Live software demo
Consulting Firm Software demo
Win clients, run engagements and bill your time. This is a working application with 10 connected screens: Dashboard, Clients, Engagements, Engagement Board, Leads Pipeline, Consultants, Schedule, Billing and 2 more.
Demo URL: demo.trainingtrains.com/demo/software/consulting-firm-management
Dashboard
Live overview of Vertex Advisory. Every figure updates as you add or change records in the other screens.
Engagements needing attention
- ENG-1001 - Pooja JoshiProposal sent
- ENG-1005 - David DasEnquiry
- ENG-1011 - Carlos MenonEnquiry
- ENG-1013 - Imran KhanEnquiry
- ENG-1014 - Pooja JoshiEnquiry
- ENG-1016 - Pooja JoshiProposal sent
Recent activity
- Pooja Joshi - Engagement ENG-1001 is proposal sent2 min ago
- Imran Wilson - Engagement ENG-1002 is in progress14 min ago
- Maria Tan - Engagement ENG-1003 is delivered38 min ago
- Chen Singh - Engagement ENG-1004 is in progress1 hr ago
- David Das - Engagement ENG-1005 is enquiry2 hrs ago
- Imran Khan - Engagement ENG-1006 is cancelledYesterday
What this software does
A consultancy system: client records, engagement board, opportunity pipeline, calendar, billing and feedback.
- Client records
- Engagement board by stage
- Opportunity pipeline
- Calendar of meetings
- Billing and reports
Business problems this software solves
Problem
Proposals are sent and forgotten.
Training Trains solution
The pipeline keeps every opportunity with a next step.
Problem
Billable time is under-invoiced.
Training Trains solution
Billing builds invoices from your services list.
Problem
Utilisation is unknown until month-end.
Training Trains solution
Reports show engagements and revenue as they happen.
Used by businesses like
All names, prices and figures are sample data. Anything you add stays in your own browser - nothing is sent to us. The real system is built around your business.
Frequently asked questions
What does the Consulting Firm Software demo include?
A working application with 10 connected screens: Dashboard, Clients, Engagements, Engagement Board, Leads Pipeline, Consultants and 4 more. Everything is interactive and uses sample data.
Is the data in the demo real?
No. All names, prices and figures are sample data. Anything you enter stays in your own browser and is never sent to us.
Do I need to sign up to try it?
No sign-up and nothing to install. Open the demo and use it right away.
Can Consulting Firm Software be customised for my business?
Yes. We tailor the screens, fields and reports to how you work and launch it on your own domain.
Want Consulting Firm Software for your business?
We tailor the screens, fields and reports to how you work, and launch it on your own domain.
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