Your CRM tracks customers.
Your PRM tracks partners.
 trellis tracks your partner revenue.

The place you start your day, run your partner pipeline, and know exactly where you stand against quota.

No CRM required to start
Free during beta
app.trellis.ai / Partner Hub
Qualified Opportunities
18 of 29
62% qualified
Partner Sourced Revenue
$1.8M
of $3.2M target (56%)
Active Opportunities
29
Across 8 partners
Open Actions
11
3 overdue
Partner
Deals
ARR
Forecast
Health
Partner A
9
$820K
Upside
Needs attention
Partner B
7
$580K
Commit
On track
Partner C
4
$290K
Pipeline
On track
Partner D
2
$115K
Early stage
On track
WHY TRELLIS

Every GTM function has a purpose-built tool. The Partner Sales Manager has none.

PSMs have been borrowing AE tools and hacking together spreadsheets because nobody built for them specifically. Until now.

A DAY RUNNING PARTNER REVENUE
◈
Where you stand.
See your quota attainment by component: sourced revenue, qualified opportunities, whatever you're actually paid on. Updated live as deals move.
⊕
What needs you today.
Action items across every partner and deal, due dates and overdue flags front and center, so nothing falls through.
⑂
Where your pipeline is headed.
Three forecast scenarios (Committed, Most Likely, Full Upside) so you know not just where you are, but where you're going.
▦
Everything on a partner, in one place.
Contacts, GTM narrative, MDF budget, enablement resources, deal history. No more digging through five tools to prep for a call.
✦
Answers when you need them.
Ask the AI co-sell agent anything about your book of business. It already knows your partners, pipeline, and open items.
⇌
Your team's view, always current.
Leadership gets full visibility across the whole book of business: quota attainment, pipeline health, and partner activity. One source of truth, no decks required.

Built by a Senior Partner Sales Manager, for Partner Sales Managers. Because I was the one hacking spreadsheets.

WHAT'S INSIDE
Partner Profiles Configurable Pipeline Stages & Tiers MDF Budget Tracking Enablement Resource Hub Contact Management Real-time Search AI Co-Sell Agent
CO-SELL AGENT

Walk into every partner call prepared.

Ask the Co-Sell Agent which deals need attention, which partners are at risk, and what to focus on this week. It answers from your actual pipeline, action items, and partner data in Trellis. No digging through Salesforce. No pre-call scramble.

  • Which deals need attention or are close to closing
  • Pipeline breakdown by partner or stage
  • Overdue and upcoming action items surfaced automatically
  • At-risk partner flags based on health and activity
  • "What should I focus on this week?" Answered from your live data.

Read-only by design. The Co-Sell Agent surfaces insights and you make the calls. Nothing is logged, updated, or changed in your CRM without you.

✦ AI co-sell agent Live
PARTNER SNAPSHOT
3 active opps  ·  $415K pipeline  ·  1 overdue action
WHERE TO FOCUS
⚠ RetailCo stalled 24 days. Follow up and get back on their radar before end of quarter.
↑ Stripe has 3 deals in late stage. Great time to align on a co-sell call and confirm next steps together.
📌 1 overdue action item. Schedule the Q3 enablement session planned last month.
HOW IT WORKS

Up and running in minutes.

01
Configure your program
Set up partner tiers, pipeline stages, and quota components to match how you're actually measured.
02
Set your quota
Enter your targets by component (sourced revenue, qualified opportunities) so trellis knows what hitting your number looks like.
03
Add your partners
Each partner gets a dedicated profile: contacts, GTM narrative, MDF budget, enablement resources.
04
Enter your opportunities
Add deals directly on each partner page. Pipeline and dashboard update instantly.
05
Ask the AI agent anything
trellis already knows your book of business. Ask where to focus, what's at risk, or what's needed to hit your number.
06
Start every morning here
Open trellis and know exactly where you stand: quota progress, overdue actions, and deals that need your attention today.

Your partners are ready.
Are you?

Free during beta. No credit card. No CRM required to start.