Pricing that scales with your client list.
Start free with one client. Move up as you take on more — every tier adds real capability, not just a bigger number. And your clients never cost you a seat.
Early access: request a plan through our contact page. We confirm seat quantity, billing, availability, and start date directly; self-service checkout is not available yet.
- 1 client workspace
- Up to 3 projects
- 2 internal seats
- 2 client guests
- All five task views
- Tasks, subtasks & custom fields
- Personal two-factor authentication
- 3 client workspaces
- Unlimited projects
- Unlimited free client guests
- Client approvals + guest Approve
- Branded client portal
- 5 automations per workspace
- Report builder + branded PDF
- Public intake forms
- Full role model (Admin, Manager)
- Everything in Studio, plus
- 10 client workspaces
- 25 automations per workspace
- Scheduled & advanced automations
- Automatic backups + restore
- Approval analytics
- Portfolio dashboard rolling out
- Cross-client workload rolling out
- Templates library rolling out
- Priority support + onboarding
- Everything in Agency, plus
- Unlimited workspaces
- Unlimited active automations
- SSO / SAML rolling out
- Team-wide MFA enforcement rolling out
- API + webhooks rolling out
- Custom & field-level permissions rolling out
- Audit-log export rolling out
- Dedicated support / SLA
Your clients never cost you a seat
Most tools make you pay for everyone you collaborate with. Trellis doesn't. On every paid plan, invite as many client guests as you like — to view, comment, and approve in their portal — completely free. You only pay for your internal team.
The full breakdown
Quotas and capabilities, side by side. Items marked “rolling out” are included on their tier as we ship them.
← Swipe the table to see all plans →
| Free$0 | Studio$5/seat/mo | Agency$10/seat/mo | Scale$20/seat/mo | |
|---|---|---|---|---|
| Capacity | ||||
| Client workspaces | 1 | 3 | 10 | Unlimited |
| Groups per workspace | 1 | 3 | 10 | Unlimited |
| Projects | 3 | Unlimited | Unlimited | Unlimited |
| Internal seats | 2 | Unlimited, billed per seat | Unlimited, billed per seat | Unlimited, billed per seat |
| Client guests | 2 | Free & unlimited | Free & unlimited | Free & unlimited |
| Active automations / workspace | — | 5 | 25 | Unlimited |
| Client delivery | ||||
| Five task views (Kanban, Table, Calendar, Gantt, Flow) | ✓ | ✓ | ✓ | ✓ |
| Tasks, subtasks, dependencies, custom fields | ✓ | ✓ | ✓ | ✓ |
| Client approvals + guest Approve | — | ✓ | ✓ | ✓ |
| Branded client portal | — | ✓ | ✓ | ✓ |
| Standard automations | — | ✓ | ✓ | ✓ |
| Scheduled & advanced automations | — | — | ✓ | ✓ |
| Report builder + branded PDF export | — | ✓ | ✓ | ✓ |
| Public intake forms | — | ✓ | ✓ | ✓ |
| Data export (JSON / per-project) | Manual | ✓ | ✓ | ✓ |
| Scale & visibility | ||||
| Automatic backups + restore | — | — | ✓ | ✓ |
| Approval analytics | — | — | ✓ | ✓ |
| Portfolio dashboard rolling out | — | — | ✓ | ✓ |
| Cross-client workload planning rolling out | — | — | ✓ | ✓ |
| Templates library rolling out | — | — | ✓ | ✓ |
| Audit log | Recent | Recent | Extended | Extended |
| Security & governance | ||||
| Personal authenticator MFA + recovery codes | ✓ | ✓ | ✓ | ✓ |
| SSO / SAML rolling out | — | — | — | ✓ |
| Team-wide MFA enforcement rolling out | — | — | — | ✓ |
| API + webhooks rolling out | — | — | — | ✓ |
| Custom & field-level permissions rolling out | — | — | — | ✓ |
| Audit-log export / compliance rolling out | — | — | — | ✓ |
| Support | ||||
| Support | Community | Standard | Priority + onboarding | Dedicated / SLA |
| Sign up | Sign up | Sign up | Talk to us | |
Pricing questions, answered
Your plan sets the available features and quotas. Your workspace role and project or team access determine what you may do within them. Free supports Owner, Member, and Guest; Studio and higher also support Admin and Manager. Team Leader is a team responsibility, not a workspace-wide administrator. Paying for a higher plan does not give every person administrative access, and a workspace Owner is not a platform administrator.
Yes. Personal authenticator MFA, QR-code setup, and recovery codes are available on every plan, including Free. Requiring MFA for internal team members is a separate Scale feature controlled by the workspace Owner. Team-wide enforcement remains marked rolling out while its organization-level rollout checks are completed. Enabling your own authenticator does not enable a policy for everyone else.
Yes. On every paid plan, client guests are free and unlimited — they never count as a billable seat. Invite as many clients as you like to view, comment, and approve work in their portal at no extra cost. On the Free plan you can invite up to 2 guests.
A seat is one internal teammate: an Owner, Admin, Manager, or Member. Paid plans have no fixed internal-seat cap, but each internal seat is billable. A team-lead assignment does not create an extra seat. Client guests are not internal seats and are free and unlimited on paid plans. During early access, we confirm your seat quantity and billing arrangements directly.
A workspace is a client space — most teams create one workspace per client. Inside a workspace you organize work into groups (folders), and each group holds projects, which is the actual deliverable work with its tasks. Free includes 1 workspace; Studio 3; Agency 10; Scale unlimited.
A plan change does not delete existing data. Existing work can still be viewed and saved where your role and current plan permit the action. When you are over a quota, changes that increase usage of that quota are blocked until you reduce usage or upgrade. Plan-specific feature restrictions still apply; the whole workspace does not become read-only just because a quota is exceeded.
During early access, request an upgrade or downgrade through our contact page. We confirm the plan, internal-seat quantity, billing arrangements, and effective date before applying a change. Self-service checkout and automatic subscription changes are not available yet. Downgrades do not delete existing data; the new plan controls feature access and net-new usage.
Yes. Choose annual billing and you get two months free — you pay for ten months and get twelve, about 17% off the monthly price.
Items marked rolling out are not yet generally available. Agency rollout includes portfolio reporting, cross-client workload planning, and templates. Scale rollout includes team-wide MFA enforcement, SSO/SAML, customer API and webhooks, custom and field-level permissions, and audit-log export. Personal authenticator MFA is available on every plan. Contact us to confirm availability before choosing a plan for a rolling-out feature.
We’re happy to talk. Reach out through our contact page and tell us about your organization — we consider nonprofit and early-stage discounts case by case.
Start free, upgrade when your client list grows.
Bring your first client into Trellis with guided onboarding — no card required to begin.