Trellus

Models drive the coaching, call scoring, practice bots built from a team's own calls and the bots that answer inbound calls and ring new leads. The power and parallel dialers, voicemail drop, number management and CRM logging are conventional product that works without them, and the AI itself runs on proprietary models that learn from top performing reps.

The parallel dialer places up to five calls at once and connects whoever answers, and AI bots answer inbound calls around the clock and can call new leads straight away to book a meeting. What the bots may say or commit to, whether a person reviews their actions, and how a run is stopped are not explained, and CRM logging writes call records automatically.

No model or provider is named for transcription, scoring, practice or the calling bots, beyond proprietary models that learn behaviors from top performing reps. Nothing says whether people reached by a bot are told it is software.

Doss reports pick rates that doubled overnight after moving to Trellus numbers, LILT says 60 to 70 percent of its outbound meetings now start with a cold call, and TouchBistro reports doubling its dialing volume. Promises of five times the call output and four times the conversations come with no customer, sample or period, and none of the customer results carries a baseline.

The terms put TCPA, telemarketing sales rule and Canadian unsolicited telecommunications compliance on the customer, who must buy its own national do not call registry access and scrub state registries, which Trellus does not handle, and they leave rules on artificial and AI generated voices to the customer too. Salesforce logging honors do not call fields the customer maps, and recording consent is the customer's job. Calling hours, consent capture and where the parallel dialer stands under automated dialing rules are not addressed.

A data processing agreement makes Trellus the processor and the customer the controller, with 2021 standard contractual clauses (modules two and three), the UK addendum and Swiss clauses for transfers, and the standard GDPR lawful bases apply. No subprocessor list is available, and identifiers have been sold to ad networks in the CCPA sense.

The dialer works from the customer's own records in its CRM, sequencer or spreadsheet, plus the phone numbers Trellus provides for calling. No contact database is supplied.

Dialing and coaching run through a Chrome extension inside 28 other products, and on third party dialers such as Aircall, Dialpad and RingCentral audio is captured by attaching to the browser's WebRTC streams. The extension's permissions are explained, but how operating inside each host platform squares with that platform's own terms is not, and number rotation is part of the number health tool.

Google Workspace data is not used to train generalized AI models, under Google's Limited Use rules. For call recordings, transcripts and other customer data, the terms let Trellus use the data as it sees fit for research and development, and whether that includes training shared models, and how long data is kept, is not stated.

AI bots answer inbound calls, run intake and call new leads to set appointments, and nothing says whether those callers are told they are speaking with software, with no position on Article 50 of the EU AI Act. The terms leave rules on AI generated voices to the customer.

Call logging goes deep: a Salesforce Task with subject, summary, transcript or recording link and disposition, tied to the contact or lead and an account, opportunity or custom object, with due call tasks completed; a HubSpot call record with direction, status, timing, disposition, summary and recording, plus a callback task; and Salesloft and Outreach activity with dispositions, notes and cadence context. The flow runs one way into the CRM, Salesloft recordings arrive as links rather than native recordings, and no public API is offered.

The product runs as a browser extension backed by a cloud service, and data is processed in the US and other countries. No hosting provider, region or residency option is given.

SOC 2 Type II is held, with the report available by emailing support. There is no trust center, and security information centers on the extension's browser permissions and how audio is captured.

Power costs $99.99 a month per license and Power + Parallel $149.99, and Business is quoted. The terms supply the usage economics: 2,000 call attempts per user a day, 2,000 or 3,000 bridged minutes per seat a month pooled across the account, and overage at $0.04 a minute. Whether those prices assume monthly or annual billing is not stated.

Data exports are self service, and help from the team with an export costs one month's fee. Orders renew for 12 months unless canceled 30 days before the end, price changes need 60 days' notice, fees are not refunded, and single seat monthly plans can be canceled or paused in the app. Deletion after termination follows retention practices with no timeline.

Every plan includes extra calling numbers and a Number Health tool that checks numbers, rotates them and repairs spam labels, and the terms cap each user at 2,000 call attempts a day. How numbers are monitored, what triggers a swap and how rotation is governed are not explained, on a product that also dials five lines at once.

Sold to individual reps and to teams of more than 24 seats, for SDR outbound, support and inbound call handling, and founder led selling. Named customers include LILT, TouchBistro, Doss, Logic Monitor, AtoB, Attentive and AppOmni, mostly US software companies, support runs in English, and international calls cost more credits.