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The Trelyn product

One system from lead to delivery.

Trelyn connects the CRM, sales, agreements, delivery, client collaboration and reporting of a service business. Every stage works on the same records, so nothing is retyped and nobody works from an old copy.

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One connected system

Follow one client through every record.

A form submission becomes a contact at a company. The deal is won, the agreement signed, and an engagement carries the work: projects with an end, cycles that repeat, tasks, deliverables and reviews. The client follows along in their portal, and the revenue shows up in Insights.

What's in Trelyn

Each stage, on the same records.

Four parts of the product cover the four things a service business does all day. Each has its own page.

01CRM & Sales

Know every account, and what happens next.

Companies, contacts and deals with one shared history. The account view shows the relationship, the commercial position, the open work and the next step for each client. Proposals and agreements are sent, signed and archived in the same place.
  • Contacts who work at more than one company
  • Pipelines with Won and Lost stages and next activities
  • Proposals and agreements, signed by the client online
Explore CRM & Sales

02Projects & Delivery

Won work goes straight into delivery.

A won deal becomes an engagement, with what sales agreed already attached. Run it as projects for bounded work or as cycles for recurring work, with tasks, deliverables, reviews and files linked to the client.
  • Engagements created from the won deal
  • Projects with an end, cycles that repeat
  • Reviews with comments pinned on the work
Explore Delivery

03Client collaboration

Clients see their work, not your workspace.

Prospects get a deal room with the proposal and the people they will work with. Clients get a portal for their projects, deliveries to approve, agreements to sign, requests and decisions, under your name and colour.
  • Deal rooms before the deal, portals after it
  • Approvals and decisions recorded with name and time
  • Shared meetings, with a feed for their own calendar
Explore Client Portal

Operations

The follow-through, handled.

80 Standard automations cover the handovers and checks every agency repeats: a won deal creates the engagement and the kickoff tasks, quiet deals and approaching deadlines are flagged. Each one is a fixed rule you switch on, and every run is logged.

  • Automations with a full activity log
  • Calendar, meetings and public booking pages
  • One Task Center for sales and delivery
  • Search everything with Ctrl K
Explore Automations

Insights

Reporting that counts what your team keeps.

Sales, revenue, clients, delivery, team, operations, agreements and the client portal in one reporting layer. Every figure is counted from your records and opens the list behind it.

Explore Insights

The AI layer

AI with the context of your business.

Summaries, deal and relationship intelligence, meeting briefings and follow-ups, and an assistant, all working from your records, and only from what the person asking may see. Changes are proposed; people apply them.

Explore AI

Where you work

In the browser, and with you.

Trelyn is a web app: nothing to install for your team or your clients. Mobile and desktop apps are in preview.

  • Web appAvailableThe full product, in any modern browser.
  • MobilePreviewTasks, inbox, deals, companies, contacts, projects, agenda, meetings, reviews and agreements, with search and quick create.
  • Desktop for macOS and WindowsPreviewThe app in its own window, with notifications and an unread badge.

Integrations

Connected where it matters.

A short list, each one built into the workflow it serves.

  • Google Calendar

    Busy times, bookings with a Meet link, and due dates in your calendar.

  • Apple Calendar & CalDAV

    The same availability and agenda, for CalDAV calendars.

  • Fathom

    Meeting transcripts, summaries and action items, on the meeting record.

  • Google Analytics 4

    Website traffic, sources and key events in Trelyn.

  • Claude and ChatGPT (MCP)

    Work with your CRM from your AI client, with your own permissions.

  • Forms on your website

    Embed a lead form or post to it; submissions become contacts.

Keep exploring