Operations on rails.
Trellys runs on top of the systems your team already uses. Records stay current. Work moves when it should. Your people focus on the parts that need them.
One platform. Your records at the core.
Every channel connects to the Trellys platform. Your core system stays the source of truth at the center — dashboards, automations, and AI agents read from it, while an independent backup & sync foundation keeps a copy you control.
- Calls
- Fax
- Texts
- Payments
- Documents
- Calls
- Fax
- Texts
- Payments
- Documents
Some of our members' favorite solutions.
Join the co-op. Get everything we build.
Trellys runs as a member cooperative. Members get full catalog access — most automations included. When your firm needs something built, propose it. If it benefits the group, we build it for everyone.
Most automations included. Solutions with AI inference or licensing costs run at member pricing — we pass through costs, we don't mark them up.
Propose solutions your firm needs. If it benefits the group, we build it — and every member gets it.
Work directly with the founding team every month to plan and scope what's next for your firm.