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Welcome to the Treya Documentation. Here you'll find everything you need to know about using Treya to manage your professional services business. Click on topics in the sidebar to get started.

Overview

Treya is an integrated platform for managing the entire lifecycle of a professional services business. The following modules are available:

• Contacts: Manage contact information and touchpoints for leads, referral sources and strategic partners.
• Deals: Manage scope and pricing of your deals in your sales pipeline.
• Projects: Manage team assignments, progress and billing for your projects.
• Time Tracking: Capture and approve the billable time of your team.
• Invoicing: Generate and track invoices and payments for all projects.
• Assignments: Manage team assignments across all projects.
• Insights: Track key metrics and KPIs
• Team: Manage team members, their access to the platform and compensation.