Traavu for Business: A brief guide to our software

About this guide:

This is a detailed step-by-step explanation for each key feature of our software (TRV Business) to help our users get the most out of it.

Quick Summary:

TRV Business is a business solution that aims to streamline your operations. It brings together tools such, as invoicing, CRM, messaging, a dynamic mailbox, advanced analytics, AI advisory services and more on a user platform.

This software simplifies client management, communication, data analysis and task automation. With features like a Help Center and real-time notifications, it ensures you can stay productive and well-informed throughout your day. Additionally, the Versatile Forms feature allows you to create custom forms for purposes.

Traavu's software serves as your all-in-one business companion by enhancing the efficiency of your tasks and facilitating communication, with both clients and team members.

How to use key features in steps:

Invoice:

Step 1: Navigate to the Invoices tab in the left sidebar menu.

Step 2: Click the "New Invoice" button at the top right.

Step 3: Enter the client name, invoice date, due date, invoice number, and any notes.

Step 4: Add invoice line items including description, quantity, rate, and amount.

Step 5: Click "Save" when finished. The invoice will be sent to the client and a copy stored under Invoices.

CRM:

Step 1: Navigate to the CRM tab in the left sidebar menu.

Step 2: Click "+ New" and select the type of record you want to create - contact, account, lead, etc.

Step 3: Enter all relevant details for that record type in the form. Click "Save."

Step 4: Saved records can be viewed and managed from the different tabs in the CRM section.

Messenger:

Step 1: Click on the Messenger tab in the left sidebar menu.

Step 2: Select a contact you want to message.

Step 3: Type your message in the message box at the bottom.

Step 4: Hit enter or click the send icon to send your message.

Step 5: View the conversation thread under the contact's name.

Dynamic Mailbox:

Step 1: Navigate to the Email tab in the left sidebar menu.

Step 2: Click the mailbox you want to access. Emails will load in the main panel.

Step 3: Emails can be read, replied to, forwarded, deleted, or marked as read/unread.

Step 4: Custom folders can be created to organize emails.

Advanced Analytics and Reporting:

Step 1: Go to the Analytics tab in the left sidebar menu.

Step 2: Select the data you want to analyze - sales, contacts, account history, etc.

Step 3: Filter by date ranges, categories, or other parameters.

Step 4: Visualize data in charts, graphs, and tables that can be exported.

AI Advisory:

Step 1: Go to the AI Advisory tab in the left sidebar menu.

Step 2: Ask a question or request a recommendation related to your business processes.

Step 3: The AI assistant will provide personalized advice based on your data.

Help Center:

Step 1: Click on the question mark icon in the bottom right corner.

Step 2: Search for help articles by keyword or browse by category.

Step 3: Read articles, view videos, or submit support tickets.

Real-time Notifications:

• Notifications for new messages, assigned tasks, new invoices, approved vacation time and more will appear in real-time in the app.

Multi-purpose Forms:

• Custom forms can be built and embedded anywhere they are needed like on your website. Forms can collect any information with custom logic and integrations.