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End-to-end revenue management

The end-to-endrevenue system.

One system for prospecting, sales,onboarding, service, and renewals.

Trellis gives growing teams a single source of truth for revenue, customer operations, and growth - from the first touch to every renewal.

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Overview

Revenue lifecycle
This quarter+ Add widget
Total Revenue$24.8M+18% vs last month
New ARR$6.4M+22% vs last month
Renewal Rate92%+6% vs last month
Gross Retention96%+3% vs last month

Revenue lifecycle

$24.8MTotal revenue
  • Prospecting
  • Sales
  • Onboarding
  • Service
  • Renewals

Onboarding progress

Acme Corporation75%
Blue Horizon60%
Northwind Labs40%
Summit Digital88%
Pioneer Co.72%

Account health

Acme Corporationhealthy92
Blue Horizonat risk78
Northwind Labswatch64
Summit Digitalhealthy88
Pioneer Co.watch72

Service queue

High priority
12
Open tickets
48
SLA breaches
3

Renewals pipeline

$8.7MTotal pipeline

$4.2M
Committed

$2.8M
Best case

$1.7M
At risk

Recent activity

  • Onboarding task completed
  • Renewal meeting scheduled
  • New support ticket opened
01

Prospecting

Find the right accounts and prioritise where to engage.

02

Sales

Manage pipeline, opportunities, and deal context.

03

Onboarding

Launch customers with guided plans and clear ownership.

04

Service

Deliver exceptional service and strengthen relationships.

05

Renewals

Protect and grow revenue with insight and timely actions.

One platform. Every stage.

Unify your teams.Orchestrate the entirecustomer journey.

Trellis connects people, processes, and data across every stage of the customer lifecycle, so nothing falls through the cracks and every handoff moves revenue forward.

End-to-end lifecycle in one platform Seamless team collaboration Automated workflows and handoffs Deep customer context everywhere Real-time visibility and reporting Built for scale and security
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AI that works across the lifecycle

Surfaces risk, recommends next actions, drafts updates, and keeps teams aligned from first touch to renewal.

  • Health signals and risk detection
  • Smart task and reminder automation
  • Account and deal intelligence

Automation that drives outcomes

No-code workflows, automated handoffs, SLA tracking, reminders, and playbooks for every team.

  • No-code workflows
  • Automated handoffs and notifications
  • Templates and playbooks

Insights that power growth

Revenue analytics, account health, forecasting, expansion signals, retention reporting, and custom dashboards.

  • Lifecycle and revenue analytics
  • Cohorts, retention, and expansion
  • Custom dashboards and reports

Built for growth. Proven results.

+31%Increase in net new ARR
-27%Reduction in customer churn
2.3xFaster onboarding time
+38%Increase in expansion revenue
96%Customer retention rate
4.8 / 5Average customer rating

Trusted by growing teams

One source of truth. Stronger teams. Healthier revenue.

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Trellis has become our operating system for revenue. It brought our teams together, gave us visibility we never had, and helped us grow without the chaos.

Michael Anderson, VP of Revenue Operations, Blue Horizon
NorthwindAcmeSummitBlue HorizonVelocityStratusBrightflowPioneer Co.

Ready to grow?

Ready to run yourrevenue on Trellis?

See how Trellis can help your team grow revenue, deliver exceptional experiences, and scale with confidence.

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