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Trelyn
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For agencies and service businesses

Run your agency from one place.

Trelyn brings sales, clients and delivery together in one operational system: CRM, projects, client portals and reporting on the same records.

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Free to start. No sales call needed.

Why one system

Most agencies sell in one tool, deliver in another and report from a spreadsheet. Every handover loses context, and nobody sees the whole client. Trelyn keeps it in one place.

  • One record per client

    Company, contacts, deals, agreements and work hang together. Nothing to sync, nothing typed twice.

  • A clean handover

    A won deal becomes an engagement with its projects and tasks. Delivery starts with everything sales knew.

  • Clients see what you see

    The portal shows the same projects, reviews and documents your team works in — not a copy that drifts.

How Trelyn works

From first conversation to delivered work.

The stages every agency runs through, as one continuous flow — not four tools stitched together.

01From lead to client

Know where every client and deal stands.

Companies, contacts and deals share one history. Pipelines show what each deal is worth, what happens next and who owns it — and proposals are accepted and agreements signed in the same place.

  • Companies and contacts with one shared timeline
  • Pipelines with next steps, owners and values
  • Proposals and agreements, signed online

02From client to delivery

Turn won work into delivery, not a handover email.

A won deal becomes an engagement. Run it as projects with a fixed scope or as recurring cycles for retainers — with tasks, deliverables and files linked to the client from day one.

  • Projects and recurring cycles under one engagement
  • Tasks, deliverables and internal reviews
  • Files kept with the client, project and deliverable

03Keep clients in the loop

Give every client a portal.

Clients follow their projects, review and approve deliverables, sign agreements and send requests — in a portal that carries your brand. Fewer status emails, faster approvals.

  • Reviews and approvals on the actual work
  • Requests, updates and shared documents
  • Your name, logo and colours

Everything is connected

One client. One record. Every stage.

In most agencies a client lives in five places: the CRM, the project tool, a shared drive, the invoicing system and an inbox. In Trelyn it is one connected record — open a deal and see the work, open a project and see what was sold.

  • Every record shows what it is linked to
  • Sales and delivery work from the same facts
  • Reports count the records your team keeps
  1. CompanyVan Dijk InstallatiesInstallation services · Utrecht
  2. ContactsMarco van Dijk, Sanne de WitDirector · Marketing lead
  3. DealWebsite + client portal€48,000 · won 17 Oct
  4. AgreementStatement of workSigned by Marco van Dijk
  5. EngagementDigital partnership1 project · 1 monthly cycle
  6. Tasks & deliverablesHomepage design v214 open tasks · 3 deliverables
  7. Client portalVan Dijk Installaties2 people invited · 1 review waiting
  8. Revenue€48,000 + €2,400 / moWon revenue and MRR in Insights

04Run the operation

See what is actually happening.

Insights combines sales, revenue, clients, delivery and workload in one reporting layer. Every figure is counted from the records your team already keeps, and opens the report behind it.

  • Revenue and MRR
  • Pipeline and win rate
  • Client health
  • Delivery and deadlines
  • Team workload
  • Operational health

Automations

Automate the work around the work.

Switch on ready-made automations for the handovers every agency repeats, set the timing, and let Trelyn do the follow-through. Every run is logged, so you can see what happened and why.

  • A won deal starts the engagement, kickoff and billing
  • Quiet deals and overdue work are flagged
  • Every run in one activity log

AI, where the work is

Help on every record. People stay in charge.

Trelyn's AI works from the records your team already keeps, and only from what the person asking may see. It summarises, briefs and suggests — the system of record stays yours.

Record summaries
Where a company, deal or project stands, in a paragraph.
Deal and relationship intelligence
What blocks a deal, who matters at a client, what to do next.
Meeting briefings and follow-ups
Prepared before the call, drafted after it.
An assistant across your records
Ask about anything you have access to, and get the record back.

Who it's for

Built for teams that sell and deliver services.

If your business wins work and then does it, Trelyn fits the way you already operate.

  • Creative and digital agencies

    Websites, branding and campaigns, from pitch to launch.

  • Marketing and performance agencies

    Retainers that run month after month, with reports clients see.

  • Consultancies

    Engagements, projects and the relationships behind them.

  • IT and managed service providers

    Implementations, recurring service and renewals in one place.

However you sell your work

  • ProjectsA fixed scope and a deadline: a website, a campaign, an implementation.
  • RetainersRecurring cycles for monthly work, each with its own tasks and deliverables.
  • Ongoing relationshipsAccount management, follow-up work and renewals on the same client record.

Questions

Good to know.

Is Trelyn a CRM or a project management tool?

Both, and the part in between. Trelyn covers the CRM and sales side — companies, contacts, deals, agreements — and the delivery side — engagements, projects, recurring cycles, tasks, deliverables and files — on one set of records, with client portals, automations and reporting on top.

Who is Trelyn for?

Agencies, consultancies and other service businesses that win work and then deliver it: teams that need sales, client management and delivery to stay in step.

Can our clients log in?

Yes. Each client company gets a portal where invited people follow their projects, review and approve deliverables, sign agreements, read updates and send requests. Prospects can get a deal room there before they sign.

Do we have to use the AI features?

No. Trelyn is a complete operational system without them. Where AI is switched on, it works from the records the person asking may see, and it suggests rather than acts.

Can we bring our existing data?

Yes. Companies, contacts and deals can be imported from CSV files, so you can start from what you already have.

Can Trelyn carry our own brand?

Client portals show your agency's name, logo and colours, and portals and booking pages can run on your own domain.

One system to run the work.

Bring sales, clients and delivery together. Set up your workspace and invite your team when you are ready.

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