Trellus

Trellus is an AI calls tool. Trellus adds power and parallel dialing, pickup prediction, live AI coaching, practice bots, a shared Salesfloor and call analytics to supported CRMs and sales engagement platforms, with workflows for B2B SaaS, insurance and real estate teams.

Trellus is a calling layer that sits on top of a sales team's existing CRM or sales engagement platform. Rather than replacing the system of record, it adds power and parallel dialing, pickup prediction, live AI guidance and call review to the place reps already work. A rep opens a contact list in HubSpot or another supported platform, Trellus orders the list and works through it, and each outcome lands back in the CRM. The dialer comes in two modes. Power dialing walks contacts one at a time, while parallel dialing places up to several calls at once and hands the rep the first live answer. Hot Numbers ranks eligible contacts by estimated pickup likelihood, drawing on available call history and patterns by area and local time. Around that core sit number-health tools: smart caller ID picks the best available number, local matching targets the prospect's area code, and auto-rotate cycles through an eligible number pool. Teams can also drop saved voicemail recordings on eligible parallel calls and play recorded introductions to supported phone screeners. Coaching runs before, during and after the conversation. Live coaching surfaces suggested replies to objections and questions while the call is in progress, and transcripts are available for review afterward. Practice bots let reps rehearse openers and objections against a configured buyer persona and receive specific feedback. The Salesfloor puts a team in a shared room where managers see who is connected, listen live and coach through room chat. Managers can compare call volume, outcomes and rep performance, then open a recording, transcript and notes. Trellus is built for outbound sales teams, with dedicated workflows for B2B SaaS prospecting and handoffs, insurance quotes and renewals, and real estate inquiry follow-up. It also exposes call data through MCP so an AI assistant can answer questions about call counts, talk time and rep breakdowns. That places it closer to dialer add-ons like Nooks or Orum than to full sales engagement suites; the depth of dialing modes and saved results varies by platform, so checking the integration page first matters.