Screenshot of Trellus

Trellus

Discover what Trellus is and how to use it effectively in 2025. We'll walk through its features, its history, and how it stacks up against other sales tools.

Screenshot

What is Trellus?

Trellus is a platform designed to give sales reps a real-time AI assistant, helping them communicate better during sales calls. It started back in 2020 as a way to coach people on their internal company messages. Then, after getting into YCombinator’s winter program in 2021, it shifted its focus to real-time sales coaching. The official launch happened in 2022 with a system that provides live guidance for dialers. Trellus offers a bunch of helpful features, including live call transcription, basic coaching tips, access to an auto-dialer, individual performance analytics, AI-generated call summaries, and help with follow-up emails. They have different plans to fit what individuals, teams, or even custom solutions might need. These can include coaching on how you speak, suggestions for what to say, ways to handle objections, detailed analytics, automatic call summaries, and seamless integration with your CRM. You can even get custom AI research and live coaching, plus team-wide analytics and insights into conversations. They also provide custom reports and AI modeling. Plus, there’s a handy Chrome extension, and you get dedicated customer success support to help you along the way.

Who created Trellus?

Trellus was founded in 2020 with a clear goal: to help sales representatives feel more confident during cold calls. Initially, the focus was on providing real-time coaching for conversations within companies. However, after being accepted into YCombinator’s winter program in 2021, Trellus pivoted to concentrate specifically on real-time sales coaching. The company officially launched on August 17, 2022, introducing a real-time guidance system for dialers and presenting its progress at YC’s demo day.

What is Trellus used for?

  • Real-time conversational coaching for internal enterprise messaging.
  • Real-time sales coaching to improve live calls.
  • A real-time guidance system specifically for dialers.

How to use Trellus?

Getting started with Trellus to boost your sales communication is straightforward. Here’s a simple guide:

  1. Pick the Right Plan: First, decide which plan best fits what you need. There’s a free option for individuals, and then various paid plans for teams that include extra features like team analytics and personalized 1:1 support.
  2. Install the Chrome Extension: To begin using Trellus, you’ll need to install its Chrome extension. You can find the link to download it easily.
  3. Get Real-Time Behavioral Coaching: Take advantage of live coaching during your calls. You’ll receive content suggestions and tips to help you perform better.
  4. Customize and Analyze: You can customize how you handle objections, check out analytics to see how you’re doing, and get automatic summaries of your calls, which can even be entered into your CRM.
  5. Review Past Transcripts: Depending on your plan, you can look back at previous call transcripts for reference or to help with follow-ups.
  6. Book a Demo: If you want to see exactly how Trellus can make your calls more effective or need more guidance, you can book a demo. There’s a link available for this.
  7. Count on Customer Support: You’ll have dedicated customer success support to help with any questions or issues you might run into while using Trellus.

By following these steps, you can really make the most of Trellus to improve your sales calls and communication skills.

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