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AI dialing and live coaching

Power and parallel dialing inside your CRM.

Dial more prospects from your CRM or sales engagement platform. Prioritize likely pickups and get live AI coaching.

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In the daily workflow of sales teams at

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  • Snyk logo
  • Ambition logo

Why teams choose Trellus

Dial in parallel. Call likely pickups first.

01

Dial from the tools you use.

Work from your supported CRM or sales engagement platform. Power dial one contact at a time, or call several at once with parallel dialing.

Explore calling modes
03

Manage your calling numbers.

Check number health, review spam flags and manage caller-ID rotation.

Watch number management
Choose your caller ID

Smart picks the best available number. Local matches the prospect’s area. Auto-rotate cycles through your eligible number pool. Review spam flags and connect rates in Number Management.

Drop a saved voicemail

Select a recorded greeting before calling. For eligible parallel calls, Trellus waits for the voicemail tone, plays your recording and ends the call.

Respond to phone screeners

For parallel calls with a Trellus number, choose a recorded introduction. Trellus plays it when a supported phone screener asks, then waits for a person to answer.

Customer experiences

What teams say about calling with Trellus.

More customer stories

“It was a no-brainer — Trellus integrated with our existing tools, doubled our dialing volume, and made a huge difference in efficiency without burning our reps out.”

Ilana MorozSenior Sales Manager · TouchBistro

“The product is so easy and it gives us exactly what we need. It just works — no issues, no drama. That’s rare.”

Talia McCurtainSr. Director, Business Development · Logic Monitor
4.8/519 reviews on G2 Source: G2.com, Inc. · October 21, 2026

Before, during and after the call

Practice, coach and learn with your team.

Watch the walkthroughs

Live coaching

AI guidance during live calls.

Get suggested replies to questions and objections during the call. Review the transcript afterward.

Explore live coaching
Live call transcript and suggested coaching response

Call insights

Find what is working in your calls.

Compare call volume, outcomes and rep performance. Open a call to review its recording, transcript and notes.

See team features
Call activity, outcomes and recording review

Virtual salesfloor

Call together. Coach while it happens.

Call in a shared room. See who is dialing and listen to live conversations to coach reps as they happen.

Explore the salesfloor
Shared Salesfloor room with teammates calling together

Practice bots

Rehearse the hard conversations.

Build AI practice bots for your sales scenarios. Rehearse openers and objections, review feedback and try again before speaking with a prospect.

See AI practice bots
Choose a scenarioPractice the conversationReview and try again

Solutions by industry

Calling workflows for your industry.

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For B2B SaaS teams

B2B SaaS prospecting and handoffs.

Work a focused outbound list, capture the buying context, and hand the AE a useful conversation record.

Outbound prospectingSDR-to-AE handoffs
Explore B2B SaaS workflows

For insurance teams

Insurance quotes and renewals.

Build a call block around quote requests, renewal reviews, or promised callbacks in your supported CRM.

Quote follow-upRenewal conversations
Explore insurance workflows

For real estate teams

Real estate inquiry follow-up.

Keep an inquiry, the last conversation, and your next step connected as you work through your calling list.

Buyer & seller inquiriesTeam handoffs
Explore real estate workflows

Before your first call

Dialing and setup questions.

Check platform support, calling modes and what your team needs to get started.

All frequently asked questions
What does Trellus do?

Trellus brings power and parallel dialing, live AI coaching, and call review into supported CRMs and sales platforms. Start with a contact list in your platform, use Trellus to work through the calls, and review the conversations with your team.

Explore the dialer
Will Trellus work with my CRM?

Check the integration page for your exact platform. Trellus supports a range of CRMs and sales engagement tools, but calling surfaces, available dialing modes, and how results are saved can differ by platform.

Find your integration
How do I get started?

Install the Trellus Chrome extension, sign in to Trellus, and follow the setup guide for your supported platform. Before your first call block, check your microphone and headset and make a test call to confirm your audio and calling setup.

Watch the setup guides
Can I explore Trellus before connecting my account?

Yes. The interactive product tour lets you explore dialing, coaching, call notes, salesfloor, practice bots, and team insights with sample data. It does not place real calls or change your CRM.

Try the interactive tour
What is the difference between power and parallel dialing?

Power dialing works through contacts one at a time. Parallel dialing places multiple calls at once to find a live conversation. Choose a mode that fits your platform, plan, and calling requirements.

See the calling workflow
When does the AI coaching appear?

Real-time coaching provides guidance during a supported call, including prompts for objection handling and talking points. It complements reviewing the call afterward, so the rep can use the guidance while the conversation is still happening.

Explore real-time coaching

A demo built around your team

See your next call block in Trellus.

Bring your CRM, team size and calling goals. Walk through the dialing modes, number-health tools and coaching your reps would use. Choose your meeting time right after submitting.

Book a demoCompare plans