For service businesses
Recurring service, bookings and renewals in one place.
IT and managed service providers, bureaus and specialists sell once and serve for years. Trelyn takes bookings from your website, runs the recurring service, collects client requests in their portal, and raises renewals and overdue invoices before they slip.
| Company | Relationship | Commercial | Next step | Manager | Health |
|---|---|---|---|---|---|
| Van Dijk InstallatiesUtrecht | Client | €2,400 MRR · 1 open deal | Review call · Thu | Healthy | |
| Nova Care GroupAmersfoort | Prospect | €32,000 in pipeline | Demo · Mon 20 Oct | New | |
| Brightwater HotelsHaarlem | Client | €26,000 won | No next step | Needs attention | |
| Helder LegalDen Haag | Prospect | €18,500 in pipeline | Follow-up · overdue | At risk | |
| Kade ArchitectsRotterdam | Former client | €9,500 lost · budget | Win-back · Jan | Inactive |
Sound familiar?
Where the work gets stuck.
Booking by email ping-pong
Finding a time for an intake call takes four messages.
Recurring work, one-off tools
The monthly service is real work, but it lives in a to-do list without a client attached.
Requests from every direction
Phone, email and chat, and no single list of what a client asked for.
Renewals and invoices slip
A contract ends or an invoice goes overdue, and nobody noticed in time.
The Trelyn workflow
Sell once, serve every month
A recurring-service engagement per client, with requests and renewals built in.
- 01
Let clients book
Booking pages on your site with your availability from Google or Apple Calendar, and a briefing before the call.
- 02
Agree the service
Deal, agreement signed online, and an engagement of the type recurring service.
- 03
Run each period
A cycle per month or quarter, with recurring tasks; requests from the client's portal land with the team.
- 04
Renew on time
Renewal tasks before the end date, overdue invoices raised, and account health for every client.
An example lifecycle
One client, start to finish.
Each step is a record in Trelyn, linked to the one before it.
- Booking pageIntake call
- MeetingBriefing
- Deal
- AgreementSigned
- Recurring serviceEngagement
- Monthly cycleTasks
- RequestsPortal
- RenewalBefore the end
What you use
The parts of Trelyn that do the work.
The outcome
- Intake calls booked without the back-and-forth
- Recurring service planned per period
- One list of client requests
- Renewals and overdue invoices raised in time
- CRM & SalesBooking pages and meeting types; agreements; registered invoices.
- DeliveryRecurring-service engagements with a cycle per period.
- Client PortalClient requests, shared tasks and an iCal feed of meetings.
- AutomationsEngagement ending → Renewal task; Invoice is overdue; Customer has gone quiet.
- InsightsMRR, account health, open invoices, pending client actions.