Treya offers the features of traditional CRMs - like lead management and pipeline management - but with deal-building tools and business insights made specifically for Marketing Agencies.
Construct your project timeline in Treya’s advanced deal builder, defining when and how long it will take to perform activities and create deliverables like strategy documents, content calendars, campaign briefs, ad creative and copy, SEO audit and keyword research reports, social media content and analytics reports, and more.
Then, assign how much time your members of your team will spend on these activities. Whether it's a few hours a week for your Account Director, 100% allocation from your Social Media Manager or Copywriter for the whole project, or heavy up-front effort from your Strategist and SEO Specialist - the flexible deal builder will help you plan your team's utilization with precision.
Since Treya knows your team's billable rates, every deal will automatically calculate its pricing, invoice schedule, team allocations, and milestone schedule. No more manual calculations or spreadsheets everytime the client changes their mind throughout the sales process.
And the best is yet to come: all of this deal data is combined with the other deals in your pipeline, creating always up-to-date, perfectly accurate, company-wide revenue and team allocation forecasting. Let Treya help you plan for the future and grow your business without the stress.
It takes less than 30 seconds to sign up. No credit card required to try it out.
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