Trellisly

Your team is growing. Give it something to climb.

Trellisly Team gives your weekly meeting, your numbers and every follow-up one simple structure. Everyone leaves knowing who's doing what by when, and your whole team is on it for one flat price.

Book my demoSee how it works

Up to 50 people for $139 a month. No per-person fees, no contracts, AI on every plan.

Leadership weeklyHarbor & Pine Coffee04:12
  1. Check-in 5
  2. Numbers 5
  3. Priorities 5
  4. To-dos 5
  5. Issues 60
  6. Wrap-up 5
This week's numbers
New subscribersGoal 120138
Wholesale ordersGoal 2519
Reviews answeredGoal 100%100%
To-dos from last week (go ahead, check one off)
  • Send the holiday ad photosFriOB
  • Confirm gift box stock for DecemberMonFA
  • Pick the new homepage photoWedAC
1 of 3 done this week

A sample week. Names and numbers are made up.

You know this meeting.

Great people, real progress, and somehow the same conversation every week.

Monday, 10:58 am

The meeting ends. Everyone agreed on five things. Nobody wrote down who owns them.

Wednesday, 2:15 pm

A long email asks you for eleven things. You remember seven. You'll find out about the other four later.

Friday, 4:40 pm

Someone asks how the month is going. The answer lives in three spreadsheets and one person's head.

Next Monday, 10:00 am

Same agenda. Same issues. The tool you pay for only has half the team on it, because every seat costs extra.

71%of senior managers say meetings are unproductive and inefficient.
Harvard Business Review survey of senior managers

Plants don't need more effort. They need a trellis.

Anyone who grows things knows this. A climbing plant without support sprawls, tangles and wastes its energy. Give it a simple structure and it grows up, not out.

Teams are the same. You don't need more meetings, a 40-page method or a coach on retainer. You need a simple, repeatable week: a meeting with a clear agenda, a few numbers everyone watches, and follow-ups with one owner and a date.

That's Trellisly. Structure for growth, without the bureaucracy.

Eight squares of structure. One leaf of growth.

Why teams switch to Trellisly.

Most meeting tools charge for every person and expect you to adopt their method. Trellisly fits the team you have.

Typical per-person meeting toolsTrellisly Team
20 peopleAbout $240 to $320 a month, more as you grow$139 a month, up to 50 people
AI for notes and emailsOften only on the top planOn every plan
How you run meetingsBuilt around one management methodAny method. Templates for leadership, staff, one-on-ones and boards
Getting startedLearning curve, often a paid coachSet up with you, history brought over, learned in one sitting
Churches and ministriesNot built for themPrayer requests and verses, optional and private
Consultants and agenciesOne workspace per client, billed separatelyEvery client in one roll-up, plus a client portal
The human sideStatus updatesWorkload, praise and a little celebration when work gets done

Per-person range based on published prices of popular meeting tools at $12 to $16 per person per month, October 2026. See the full comparison.

Everything a team needs to run the week. Nothing it doesn't.

One place for the meeting and everything that comes out of it. Your people learn it in one sitting.

Run the meeting

Agenda, timer and live lists on one screen. Add an issue mid-meeting, decide it, and turn the answer into a to-do with an owner before anyone leaves.

  • Templates for leadership, staff, one-on-ones and quarterly planning
  • Recaps posted to Microsoft Teams or Slack
  • Add any meeting to Outlook, Google or Apple Calendar
Issues to solve today
Wholesale customers want their own price listTop 3
Can we add a gift card page before the holidays?Top 3
Weekend shifts are short two peopleNext week
Ads paused when the card on file expiredSolved

Turn that eleven-item email into to-dos

Paste a long email, a chat thread or meeting notes. Trellisly pulls out the follow-ups, who owns each one and when it's due. You check them over before anything is saved.

  • Works on transcripts from Zoom, Teams or Google Meet
  • Only you see what you paste until you add it
  • AI stays off until your admin turns it on
"...Megan, can you get the volunteer schedule out by Friday? And let's ask Dan about the sound board before Sunday. I'll send the budget to the board next week."
To-doSend the volunteer scheduleMegan, Fri
To-doAsk Dan about the sound boardMe, Sat
To-doSend the budget to the boardMe, next Tue

See who has room

Before you hand someone one more thing, see how full their plate is. When someone is out, pass their to-dos to a teammate in two clicks.

  • Weekly priorities for each person, separate from the to-do pile
  • An org chart that shows who owns what
  • Praise and high-fives where the whole team can see them
This week's load
Ava CollinsFull
Leo MartinsRoom
Grace KimRoom
Omar HaddadOut Thu, Fri

Ava is full this week. Leo and Grace have room.

