Treya includes all the features you need to manage leads, close deals, price projects, and forecast growth. No premium tiers, no add-ons, no hidden fees.
We are consistently adding new features based on customer feedback. If there's something you want to see, let us know!
Move deals through the sales process by dragging cards through stages.
Quickly add identifying tags, change start dates and assign confidence levels that impact forecasting from the deal overview dashboard.
Easy UI to quickly estimate pricing, team size and dates for each deal.
View schedules, milestones, team allocations and invoices on the deal calendar.
Three different pricing tools for increasing levels of complexity built directly into the application - no more disconnected spreadsheets.
Simple estimates for deals early in the pipeline, a team builder, and a full-blown pricing spreadsheet that works perfectly for client services companies.
Build clear deals that specify activities, deliverables, milestones, billable roles and time allocated.
Automatically calculate pricing and provide deal analytics on a per-team member, per-deliverable and per-milestone basis.
Automatically calculate every invoice's amount and when it will get sent - fixed bid, time and materials, recurring schedules, per-milestone, retainer-based billing - no matter how you bill, it's as simple as clicking a few buttons.
Export the important terms and calculations of a deal into your proposal or statement of work and avoid error and time consuming number crunching.
Easy-to-use, spreadsheet-like interface to manage contact information for people and companies
Take and share notes among your team for each lead
Set reminders for upcoming activities to nurture leads
Categorize leads by their status
Assign lead ownership to members of your team
Detailed Team and Revenue Forecasting
Sales Performance Metrics
No configuration necessary, built for client service companies.
Get notified of upcoming assigned tasks, and deals and leads that need attention.
Keep track of client information, like which deals they've had and their net terms
Keep company-wide roles and rates up-to-date across your team
Override rates for specific deals and clients
Start your free 15-day trial and see how Treya can help you grow your client services business.
