Everything you need to know about Trellis

Setup takes less than 5 minutes. You'll create your account, import your customer list (CSV or manual entry), and you're done. Trellis starts working immediately—no complicated configuration or waiting periods.

Not at all. Trellis is designed for busy business owners, not IT experts. If you can upload a file or fill out a form, you can use Trellis. No coding, no integrations to configure, no technical knowledge required.

Trellis sends automated emails and text messages (SMS) to your customers based on their visit history. Messages are personalized and sent at optimal times—like 24 hours after a visit for follow-ups, or 60 days after their last visit for re-engagement.

All messages are sent from your business name, so customers recognize them as coming from you.

Yes. Your customer data is encrypted in transit and at rest. We never sell or share your data with third parties. Only you have access to your customer information, and we follow industry-standard security practices to keep it safe.

Trellis is SOC 2 compliant and GDPR-ready, so your customers' privacy is protected.

Yes — 14 days, free, no credit card required. Full access from day one.

After your trial, if you subscribe and still aren't satisfied within 30 days, we'll give you a full refund. No questions asked. The complete flow: 14-day free trial → subscribe → 30-day money-back guarantee if it's not working for you.

If you opt not to subscribe after the trial ends, you'll lose access to your account and any data you entered.

Absolutely. Cancel anytime from your dashboard — no questions asked, no cancellation fees. Your service stays active through the end of your billing period.

And if you're within your first 30 days as a paying subscriber and Trellis isn't delivering, we'll refund you in full.

Trellis is built for local service businesses with repeat customers—salons, spas, barbershops, gyms, dental offices, veterinary clinics, auto repair shops, cleaning services, and more.

If your business relies on customers coming back regularly, Trellis will help you keep them engaged and prevent churn.

Podium and Birdeye focus on reputation management (reviews and messaging). They're useful for two-way texting with customers, but they don't automate follow-ups or re-engagement based on visit history.

GoHighLevel is a full marketing automation platform with funnels, landing pages, and CRM. It's powerful for agencies managing multiple clients, but adds complexity for solo business owners.

Trellis is built for customer follow-ups and retention. It focuses on automating post-visit follow-ups, review requests, and re-engagement based on visit history.

Perfect! Trellis works alongside your existing tools. You can import your customer data via CSV export from any CRM or booking system (Square, Mindbody, Calendly, etc.), and Trellis will take over automated follow-ups and re-engagement.

Think of Trellis as the "retention employee" that makes sure no customer falls through the cracks—while your other tools handle bookings, payments, and day-to-day operations.

Trellis starts at $59/month for unlimited customers and automated follow-ups. No per-message fees, no surprise charges—just one flat rate.

Start with a 14-day free trial, then subscribe. If you're still not satisfied within 30 days of subscribing, we'll refund you in full. View full pricing details →

Nope. Once you've imported your customers and set your preferences, Trellis runs on autopilot. It sends follow-ups, collects reviews, and re-engages dormant customers automatically—24/7, without you lifting a finger.

You'll get weekly reports showing how many customers were contacted, reviews collected, and at-risk customers re-engaged. That's it. No daily tasks, no manual work.

Yes — Trellis supports 15 languages: English, Spanish, French, Mandarin, Korean, Vietnamese, Filipino, Arabic, Portuguese, Hindi, Japanese, Russian, Haitian Creole, German, and Italian.

Set a preferred language per customer and every follow-up, review request, and re-engagement message is sent in that language automatically. If no preference is set, Trellis defaults to English. Language preferences are managed from your customer settings and can be updated any time. Included on all plans — no extra setup required.