Getting organized costs less than staying scattered.

60%

of the workday goes to "work about work": chasing updates, searching and switching tools.

Asana, Anatomy of Work
103 hours

a year, per person, spent in unnecessary meetings.

Asana, Anatomy of Work
4 hours

a week lost just getting your bearings after switching between apps.

Harvard Business Review

For a 10-person team, that's more than 1,000 hours a year in meetings that didn't need to happen. Even at $25 an hour, that's over $25,000.

Trellisly Team Pro is $690 a year. You can't afford not to get organized.

Book my demoSee pricing

Up and running this week.

  1. Book a demoThirty minutes, built around your real meeting. We'll tell you honestly if it's a fit.
  2. We set it up with youYour people, your meetings and your numbers, with your history brought over from spreadsheets or your old tool.
  3. Run your first meetingYou can run your first Trellisly meeting the same week. It gets easier from there.

Made for the teams you're on.

Small businesses

Leadership and department meetings, a weekly scorecard and quarterly goals, without paying per person to include the whole team.

See plans

Churches and ministries

Staff and volunteer teams, prayer requests that stay private, and a verse to start the week. All optional, all yours to turn on.

For ministries

Consultants and agencies

Run meetings inside each client's workspace, see every client in one roll-up, and give clients a portal for approvals, files and feedback.

See it in a demo
Trellisly CRM

Bring the work in, too.

Trellisly Team runs the team. Trellisly CRM brings in the people you serve: leads, donors, customers and volunteers. Texts, emails, calls, reviews, social posts, websites and payments in one place.

  • One inbox for text, email, Facebook, Instagram and website chat
  • Follow-ups that send themselves, booking calendars and reminders
  • Reviews, social planner, websites, courses and payments
Explore Trellisly CRMFrom $97 a month

New 6

Grace ChurchWholesale, $1,800/yr
Maple DentalGift boxes, $640
Lena OrtizSubscription

Talking 4

Oak & Iron GymOffice coffee, $2,400/yr
Riverside ClinicGift boxes, $1,150

Won 9

North Hill Co-opWholesale, $3,000/yr
Sam PatelSubscription

Better together.

Run the team in Trellisly Team and the relationships in Trellisly CRM. One team sets it up, one bill, one place to call.

  • Save on both every month
  • Setup for both, done together
  • First in line for the CRM-to-scorecard connection as it rolls out: new leads, donors and won deals counted on your weekly numbers automatically
Book my bundle demoCompare bundles
Whole team bundle, per month
Trellisly Team Plus (up to 50 people)$139
Trellisly CRM Pro$297
Bundle$436$397

Texting, calls and AI replies in the CRM are billed by use. Details on the pricing page.

Jen Gruber, founder of Trellisly, at her laptop in front of a garden trellis

"I used to have twelve places to check before I knew what my team was actually doing."

Tasks in chat. Tasks in Planner. Decisions made in meetings, and bigger ones made outside them. I spent more time tracking work than doing it. And the tools that promised to fix it cost more than most small teams and ministries can spend. So I built Trellisly: one place for the meeting, the numbers and every follow-up, at a price a whole team can afford.

Jen Gruber
Founder, Trellisly. Read the story

Questions people ask.

We already use another meeting tool. Can we move over?

Yes. Trellisly imports to-dos, issues, goals, scorecards and org charts from spreadsheets and exports from tools like Asana, Monday, Trello and Planner. We'll help you bring your history over during setup.

Do we pay per person?

No. Each plan covers a team size: up to 5, 15 or 50 people for one monthly price. Larger organizations get a custom plan.

Do we have to follow a particular management method?

No. Trellisly works with whatever rhythm you already use, and gives you simple templates if you don't have one yet.

Is there a contract?

Monthly plans have no contract and you can cancel anytime from inside Trellisly. Yearly plans get two months free and are paid up front for the year.

Does it work on phones?

Yes. Add Trellisly to your home screen and it opens like an app, with optional notifications for the things that need you.

Who can see our information?

Your organization owns its data. Prayer requests and private check-ins stay private. We never sell data, and AI features stay off until your admin turns them on. How we protect your data.

Do we need the CRM to use Trellisly Team?

No. Each works on its own. The bundle is there if you want both, for less.

Give your team something to climb.

A 30 minute walk through with your real meeting in mind. No slides, no pressure.

Book my demoSee pricing