Qualify & nurture clients on autopilot
Your team advises. We handle the rest.
From a client inquiry to long-term engagement — we automate everything in between.
The service gap
What costs clients in every professional services firm
No team can respond to every inquiry instantly, route every client to the right specialist, or follow up on dormant leads at scale.
Client inquiry arrives. Gets lost in shared inbox for hours.
Routed to the right specialist in seconds with full context.
Scheduling back-and-forth takes days via email.
Client picks a slot in the conversation. Booked instantly.
Follow-ups depend on someone remembering. Most don't happen.
Automated follow-ups trigger based on engagement and time.
Dormant leads from months ago are never re-engaged.
System identifies and re-engages inactive prospects automatically.
The Treyee Flywheel
Three modules that work together
Each solves a different layer of your practice. Together, they compound.
Three integrated solutions. One platform.
Inquiry Routing
Routes client inquiries to the right team automatically
Lead Qualification
Qualifies prospects with smart questions 24/7
Appointment Booking
Books consultations synced with team calendars
Document Collection
Requests and tracks required documents automatically
Follow-up Campaigns
Re-engages prospects who went cold
Engagement Tracking
Tracks client satisfaction and project milestones
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