Ship the work.
Keep the customer
in the same view.
Trellis gives product, engineering and sales one workspace: issues and sprints on one side, contacts, deals and quotes on the other, linked together and governed by roles.
Boards, backlog and sprints
Drag cards across a workflow you define, rank the backlog, start and complete sprints, and read the burndown.
Contacts, companies and deals
A pipeline board with weighted forecast, leads you can convert, activities, quotes with server-computed totals.
One timeline for work and customers
Link a deal to the issues blocking it. Every change lands in the history and the audit log.
Roles that are enforced
Owner, Admin, Manager, Member and Viewer. The rules are checked on the server for every request, not only hidden in the UI.
Reports that stay current
Velocity, created versus resolved, workload, pipeline by stage, lost reasons and lead conversion.
An admin panel for the details
Members and invites, workflows, pipelines, custom fields, labels, announcement banner and data export.
Five roles, one clear ladder
Everything, including who the admins are.
Members, invites, catalogues, settings and the audit log.
Projects, sprints, workflows, imports and deletions.
Day-to-day work: issues, comments, time, CRM records.
Read-only access to work, customers and reports.