Treiva
All industries
For small businesses

Small business enquiries, answered and kept in one place

An AI assistant for a small business that answers every enquiry you already receive. Website chat, WhatsApp, Instagram, Facebook Messenger, SMS, email, web forms and Meta lead forms. It asks the questions you would have asked, books the meeting, and keeps the details together.

0%

of businesses never replied to a test web enquiry at all.

What is client management software for a small business?

It keeps everything a business knows about a customer in one place. The enquiry, the conversation, the contact details, and what happens next. Not spread across an inbox, a phone and a spreadsheet.

For a small business the point is less reporting and more that nothing falls through. Treiva does the answering as well as the keeping. It is not a CRM and it does not replace one. If you already run a CRM, Treiva works alongside it. If you do not, it covers the part most small businesses actually need.

Everything you know about a customer in one place. The enquiry, the conversation, the contact details and what was agreed.

The problem

In a small business, nobody is spare.

You are the person doing the work, and also the person answering enquiries about the work. Those two jobs happen at the same time, and only one of them can have your attention.

So enquiries pile up in three or four places at once. Some in the inbox. Some on WhatsApp. Some in a web form that emails you, which you have stopped opening. Somewhere there is a spreadsheet with half of them in it.

Very little of that work is lost on price. It is lost because nobody replied in time, or because the detail that mattered was in a message nobody scrolled back to find.

0%

of consumers say they would switch to a competitor after one bad experience.

How it works

Three steps, and no spreadsheet.

The same three whichever channel the enquiry arrived on.

Everything arrives in one place

Website chat, WhatsApp, Instagram, Facebook Messenger, SMS, email, web forms and Meta lead forms all feed into Treiva, so there is one place to look rather than four.

Treiva answers and qualifies

It replies straight away in your own words, then asks the questions you have set until it knows whether the enquiry is worth your time.

Booked, and the details are kept

The meeting goes into your calendar, and the enquiry, the conversation and the contact details stay together where you can find them.

Feature 01

Four inboxes become one.

Most small businesses are not slow because they do not care. They are slow because the enquiry arrived somewhere nobody was looking. Treiva watches every channel you have connected, at the same speed, at any hour.

Connected channels
One place to look
Website chat and web forms
Including forms that only email you
Live
WhatsApp
Your number, your Meta account
Live
Instagram and Facebook Messenger
The same questions, the same tone
Live
SMS and email
Plus Meta lead forms
Live
CRM
Treiva is not a CRM and does not replace one
Roadmap
Feature 02

It answers the enquiry. It does not just log it.

0%

of consumers are more likely to buy from a business they can message.

A spreadsheet records that somebody got in touch. Treiva has the conversation. It asks what you need to know and follows up when an answer is vague. Then it tells you why an enquiry is worth a call, before you make one.

Saturday enquiry
WhatsApp · 08:41
Qualified4 of 4 answered
ChannelWhatsApp
ReceivedSat 08:41
First replySat 08:41
OutcomeMeeting booked
Feature 03

Everything about a customer, in one record.

The enquiry, the full conversation, the contact details and the booked meeting stay together. No scrolling back through a phone to find what somebody said. Treiva puts the booking into the calendar you already use. It is not a CRM and CRM connections are coming.

Thursday
3 meetings · every one booked while nobody was watching
Website form, TuesdayTreiva
WhatsApp, SaturdayTreiva
AvailableFree
Email, Monday nightTreiva

Bring us an enquiry you
did not get back to in time.

A 15-minute call. Show us a real message and we will show you what Treiva would have replied and what it would have asked.

Frequently Asked Questions

The questions small businesses actually ask.

  • Not exactly, and it is worth being clear. Treiva answers and qualifies enquiries, and it keeps the enquiry, the conversation, the contact details and what was agreed together. If you are running your business out of an inbox and a spreadsheet, that covers most of what you need. If you need pipeline reporting and forecasting, Treiva works alongside a CRM rather than replacing it.

Get in touch

See it working on your own enquiries.

A 15-minute call. Bring a real enquiry you have had recently and we will show you what Treiva would have done with it.

No sales pressure. Just a conversation.

The work you lose is rarely lost on price.

It is lost because nobody replied. Treiva always does.