A sales pipeline that is connected to your delivery team

Track leads and deals through the sales pipeline, configure scopes, statements of work, and hand off won business to your delivery team without losing a single detail along the way.

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What Makes Treya Different?

Directly connect your sales pipeline to your delivery team

When a deal closes, everything about a deal makes its way to a project, so you lose nothing between the sales and delivery teams.

Integrated scoping and SOW creation

The details of a deal, like it's scope, pricing, budget, delivery and resourcing plan, and statement of work, are all built-into each deal, no more cobbling together spreadsheets and tools.

Quick actions to manage the reality of services deals

Close dates, scope, confidence levels - these are fluid throughout the sales process, and Treya's quick actions let you manage them all in one place, so you have a perfect view of the future of your business.

Context is king

Attach documents to deals so that things like mockups, requirements, ideas, and other context are available while you sell and while you deliver.

Track deals through the sales pipeline

Drag deal cards through sales pipeline stages until they're closed, with quick actions on each deal card to manage the often-changing details of a deal like close dates and confidence levels. Keep your sales team in sync, your deals moving forward and your forecasts accurate.

Closed deals become projects instantly

Details that drive your deals become manageable aspects of a project, avoiding the sales-to-delivery handoff bottleneck by automatically creating projects with timeline, budget, invoice schedule, resource plan and key documents.

Integrated scoping and pricing

The details of a deal, like it's scope, pricing, budget, delivery and resourcing plan, are all built-into each deal, no more cobbling together spreadsheets and tools.

Automated Statement of Work creation

Statements of work are generated automatically from the deal's scope and pricing, so you can focus on selling and delivering.

Turn leads into opportunities

Track contacts and manage touch points, assigning leads to sales team members and scheduling follow-ups.

Treya

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