Founders from custom software companies, marketing agencies and creative firms use Treya to win more sales opportunities, scope and price engagements for success, forecast for growth, and take the uncertainty out of building a business.
Manage and measure sales activities
Engage leads and track opportunities
Price and quote engagements
Forecast team allocations, hiring needs and revenue
Effortlessly and accurately calculate sales agreement terms that build client trust
General purpose CRMs that:
Spreadsheets and airtables that:
Revenue and resource forecasts that:
Keep your team of FTEs and contractors right-sized for profitability, navigate uncertainty, and drive actions that keep your business cashflow positive and growing.
Treya's data-first approach combines data from your entire pipeline to forecast when revenue will come in, get ahead on hiring and cross-training, and what actions you can take to improve performance and grow your business.
Increase close rates, manage more new business, quickly react to client needs, deliver consistent client experiences and set your implementation teams up for success.
Treya's integrated project planning tools help you communicate exactly what to expect to your clients and manage your team's capacity. Two necessary ingredients for closing deals and winning repeat business.
Automatically generate invoice schedules and statement of work terms, always use up-to-date rate cards, and maintain accurate delivery schedules throughout the dynamic client services sales process.
Clear communication closes clients - and letting them know what to expect builds trust and drives repeat business. Treya automatically calculates everything you need to propose and create sales agreements that will impress even the most demanding enterprise procurement teams.
Plan the next steps for leads and referral sources, get notified of the tasks that matter, and keep you and your team team on track and accountable.
In this business, you'll need to continually nurture leads and referral sources to find opportunities. Spreadsheets get stale: with Treya you'll get reminders and assign tasks to your team to make sure that when the opportunity comes, you're in the pitch room.
Treya is for companies that apply talented practitioners to deliver unique and innovative services to clients in a project or billable hours model.
Scope and price engagements that exceed gross margin targets, and get ahead on hiring and cross-training for the next project.
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Stay top-of-mind for all of your prospects and clients while knowing your financial health well into the future.
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Free up the time spent crunching numbers and deeply focus on creating meaningful experiences that drive adoption and engagement for your clients.
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Forge your legacy by taking the jump from solo-shop to a team of creators and doers.
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The work you do is unique and innovative, but the fundamentals of the client services business are simple and timeless. Treya frees you up to focus on what you do best: delivering value to your clients and building a world-class team.
Treya applies tried and true business processes that help you deliver and scale, and our knowledge database is always expanding to help you grow a profitable business without the stress.
You aren't selling widgets - clients choose you because they trust your vision to navigate the unknown. Treya is built for companies that have a high-touch, relationship-based sales process where every deal is unique and client satisifaction is required for survival.
We're investing long-term in a community that will always focus on helping businesses just like yours build client trust and drive growth.
Our mission is to help client services businesses grow to $10m in annual revenue - and beyond. Join our exclusive Treya Founders and Leaders Slack channel to get business advice and application support from the Treya team and other Treya users.
We know what it takes: Treya's leadership and advisory team have all grown their own client services businesses to more than $10m in annual revenue.
Competitors will try and dazzle you with loads of features, but they're second-rate knockoffs that you won't use because they won't help you grow your business. (They're happy to bill you for them, though.)
The truth is, you aren't going to drive new business with an AI chatbot, you won't attract high quality clients using a clunky website builder, and Microsoft and Google have already figured out e-mail and calendar invites.
Growth in this business is about demonstrating your expertise to real people, telling them what to expect, and then delivering on your promises. Treya is built to help you do just that. For everything else, we're here to guide you in the right direction.
