TrellivoServices
CRM for small service businesses
Most CRMs are built for sales teams with 50 people. You need to see your leads, remember who to call back, and not lose the job. That is what this does.
What you get
Built for how you work
One screen, not twelve
Your leads, your jobs, your follow-ups. All visible without clicking through five tabs.
Built into the website
When someone fills out your form, they show up in your CRM. No copy-pasting, no imports.
Reminders that work
The system knows when you have not followed up. It tells you before the lead goes cold.
Who this is for
Solo operators, small service businesses, anyone who has lost a job because they forgot to call back.
Questions people ask before they call
How much does the CRM cost?
CRM Core is $297/mo with missed-call text-back, a pipeline, booking and a two-way inbox. CRM Pro is $497/mo and adds AI follow-up. Neither carries a setup fee.
Do I need a Trellivo website to use the CRM?
No. The plans stand alone with the website you already have. When Trellivo builds the site, form leads land in the CRM automatically, with nothing to copy or import.
What does the CRM actually do?
It shows your leads, jobs and follow-ups on one screen, reminds you before a lead goes cold, texts back the calls you miss, and keeps every conversation against the job.
Is there a contract?
Every plan is month-to-month; you can stop at the end of any month. Your CRM data stays accessible for 60 days after you leave and can be exported on request.
Ready when you are.
Tell us what you do and what you need. We will get back to you within 24 hours.