4:00ATTIO
See Trellus inside Attio.
See task views, dialing controls, filters and call summaries.
Watch the Attio guideAUTO DIALER
The auto dialer inside your CRM
Trellus adds power and parallel dialing to supported CRMs and sales engagement platforms through a Chrome extension. Keep calling from the lists and queues your reps already work.
Power dialing calls one contact at a time. Parallel dialing calls up to five numbers at once on eligible plans, connects you to whoever answers and stops the other lines. Prioritize likely pickups, monitor number health and get live AI coaching during the conversation.
For supported CRMs and sales engagement platforms. Modes and line counts vary by platform and plan.
Parallel dialingYOUR NEXT CONVERSATIONOne list. Several lines.
01Morgan PatelFieldwork · RevenueStopped
02Jordan LeeNorthstar · OperationsConnected
03Alex ChenDaybreak · SalesStopped
04Sam RiveraWestward · GrowthStopped
Jordan answered.
Your rep takes the conversation.
Your rep takes the conversation.
YOUR NEXT CALL BLOCK
From your list to a live conversation.
Follow Jordan’s call from your list to a reviewed next step.
01 / BEFORE THE CALL
Put likely pickups first.
Hot Numbers orders eligible Trellus calling lists by estimated pickup likelihood. Choose parallel mode for several attempts at once.
Parallel · 4 linesCall listHot Numbers
Smart caller IDBest available number
01Morgan PatelFieldwork · Revenue
02Jordan LeeNorthstar · Operations
03Alex ChenDaybreak · Sales
04Sam RiveraWestward · Growth
02 / DURING THE CALL
Take the answer.
Keep the context.
Use saved voicemail and screener introductions on eligible parallel calls. Once Jordan is connected, the other active lines stop.
Morgan · Voicemail sentJordan · Screener intro sent
LIVE TRANSCRIPT
Jordan · Prospect
“We already have a provider.”
AI SUGGESTION · AVERY ASKS
“When does your current agreement come up for review?”
Jordan · Prospect
“November. Send me a comparison before then.”
03 / AFTER THE CALL
Review the call.
Keep the next step.
Review the AI summary and agreed next step before logging the call in your supported platform.
Ask your AI assistant about call outcomesCONVERSATIONSpoke with Jordan.
AI SUMMARY
Existing provider. Agreement review in November.
NEXT STEP
Send Jordan a comparison before the November review.
Review before logging
Find your CRM, sales platform or spreadsheet
All integrationsPopular setups: the HubSpot dialer, Salesforce auto dialer, Outreach dialer, Apollo dialer and Google Sheets dialer.
BEFORE YOU CHOOSE A PLAN
Check the workflow, not just the line count.
Use these three checks to see whether the dialer fits your team’s next calling block.
- Find where reps actually call. Your CRM of record may not be where reps work their calling queue. An Outreach call task and a Salesforce report are different starting points. Open the guide for the platform and view your team uses.
- Match the mode to the work. Choose power dialing when each contact needs a closer read, or parallel dialing for a prepared prospecting list. Confirm the supported mode and line count for your platform, plan and account. Up to five lines is an eligible-plan limit, not a promise for every workflow.
- Check what happens after a call. Use the recorded guide for your platform or a demo to check the outcome, notes and next step your team needs. Confirm what that integration saves and what the rep still needs to do. Do not assume every custom field or follow-up action is automated.
For your evaluation, bring one typical worklist and an example of the call record your team needs afterward. The integration directory links each platform’s starting screen, modes and logging workflow.
PRODUCT WALKTHROUGHS
Watch the dialer in your CRM.
Watch recorded tutorials on calling controls, settings and post-call tools in Attio and HubSpot.
BEFORE, DURING AND AFTER THE CALL
Pickup prediction, number health and live coaching.
Decide who to call next, review the caller IDs your team uses and support reps while the prospect is on the line.
Put likely pickups at the top of your list.
