Simple systems for growing organizations.
We provide expert support for small businesses and nonprofits ready to replace scattered spreadsheets with simple, organized systems that are easy to use, easy to maintain, and built around the way your team actually works.
Who we help
Trellis works with small businesses and nonprofits that have outgrown their current way of tracking information. Whether you manage donors, clients, or jobs, we help bring structure without complicated software. If your team relies on outdated spreadsheets, scattered files, or manual updates, Trellis was built for you.
The Problem we Solve
Most small organizations grow faster than their systems. What started as one simple spreadsheet becomes a tangle of outdated files, and manual processes. Eventually, leadership loses visibility into what's actually happening. We step in to bring order to that complexity so your team can focus on the work that matters.
Services
Data Cleanup & Reporting
We take scattered spreadsheets and turn them into clean, organized tools your team can actually rely on. From restructuring cluttered files and fixing broken formulas to building simple dashboards and reporting views, this service gives you cleaner data and a clearer picture of what's happening in your organization all without switching to another software.
Custom Database Builds
For organizations that need more than a spreadsheet, we build structured systems that replace scattered files and manual processes with one organized place to track your work. Whether you need to manage donors, clients, leads, jobs, or programs, we design a system around your workflow complete with forms, views, dashboards, and basic automations your team can use from day one.
Ongoing Systems Support
Building a system is just the beginning. As your organization grows, your workflows change, your reporting needs evolve, and your team has questions. Our monthly support keeps your systems running smoothly with regular updates, dashboard adjustments, new automations, and hands-on help whenever you need it so your tools grow with you.
Let’s begin the conversation.
Not sure where to start? Every organization’s needs are different, and Trellis can help you find the simplest way to organize your information. Reach out with any questions, or schedule a free consultation today.