This quick overview will help you get started with Treya CRM by introducing the three core features: Deals, Insights and Leads.
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A deal is an opportunity to sell your services - such as the development of a new app or website, the planning and implementation of a marketing campaign, or the design of new brand. A deal tracks the progress and details of a future statement of work up until the point where it is signed and the project begins.
You create a deal in the Deals screen and it is represented by a card that can be dragged through the stages of the sales pipeline. These stages are tied to key events in the sales process - such as identifying an opportunity, proposing a solution, negotiating the terms, and closing the deal.
One of Treya's differentiators is that pricing and planning details are integrated into the platform. There are multiple ways to configure these details - from a simple estimate to a detailed plan with activities, deliverables, milestones, roles and their precision allocations. Pricing, team allocations, work schedules and invoice schedules are automatically calculated based on the plan and kept up to date as the deal progresses and changes are made.
Read more about deals in the Managing Deals guide.
Insights are data visualizations that help you grow your business and keep it running smoothly. Insights are either forecasts (predictions of the future) or metrics (measurements of the past). Insights are calculated based on the data in your deals and leads.
What makes Treya special is that it is designed from the bottom up to provide insights that are critical to client services businesses, without requiring you to configure anything or spend hours on data entry. You'll simply use Treya's CRM features like you would any other CRM, and Treya will provide the insights you need to grow your business.
Read more about insights in the Interpreting Insights guide.
Leads are people and companies that are potential clients or strategic partners. You'll gather leads from many sources: your network, your website, events, your referral sources, and more. When you've identified a lead, you'll gather information about them in Treya and nurture them to turn them into clients.
Leads are managed in a spreadsheet-like interface that allows you to add information about them, set reminders, add notes, assign them to users, and classify them into prospects or partners. In Treya, leads are distinct from deals - a lead can turn into many deals over time, or never turn into a deal at all.
Read more about leads in the Managing Leads guide.
Now that you know the core features of Treya, you're ready to get started. Create a new account and try it out for yourself.
Check out more of what Treya has to offer by reviewing our features page, the rest of this documentation, and the Treya Academy.