Hot Numbers uses available call history and area/local-time patterns to estimate pickup likelihood. Use that estimate to prioritize an eligible Trellus calling list.
Know when a caller ID needs attention.
Review spam flags and connect rates for the numbers you call from. Manage caller IDs, submit registrations and use replacement tools for eligible managed numbers.
See number management and spam mitigationGet guidance while the prospect is on the line.
Follow the live transcript and use AI suggestions for questions or objections. After the call, review generated notes and confirm what should be logged.
See your platform’s calling workflowCustomer experience · Trellus numbers
Switching to Trellus numbers.
“Trellus has allowed us to hit some crazy numbers using a lightweight tech stack. We switched to using Trellus numbers as well and our pick rates doubled overnight!”
Eshaan KaulDirector of GTM · Doss.com
Multiple lines at once
What is parallel dialing?
Parallel dialing calls several numbers at the same time. You speak with a prospect who answers instead of waiting for each number to finish ringing before trying the next.
Read the parallel dialing guideOne line at a time
What is power dialing?
Power dialing calls one number at a time from your contact list, without entering each phone number manually. Review the contact, make the call and log the outcome before moving to the next person.
Read the power dialing guideCompare power and parallel dialing, or see the parallel dialer and power dialer.
STEP BY STEP
How parallel dialing works in Trellus.
- Open your list. Start from a list, task queue, sequence step or report in your CRM or sales engagement platform.
- Choose how you dial. Pick power dialing or parallel dialing and the number of lines your plan allows.
- Put likely pickups first. Hot Numbers (beta) can order eligible contacts by estimated pickup likelihood, and smart caller ID picks your best available number.
- Skip the dead ends. On eligible parallel calls, Trellus plays your saved voicemail after the tone and your saved introduction to phone screeners.
- Take the answer. When someone picks up, you are connected, the other active lines stop and live AI coaching follows the transcript.
- Log it and move on. AI fills in the result and a summary. No-answers, voicemails and wrong numbers are logged automatically by default.
CHOOSE HOW YOU CALL
Power dialer vs. parallel dialer vs. predictive dialer.
Use parallel dialing to reach people on a prepared outbound list. Choose power dialing when you need to review each contact before making the call.
| Compare | Power dialer | Parallel dialer | Predictive dialer |
|---|---|---|---|
| Lines | One call at a time | Several numbers at once; up to five on eligible Trellus plans | Dials ahead of available reps, based on a forecast of when someone will be free |
| When someone answers | The rep makes each call and logs the outcome before the next contact | The rep is connected to whoever answers; the other active lines stop | The answered call goes to the next available agent |
| Best for | Callbacks, warm leads and accounts that need a closer read | Prepared prospecting lists with a shared reason for outreach | High-volume contact centers |
| In Trellus | Power plan, $99.99 a month | Power + Parallel plan, $149.99 a month | Not offered |
CALL RESPONSIBLY
Calling hours, Do Not Call and caller ID health.
Calling rules depend on who you call, where and with what consent. Trellus gives your team the controls.
- Calling hours. By default Trellus dials between 8 AM and 6 PM in each prospect’s local time. You can widen the window or set your own.
- Do Not Call. Numbers marked Do Not Call and CRM records marked Do Not Contact are held back, with the reason shown.
- Number registration. Admins complete STIR/SHAKEN business verification, then the Free Caller Registry, to protect your caller reputation.
- Number health. Each number shows Clean, Warning, Flagged or Untested, with its dials and connect rate for the last 14 days.
Consent, calling hours, recording rules and local law remain your organization’s responsibility. Read how Trellus handles Do Not Call.
TEAM COACHING AND REPORTING
Practice, coach and review with your team.
CALLING BY INDUSTRY
Build a calling plan for your industry.
Get examples of prospect selection, call preparation and follow-up for your team.
DIALER FAQ
Questions before
your first call.
Can I use both power and parallel dialing?
