For real estate teams
Build a calling routine around new inquiries, agreed callbacks and the people whose plans are still taking shape.
For teams using a supported CRM. Confirm your platform before planning a rollout.
Property interest · preferred timing
Questions · next appointment
Time frame · agreed next contact
A concrete starting point / GoHighLevel
The GoHighLevel walkthrough starts in a Smart List. The rep opens Trellus beside the contacts, chooses power or parallel dialing, and moves into a connected call with a live transcript and call controls.
Afterward, the rep reviews the summary, tags and notes in the call logger before resuming. Evaluate that process with the lists and handoff your agents actually need.
Explore the GoHighLevel integrationThe video uses fictional contacts and simulated calls. It illustrates the product workflow, not a real estate customer result. White-label setups need an exact workspace check.
See the GoHighLevel call flowProduct walkthrough · 2:44
Organize around intent
Keep the contact’s stated plans at the center of the call. Use your CRM to decide which list they belong in and when a next call makes sense.
New inquiry
Review the inquiry and property context before the call. Find out whether the person wants details, a conversation about their plans or a specific appointment.
“What would be useful for you to know next?”
Active conversation
Keep questions and agreed timing visible. Confirm the next step, then make the owner and follow-up plan easy to find in the record.
“What should we have ready for our next conversation?”
Future plans
Separate longer-term contacts from immediate inquiries. Record the timing they give you and agree on whether and when to reconnect.
“When would you like us to check back in?”
Your pilot checklist
Tick off what your team has decided. This stays on this page and is never submitted.
A practical first session
Start with one contact group, rather than combining every lead stage. Decide which context the agent needs and what they should save after the call.
This is a planning example, not an automatic CRM-field mapping. Confirm the saved notes and activities in your exact integration.
Check the fit
Trellus supports calling inside supported platforms. It is not an MLS feed, a property valuation system or a source of homeowner data. If your team needs those capabilities, choose the appropriate system first and assess the calling integration separately.
Check your CRMPlan the conversation
A few practical questions
Bring the details of your platform and calling process to the conversation.
Trellus supports specific CRMs and sales platforms. This page shows GoHighLevel; other platforms have their own integration pages. Confirm your exact CRM and workspace before assuming that a real estate CRM, brokerage system or white-label setup is supported.
Find your CRMThe GoHighLevel walkthrough shows a Smart List, opening Trellus beside the contacts, choosing power or parallel dialing, and reviewing the call logger. Confirm your contact permissions, workspace access and plan before using the same process with your own list.
Watch the complete workflowNo. The example starts with inquiries and contacts your team already manages. Trellus is not presented here as an MLS feed, property database, listing valuation tool or source of contact permission.
Explore the dialerNo. Results depend on the contact list, timing and conversation. Evaluate the workflow using your own completed conversations, agreed next steps and saved follow-up records instead of treating dial count as an appointment forecast.
Read the calling guideStart with your agents’ day
Bring your CRM, your contact stages and the follow-up process your team wants to use.
