Solutions for agencies and growth teams

Trellis is a multi-tenant client operating system. These pages go deeper on the jobs teams hire Trellis for — so you can evaluate fit before joining the waitlist.

• Client portal for agenciesBranded access to projects, tasks, and documents — without giving clients your internal tools.
• Agency operating systemLead capture → CRM → client delivery → invoice in one multi-tenant stack.
• Lead generation pipelineCampaigns, forms, and pipeline that hand off into CRM and client spaces.

How to pick a starting point

If clients keep asking for status, start with the client portal: it is the change they notice first and it removes the most interruptions. If your problem is that a won deal takes a week to become organized work, read agency ops for the end-to-end flow. If demand generation is the constraint, lead generation covers capture, pipeline, and the CRM handoff.

All three describe the same product from different angles — Trellis is one multi-tenant system with modules, not separate purchases. Plan entitlements determine which modules are enabled; see Pricing.

Also useful

• Compare Trellis vs HubSpot, Notion + Stripe, Zapier, and more
• Three-way stack: Trellis vs HubSpot vs Notion + Stripe
• Guide: set up an agency client portal
• Guide: client onboarding workflow
• Pricing