Stop losing people in the cracks between your tools.
The lead who texted on Saturday. The donor nobody thanked. The guest who never heard back. Trellisly CRM puts every conversation, follow-up and payment in one place, and does the remembering for you.
From $97 a month. Unlimited users and contacts. Replaces a stack of separate subscriptions.
One login instead of eight.
Most small teams pay for a texting tool, an email tool, a scheduler, a form builder, a website, a review tool, a social scheduler and a course platform. Then they copy and paste between them.
- Texting app
- Email newsletters
- Scheduling links
- Form builder
- Website builder
- Review requests
- Social scheduler
- Course platform
- Invoicing
- Spreadsheet of contacts
Trellisly CRMOne inbox, one record per person, one bill.Everything inside.
Grouped by the job it does for you. Plan labels show where each piece starts.
Talk to everyone
Texts, email, Facebook and Instagram messages and your website chat in one conversation per person.
Starter: text and emailA local number for calls and texts, voicemail, and an automatic text back when you miss a call.
EssentialsNewsletters, announcements and drip emails with ready-made templates.
EssentialsKeep track of people
One record per person with every message, form, payment and note. Tags and smart lists for anything you need.
StarterLeads, donors, guests or volunteers moving through your own stages, so you always know who's next.
Starter: one pipelineBooking links, team round-robin, class and event calendars, with text and email reminders that cut no-shows.
Starter: one calendarSign-ups, registrations, intake forms and quizzes that drop people straight into the right pipeline.
Starter: formsWelcome texts, reminders, thank-yous and check-ins that run on their own when something happens.
Starter: ready-madeGet found and trusted
Ask happy customers for reviews automatically, then see and answer your Google and Facebook reviews in one place.
EssentialsPlan and schedule posts to Facebook, Instagram, LinkedIn, Google Business Profile and more from one calendar.
ProSimple, fast pages and full websites with forms and booking built in.
ProGet paid and teach
Invoices, payment links, text-to-pay, estimates and recurring payments, connected to your Stripe account.
ProOnline courses, member-only areas and community groups, free or paid.
ProProposals, agreements and waivers people can sign online.
ProLet AI take the first pass
Answers common questions and books appointments by chat or text, any hour, handing off to a person when needed.
Any plan, billed by usePicks up when you can't, answers questions and takes messages.
Any plan, billed by useDrafts emails, posts and review replies for you to edit.
Any plan, billed by useAlso on every plan: a mobile app for you and your team, and reports on leads, appointments and where people come from. AI features are optional and off until you turn them on.
What a follow-up looks like
Pick what happens next and let it run. Here's a church's first-time guest follow-up. A business would use the same idea for a new lead.
- Ready-made follow-ups you switch on
- Appointment reminders that cut no-shows
- A task for a real person when it's time for a call
CRM pricing.
Month to month. Unlimited users and contacts.
The basics, ready to go. You set it up from our templates.
- Contacts and one pipeline
- One inbox for text and email
- One booking calendar and forms
- Ready-made follow-ups to switch on
- Mobile app
- Email support
Every channel, every follow-up, with a setup call.
- Everything in Starter
- Facebook, Instagram and website chat in the inbox
- Business phone with missed-call text back
- Unlimited pipelines and calendars
- Email campaigns, surveys and quizzes
- Review requests and reputation
- Follow-ups customized for you
- Guided setup call
The whole toolkit, set up for you.
- Everything in Essentials
- Social planner
- Websites, landing pages and blogs
- Payments, invoices and text-to-pay
- Courses, memberships and communities
- Documents and e-signatures
- Pipelines, forms and follow-ups built for you
- Priority support
Texting, phone calls, email sending and AI are billed by use, so you only pay for what you send. We'll walk through the rates in your demo. WhatsApp is available as an add-on. Adding Trellisly Team too? Bundles save every month.
Moving from another CRM?
We'll bring your contacts, tags and pipelines over and switch on your first follow-ups with you.