Trellus supports both modes. Use power dialing for one contact at a time and parallel dialing for several simultaneous attempts. Your available modes and line counts depend on your platform, plan and account settings.
How do voicemail and phone screener drops work?
Select a recorded greeting before calling. For eligible parallel calls, Trellus waits for the voicemail tone, plays your saved voicemail and ends that call.
A phone screener uses a separate saved introduction. On supported parallel calls with a Trellus number, Trellus plays that introduction when the screener asks, then waits for a person to answer. The recording does not conduct a conversation for the rep.
Does Trellus rotate caller IDs?
Smart caller ID selects from your available calling numbers using destination matching and recent use. Auto-rotate cycles through the available pool as a separate strategy.
Number health tools let you review spam signals and connect rates separately. Eligible managed outbound numbers can be replaced when their performance or spam signals deteriorate. Watch the number management and spam prevention guide for the controls.
How many lines can a parallel dialer call at once?
Trellus parallel dials up to five lines on eligible plans and supported workflows. Your line count depends on your platform, plan and account settings. Review current plans and confirm your team’s setup in a demo.
How much does a parallel dialer cost?
Trellus Power is $99.99 a month. Power + Parallel is $149.99 a month and adds parallel dialing, unlimited AI practice calls and 8 additional phone numbers with spam remediation. Business pricing is custom. Compare plans.
Do I need to move my contacts to another CRM?
You can start from your existing contact list in a supported CRM or sales engagement platform. The integration directory shows each platform’s starting screen, calling modes and logging steps.
Which CRMs does the Trellus dialer work with?
HubSpot, Google Sheets, Outreach, Apollo, Salesloft, Gong Engage, Salesforce, Close, Attio and GoHighLevel, plus 18 more platforms. The integration directory shows each platform’s starting screen, calling modes and what Trellus saves back.
Is AI speaking to the prospect for me?
Your rep speaks with the prospect. In this dialing workflow, AI provides live coaching and helps generate notes for the rep to review afterward.
Is Trellus an AI dialer?
AI works around the call: Hot Numbers (beta) orders eligible lists by estimated pickup likelihood, live coaching suggests questions and objection responses, and AI fills in the result and summary. Your rep does the talking.
Is parallel dialing legal?
Calling rules depend on who you call, where and with what consent, not only on the dialer. Trellus holds back Do Not Call contacts, dials within business hours in each prospect’s local time by default and helps you register your numbers. Consent, calling hours, recording rules and local law remain your organization’s responsibility.
Will parallel dialing get my numbers flagged as spam?
Spread calls across several numbers and keep the volume on each one reasonable. Admins can complete STIR/SHAKEN business verification and the Free Caller Registry, and each number shows Clean, Warning, Flagged or Untested so you can replace one that shows warning signs.
What happens after the call?
Review the generated notes and summary, confirm the outcome and log the call in your supported platform. See the recorded Attio and HubSpot tutorials above for the controls in those integrations.
What does Hot Numbers predict?
Hot Numbers estimates pickup likelihood to help prioritize eligible calling lists. It is a beta feature, and the estimate is a sorting signal rather than your overall connect rate or a promise that the next call will be answered.
What should we bring to a demo?
Tell us which CRM or sales engagement platform you use, how many reps call and what a typical calling session looks like. We’ll show dialing, coaching and post-call review for your setup. Your team supplies its contacts and is responsible for its calling permissions.
How does Trellus compare with Nooks, Orum and Salesfinity?
All four offer power and parallel dialing. Nooks, Orum and Salesfinity run calling in their own workspaces, with lists brought in from your CRM. Trellus adds dialing beside the CRM list, task queue or Google Sheet your reps already use and saves the outcome there. See Trellus vs. Nooks, Trellus vs. Orum and Trellus vs. Salesfinity.
SEE YOUR TEAM’S SETUP
See how your team
would call with Trellus.
Tell us your platform and team size. We’ll walk through dialing, coaching and call logging for your team. Choose a meeting time after submitting the form.