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Trellis vs HubSpot for agency client ops
Compare Trellis and HubSpot for agencies: client portal, multi-tenant spaces, invoicing, and CRM — when to use each.
HubSpot is an excellent GTM CRM and marketing suite. Trellis is a multi-tenant client operating system — portal, delivery, invoicing, and CRM in one tenant model. This page is for agencies choosing between “CRM-first” and “client-ops-first.”
Comparison table
| Dimension | Trellis | HubSpot |
|---|---|---|
| Primary job | Client OS: portal + delivery + billing + CRM | Marketing / sales CRM and automation |
| Client portal | Native branded spaces with RLS tenancy | CMS / Service Hub / portal patterns — different model |
| Multi-tenant agency spaces | First-class orgs and spaces | Companies / portals; not agency-space tenancy |
| Invoicing | Native invoices + Stripe Checkout | Payments / Commerce features by HubSpot tier |
| Lead → deal → delivery | Lead Gen → CRM → Client Portal handoff | Strong pipeline; delivery often lives elsewhere |
| Marketing automation depth | Focused workflows across Trellis apps | Market-leading email/ads/automation depth |
| White-label | Subdomain / hide branding / custom domain by plan | Branding inside HubSpot product surfaces |
Where Trellis is the better fit
- Clients need a branded portal for projects, tasks, and documents
- You want invoicing and delivery in the same tenant as CRM
- You operate many client spaces with strict data isolation
Where HubSpot may win
- You need HubSpot’s deepest marketing automation and attribution
- Your team already lives in HubSpot and delivery is fine elsewhere
- You are optimizing for CRM sophistication over client-facing ops
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Next steps
Explore Solutions, check Pricing, and read Security. Trellis is in private beta — join the waitlist from the homepage when you want access.
FAQ
Should I replace HubSpot with Trellis?
- Not if HubSpot is your entire GTM engine and you rely on its marketing automation depth. Choose Trellis when the gap is client portal, multi-tenant delivery, and billing — not CRM power alone.
Can Trellis and HubSpot work together?
- Many agencies keep HubSpot for marketing and use Trellis for client spaces and invoices. Evaluate whether you want one system of record for client delivery or two specialized tools.
Ready to run client work in one system?
Private beta — join the waitlist or compare plans.