You can create unlimited clients, events, proposals, image boards, color palettes, and anything else.
Yes, if your software provider allows you to export your information in a usable format, we can import it to Trellis. Usable formats include tab or comma-delimited files such as .csv and .xlsx spreadsheets. Data fields must be labeled with relative tables designated.
Depending on the data architecture, consistency, and other factors, charges for data import vary. Contact us for a quote.
You can track your inventory with a standard subscription. Usually, you won't need this add-on but you might want to use it if one or more of the below apply:
Direct clients to your Trellis inquiry form from your website. We'll save their information and let you know they reached out. With a few clicks, you can create an event and start proposing. You can have any number of inquiry forms for weddings, corporate events, and any other event type you provide services for. We'll brand and customize your forms for a more seamless integration with your website and you can get the information you need with unlimited textboxes, checkboxes, dropdowns, and option boxes.
You can create invoices and optionally process card payments from your clients with Stripe. We can also email your client when an invoice is available and/or due for payment.
You can create task plans unique to your workflow with reminders and "triggers" to update your event's progress automatically when tasks are completed.
If you use Gmail™ or Google Workspace™, we can email your clients from your email account. It's easy to set up and messages will appear in your Gmail™ sent folder just like all of your other outgoing emails.
We can synchronize your events in Trellis with your Google™ Calendar.
Currently, we do not connect with Quickbooks™ or other accounting programs.However, Trellis offers extensive reporting and optional income/expense account tracking.
Yes. We will retain your trial account with clients, events, and all other info for one year. If you decide to subscribe within that time, you can pick up right where you left off. And if you don’t want us to hold the info for you, just contact us and we’ll remove it from our servers.