Questions? Start here.

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.

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.

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.

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.

The video library brings together platform walkthroughs and product guides. Search for your CRM or the workflow you want to learn, then open the guide to watch it alongside relevant setup links.

Google Chrome on a Mac or Windows computer, a headset or microphone, and a supported CRM, sales platform or Google Sheet. Trellus installs as a Chrome extension, and your team adds calling numbers in Trellus settings.

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.

Trellus is designed to work inside supported CRMs and sales platforms. Open the contact list or calling view supported by your integration. The integration guide shows where to start and how the calling workflow fits your platform.

After a test call, review the completed call in Trellus and the expected activity or record in your CRM. The fields and write-back behavior depend on the integration. Confirm the workflow with a small call block before rolling it out to the team.

Confirm that the correct microphone and speaker are selected, your headset works, and your connection is stable. Make a test call, check the audio at both ends, and verify that the result appears where you expect before starting a larger list.

Not by default. Trellus dials between 8 AM and 6 PM in each prospect’s local time. You can widen the window, set your own or allow all hours, and contacts outside the window wait until it opens.

Contacts whose numbers are marked Do Not Call, or who are marked Do Not Contact in your CRM, are held back and the reason is shown. Teams can also turn on their own Do Not Call list: reps add a number or contact while logging a call, and admins can add rules that add contacts automatically from call results.

AI fills in the call result and a summary, and you can add notes before you log the call. You can also schedule a follow-up, complete the call task and attach the recording link, with the transcript as an option. The exact fields depend on your platform.

No. By default, no-answers, voicemails and wrong numbers are logged automatically, and AI can choose the result for live calls. Turn on Always Confirm Disposition if you want to review every call before it is saved.

The call rings in Chrome, in the tab that holds your Trellus line, with the contact’s details and recent call history. If you set a forwarding number, callbacks ring that phone instead. Missed calls from the last 7 days stay in a list so you can call back.

Yes. With routing turned on, each number can ring a team or subteam, one rep or an outside number, with an optional greeting. Routing depends on your plan.

Yes. Record named voicemail messages before you call. On eligible parallel calls, Trellus waits for the voicemail tone and plays your message, and you can record a separate introduction for phone call screeners.

Yes, but one tab runs the dialer at a time. Other tabs show that the dialer is active elsewhere and offer Take control here, which stays hidden while a call is live in the other tab.

Yes, to the countries your account is set up to call. You can choose a caller ID from a specific country and filter contacts by country. Trellus checks each number before dialing and shows Calling unavailable if your account cannot call it.

Search by area code, state or city in Trellus settings and add the number you want. Power includes 5 additional numbers and Power + Parallel includes 8. Admins can limit number purchases to admins.

Yes. Add it under Bring Your Own, and Trellus calls it with a code to confirm you own it. Numbers you bring count toward your plan’s number limit.

Yes. By default Trellus calls from your number that is geographically closest to the prospect. You can also rotate through your numbers or always use one, and admins can add shared numbers in the area codes your team calls.

An admin completes spam remediation in Trellus: STIR/SHAKEN business verification first, then the Free Caller Registry. Spreading calls across several numbers and keeping the volume on each one reasonable also helps.

Each number shows Clean, Warning, Flagged or Untested, based on checks that run about once a week, along with its dials and connect rate for the last 14 days.

After spam remediation, an admin can register a caller ID name so your business name can appear. Whether it shows depends on the prospect’s phone carrier.

When Chrome asks, choose Allow while visiting the site (it may say Allow on every visit), not Allow this time. If it keeps asking, open chrome://extensions, choose Details under Trellus, then Site settings, and set Microphone to Allow.

Chrome’s Safety Check can remove permissions from extensions it thinks are unused, and Trellus mostly runs in the background. Open chrome://settings/safetyCheck, find Trellus under permissions removed and choose Allow again.

Yes, but Bluetooth microphones switch to lower, phone-call audio quality. For the clearest sound, use a wired or USB headset and pick it in Audio Settings, where you can also test your mic and speaker.

Trellus warns you during a call when your network is dropping or delaying audio. Try a wired connection or another network, and pause video calls, VPNs and cloud sync. If it continues, use Report audio problem in Audio Settings during the call or within 10 minutes after it; it sends diagnostics, not audio, to our support team.

No. Chrome downloads updates automatically, and Trellus waits to install one until you are off a call, nothing is ringing and no call log is open. You may be asked to refresh the page afterward.

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.

Trellus supports custom coaching suggestions and objection handlers. Use your team's talk tracks when configuring coaching, and check your plan for the customization available to your team.

Practice bots give reps a simulated conversation to work on their approach before a live call block. Use a practice scenario to rehearse openers, questions, and objection handling, then review what to improve.

The virtual salesfloor brings a team into a shared calling session. Reps and managers can listen to live calls, share guidance, and work together during a call block. Explore the salesfloor chapter in the product tour to see the layout.

Trellus includes call review and team analytics. Managers can use conversations and performance information to identify coaching opportunities. Team analytics and reporting features depend on the plan.

Yes. From the Salesfloor, a manager can request a whisper, and once the rep accepts, only the rep hears the manager. Managers with a dialing seat can also join the call.

Yes. Admins set team defaults for each platform and can lock them, so reps see the setting as locked.

Teams can choose English, Spanish, French, German or Dutch, or let Trellus detect the language.

Practice calls cover 17 languages and variants, including Spanish, French, German, Portuguese, Japanese, Hindi and Arabic. You can turn part of a real call into a role-play, and each practice session is graded.

Choose Power ($99.99 per seat per month) to call one contact at a time, Power + Parallel ($149.99 per seat per month) to dial several numbers at once, or Business for team coaching, analytics and custom limits. You can start with one seat and add more later.

No. Trellus has no free plan or free trial. You can click through the interactive demo without signing up, and you can buy Power or Power + Parallel online one seat at a time, with no seat minimum.

Yes. Request a demo and include your CRM, team size, and what you want to improve. Seeing the workflow in your own platform helps you evaluate the calling setup, coaching, and team features together.

Open the Support Center in Trellus and create a ticket. Include your platform, the screen where you need help, and the steps that led to the issue. Keep passwords and API keys out of your request.

Trellus is priced per seat per month, and each person who calls uses one seat. Admins invite teammates by email, one at a time or in bulk, and each invite needs a free seat. Billing admins can add seats and see the prorated price first.

Billing admins manage the subscription, invoices and card details from Billing in Trellus settings. Single-seat plans can pause or cancel there; larger plans can request changes through the Support Center. When a plan is canceled, calling stops right away and numbers may be released.

Plans include calling usage: standard dialing limits on Power, high limits on Power + Parallel and custom limits on Business. The Terms explain how usage limits work.

Yes. The LinkedIn inbox for Sales Navigator messages is included in Power, and every higher plan includes everything in Power.

The public developer section includes the Call Data API reference, field catalogue, request examples, and MCP setup and tool guides. No sign-in is needed to read the documentation. Querying your data requires a Trellus account with the appropriate access.

For a supported CRM or sales platform, start with its Trellus integration and setup guide. Developer tools serve a different job: connecting call data to your own reporting or applications.

Visit the security page for Trellus security information and contact support if your team needs a compliance report or a security review. The privacy statement explains how Trellus handles personal information.

Yes. Paid accounts can download a CSV from call history with columns such as rep, prospect, phone numbers, duration, result and transcript link, up to six weeks at a time. For ongoing access, use the call data API.