A branded web workspace
Give your users a calling workspace under your brand. Define the contact lists, agent access, calling workflow and reporting they need.
Plan the rolloutWhite-label dialer
Your brand.
Trellus calling.
Offer power and parallel dialing through a workspace with your name, logo and domain. Build the calling experience around your customers’ workflow.
dialer.yourdomain.com
Your brandWorkspace
Your customers. Your workflow.
Ready to call.
CallingPower & parallel dialing
CoachingGuidance, practice & call review
ReportingCalling activity & outcomes
Make it yours
Your identity, domain
and customer links.
Connect the workspace to the brand your customers know, from the first browser tab to the support link they use.
- Identity
- Your app name, navigation logo and browser icon.
- Domain
- A configured application domain for your workspace.
- Customer links
- Your support, legal, pricing and recording destinations.
- Product scope
- The navigation and features agreed for your rollout.
Choose where the work happens
A workspace.
A CRM. Your platform.
Start with how your users get their contacts, place calls and save the result. That determines the right implementation.
Choose the product experience
Calling is the start.
Decide which parts of Trellus belong in your offer. We map the features to the platform, plan and workflow you are launching.
Explore the Trellus workflowFrom scope to first call
Prove the workflow.
Then add users.
Use one pilot to confirm the complete experience your customers will get.
- 01 / Scope
Bring your brand and workflow.
Share your logo, intended domain, contact source and user journey. Agree on the product features, support and billing responsibilities.
- 02 / Configure
Set up the customer experience.
Configure the workspace and brand destinations. Confirm sign-in, CRM or API access, user permissions and any extension distribution.
- 03 / Pilot
Follow a call all the way through.
Sign in as an agent, load contacts, place a call and save the outcome. Review the call record and reporting with the person who owns the rollout.
For HighLevel agencies
Your CRM domain.
Your calling offer.
Using HighLevel under your agency’s brand? Confirm extension site access and the exact client location for the calling workflow. For a dialer under your own name, scope the branded workspace, sign-in and product features with us.
A few practical questions
Know what fits
before you start.
Bring the details of your platform and calling process to the conversation.
What is a white-label dialer?
A white-label dialer puts calling software under your own brand. Trellus can configure a branded workspace with your name, logo, domain and customer-facing links, then agree on the calling workflow, integrations and product features for your rollout.
Explore Trellus callingWhich parts of the workspace can use our brand?
Brand configuration covers the app name, navigation logo, browser icon, application domain and destinations for support, legal pages, recordings and pricing. We review the sign-in flow, product navigation and enabled features with you during setup.
Review security informationCan we offer calling inside our own CRM or platform?
Bring the exact platform, contact-list view and required call outcomes. We can evaluate a supported CRM integration or scope a custom connection. For an embedded experience, the implementation plan needs to cover the host application, authentication, calling surface and saved-call handoff.
See supported integrationsCan we distribute a branded Chrome extension?
A branded extension is a separate implementation decision. We confirm the target CRM, domain access, sign-in flow, publisher ownership and Chrome Web Store review requirements before agreeing on distribution.
Explore the CRM workflowsCan our system send contacts to Trellus by API?
The Calling Lists API supports CSV contact imports and updates, list membership through import templates, import-result checks and contact ownership updates. Use an authorized team-admin API key and keep credentials on your server.
Read the Calling Lists API referenceWhat do we need to prepare for a white-label rollout?
Bring your brand assets, intended domain, calling workflow, expected users and contact source. Agree on account access, support and billing responsibilities, the enabled features and where call results should be saved. Then test a pilot from sign-in through a saved call before adding users.
See agency calling workflowsBuild your calling offer
Put your brand
on the next conversation.
Bring the platform your customers use and the experience you want them to have.