Treya offers a complete toolkit to manage leads, construct deals, track projects, manage resources, track time, issue invoices, and forecast growth.
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 professional services companies.
Build clear deals that specify activities, deliverables, milestones, billable roles and time allocated, using a leadership-approved rate card.
Automatically calculate pricing and provide deal analytics on a per-team member, per-deliverable and per-milestone basis.
Automatically build invoice schedules before you close the deal, so you can communicate them to your client before they sign and never lose track of when they need to be sent.
Configure your billing options to be fixed bid or time and materials, on a recurring schedules, at specific time points or on milestones, whether to take a down payment, and every other way you can think of to bill for your services.
Manage your invoices in one place, view the history of every invoice, surface overdue and upcoming invoices, and export them to PDF to send to clients.
Delegate invoice management to your team members, keep it all for yourself, or anything in between - your choice.
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
Forecast revenue based on your sales pipeline and booked business.
View leading indicators like sales performance to help understand the health of your business.
Track team utilization and forecast hiring needs.
No configuration necessary - Treya knows the metrics that matter for professional service companies.
Manage delivery timelines and compare them with what was scoped to stay on top of team utilization and client satisfaction.
Track budget, cost and timesheet information to manage profitability before you get to the end of a project.
Manage team utilization at the project-level to ensure deadlines are met.
View your project portfolio and performance at a glance in one centralized view.
Visualize and orchestrate your entire team’s allocations across all of your projects at once to ensure effective utilization.
Manage conflicts and overallocations before they impact project delivery.
Use placeholders to identify gaps in your project staffing to quickly understand hiring needs.
Simple time tracking interface for team members to log hours.
Track time against specific projects, milestones, and activities.
Compare actual time spent versus estimated hours for better future planning.
Start your free 15-day trial and see how Treya can help you grow your professional services business.
