CRM, proposals, and follow-ups for consultancies
Business consultants, agencies, and advisory firms use Tregovia to track leads, manage projects, send proposals, and automate follow-ups through the sales pipeline.
What changes
What changes for consulting & agencies
Tregovia replaces scattered spreadsheets and separate tools with one CRM workspace.
Lead tracking
Every lead tracked through the pipeline, so nothing falls through after the first call.
Sales pipeline
Proposal follow-ups sent automatically instead of relying on someone to remember.
Proposals & documents
One view of deals, activities, and client history instead of spreadsheets and inboxes.
Follow-up automation
Automate proposal follow-ups and nurture sequences.
Tenant-isolated data
Every client, patient, or case record is scoped to your account — never shared across tenants.
One plan, transparent pricing
A single baseline subscription, with paid modules listed individually — no hidden tiers.
Built for your workflow
Tregovia adapts to how consulting & agencies actually operate, not a generic sales pipeline.
Proof
Real businesses, fewer tools
“Honestly the main reason I switched was the no-shows. We were losing so much time to people just not turning up. The automatic texts before appointments fixed most of that. Also having all the pet records in one place instead of paper folders... I don't know how we managed before.”
Sarah Mitchell
“I'm terrible at following up on quotes. I'd send them and then just forget. Now I can see what's pending and who to call back. Already won a job I definitely would've lost.”
Tom Walker
Modules
Modules that fit your workflow
Start with the baseline CRM and enable the modules you need as you grow.
Sales Pipeline
Deals, pipelines, and activities.
Clients
Client and contact management.
Documents
Proposal and contract templates.
Follow-up Sequences
Email and SMS drip campaigns.
AI Composer
Draft follow-ups and proposals in your tone.
Billing
Invoices and payments.
Ready to streamline consulting & agencies?
Join the waiting list and be the first to know when Tregovia is ready for your team.
