Service Management


Trellis provides a suite of phone, live chat, and webform capabilities that help university service professionals support students and other constituents. The tool is designed to help facilitate in-person and digital service interactions with curated responses that integrate with the rest of the Trellis CRM system.

Who will this benefit?

  • Your students and constituents
  • University employees who manage a help desk
  • Supervisors, student service units, and staff


  • A holistic view of the constituent journey
  • Virtual & in-person queue management & check-ins
  • Service case management
  • Online form submissions to create cases
  • Live chat & chat to create cases
  • Telephony (phone integration) & phone to create cases
  • Email to create cases (centralized email inbox)
  • Service (multi-tab feature)
  • Chatter (in-system user & group interactions)
  • Knowledge (in-system training & documentation)
  • Reporting & dashboards

Interested in Trellis?

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