The revenue workspace
your team will actually use.

Deals, contacts, billing, support, and automation all connected. No tab-switching, no lost context, no missed follow-ups. Completely free.

Get started it's freeBook a walkthrough
6+ modulesFree2-min setupNo credit card
Treva CRM / dashboard
Live product
Treva CRM Dashboard
Pipeline this month
Rs 12.8L
+18% vs last month
Today
3 deals moved to won
100%
Free
6+
Core modules
2 min
Average setup
99.9%
Uptime

Connects with tools your team already uses

Google Workspace
Slack
WhatsApp
Gmail
Calendar
Zapier

Everydeal.Everycontact.Everyinvoice.Everyfollow‑up.Oneconnectedrevenueworkspace.

From first contact to collected invoice Treva CRM keeps your whole team moving.

Six modules, one workspace.

Click any module to see how it looks and what it does.

Dashboard

Command center for your revenue. See pipeline value, win rates, and deal velocity live.

KPIsWin RatePipelineForecasting
Live deal stage breakdown
Revenue pacing vs targets
Team activity feed
Treva CRM / dashboardLive
Dashboard
Live snapshot
Won
Rs 8.4L
Open
47 deals
Win rate
62%
Avg deal
Rs 42K

From first touch to final payment.

The full revenue cycle inside one connected product.

01
Capture leads
Inquiries, imports, and form fills land in a unified workspace with auto-enrichment.
02
Qualify & enrich
Score contacts, attach company context, log calls and notes always know who to prioritize.
03
Move the deal
Kanban pipeline, expected close dates, deal values. Your whole funnel in one view.
04
Automate follow-up
Set triggers and sequences so no deal goes cold while your team is focused elsewhere.
05
Invoice & collect
Generate invoices from won deals and close the revenue loop all inside Treva.

Built deep, not wide.

Every feature serves a real workflow. No bloat just the tools modern revenue teams actually need.

Contact intelligence
Rich profiles with lifecycle tracking, notes, tags, and full activity timeline.
Pipeline visibility
Kanban board with stage-level value rollups and win/loss reporting.
Workflow automation
Trigger-based follow-ups, sequences, and reminders built in.
Billing & invoicing
Generate invoices from won deals and track collections without leaving the CRM.
Account management
Company-level views with linked contacts, deals, and relationship health.
Admin & security
Role-based access, audit controls, and team structure management.
Data import/export
Bulk CSV import with field mapping. Export any view in one click.
Real-time sync
All changes propagate instantly so your whole team works from the same data.
Privacy controls
GDPR-aligned data handling and configurable retention policies built in.

Real screens. Real workflows.

Not a mockup this is the actual Treva CRM product, live right now.

Contacts view
Contacts view

Full profiles with lifecycle status and company context

Dashboard
Dashboard

Live KPI command center for your revenue team

Deals board
Deals board

Kanban pipeline with stage value rollups

Built for real teams.

"Treva CRM replaced three separate tools. We moved from spreadsheets to a real pipeline in under a day."

PM
Priya M.
Sales Lead, TechVenture

"Having billing and CRM in the same system is the feature we didn't know we needed. Invoice collection improved fast."

RK
Rahul K.
Founder, GreenLeaf Inc.

"Finally a CRM that feels modern. Clean UI, everything where you expect it, and it actually works."

ST
Sneha T.
Ops Manager, Finova

100% free. No catches.

Treva CRM is completely free to use all modules, unlimited contacts, full features. No credit card, no trial period.

Free

Everything included. For every team, at every stage.

Unlimited contacts
Deals & pipeline
Invoicing & billing
Workflow automation
Team collaboration
Account management
Data import/export
Email & chat support
Get started freeTalk to us

No credit card needed

Free

Your whole revenue team,
in one workspace.

Start today no setup fees, no seat limits, no credit card. Just invite your team and go.

Start for freeBook a walkthrough
DashboardsContactsDealsBillingAutomationSupport