Treya's mission is to empower the best at what they do to have the businesses they deserve, and we're building the platform to help you do just that.
The first phase of Treya is to build a CRM that is simple to use, powerful and built for the way client services businesses work. The acronym CRM stands for "Customer Relationship Management", but Treya is the first "Client Relationship Management" system.
What makes Treya different is that it is built on the foundation of your pricing and resource planning data. Other CRMs think of pricing, quoting and planning as a separate process from the CRM - and offer limited tools to help you with these processes. So limited, that no one uses them!
What's the difference between a client and a customer? It's in the business model. Found out more in What is a Client Services Company?
Treya integrates pricing, quoting and planning into the CRM at a fundamental level - and this is where the magic happens. This is the most critical data for your business, and for most businesses, it's locked away in pricing spreadsheets and proposal docs. By integrating this data directly into the CRM, it can be combined, analyzed and used to make decisions that will help you grow your business with pinpoint accuracy.
Treya has all of the common features you'll see in other CRMs - like lead management, opportunity management, pipeline management, forecasting, and reporting - and we'll continue to build on those features. But we'll always keep our focus on how those features apply to client services businesses.
Treya has all of the documentation you need to start using it today. Check our how to use key CRM features in the documentation.
Every growing client services business has two tools: a CRM and a project management tool. This makes no sense, because the two tools are inherently connected. Treya's next phase is to integrate project management features that handles time tracking, project accounting and reporting, resource management, and invoicing. By co-habiting the two tools, the data flows seamlessly between them, enabling the lossless handoffs between sales and delivery teams, but more importantly, unlocking the most powerful insights you can imagine.
Our goal is to enable you to forecast your entire business with pinpoint accuracy, to make sure you stay afloat in hard times, grow in good times, and take home the distributions you deserve.
Most importantly, we want to hear from you and what you need. Let us know in the Treya Founders and Leaders Discord community or contact us.