Trevidia 2.0 — The Modular Client & Growth OS

Invoice Clients. Warm Mailboxes. Scale Outreach.

Start with our $0/mo Free Core OS and 50 AI starter credits. Toggle modular add-ons for Pro Invoicing, ESP-Matched Multi-Mailbox Outreach, and 3-Stage Social Content Warm-Up only when you need them.

Free Invoice Generator & CRMInternal KYC & 14-Day Escrow ProtectionBidirectional MCP Protocol (`/v1/mcp`)
Interactive Lead-to-Cash OS Tour

Every Growth & Billing Workflow in One Place

Click any module below to inspect how Trevidia 2.0 moves prospects from Snov.io import and ESP-matched outreach to social warm-up, Google Meet calls, and escrow-protected invoices.

Apollo-Style Live Preview + ESP RoutingOutreach Pro ($15/mo)

Preview Variables & ESP-Matched Mailbox Routing for Every Single Contact

Combine automated cold emails with manual social touchpoints (LinkedIn, Instagram, Facebook, Fiverr, TikTok). Select any CRM contact to preview their exact rendered sequence and which mailbox pool will deliver their email.

  • Google prospects route to your Gmail pool; Outlook prospects route to Microsoft 365
  • Sticky follow-up threading ensures Steps 2+ always send from the same mailbox
  • Live variable preview for {{first_name}}, {{company_name}}, {{ai_icebreaker}}, and {{booking_link}}
  • Auto-pauses sequence the instant Gmail, Outlook, or IMAP detects a prospect reply
trevidia.com/outreach
Interactive Preview
Select CRM Prospect to Preview Sequence & ESP Pool:
To: Sarah Jenkins <sarah@luminahome.com>Google Workspace (MX: aspmx.l.google.com)
Auto-Routed Sender: alex@trevidiagrowth.com (Gmail Pool #1)
Step 1 (Day 1 · AUTO EMAIL) — Subject: Quick question for Lumina Home Goods

Hi Sarah,

Loved Lumina's new ceramic collection launch last week—saw you're expanding wholesale distribution across 40+ boutiques.

If you're open to a 15-minute walkthrough this week, grab any slot on my Google Meet calendar here: trevidia.com/book/agency/15min?contact=sarah@luminahome.com

Built for Modern Operators

One OS Tailored to Your Business Model

Whether you send 5 invoices a month or run 20 warmed outreach mailboxes across an agency team, Trevidia adapts to your exact workflow.

Agencies & Lead-Gen Studios

ESP-Matched Cold Outreach + Retainer Invoicing

Import Snov.io lists, automatically match Gmail to Google Workspace and Outlook to Microsoft 365, run Continuous Forever Warm-Up, and convert won prospects into recurring escrow-protected retainers.

Freelancers & Solopreneurs

3-Stage Social Warm-Up + Zero-Bloat Billing

Build authority on LinkedIn, Instagram, TikTok, and Fiverr using our T-20m 6-comment warm-up counter and 1st-comment link vault, then send clean PDF invoices with 1-click Google Meet scheduling.

Contractors & Field Service Pros

Milestone Invoices, Tax/Deductions & QuickBooks Sync

Send mobile-friendly invoices with custom tax rates, deductions, dual signatures, and QR codes. Sync every customer, line item, payment, and processing fee two-way with QuickBooks Online.

AI-Native Operators & RevOps

Bidirectional MCP Server (/v1/mcp) + GTM Agent

Control your entire CRM, outreach sequences, warm-up counters, and invoice drafts directly from Claude Desktop or Cursor, while Trevidia's AI Agent calls Firecrawl, Exa, and Apollo MCPs.

From the Trevidia Blog

Latest Invoicing & Growth Playbooks

View all 17 articles
Cover Image for How to Create Recurring Invoices and Get Paid on Autopilot
How-To

How to Create Recurring Invoices and Get Paid on Autopilot

If you're billing the same clients for the same amounts every month, you're wasting time creating invoices manually. This guide shows you how to set up recurring invoices that go out automatically — so you can focus on your work while your billing runs on autopilot.

Read Article
Cover Image for Tax Deductions Every Freelancer Should Know in 2026
Best Practices

Tax Deductions Every Freelancer Should Know in 2026

Freelancers and self-employed professionals are eligible for dozens of tax deductions — but most miss out because they don't track expenses properly. This guide breaks down the key deductions you should be claiming, how to keep clean records, and how to avoid costly mistakes at tax time.

Read Article
Transparent Answers

Frequently Asked Questions

Everything you need to know about Trevidia's Free Core, modular add-ons, escrow invoicing, and multi-channel growth engine.

What is included in the $0/mo Trevidia Free Core OS?
The Free Core OS includes up to 5 invoices per month with the Standard PDF template, up to 100 CRM contacts, 1 active manual outreach sequence, up to 3 scheduled social posts per week, Google Meet booking link integration, Inbound MCP Server access (/v1/mcp), and 50 free Claude AI starter credits.
How does Modular Add-On pricing work?
Instead of forcing you into a bloated $99+/mo tier, Trevidia lets you toggle individual capabilities on or off anytime: Invoicing Pro ($9/mo), Outreach & Multi-Mailbox Pro ($15/mo), Content & Algorithm Rituals Pro ($9/mo), and Extra Team Seats ($5/mo per seat).
How does ESP-Matched Multi-Mailbox Rotation & Warm-Up protect my cold email deliverability?
When you import leads from Snov.io or CSV, Trevidia performs an automatic DNS MX lookup on every prospect's domain. Prospects on Google Workspace are routed to your connected Gmail mailboxes, Microsoft 365 prospects route to your Outlook mailboxes, and private domains route to your Private SMTP pool. Each mailbox can run either a 14–21 day Normal Ramp-Up or Continuous Forever Warm-Up with automated Spam-to-Inbox rescue.
How do invoice card payments, KYC verification, and escrow payouts work?
To protect merchants and prevent chargebacks or negative balances, every workspace completes a one-time Internal KYC review before accepting live card payments on invoices. Card payments use Server-Finalized Confirmation Tokens with 3D Secure, are held in a 7–14 day escrow maturation window with a 10% rolling reserve, and are dispensed cleanly to your verified bank account.
How does the 3-Stage Social Content Warm-Up (T-20m, T, T+15m) work?
Whenever you schedule a LinkedIn, Instagram, Facebook, TikTok, or Fiverr post for time T, Trevidia automatically creates 3 linked tasks with Android push notifications: a T-20m Pre-Post Warm-Up task (0/6 comments on niche creators and CRM prospects), a T Publish task (with a separate 1st-Comment Link box), and a T+15m Golden Hour Cool-Down task (0/4 replies).
Can I use Trevidia inside Claude Desktop, Cursor, or external GTM MCP tools?
Yes! Trevidia is both an official Inbound MCP Server (/v1/mcp) authenticated via scoped SHA-256 keys (trv_mcp_live_...) and an Outbound MCP Client that connects Trevidia's Claude AI Agent to Firecrawl, Exa Search, Apollo, Clay, and HubSpot MCP servers.
Free Core OS + 50 AI Starter Credits

Ready to Unify Your Invoicing, CRM & Multi-Channel Outreach?

Start free with Trevidia 2.0. Send zero-fraud invoices, run ESP-matched Gmail/Outlook cold email sequences with continuous warm-up, and execute daily social warm-up tasks from one workspace.

No credit card required for Free CoreIncludes 50 Claude AI outreach & invoice credits