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Manage the entire lifecycle of professional service firms. Replace siloed apps and brittle spreadsheets with team-friendly workflows that connect your sales, projects, staffing, and finances in one seamless flow.
Build a predictable profit engine and achieve executive clarity with zero configuration and less stress.
15 day free trial. No credit card required.
Manage the entire journey from sales, team allocation, delivery, and billing into a unified platform to eliminate the handoff gaps where you lose profit margin (and your sanity).
Treya translates your sales estimates into project plans, your timesheets into invoices, and your performance data into metrics that help you grow your company with confidence and clarity.
Learn About the Services Ops Stack
Increase your close rates by using Treya to manage your sales pipeline and build data-backed plans, pricing & proposals that give clients the confidence to say "Yes."
Treya combines sales data, project plans, team allocations, and financial forecasts that ensure your team delivers exactly what was sold, building the client trust that guarantees retention and drives referrals.
Learn About Building Deals
that Close
Treya makes it easy to manage project timelines, team assignments, and billing, enabling delivery operations that drive sustainable profit.
Track projects against their original quote, empowering you and your team to manage scope creep and delivery timelines to prevent team burnout and make sure every project is profitable.
Learn About Delivery and Staffing Success
Eliminate the error-prone drudgery of manual pricing, invoice scheduling and management, and SoW generation - freeing you and your team to focus on driving client value.
Let your team handle the groundwork of project resourcing and invoice management while Treya rolls that data up into a global command center. This ensures accuracy at the source while giving leadership the high-level control needed for safe delegation and effective company-wide operations.
Learn SoW and Proposal
Tips
CRM & Sales Pipeline
Scoping & Pricing (CPQ)
Project Management
Resource Planning
Time & Expense
Invoicing & Billing
Business Forecasting & Insights
Enter leads and opportunities into the lead manager and sales pipeline to track progress, notes, contact information, pricing, resource plan, timeline, start date and confidence level.
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Build detailed pricing calculations, resource plans, timelines and invoice schedules with integrated CPQ and SoW generation tools that stay attached to the deals in your pipeline.
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Instantly translate closed deals into active projects, preserving the budget, scope, invoice schedule, and resource plan that help your team execute and help you manage project performance against what was sold.
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Manage project progress and team assignments with project timeline and resource management tools at both the project and organization level.
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Track billable and non-billable time to prevent scope creep and validate every billable hour.
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Stay on top of AR and upcoming invoices and automatically generate accurate invoices based on actual project activity.
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Running a services business takes true grit, managing stress that very few understand. I've spent those same sleepless nights wondering how I was going to make payroll, hoping that last deal in the pipeline would save me.
Whether you want to run a consistently profitable business for the rest of your life, or grow it big and sell it (like I did with my custom software firm), the operational fundamentals are universal. The work you do and the culture you create is unique, but the engine that powers it is a tried-and-true formula.
That is why we built Treya. It codifies the operational playbook that every professional service company has to run to survive and thrive. We made it easy to adopt because I know that when you are in the trenches every day, wasting six months rolling out a new tool is the last thing you need.
I have two promises to you: Treya will help you grow your business and reduce your stress, and our focus will always be on professional service small businesses like yours.
Watch 90 Second Demo