We are TrellisPoint

Your partner for strategic CRM since 2009.


People, Process and Technology

Since our inception in 2009, we have focused exclusively on helping our customers get more out of their technology investment in CRM software. We believe that all successful technology deployments consider both short-term and long-term business goals and team members on the front lines who are managing day-to-day activities. People, process, and technology all must align to achieve optimal results.


Dynamics 365 CRM

We are a Microsoft Gold Partner specializing in CRM-based business applications. Customer Relationship Management Systems are one of the most critical technology investment decisions a business will face. That’s where we come in. Our team is skilled in implementing, integrating, and optimizing Microsoft Dynamics 365 Customer Engagement business applications. We leverage decades of experience with Microsoft, Salesforce.com and Infor CRM (formerly Saleslogix) to deliver superior Microsoft Dynamics 365 CRM solutions that yield high value outcomes for your business.

If you’d like to join our team, view our open positions.


Best-in-Class Dynamics 365 Maintenance and Support

Our support and maintenance plans are ideal for businesses who want to manage their CRM more strategically. With cost structures tailored to meet the needs of most small to medium sized businesses, CRM support plans offer a turn-key service for your Dynamics 365 needs. Plans include access to our team of fully certified Microsoft D365 Consultants and our Customer Support Portal.

Support Plan Features

  • User management
  • Security administration
  • Business process support
  • Configuration updates
  • Release management


We Call OHIO Home!

We love being a part of Ohio’s growing technology community. We started our company with just a few employees and customers in Cleveland, Ohio. Over the past 12 years, we’ve expanded our footprint. We now have a second office in Cincinnati and customers located across the United States.


High Value Results