The Trellis
Made for salons, gyms, studios, dental offices and other local businesses with repeat customers that want follow-ups, review requests and win-back messages to run on their own.
AI customer-retention assistant for local service businesses: sends personalised post-visit follow-ups, asks happy customers for reviews, and wins back customers who stopped coming, by email and SMS. See the plans and prices below.
Created by usetrellis.polsia.app
Based on public information — not tested
Last checked: · sources linked below
- No free plan
- Prices published
- Checked 5 Nov 2026
- Independent, not affiliated
How it works for your business
Made for: salons, barbers and spas that rely on repeat visits, gyms, yoga and fitness studios, dental and other appointment-based offices, restaurants and local shops that want more reviews and return visits
- Customers come once and never come back, and nobody has time to follow up Automatic personalised follow-ups after each visit and win-back messages after 30, 60 or 90 days More repeat visits without staff writing messages
- Happy customers rarely leave a review Asks happy customers for a review and sends unhappy feedback privately to you first More good reviews, and a chance to fix complaints before they go public
- You don't know which regulars are slipping away At-risk alerts and a weekly plain-English report You see who to win back each week
What it does for you
Key things Trellis is built to do
Personalised follow-up message after each visit or purchase
Review requests to happy customers
Re-engagement messages to customers inactive for 30, 60 or 90 days
Dashboard alerts for at-risk customers, with win-back offers
Weekly plain-English report
Returning customers, at-risk customers, review score.
Messages by email and SMS, sent from your business name
Who it's for
Is Trellis right for you?
Best for
Salons, gyms, studios, dental offices and other local businesses with repeat customers that want follow-ups, review requests and win-back messages to run on their own.
Pricing
Trellis pricing
Pricing as summarised from the vendor's own pages.
Prices change. Confirm on the vendor's own pricing page before you buy.
Buy / try TrellisGet started
How to get started with Trellis
Setup time: Vendor FAQ: less than 5 minutes
- Start the free trial
Click 'Start free' and sign up with your email, a password and your business name; no card is needed for the 14-day trial.
- Import your customers
Upload a CSV or Excel file, connect Square or Mindbody, or add customers by hand.
- Set your brand and languages
Pick your email templates, colours and photos, and set a preferred language for customers who need one.
- Let it run
Trellis then sends follow-ups, review requests and re-engagement messages on its own; check the weekly report each Monday.
- Choose a plan
Subscribe before the trial ends (Starter, Pro or Scale) to keep your account and data.
What you need
- An email address and your business name
- Your customer list (CSV/Excel export) or a Square or Mindbody account
- A card only when you subscribe after the trial
Steps summarised from Trellis's own documentation, checked .
Easy-Start Score
How easy is it to get started?
Two points per check, from public information only. Unknown never counts as a fail. How we score
Worth knowing before you start
New, small vendor (Trellis AI LLC, built on the Polsia platform). Contact and SMS limits per plan (Starter 500 contacts / 100 SMS a month). Only Square and Mindbody are named as connections; the FAQ says other CRMs or booking systems work by CSV export. Re-engagement campaigns and weekly reports need the Pro plan. Vendor pages are not fully consistent (trial 14 vs 30 days, setup 2 vs 5 minutes, 'unlimited customers' in the FAQ vs contact limits on the pricing page). No published overage price; the vendor says it will not charge overage without your approval.
Compare before you choose
Alternatives to Trellis
Similar tools, ranked by how easy they are to start with.
HeyGen
AI video platform that generates avatar presenter videos from text, prompts or slides, with translation and lip-sync.
See details →Blotato
Social media API and MCP server that lets AI agents create, schedule and publish posts across nine platforms.
See details →Broadly
AI workforce for local service businesses: an AI receptionist for web chat, texts and (on Premium) phone calls, AI review replies and requests, and AI-written marketing and social posts.
See details →Claude for Small Business
Anthropic's package of connectors and ready-to-run AI workflows inside Claude Cowork that handle small-business bookkeeping, cash forecasts, invoice chasing, lead replies and marketing, with the owner approving before anything sends, posts or pays.
See details →Copy.ai
GTM AI platform with agents and workflows for prospecting, lead processing and marketing content.
See details →Frase
SEO and AI search content platform with an AI agent that researches, drafts, optimizes and monitors content.
