1003 is enquiry38 min ago
- Carlos Martinez - Engagement ENG-1004 is enquiry1 hr ago
- Arjun Iyer - Engagement ENG-1005 is proposal sent2 hrs ago
- Vivaan Gupta - Engagement ENG-1006 is proposal sentYesterday
Business problems this demo solves
Problem
Engagements are taken by phone and diaries, so double-bookings and missed slots cost you money.
Training Trains solution
Engagements gives one live schedule with status tracking for every engagement.
Problem
Clients details live in scattered notebooks and chats.
Training Trains solution
Clients keeps a searchable record with contact details, history and status.
Problem
You cannot tell how busy each consultant is or who is free.
Training Trains solution
Consultants shows availability and daily workload so work is spread fairly.
Problem
Invoices are written by hand and payments are chased manually.
Training Trains solution
Billing creates tax-ready invoices from your price list and tracks what is paid or pending.
Problem
Enquiries from calls, WhatsApp and walk-ins are never followed up, so business quietly walks away.
Training Trains solution
Leads Pipeline tracks every enquiry from first contact to won, with source and value - and a won lead becomes a client automatically.
Problem
Monthly salaries are worked out in spreadsheets and stock runs out unnoticed.
Training Trains solution
Staff & Payroll calculates pay from attendance and runs payroll in one click; Stock & Supplies flags what to reorder.
What is inside this consultant demo
- Dashboard - Live KPIs, charts and a needs-attention list.
- Clients - Searchable records you can add to, edit and delete.
- Engagements - Searchable records you can add to, edit and delete.
- Engagement Board -
- Consultants - Searchable records you can add to, edit and delete.
- Billing - Invoice builder with tax, discount and paid / pending tracking.
- Leads Pipeline - A drag-and-drop kanban of enquiries from first contact to won - winning a lead adds it to your customer list.
- Schedule - A week calendar of bookings with one-click status updates.
- Stock & Supplies - Searchable records you can add to, edit and delete.
- Staff & Payroll - Searchable records you can add to, edit and delete.
- Customer Feedback - Searchable records you can add to, edit and delete.
- Reports - Charts calculated from live data, with CSV export.
- User Flow - A step-by-step customer journey you can jump into.
All sample names, prices and figures are generated for illustration. Anything you add stays in your own browser - nothing is sent to us. This is a template; the real system is built around your actual business.
Want this for your consultant business?
We tailor the screens, fields and reports to how your business really works, and launch it on your own domain.
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