Everything your team needs. Nothing it doesn't.
Trovve gives you one place to see everything. Your tasks, your clients, your team — without switching between Outlook, SharePoint, and spreadsheets.
My Day
One screen shows your tasks, meetings, and follow-ups. Grouped by project, client, or priority. Open it, see exactly what needs you today.
Projects with AI health scores
Every project shows its health automatically — healthy, at risk, needs watching, or critical. No manual status updates. AI calculates it from deadlines, overdue tasks, and progress.
Client management
Track people and companies with customizable stages, types, and tags. See every project, task, and file per client — all in one place. No separate CRM needed.
New client? Your project is ready before you are.
Select a template, assign your team, and Trovve sets up the project — tasks, roles, files, and SharePoint folders. All in 4 steps. Or let AI build a template from scratch by describing what you do.
Files in SharePoint and OneDrive
Browse your SharePoint and OneDrive files without leaving Trovve. Files link to projects and tasks. Template files auto-copy to new project folders when you create a project.
Project analytics
Task completion, team workload, overdue counts, and status breakdown — per project, updated automatically. No manual reporting. No spreadsheets.
Also included
Built into every project
The tools your team needs are already there — no extra modules, no add-ons required.
Recurring tasks
Set tasks to repeat daily, weekly, or monthly. Configure how far ahead tasks are created and at what time.
Follow-up tasks
Complete a call or email task and Trovve prompts a follow-up. Pick a date, add notes, and the next action is scheduled.
Task comments
Discuss tasks with your team. Attach files, @mention people, and get AI help drafting replies. All in context.
Search everything
Search across tasks, projects, clients, and files — in Trovve and Microsoft 365. One search bar, all your work.
Favorites
Pin projects, clients, files, and links to your sidebar. Quick access to what matters most, always one click away.
Export and messaging
Export projects to Excel. Message your internal team, external stakeholders, or all members from any project.
Coming next
Start free today and get early access to these features as they ship.
Time tracking
Start and stop timers on any task. See daily and weekly summaries by project and client.
Email processing
Connect your inbox. AI classifies emails and creates tasks automatically.
Client intake forms
Generate a link for clients to submit requests directly into Trovve.
Your first project takes 2 minutes.
AI sets up your tasks, files, and team. You just tell it what you do.
Join 300+ service firms already using Trovve
Need help onboarding your team? Book a setup call