See details →Questions
Quick answers about Trellis
At a glance: Trellis: AI customer-retention assistant for local service businesses: sends personalised post-visit follow-ups, asks happy customers for reviews, and wins back customers who stopped coming, by email and SMS. Best for salons, gyms, studios, dental offices and other local businesses with repeat customers that want follow-ups, review requests and win-back messages to run on their own. It has no free plan.
Does Trellis have a free plan?
No. Pricing as listed by the vendor: Starter $59/mo (1 location, 500 contacts, 100 SMS/mo). Pro $129/mo (3 locations, 2,000 contacts, 500 SMS/mo, re-engagement, weekly reports, team roles). Scale $199/mo (10+ locations, 10,000+ contacts, 2,000 SMS/mo, dedicated support, custom integrations). Yearly billing = 2 months free. 14-day free trial, no card; 30-day money-back guarantee after subscribing.
How much does Trellis cost?
Starter $59/mo (1 location, 500 contacts, 100 SMS/mo). Pro $129/mo (3 locations, 2,000 contacts, 500 SMS/mo, re-engagement, weekly reports, team roles). Scale $199/mo (10+ locations, 10,000+ contacts, 2,000 SMS/mo, dedicated support, custom integrations). Yearly billing = 2 months free. 14-day free trial, no card; 30-day money-back guarantee after subscribing. Prices change, so confirm on Trellis's own pricing page before you buy.
Who is Trellis best for?
Salons, gyms, studios, dental offices and other local businesses with repeat customers that want follow-ups, review requests and win-back messages to run on their own.
What can Trellis do?
Personalised follow-up message after each visit or purchase. Review requests to happy customers. Re-engagement messages to customers inactive for 30, 60 or 90 days. Dashboard alerts for at-risk customers, with win-back offers. Weekly plain-English report: returning customers, at-risk customers, review score. Messages by email and SMS, sent from your business name. 15 languages, set per customer. Branded email templates for follow-up, review request, re-engagement and win-back. Add customers by CSV/Excel upload, a Square or Mindbody connection, or by hand. Appointment reminders.
What should I know before starting with Trellis?
New, small vendor (Trellis AI LLC, built on the Polsia platform). Contact and SMS limits per plan (Starter 500 contacts / 100 SMS a month). Only Square and Mindbody are named as connections; the FAQ says other CRMs or booking systems work by CSV export. Re-engagement campaigns and weekly reports need the Pro plan. Vendor pages are not fully consistent (trial 14 vs 30 days, setup 2 vs 5 minutes, 'unlimited customers' in the FAQ vs contact limits on the pricing page). No published overage price; the vendor says it will not charge overage without your approval.
What are the alternatives to Trellis?
Similar tools in our directory include HeyGen, Blotato, Broadly and Claude for Small Business, ranked by how easy they are to start with.
How do I get started with Trellis?
1. Start the free trial. Click 'Start free' and sign up with your email, a password and your business name; no card is needed for the 14-day trial. 2. Import your customers. Upload a CSV or Excel file, connect Square or Mindbody, or add customers by hand. 3. Set your brand and languages. Pick your email templates, colours and photos, and set a preferred language for customers who need one. 4. Let it run. Trellis then sends follow-ups, review requests and re-engagement messages on its own; check the weekly report each Monday. 5. Choose a plan. Subscribe before the trial ends (Starter, Pro or Scale) to keep your account and data.
Have you tested Trellis?
No. This page is based on public information, and we link our sources. We are independent and not affiliated with Trellis.
Ready to try Trellis?
Check the plans and see if it fits. Prefer to compare first? We've lined up the alternatives.
Sources
- https://usetrellis.polsia.app/
- https://usetrellis.polsia.app/pricing
- https://usetrellis.polsia.app/how-it-works
- https://usetrellis.polsia.app/faq
- https://usetrellis.polsia.app/signup
Last checked . See our methodology.
Trellis is made by usetrellis.polsia.app, an independent company. We are not affiliated with usetrellis.polsia.app. Features, prices and availability are set by usetrellis.polsia.app and can change; we check them on 5 Nov 2026. We are not responsible for how the third-party tool works. Our responsibility covers our own setup service and Care Plan as described in our terms.
Get new tools like Trellis every week
Free weekly email: the newest AI tools we have checked and setups that work for businesses like yours. See what you get.