Everything you want to know about Treya. Can't find your answer? Reach out to us.
Treya is a PSA (professional services automation) platform that also brings CRM and ERP functionality into one connected workflow. Traditional tools in each of these categories are general-purpose, built to fit many types of businesses. That means a business either has to customize them to fit their workflows, or fight against them and resort to workarounds that turn simple operations into a tangled mess. Treya solves this in two ways: it unifies CRM, ERP, and PSA into a single platform, and it's purpose-built specifically for technology services companies.
Honestly, we consider this the strongest signal that someone will benefit from Treya. If you've built your own solution, you already understand your business model and what it takes to drive growth. That's exactly the kind of operator we built Treya for.
The real question is opportunity cost. Your time is finite, and every hour spent building, maintaining, or tweaking an internal tool is an hour not spent on the things that actually grow your business. Especially when those hours come at your billable rate. Treya handles this problem full-time: continuously improving the platform, implementing new features, and solving edge cases so you don't have to.
Giving up a solution you built yourself isn't easy. There's real pride in that, and real concern about losing control. But what you gain is the freedom to focus your time where it matters most, whether that's growing the business or enjoying the fruits of what you've already built.
Most solutions treat sales and delivery as separate processes that need to be stitched together. We treat them as a single through line across your business. A deal in your pipeline is a project in your portfolio. It isn't handed off to a delivery team after close; it carries forward and deepens as your client relationship grows.
When you close a deal in Treya, it automatically becomes a project with nothing lost in the transition. Your delivery team picks up exactly where sales left off: full context intact, invoice schedules clear, and a defined plan for delivery from day one.
You don't have to use our templates. Bring your own. Treya uses AI to convert your existing SoWs and templates into Treya templates, so there's no heavy lifting on your end to get started.
From there, every deal in your pipeline gets a living SoW that always reflects your current deal terms, with no stale documents and no version confusion. And because the same data that drives your SoW also drives your projects, there's no re-entry, no gaps, and no misalignment between what was sold and what gets delivered.
Fair challenge, but no. At their core, every technology services business runs on the same fundamental model: billable people applying hours to a project. Even if you charge a fixed fee or bill by the week, the underlying structure is the same.
Treya's data model is built around that reality. Deal scope and pricing are structured around this model, which carries directly into projects, resourcing plans, and invoicing. Because Treya is designed around the exact shape of your business (not a generalized approximation of it), the workflows and automations fit how technology services firms actually operate, rather than requiring you to bend the tool to fit your reality.
Two reasons: fit for technology services companies, and fit for small businesses under $20M in annual revenue.
Most competitors in this space are backed by significant VC funding, which shows up directly in their pricing and minimum seat requirements. One competitor, for example, requires a 50-seat minimum at over $100 per seat per month. Many others use tiered pricing and add-on models that lock smaller businesses out of the features they actually need (things like forecasting and automation) unless they pay up.
Treya was built by people with deep, firsthand experience running technology services companies, and built efficiently using the productivity advantages of AI-assisted development. That meant we didn't need massive VC funding or a large sales force to build something great. Those savings get passed directly to you in the form of straightforward pricing, no punishing seat minimums, and a platform that doesn't charge extra for the features that matter most.
That's a legitimate concern. Any change to your operations carries some disruption risk. A few things work in your favor here.
First, Treya can be adopted gradually. You can start by entering new sales opportunities into Treya and following them through to delivery, while continuing to manage existing projects in your current tools until they wrap up. There's no pressure to flip a switch overnight.
Second, we offer an assisted migration program to handle the work of moving your data from your current systems into Treya, and most teams are up and running in under a week.
And third, because Treya is purpose-built for technology services firms, your team won't be wading through features designed for other industries. The tools will feel familiar, the workflows will map to how you already operate, and the learning curve is shorter as a result.
Treya is billed monthly, and you can cancel at any time.
The math is straightforward given the billable services model: how much is $33.50/person/month worth to you? If you're billing at $150/hr, the cost of that seat is 13.4 minutes of work per month. Not only is the time spent on things you need to do anyway (pricing deals, writing SoWs, resource planning, calculating invoices) drastically reduced using Treya, but the business clarity and ability to forecast the future is priceless.
We'll delete it from our databases.
We use Google's best-in-class authentication and authorization platform for securing access to Treya's APIs and data. Data is stored in Google Cloud SQL, which encrypts data in transit and at rest. Data in transit between your machine and Treya's APIs is encrypted via SSL. Permissions and access to our cloud services are regularly monitored and use PoLP (Principle of Least Privilege). Data is automatically backed up regularly, and disaster recovery and failover processes are tested regularly.
We integrate with Google's Gemini Enterprise Agent Platform (formerly Vertex AI) to provide AI support for features that have been tested for reliability. We use Claude Code and AI-assisted code editors for some code changes, and a robust DevOps pipeline for automated testing to prevent regressions and failures.
We do not currently use any of your business data to train AI models, and in the event we find an opportunity that benefits your business, we will have an opt-in model with a clear description of use.
Yes! Treya doesn't make a distinction between employment type, but rather, role within the company. A subcontractor is typically given the "Billable User" permission to see projects they are on and submit timesheet entries, but you get to decide which permissions they have.
Our QuickBooks integration will be live in June 2026. Xero will follow in Q3 of 2026. These integrations provide synchronization of customers, jobs/projects, invoices, and payments.
Reach out to us at support@heytreya.com.
We're constantly improving Treya based on customer feedback, and we love to hear your thoughts. Reach out to us at support@heytreya.com.
