Trellus

Trellus integrates power and parallel dialing, live AI coaching, and call review into supported CRMs and sales platforms. It starts with a contact list in the user’s platform, then Trellus handles the dialing, coaching, and post-call review with the team. The tool aims to streamline outbound calling workflows by combining dialing modes with AI insights and collaboration features.

Live coaching guides reps in real time during calls, offers suggested replies, and provides transcripts for post-call review. The platform also offers practice bots to rehearse conversations before speaking with prospects and uses analytics to help teams understand call performance. Users can access guidance and post-call notes to inform follow-up steps.

Trellus supports number health checks, spam flags review, and caller-ID rotation management. It provides a shared virtual space where teams can listen to live calls to coach reps and review conversations later. Analytics and AI-driven guidance are available to compare dials, talk time, and rep performance across the team.

Solutions span industry-focused calling workflows (B2B SaaS, insurance, real estate) and integrations with CRMs and sales platforms.

Use cases

• B2B SaaS teams use Trellus for outbound prospecting and SDR-to-AE handoffs.
• Insurance teams build call blocks around quotes, renewals, and callbacks.
• Real estate teams follow up inquiries and manage handoffs.