trovve.com

What It Is

Trovve is a work management tool for service-based companies, positioned as a unified hub for tasks, projects, clients, and files within the Microsoft 365 ecosystem. It aims to solve a common fragmentation problem in service firms: tasks live in spreadsheets, files are stored in SharePoint/OneDrive, communication happens in Teams/Outlook, and client information is scattered across different team members.

Core Features

At its core is the My Day view, which brings together tasks, meetings, and follow-ups, grouping them by project, client, or priority while showing overdue items, progress, and due dates. The project module includes AI health scores, automatically classifying projects as healthy, watching, at risk, or critical based on overdue tasks, deadlines, and progress. Client management supports companies and contacts, stages, types, and tags, and can aggregate projects, tasks, and files by client. Its template capabilities are a standout: users can generate templates with AI, import processes from Excel, automatically assign roles when creating projects, and copy SharePoint folder structures.

Integrations, Collaboration, and Security

Trovve is clearly built around Microsoft 365, supporting Teams, Outlook, SharePoint, and OneDrive, with a full Microsoft Teams app available. Some automation relies on Power Automate, such as turning emails into tasks, identifying client emails, and triggering project creation from SharePoint lists. For team collaboration, it supports unlimited users, role assignment, and automatic task assignment, but the available materials do not disclose granular permission controls. On data security, files are stored within the customer’s own Microsoft 365 tenant, with identity, files, and permissions largely inherited from M365. No SOC 2, ISO, or similar compliance statements were found, and no public API was mentioned.

Pricing

Pricing is straightforward: $19/user/month billed monthly, or $15/user/month billed annually. All features are included, with no limits on projects, clients, or file storage. There is also a custom annual Setup & Automation plan that includes template setup, SharePoint structure organization, Power Automate workflows, and dedicated onboarding. A 14-day full-featured free trial is available with no credit card required. Each user must already have a Microsoft 365 Business subscription.

Pros, Cons, and Best Fit

Its strengths are deep M365 integration, a clear onboarding path, template-based workflows that suit repeatable service delivery, and pricing without complicated tiers. Downsides include heavy dependence on the Microsoft ecosystem, advanced automation that may require implementation services, and limited disclosure around APIs, compliance certifications, and permission details. It is best suited to small and midsize teams already using Microsoft 365, especially in legal, accounting, consulting, architecture, engineering, IT services, and similar sectors.

Access from China

The crawled materials did not provide information on access from mainland China, payment methods, or localization, so its availability status is unknown. For use in China, teams should specifically test the network stability of Teams, SharePoint, OneDrive, and Microsoft 365 services, confirm whether USD payments are supported, and assess whether local alternatives such as Microsoft Planner, Feishu Projects, DingTalk Projects, or Worktile would be more practical.