Getting Started Guide

Treya is the end-to-end platform for managing the client lifecycle in a professional services business. It is designed to allow gradual adoption, and to be used as a single source of truth for your business operations.

What do you mean by "end-to-end"?

Clients in professional service businesses go through the same lifecycle, from first contact to last invoice. Treya is designed to help you manage this lifecycle in a single platform. At a high level, this means:

• Capturing leads, prospects and referral sources
• Tracking sales opportunities in your sales pipeline
• Configuring, pricing and quoting deals
• Managing project timelines and budgets
• Staffing projects with billable employees
• Submitting and managing timesheets
• Configuring and sending invoices and recording payment

Each of these activities are a feature of Treya. Because these features are within a single product, they interact with each other seamlessly. Closed deals become ready-to-execute projects, timesheets populate invoice items, staffing assignments forecast project profitability, and more.

How do I use Treya?

The best way to use Treya is to:

• Enter data in Treya as you conduct normal business operations, such as identifying a new sales opportunity, making a change to who is working on a project, preparing an invoice, scoping and pricing of a project, and so on.
• Regularly review metrics and notifications in Treya to stay on top of business-impacting actions, like managing invoice issue and due dates, identifying revenue leakage in a project, planning for resource needs of an upcoming project, preventing overallocation of team members, making sure your projects are delivered on time.

To learn more about each feature, use the sidebar navigation on this page.

How do I adopt Treya in my organization?

Treya is designed to allow gradual adoption. For example, you may start by tracking and configuring your new sales opportunities in Treya, while still managing your projects in a previous tool. As new deals close and become Treya projects, you start managing those new projects in Treya and gradually shift off of your existing tools.

Most often, Treya users make the full switch to Treya by migrating their operations data from their existing systems and making a hard cutover to using Treya. Check out the options for migration here.

What's Next?

Now that you know the core features of Treya, you're ready to get started. Create a new account and try it out for yourself.

Check out more of what Treya has to offer by reviewing our features page, the rest of this documentation, and the Treya Academy.